Following a thought-provoking piece from Skybound Capital, Coady shares expert advice on asset allocation strategies to help you grow and protect your wealth.
Picture this: You’re flying at 35,000 feet. The autopilot is engaged, guiding the plane steadily, adjusting for turbulence, and processing data in real-time. But while the autopilot ensures smooth sailing, it’s the human pilot’s intuition, judgment, and experience that are indispensable when the unexpected arises.
This is how we at Skybound Wealth Management see the role of technology in wealth management. Our proprietary Plume WealthTech serves as the autopilot—handling data, automating routine tasks, and ensuring everything runs smoothly—while our advisers remain at the helm, applying their personal insight to help guide each client through their individual financial journey.
It’s natural to wonder, Can technology really enhance the role of the adviser? The answer lies in what the technology is designed to do. Plume WealthTech doesn't replace advisers—it empowers them. Through tools like automated compliance, real-time data access, and intuitive financial planning software, advisers can focus less on administrative tasks and more on understanding their clients’ unique needs.
For instance, the Plume Client Manager, powered by Salesforce, automates KYC checks and compliance workflows. This streamlining allows advisers to spend more time deepening relationships and delivering highly personalised advice. The tech handles the routine; the adviser brings the human touch.
The impact of Plume WealthTech isn’t measured by abstract gains—it’s tangible, and proven in the numbers:
These results demonstrate that our approach is not just tech for tech’s sake but a real, measurable improvement in the way our advisers work.
We’re not chasing trends like "ChatGPT integration" for the sake of sounding cutting-edge. Instead, we’re focused on leveraging the wealth of data collected over our four-year track record with Plume WealthTech. We’re refining our tools to drive greater efficiency and accuracy, using our proprietary data to ensure that future developments are built on real, client-driven insights.
The next phase of our platform will integrate AI and NLP, not as flashy add-ons, but as finely-tuned enhancements that analyze behavior, predict needs, and help our advisers deliver even more tailored, proactive service.
Whether you're interested in refining your financial strategy with the latest insights or learning about upcoming features that can enhance your experience, we’re here to guide you. For advisers considering joining us, or clients looking to explore the full potential of our wealth management solutions, now is the perfect time to connect and discuss how we can continue to grow together.
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