Wealth Managers Plan Main Tech Investments for 2026

The wealth administration business has a status for being a sluggish adopter of expertise. One signal of that’s that few advisors in a WealthManagement.com survey reported a excessive stage of satisfaction with their corporations’ present use of expertise.

In all, just one in 4 respondents (27%) mentioned they’re very or utterly happy with their corporations’ general use of expertise. A further 60% are considerably happy.

Relatedly, three in 4 respondents (74%) report their corporations will place an “essential” or “excessive” precedence on making investments in tech operations, together with tech-focused human capital, in comparison with investments in different areas of the enterprise in 2026. As well as, 67% of respondents mentioned they count on a rise of their corporations’ operational funds for expertise in 2026. The standard respondent expects a 3.3% enhance. 

High priorities for that funding will are available buyer relationship administration (34%), monetary planning (32%) and portfolio administration and reporting (29%). 

On the subject of synthetic intelligence, the common respondent expects an estimated imply of 5.2% of their corporations’ operational expertise funds to be devoted to AI-enabled initiatives and instruments. Half of respondents (50%) count on AI to streamline administration features and workflows. As well as, 42% mentioned it’s going to assist summarize analysis supplies and different experiences, and comparable percentages mentioned it might analyze CRM and shopper information (39%) and automate shopper and prospecting communications (38%).

Associated:2025 in Assessment: How Wealthtech Is Serving to Advisors and Their Purchasers Broaden Their Companies

Concerning who makes the calls on tech choices, about one-third (38%) of respondents said that agency principals make tech choices, with devoted non-C-suite staff overseeing implementation and help. In the meantime, one in 4 (24%) rely totally on outdoors distributors/consultants for tech implementation. 

Click on by the next slideshow to dig deeper within the survey findings.

Methodology: Starting on Nov. 21, 2025, WealthManagement.com emailed invites to take part in a web-based survey to energetic customers. By Dec. 12, 2025, WealthManagement.com obtained 241 responses.