Skip to the main content.
Talk to experts
Talk to experts
By solution

Solve your current pain points with our award-winning solutions.

By firm type

Increase automation with our modern wealth platform.

Product

The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

Insights
2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

Read the latest report

Connected Wealth Report: Client Edition

We asked 2,000 mass affluent and high-net-worth individuals how they engage with their financial advisors using technology.

Download the report
client edition mockup

Clients are more engaged online than
two years ago

While 74 percent of clients check their portfolios through their financial advisor’s client portal at least weekly, 33 percent of Generation Z and young millennials are in their accounts daily, higher than any other generation surveyed. Our new Connected Wealth Report: Client Edition examines the way in which mass affluent and high-net-worth (HNW) individuals engage with their financial advisors using technology.

Read the report and gain insights like:

of clients report spending more time checking their accounts online today than they did two years ago

69 percent

of clients say that their advisors offer a client portal

82 percent

of clients believe their advisors should have a comprehensive view of their total wealth profile—yet only 40% said their advisors already do

86 percent

of clients say that mobile access to their financial portfolio increases their engagement

76 percent

Our report explores the role technology plays in a client’s relationship with their financial advisor or insurance agent.

It examines how technology plays a significant part in building deeper relationships between clients and advisors and how generational differences can affect the way they engage.

Download the report above see how advisors view the role that technology plays in helping facilitate their business.

About the research
The Advisor360° 2023 Connected Wealth Report: Client Edition asked 2,000 mass affluent and high-net-worth individuals with managed assets of at least $250,000 for their perspective on the role that their financial or insurance advisor’s technology plays in their relationship. The average assets under management of survey respondents was $568,342. The online survey was conducted during April and May 2023 by Coleman Parkes Research on behalf of Advisor360°. Advisor360° and Coleman Parkes are separate and unaffiliated organizations.

About Coleman Parkes
Coleman Parkes is a full-service B2B market research agency specializing in IT/technology studies, targeting senior decision-makers in SMB to large and enterprises across multiple sectors globally. For more information, contact: research@coleman-parkes.co.uk