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.
Accelerate! Digital Transformation in Wealth Management
An Overview from Celent’s I&I Week 2021
Credit Suisse: Risk360 Advanced Risk Analytics Platform
Celent Model Risk Manager of the Year Award 2021
Model Wealth Manager Awards
The Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management.
Latest Insights
An Overview from Celent’s I&I Week 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
Wealth Management Roundtable Reflections
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.
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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…
