Wealth management tech, in its simplest description, is a wide manifest of a subset of technologies that enable the management of different functions within the company, from interactions with customers to the analysis of huge data. Competition and the challenge imposed by customers have made the companies involved in wealth management adopt technological solutions that are both effective and able to grow along with the company. Such a tool enables organizations to rapidly respond to changes in the economy, diminish their levels of threat exposure, and scale up services to many consumers.