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.


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.


ESG in Portfolio Management: From Data to Deployment

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UPDATED: The Front Office Is Powered By The Back: Optimizing Workflow Via Document Management Systems

Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2020

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.


While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…


Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…


Moving into The Future of Investment Accounting Operations

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