26-10-2023

Family office professionals, wealth managers, tax experts, and WealthTech operators come together at the Deep Wealth Conference organized by Dealflower to talk about wealth administration in a time of enormous change, the best tools for managing generational transition, and the role technology plays in this context.

Kline - a company within the ReActive| Almaviva Group ecosystem, specialized in front-to-back operational platforms for the asset management industry - will participate with Stefano Limonta, Head of Development.

“Wealth management, like other finance sectors, is also experiencing a constant and increasingly rapid evolution,” comments Stefano Limonta, Head of Development for Kline. “The demand for services that support evaluations and decisions is becoming increasingly sophisticated and diversified. In this context, technology serves as a strategic lever to increase competitiveness, simplify time to market, optimize cost structure, and provide both intermediaries and end customers with more innovative and sustainable solutions. That’s why Kline is working on integrating its wealth management platforms, designed according to “open finance” principles. This approach will make it possible for the platforms to adapt and be easily customized to meet individual clients’ needs and enable the acquisition of heterogeneous data through machine learning algorithms.”

Find out more on the event website.