Advisors' tech priorities -- and needs -- have shifted dramatically over the last 18 months, says Steven Crosby, head of PricewaterhouseCooper’s U.S. wealth management unit.

For wealth advisors, client data is replacing transactional processing as a technology priority, he says. “The industry grew up with transaction processing,” said Crosby, a managing director at the global accounting, research and consulting powerhouse. “But in the last 18 months we’ve seen a shift away to more emphasis on being increasingly data-centric.”

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access