Fixing the B2B for the benefit of C
Automating Portfolio Operations on Platforms to improve Consumer Outcomes
Joint first place for Best Wealthtech Provider at the May 2025 Morningstar Investor Conference in collaboration with PIMFA
Inefficiencies in Discretionary Portfolio Management's market infrastructure are stifling growth, inviting risk, and presenting a barrier to digital services.
Consumer Duty adds complexity to this crucial retail investment service, and the process of maintaining these models is not fit for purpose. Talented teams are burdened with repetitive work, causing high turnover and driving new talent away from the industry.
The inadequacies of these systems generate friction between distribution and operations, limiting growth and whole-of-market offerings. Businesses aiming to reduce costs are unable to find the efficiency gains provided by centralised services or digital offerings. How then do we bridge the advice gap?
The inadequacies of these systems generate friction between distribution and operations, limiting growth and whole-of-market offerings. Businesses aiming to reduce costs are unable to find the efficiency gains provided by centralised services or digital offerings. How then do we bridge the advice gap?
Tikker is on a mission to create simple SaaS products that streamline these processes so that tasks can be performed once and then automated across the multitude of platforms they are repeated on. This frees up the team to focus on investment outcomes and growing the business. Working together, we can remove repetition and release potential.
Wealth Management: Finding the Industry’s iPod Moment
When I left my first city job back in 2006, my colleagues gifted me an iPod. At the time, I didn’t fully grasp its value and left it boxed for over a year. Eventually, I gave it a go, and it completely transformed the way I experienced music. My CD collection, once a source of pride, was relegated to memorabilia, later encased in a friend’s clear flooring—a quirky reminder of the shift in how music was consumed.
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