New report profiles six fintech vendors focused on direct-to-consumer financial wellness as well as supporting financial advisors and client engagement

Consumers and investors are seeking advice, guidance, and support across their financial households, expanding the role of wealth management. For many traditional financial advisors, adapting to the changing market requires tools and technology to bolster their expertise and increase their capacity to deliver advice services beyond investment management—addressing debt management, healthcare, longevity planning, and more.

In a new Impact Report, Wealth Management Advice Fintech Spotlight: Q4 2021, research and advisory firm Aite-Novarica Group looks at six fintech vendors providing improved scalability and a breadth of advice and services. The vendors profiled include Bento Engine, Conquest Planning, InvestCloud Pink, Pocketnest, RightCapital, and Willow.

“Fintech advice solutions are poised to accelerate the adoption of advice,” said Dennis Gallant, Strategic Advisor at Aite-Novarica Group and author of the new report. “The advances in next-gen planning software, advice engagement support, and access via employer wellness programs are driving this trend. However, it will require additional lobbying, training, and education to transition the bulk of the advisors to advice.”

A preview of the report is available online, and desk copies are available to qualified media. Please contact [email protected] or call Kaitlyn Labbe at +1.857.327.9442 for more information.

About Aite-Novarica Group:
Aite-Novarica Group is an advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to hundreds of banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them. Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts. Visit us on the web and connect with us on Twitter and LinkedIn.

Press Contact:
Kaitlyn Labbe
Public Relations
+1.857.327.9442
[email protected]