Investment Trends announces partnership with Finura Group

Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver deep quantitative research on digital technology in financial services.

The firms said their alliance would bring together a wealth of research experience and deep technology expertise.

Finura Group joint managing director, Peter Worn, said: “This marks an important milestone for our business. We believe it's a compelling combination of deep quantitative analysis and digital strategy which can drive the transformation of wealth management through technology.”

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Investment Trends chief executive, Sarah Brennan, said: “Investment Trends approach has always been to evolve our research to meet the changing needs of our clients and to keep ahead of the rapid evolution in the wealth technology space.

“Working with Finura Insights means that for both Investment Trends and Finura clients, we will deliver the best fusion of research and innovation in the technology space.”

The research would focus on:

  • Examining adviser’s evolving technology needs, key platform and planning software industry trends, drivers/barriers of selection and satisfaction with platforms;
  • Providing an in-depth review of recent developments in the Australian advice technology space, including a benchmark of functionality offered by established advice software providers; and
  • Latest developments in digital technology used to deliver wealth services to Australian retail consumers.



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Smart move by Investment Trends.

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