Financial advice can be a sensitive topic – those giving it don’t want to mislead customers, while customers are wary about the level of trust they can place in their advisers. Nonetheless, done correctly, investing can be a very beneficial way for someone to use their funds. This November we are exploring all the aspects of wealthtech and how the industry has developed this year.
Rounding up our focus on alternative investments, we take a look at the impact wealthtech has had on accessibility, putting a spotlight on retail investment.
Historically, large sums of money had to be placed aside when someone wanted to invest, meaning it was very challenging for everyone to diversify their portfolios. Sundip Patel, co-founder and chief executive officer at AVANA Companies, the investment firm, highlights how wealthtechs are creating a more financially inclusive ecosystem.
“Wealthtech platforms are making alternative investments, especially in real estate, more accessible to retail investors. Through co-investment and fractional investing opportunities, these platforms break down barriers that once limited access to institutional investors. The technology empowers individuals to diversify their portfolios with smaller capital amounts, while providing educational resources that enable them to make informed decisions. This can result in a more inclusive financial landscape where retail investors can confidently participate in private credit, direct lending or real estate investments.”
Read the full article: https://thefintechtimes.com/wealthtech-holds-the-key-to-making-investment-landscape-more-accessible-but-how/
This article was originally published on thefintechtimes.com. Accessed on Nov 27, 2024.
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