Wealth ARC is a tool aimed at asset managers to help them advise their clients better thanks to its three main features: Smart portfolios, digital client experience, 360 degrees view.
Asset / Wealth Management
BUX is a gaming Mobile App that lets the user trade stocks, indices, currencies and commodities (using CFDs) with virtual or real money.
Nvestly is a Social Trading Platform for people willing to learn from- or compare their performance with others.
FeeX’s objective is to find and cut hidden fees for their users’ portfolios.
Wealthfront is a portfolio management system that targets small investors (the minimum account size is $5K and the minimum withdrawal amount is $2,5K). See more
Personal Capital is a free financial advice platform that lets its user aggregate his financial (and investment) accounts in one place.
SigFig offers a real dashboard for users to monitor their investments, the ability to have it all in one place allows SigFig to obtain the user relationship over the traditional Advisors.
Betterment is a Robo-Advisor that targets people investing in order to achieve predefined goals (retirement, financing children studies, building a safety net, etc…). When a goal is considered unrealistic, Betterment make recommendations to modify it.
Motif Investing allows the user to invest in groups of 20 to 30 stocks or ETFs that share the same characteristics.
Very similar to Wealthfront or Betterment, Stockspot is an online Exchange-Trade Fund manager in Australia.
Trizic is a CRM for asset managers in order for them to provide their clients with an enriched user experience.
Marie Quantier (MQ) is a French portfolio advisor system that allows its user to build a perfectly diversified portfolio.
BlackRock has made a strong attempt to differentiate itself through an effective digital presence, client-centric user experience, relevant branded content, dynamic functionality, unique visual branding and clear messaging.
F&C has maintained their entrepreneurial culture thus providing investment teams with autonomy and ownership of their investment process.
Investec Asset Management is a young firm that is not hugely advanced in the domain of digital. Their expertise in digital remains low and thus they have focused on creating partnerships with external parties in order to construct their digital strategy and revamp their image on digital platforms.