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Boston, MA,
USA Milan, Italy October 31, 2002 Ranking the Vendors of Wealth Management Technology 2002:
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| EXECUTIVE SUMMARY | 3 | |
| INTRODUCTION | 4 | |
| Criteria for Participation | 4 | |
| Vendor Segmentation | 4 | |
| VENDOR OVERVIEW | 7 | |
| Pure-Play Financial Planning Vendors | 11 | |
| AssetPlanner (Owned by Accenture) | 11 | |
| Banqit AB | 14 | |
| EISI (NaviPlan) | 15 | |
| FinanceWare | 18 | |
| Financial Profiles | 20 | |
| PIE Technologies | 21 | |
| Front-Office Workstation Vendors | 24 | |
| BrainPower | 24 | |
| DirectAdvice | 26 | |
| eMoneyAdvisor | 28 | |
| Financial Engines | 31 | |
| NetDecide Corporation | 33 | |
| RiskMetrics Group | 36 | |
| VENDOR COMPARISONS | 39 | |
| Comparative Tables and Charts | 40 | |
| VENDOR RANKINGS | 52 | |
| Top Pure-Play Financial Advice Vendors | 55 | |
| Top Front-Office Workstation Vendors | 57 | |
| Other Vendors to Watch | 58 | |
| LOOKING AHEAD | 60 | |
| ABOUT CELENT | 61 | |
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