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# Affluent Management
Wealth management is adopted into tech platforms.

By [Mishal Omar](https://www.trendhunter.com/MishalO) | Published Nov 22, 2017 | Category: [Business](https://www.trendhunter.com/pro/category/business-trends)
Source: Trend Hunter, https://www.trendhunter.com/protrends/affluent-management

## Key Figures

- Trend score: 4.0/10
- Evidence articles: 4

## What is the Affluent Management trend?

**Affluent Management:** Though apps have streamlined the process of financing for younger generations, they are now being developed to organize and amplify more significant wealth, as well as new forms of wealth. This shift comes as traditions surrounding wealth management give way for consumers' desire to convenience the solely functional aspects of their lives -- as they seek to build lifestyles that revolve less around business and more around experience.

## At a Glance

- Evidence: 4 featured examples
- Articles from: Aug 1 to Nov 21, 2017
- Published: Nov 22, 2017
- Patterns: [Redirection](https://www.trendhunter.com/pattern/redirection), [Reduction](https://www.trendhunter.com/pattern/reduction)
- Megatrends: [Co-creation](https://www.trendhunter.com/megatrend/co-creation), [Curation](https://www.trendhunter.com/megatrend/curation)

## Audience

- Gender: 50% men, 50% women
- Primary generations: Millennial, Gen X
- Top markets: North America, Europe, Asia

## Themes within the Affluent Management trend

### Convenient Wealth Management

Apps are streamlining the process of financing and organizing wealth management for consumers' desire to convenience, presenting disruptive innovation opportunities for increased efficiency, personalized investment strategy, and productivity advancements.

### Cryptocurrency Investment Analytics

The adoption of cryptocurrency investment analytics is disrupting finance technology as new ventures and startups design portfolio management apps to offer a streamlined way to track cryptocurrencies in real time, presenting business professionals the opportunity to revolutionize portfolio management and increase productivity.

### Investment Thesis Management Platforms

Investment thesis management systems are being developed to organize and amplify significant wealth, and gather information all in one place, providing opportunities for finance professionals the chance to build deeper analytics, context-aware tools for collaboration, and time-saving productivity advancements.

## What the Affluent Management trend means for industry

### For Finance & Investment

These trends are transforming the finance and investment industries as disruptive innovation opportunities arise, providing more convenient, comprehensive and personalized wealth management solutions.

### For Technology & Productivity

Technology and productivity industries are working together to develop tools that streamline wealth management processes, allowing for more efficient investment and portfolio management which opens opportunities for growth and higher investment returns.

### For Cryptocurrency & Blockchain

The rise of cryptocurrency and blockchain is changing the face of finance as new ventures are creating platforms and apps that enable users to track digital assets, increasing awareness and adoption of cryptocurrencies as viable investment options.

## Workshop question

How can your brand better cater to enhancing the work-life balance?

## Trend signals for Affluent Management

Trend score 4.0 out of 10, from popularity 57%, activity 54%, freshness 8%.

- Popularity: 57%
- Activity: 54%
- Freshness: 8%

## Examples of the Affluent Management trend

4 featured examples from Aug 1 to Nov 21, 2017.

- [Cryptocurrency Portfolio Management Apps](https://www.trendhunter.com/trends/cryptocurrency-portfolio): The 'f0lio' App Keeps an Eye on Rates and More (Category: Tech)
  Implication: The 'f0lio' app caters to the growing cryptocurrency industry by providing users with a comprehensive solution for managing their portfolios and staying informed about market tren…
- [Convenient Wealth-Tracking Platforms](https://www.trendhunter.com/trends/sigfig-wealth-management): SigFig Wealth Management Simplified Portfolio-Tracking (Category: Tech)
  Implication: Financial services industry can partner with tech developers to create more online wealth-tracking platforms to provide a data-driven financial planning service.
- [Cryptocurrency Price Trackers](https://www.trendhunter.com/trends/cryptocurrency-price): Startup Coindex Helps You Track Cryptocurrencies on iOS Devices (Category: Business)
  Implication: Integrating cryptocurrency price trackers into finance technology platforms opens up opportunities for financial institutions to cater to customers interested in digital assets.
- [Financial Thesis Management Platforms](https://www.trendhunter.com/trends/investment-thesis-management): Investment Thesis Management System MonoThesis Gathers Info (Category: Tech)
  Implication: MonoThesis is disrupting the finance industry by offering an automated investment thesis management system that saves time and enables finance professionals to do deeper analysis.

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All articles: [Business](https://www.trendhunter.com/business)
