Wealth Management

Our research helps advance clients’ competitive position by informing decisions around technology investment and strategy. Timely insights support responses to challenges across the self-directed and advised domains.

While research topics will vary in response to client needs, past areas of focus included: digital advice, financial planning systems, technology spend, brokerage platform technology, onboarding systems, document management, OCR, reporting tools, trust account systems, 5G, AR/VR, risk and compliance systems, analytics and emerging data; artificial intelligence, machine learning, and the use of enabling technology such as cloud, API, and RPA.


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Celent analysts offer a breadth of insights based on proprietary market research across technology and wealth management market trends. Our knowledge is deliverable through a range of content, including technology and market trend analyses, case studies, webinars and in-depth vendor evaluations.

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I&I Day 2024: Model Wealth Manager

Our 2024 Model Wealth Manager winners implemented innovative strategies that are changing the game, including initiatives around generative AI, AI-powered investing, cloud migration, all-in-one advisor tech, and portfolio customization. By joining this session, our experts will discuss the latest technology trends shaping the industry and cover valuable insights from these real-life, winning initiatives, enabling you to make more informed decisions and strategies for your organization.

Most Recent

Fractional Shares Go Mainstream

Wealth managers tap into new markets using fractional shares

Most Read

Implementing NextGen Technologies to Solve for ESG Data Challenges

Data is the differentiator for investment managers with regard to their ESG capabilities and proposition. To achieve future growth, wealth and a…

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2024

On-Demand Webinar

Wealth Management: Technology Trends Previsory 2024

Wealth management is at an inflection point, looking to embrace emerging technologies, which will alter the traditional operating model. The race to attract and retain clients across demographics is heating up as firms face competition from an array of nontraditional competitors. Partnerships, unbundling the tech stack, API integrations, data strategies, cloud, and emerging technologies (e.g., AI) are broadening the reach of wealth management services. Celent will share perspectives on these trends to ensure that our clients are prepared for changing market dynamics.​


Reports

Wealth managers tap into new markets using fractional shares

Reports

Entering an age of automation, advanced analytics, and AI

Reports

Data is the differentiator for investment managers with regard to their ESG capabilities and proposition. To achieve future growth, wealth and a…

Webinars

Envisioning a New Wealth Management Paradigm


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Our Experts

Meet our Wealth Management analysts.

For over 20 years, Jean has been a consultant and researcher providing strategy and technology solutions to leading investment managers, broker…

Chris Bendtsen is a Senior Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. His focus area…

Ashley Longabaugh is a Principal Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. Ashley’s…

Eiichiro Yanagawa is a senior analyst with Celent’s Banking practice and is based in Tokyo. Eiichiro's research focuses on IT strategy issues in…

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