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Top Trends in Wealthtech And How Aggregated Financial Data Fuels Your Innovation

The rise of wealthtech is transforming wealth management. As the next generation of investors increasingly rely on digital tools—not only for basic financial tasks but also for more complex, personalized financial planning—the wealthtech industry’s market potential will expand exponentially.


As wealthtech continues to progress, the importance of interoperable, accurate data will continue to gain prominence. Indeed, wealthtech’s ongoing evolution will be shaped by its ability to harness, integrate, and leverage data in innovative ways to meet the diverse needs of advisors, investors, and the industry as a whole.

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Top Trends in Wealthtech And How Aggregated Financial Data Fuels Your Innovation

What’s Inside

  • How the Industry Defines Wealthtech
  • Why Wealthtech Adoption is Accelerating
  • The Wealthtech Opportunity
  • Trends in Wealthtech Driving Innovation

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