At Geneva Wealth Day, Ralf Plänkers explains how to tell when portfolio management or client relationship software is slowing teams down, even if it still works.
Two minutes to generate a PDF report. Several screens to navigate just to prepare for a client meeting. For Ralf Plänkers, Founder & CEO of Wealthcom AG, these everyday frustrations can signal that a platform no longer meets the needs of independent wealth managers.
Speaking at Geneva Wealth Day, held on 17 September 2026 at Westhive in Geneva, Ralf pointed to another warning sign: when changes take too long or cost too much, teams stop requesting them. As the software becomes less useful, some tasks end up being done manually again.
When choosing a platform that can adapt as the business grows, Ralf suggests looking at how easily it connects to other tools and whether it simplifies day-to-day work. One example he gives is using AI to help apply a change in investment strategy while accounting for the specific needs of each client portfolio.
In the interview below, Ralf shares the warning signs wealth managers should look for and the questions to ask before switching platforms.
Ralf Plänkers, Wealthcom AG
