Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry.

But to stay competitive, wealthtech start-ups need to rethink how they engage their users with personalized data focused on investment holdings and performance information. It’s also critical for them to stay on top of trends as the technology evolves and client needs and expectations grow.

In this free on-demand webinar you’ll learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps.

You’ll discover how the tight integration of aggregated data and best-in-class market data can accelerate innovation. Plus, you’ll learn why operational efficiencies and ubiquitous data across the workflow are essential.

You’ll also get a look at how automated insights, open banking and the investment data ecosystem are all impacting the industry, and more.