Innovations in financial portfolio management made life easier for investors and financial advisors to manage money, identify the right investment opportunities, and generate reports on portfolio performance. Solutions trending in the current market contain investment tracking, accounting, and reporting services, along with client communication and analytics tools. In the wake of these trends, the global investment portfolio management software market that was valued at $3.729 billion in 2021 is expected to reach $6.972 billion by 2028, growing at a CAGR of 9.2 percent.
Among the factors driving this market growth, AI occupies the predominant position. The rise of robo-advisor wealth management services is a notable development in this area, driving automated, algorithm-driven financial portfolio management. These digital advisors execute customer account setup, robust goal planning, and portfolio management with little human supervision. They ask questions about the customer’s financial situation and investment objectives, leverage their data to make accurate decisions, and offer advice and automated investment.
To put the spotlight on such key developments in the industry, Financial Services Review illustrates how organizations are leveraging the latest portfolio management services in the market to achieve excellence. This edition also features thought leadership articles from subject matter experts on ongoing trends, best practices, and recent innovations. Some of the exclusive insights are authored by Kelly Smith, General Manager of Enterprise Portfolio, Delivery and Intelligence Automation and Julie Newnham, Head of Portfolio Capability and Demand, AIA Australia, Andreas Uremovic, Global Head of Investment Portfolio Compliance at Allianz Global Investors, and Peter Quell, Head of Portfolio Analytics for Market and Credit Risk, DZ BANK, who shed light on strategies to improve business agility, process automation to transform investment portfolio compliance, and machine learning and model risk management.
In this edition of Financial Services Review magazine, we also bring you the story of some of the top financial portfolio management service companies. In the list, Alpha Pointe Capital, a boutique investment advisory and wealth management company, stands out with its unique investment plans. We also bring you the story of QuadCap Wealth Management, which delivers personal, proactive, and comprehensive financial planning services.
Through the following pages, we aim to shine a light on the innovative trends and latest developments in the financial portfolio management segment. We would like to know your thoughts.
