Investment Trends announces partnership with Finura Group

Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, work together to provide in-depth quantitative research on digital technology in financial services.

The companies said their alliance would bring together extensive research experience and deep technological expertise.

Finura Group Co-Chief Executive Peter Worn said: “This marks an important milestone for our business. We believe this is a compelling combination of in-depth quantitative analysis and digital strategy that can drive the transformation of wealth management through technology. »

Sarah Brennan, Managing Director of Investment Trends, said: “Investment Trends’ approach has always been to evolve our research to meet the changing needs of our clients and to stay ahead of the rapidly changing of the legacy technology space.

“Working with Finura Insights means that for Investment Trends and Finura clients, we will deliver the best fusion of research and innovation in the technology space.”

The research would focus on:

  • Review evolving advisor technology needs, key scheduling and platform software industry trends, selection drivers/barriers, and platform satisfaction;
  • Provide an in-depth review of recent developments in the Australian consulting technology space, including a benchmark of features offered by established consulting software vendors; and
  • The latest developments in digital technology used to deliver wealth management services to Australian retail consumers.