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.
Dimensions: Wealth Management IT Pressures & Priorities
Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting technology strategies and budgets across the globe? And which emerging technologies are firms prioritizing? Celent surveyed 200+ executives to find out; join our webinar to learn more about this year’s findings and what it means for wealth management tech strategy in 2024 and beyond.
Dimensions: Asia-Pacific Wealth Management IT Pressures & Priorities 2024
Wealth management executives in Asia-Pacific report the highest expected growth in IT budgets in 2025 of any region in the world, at 5.9% year-o…
Personal Financial Engagement Solutions for Holistic Wealth Management: Moving Beyond PFM to Embrace Financial Wellbeing
Celent takes a fresh look at the concept of personal financial engagement (PFE) in light of the growing emphasis on the convergence of financial…
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.
Latest Insights
Wealth management executives in Asia-Pacific report the highest expected growth in IT budgets in 2025 of any region in the world, at 5.9% year-o…
Wealth management executives across Europe report accelerating IT budgets in 2024 and 2025. Competitive threats from fintechs and other challeng…
In response to the voice of its clients, Celent is writing a series of reports on the tech vendors supporting the GenAI initiatives at financial…
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.
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…