• Contact us
      • Contact Us
      Have a question?
      Try speaking to one of our experts
      Contact us
      Information
      • Careers
      • Privacy Notice
      • Cookie Notice
      • Terms of Use
      • Office Locations
      Sign up for industry updates
      Stay up to date on Celent's latest features and releases.
      Sign up
      • Privacy Notice
      • Cookie Notice
      • Manage Cookies
      • Terms of Use
      REPORT
      Wealth-as-a-Service: A Road Map for Implementation, Part 2
      20th September 2022
      //Wealth-as-a-Service: A Road Map for Implementation, Part 2

      This report is the second in a two-part series that, in combination, can be used by financial institutions, wealth management technology providers, and fintechs to evaluate the market opportunity for Wealth-as-a-Service (WaaS), assess the ecosystem, identify best-in-class technologies and develop a strategic response.Potential players may decide not to participate in WaaS based on the opportunity, technology requirements, and risks. And we offer the information and research to make that decision.

      A Road Map for Implementation, Part 2 provides:

      •A description of the WaaS value proposition

      •An overview of core use cases

      •Economic considerations

      •Optimal technologies

      •Infrastructure requirements

      •Final recommendations

      This analysis creates a framework for any financial institution, fintech or vendor looking to enter WaaS market.

      Details
      Geographic Focus
      EMEA, North America
      Industry
      Wealth Management