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

Wealth Management Technology Forecast 2022: Prospering in the Post-Pandemic Paradigm

As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…

Most Read

Wealth Management Technology Forecast 2022: Prospering in the Post-Pandemic Paradigm

As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…

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.


Webinars

Accelerate! Wealth Management Personalized Advice and Services

Webinars | Videos

Plenary Session: Accelerate!

Webinars

Accelerate! Risk and Compliance Effectiveness and Insights with Next-Gen Technology

Reports

As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…


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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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…

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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