Boston, MA, USA
Milan, Italy
October 31,
2002
Ranking the Vendors of Wealth Management
Technology 2002: Wealth Management Platforms
Report Published by Celent
In the last of a four-part series on wealth
management technology, Celent Communications evaluates the leading vendors
in the wealth management platform market.
A true wealth management platform is, in a sense,
unique. That is, while the platform contains distinct modules which can be
implemented individually, the platform really shines as a whole,
functioning as a technical, enterprise-wide framework, linking front- and
back-office applications.
Who are the leaders in the wealth management
platform vendor market? In the new 47-page report, Ranking the
Vendors of Wealth Management Technology 2002: Wealth Management Platforms,
Celent Communications
analyzes the solutions of 10 vendors and ranks them. The rankings are
based on six criteria: usability, market segment reach, customer
relationship management, business management, market penetration, and
track record.
Top Vendors of Wealth Management
Platforms
| Category |
Mass
Affluent |
High
Net Worth |
| Investment-focused |
x.eye |
SunGard
x.eye |
| Banking-focused |
Sanchez |
| European-focused |
Finantix |
| Vendors
to Watch |
Thomson Financial
Fincentric |
Finaplex |
|
Source:
Celent Communications |
"The wealth management
platform market is under-developed, with many firms trying to build out
their current product offerings to become a legitimate platform provider.
The key to success in this market will largely depend on the flexibility
of the platform to easily integrate with existing infrastructure or
third-party point solutions to create best-of-breed wealth management
technology," states Celent analyst, Sang
Lee the
lead-author of the report.
The vendors covered in this
report include: ASI, Finantix, Finaplex, Fincentric, Metavante,
Monetaire, Sanchez, SunGard, Thomson Financial, x.eye.
A Table
of Contents is available
online. Additional reports in Celent’s
four-part series "Ranking the Vendors of Wealth Management
Technology 2002," include data consolidation, financial planning
& advice, and client prospecting and sales vendors.
|
