Entole Thoughts on Trends - Q4 2022

Driving Operational Success

Digitally mature firms in the wealth management space reported an increase of 13% in productivity, 8% in AUM, and 8% increase in revenue (Liferay: State of Digital Transformation). Based on our experience and research, we believe that not only will this opportunity continue to grow, but we are convinced that the opportunity for Family Offices and technology is even greater due to their deeper, integrated service models.