Investment technology

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Algorithms are based on pure math and cannot be biased. Right?

Low-cost, online managed accounts may become table stakes for wealth management firms.

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The wirehouse is also reorganizing how it deploys a number of product and service consultants and technology specialists.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.

The claiming process has become more complex. Here's how these programs can cut through the clutter.