Making the Case for End-to-End Advisor Platforms for Small and Mid-Sized Firms

Onawa Promise Lacewell, PhD

Director, Consulting

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

Behind the Login of Wealth Management Client Portals
Benchmarking of Value-Added Services for UHNW clients
The Rising Popularity of Family Offices
AI Throughout the Wealth Management Lifecycle
UHNW Benchmarking

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May 23, 2022

End-to-end advisor platforms should not be viewed as only a tool for the big wirehouses. In fact, they provide clear opportunities for small and mid-sized firms to stay competitive both in terms of meeting client demands and retaining advising talent.

Cutter Research Analyst Onawa Lacewell makes the case in this article published by The Wealth Mosaic.

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