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.


Trending

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.

Report

ESG in Portfolio Management: From Data to Deployment

Most Recent

Accelerate! Digital Transformation in Wealth Management

An Overview from Celent’s I&I Week 2021

Most Read

Credit Suisse: Risk360 Advanced Risk Analytics Platform

Celent Model Risk Manager of the Year Award 2021

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2021

Model Awards

Model Wealth Manager Awards

The Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management.


Reports

An Overview from Celent’s I&I Week 2021

Reports

While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…

Reports

Wealth Management Roundtable Reflections

Reports

Simplifying ESG Portfolio Construction


How we can help you

Use our industry trends reports to understand the landscape; our primers to help get up to speed on crucial solutions; our surveys and case studies to benchmark yourselves; and our vendor landscapes to help make technology decisions.

Speak to an Analyst

We offer an advisory service for our subscribed users who wish to discuss our insights in greater depth.

Subscribe to our Research

Explore our different packages.

Run an RFP

Discover VendorMatch to engage in your own research or to help with the RFP process.

Browse our Insights

Browse our extensive library of reports, blogs, webinars, podcasts and videos.


Our Experts

Meet our Wealth Management analysts.

Daniel W. Latimore, CFA, is Celent’s Chief Research Officer, based in the firm's Boston office. As CRO he develops analyst research methodologie…

Awaad is a wealth management analyst based out of Celent’s New York office. His research primarily focuses on emerging technology applications t…

Ashley Longabaugh is a Senior Analyst for Celent’s wealth management practice. She is based out of the firm’s London office. Ashley’s research a…

Neil Sheehan is a wealth management analyst based out of Celent’s Boston office. His research centers around the role technology has within inve…

Have a question?

Try speaking to one of our experts.

Contact us

Sign up for industry updates

Stay up to date on Celent's latest features and releases.

Sign up