In the new WealthTech Radar by fincite – Wealth Management Software, Upvest’s co-founder & CPO Dr. Til Rochow shares his perspective on why investment infrastructure is one of the most critical… | Upvest
In the new WealthTech Radar by fincite – Wealth Management Software , Upvest’s co-founder & CPO Dr. Til Rochow shares his perspective on why investment infrastructure is one of the most critical strategic decisions for financial institutions and wealth managers. Key recommendations include: ✅ 𝐀𝐜𝐭 𝐧𝐨𝐰: Digital-first players and neo-banks & brokers are scaling fast. At the same time, Germany’s upcoming pension reform creates a rare window to capture long-term customer and market share. ✅ 𝐀𝐩𝐩𝐥𝐲 𝐚 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡: Infrastructure follows product, customer, and strategic requirements. Based on a clearly defined target state, decide where to buy, build, or blend in-house capabilities with external partners. ✅ 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐬𝐭𝐞𝐩 𝐛𝐲 𝐬𝐭𝐞𝐩: Modern investment infrastructure enables parallel and staged integration instead of a risky big-bang migration. ✅ 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐦𝐨𝐝𝐮𝐥𝐚𝐫, 𝐀𝐏𝐈-𝐟𝐢𝐫𝐬𝐭 𝐚𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞: Cloud-based infrastructure offers greater flexibility and scalability. A modular setup enables faster product innovation and easier integration with modern (external) systems. ✅ 𝐔𝐬𝐞 𝐀𝐈 𝐟𝐨𝐫 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧, 𝐧𝐨𝐭 𝐡𝐲𝐩𝐞: AI and machine learning optimise the onboarding process and support personalised investment strategies. If you are a financial institution or asset manager rethinking your investment infrastructure for the next decade, this is essential reading: 👉 www.fincite.de/wtr2026