21 August 2023
Morningstar released an article on the Morningstar and PIMFA's Duty of Care Tech Challenge - well worth a read to understand how Fintechs are helping the wealth industry meet the regulation.
Our solution (we were a runner up!) is described here:
"2RSquared’s solution, was developed to improve information flow across the business to allow front office to better serve the end customer. Founding director Rajesh Amin explained this will allow the client and coverage person to have interactive conversations and adjust portfolios for bespoke objectives, taking into account historical data, forward projections, ESG considerations and goals. It also allows for real-time comparison between current strategy and any changes."
We appreciate the opportunity to help investors understand their portfolios and adjust them for their personal financial and non-financial objectives.
Morningstar article in full: