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Brewin Dolphin Launches Client App

Jackie Bennion

11 September 2019

Wealth manager to upgrade its custody and settlement system. Its app-building partner Objectway, which runs operations in the UK, Italy, Belgium, Ireland and South Africa, topped £70 million in revenues in 2018-2019 developing wealthtech tools.

A tech engagement conference in London on Tuesday highlighted how asset managers are doubling down on technology to prospect for clients in order to offer a more personalised  proposition. The overriding theme was how managers decide what data is relevant to gather and parse from clients and at what stage. The conference heard that too much time is chewed up collecting and sifting through irrelevant data.