Wealth Management Technology Forecast 2020-2023 A Guide for Navigating Uncharted Waters: US Edition advent.com | info@advent.com THOUGHT LEADERSHIP FROM A TECHNOLOGY LEADERIt’s a Whole New World for Wealth Managers Without question, the events of 2020 threw a wrench into most wealth managers’ IT plans. Solutions to support remote work became the top priority. Firms had to make sure their people could collaborate with each other from home, while also trying to maintain high standards of client service. Investors needed a lot of attention during this uncertain year. Without the benefit of travel and face-to-face meetings, wealth managers worked extra hard to calm client concerns and maintain confidence. To gauge the impact on wealth managers’ tech priorities, Celent, a leading r

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