Expersoft features strongly in VSV-ASG Radar
- hgr742
- Jan 31
- 2 min read
The VSV-ASG Technology Radar 2024 (VSV-ASG Radar), commissioned by the Swiss Association of Wealth Managers | VSV | ASG | SAM and co-created with EAM.Technology, is a comprehensive analysis of the current WealthTech ecosystem. With the pace of change in both available technology and the operating environment, it can be difficult for wealth managers and banks to identify which product meets their actual needs. Focusing on PMS and CRM options, VSV-ASG Radar conducted in depth surveys of 185 of its members as well as with 21 Swiss-based WealthTech providers, including Expersoft. In so doing, this report seeks to build a bridge between technology and business by breaking down the complexity of the software market, by identifying what types of questions need to be asked internally and externally, and by clarifying what wealth managers need versus what WealthTech companies provide.
The target audience is therefore threefold: Wealth Managers, Banks, and WealthTech Providers. The primary goals of this report are to:
Demystify technology issues
Improve decision effectiveness
Reduce barriers to implementation
Provide a framework for essential requirements
Provide a comprehensive overview of vendors
Provide expert assessment and contextual understanding
In Chapter 5, VSV-ASG Radar looks at five core requirements for wealth management business processes and then evaluates how these 21 Swiss-based WealthTech providers meet those requirements via positioning charts. The core requirements analysed are
Client relationship and portfolio management
Compliance and risk management
Fee management and reporting
Technical infrastructure for PMS and CRM integration
Onboarding projects
The WealthTech field is large, and the range of options can be difficult to navigate. However, the VSV-ASG Radar is a comprehensive must read for business leaders and technology firms in the wealth management sector.
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