In the WealthTech industry, user satisfaction scores are steadily declining. Find out why and — more importantly — what you can do about it to gain a competitive edge.

What’s inside

Industry research synthesized with end-user interviews

1. Insights that help you prioritize product decisions. Connect your users’ desires to your own roadmap, and help illuminate what needs prioritization — and what can be thrown away.
2. Lessons from industry leaders. Orion is leading the charge on consolidation. But what do broker-dealers make of their efforts? And, crucially, what sacrifices has Orion had to make?
3. Models for turning compliance into a money-maker. Keeping compliant as a WealthTech product company can be expensive: but there are models in the industry for deriving value from compliance.
4. Insights into AI & Advisors. AI is top of mind, but it’s difficult to know where to invest effectively. What are your users looking for? And what are other successful WealthTech companies doing right now?

WealthTech research invaluable to the people making the call

CEOs and COOs who want to make their WealthTech product a valuable target for acquisition.

VPs of Engineering and CTOs balancing integration complexity with compliance requirements, seeking insight into the highest priority enhancements.

VPs of Design and UX hungry for on-the-ground information about what buyers look for when selecting WealthTech products in 2026.

Product Owners and Managers responsible for executing their product roadmap, who want to make an impact on their company’s market share.