We’re pleased to announce the launch of the The Global WealthTech Pulse 2022, a new online survey delivered with the support of InvestCloud and focused on capturing the wealth management industry’s views, priorities and concerns around technology for the year ahead.

Looking across what firms believe they do best, their process challenges, their challenges and opportunities, how well they believe they use technology, and more, we hope to generate a deeper insight on the use and application of technology in the wealth management sector. Wherever in the world wealth management respondents come from, we hope their responses to the 15 short questions in the survey will, on aggregate, provide useful insights, thinking and action points.

Please click here to take the survey.

Benefits of participation
As much as we’d really appreciate your participation in this research, we recognise your time is valuable. Therefore, we’d like to offer each participant free access to all the insights generated from each of The Wealth Mosaic's WealthTech Insights Series projects for the next 12-months. We'll need your email address to provide you with this benefit. If you're interested, you can provide us with your email at the end of the survey.

Together with InvestCloud, we thank you in advance for your participation and we look forward to being able to share the insights soon.

The Wealth Mosaic