Shaping the Future of Wealth Management Technology
PIMFA WealthTech is part of the Personal Investment Management & Financial Advice Association (PIMFA), the trade body for the wealth and financial advisory sector spanning 13,000 regulated firms that collectively manage the interests of almost £2 trillion.
As a recognised authority in the industry, PIMFA WealthTech brings together financial professionals, technology experts, and thought leaders to foster collaboration and drive advancements in wealth management solutions.
PIMFA WealthTech Innovation Hub
Wealth Industry Insights and Best Practices
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Wealth Management MIS
Building a Universal Client-Centric Solution
The Wealth Management division of a major European Investment Bank engaged Calimere Point to deliver a global client MIS solution. To achieve this, we employed a robust comparative analysis of client pricing and activity. This strategic approach empowered us to pinpoint potential revenue avenues for our valued clients. See how we achieved total optimisation.