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.
Front-to-Middle Office Platforms: North American Wealth Management Edition
2021 Vendor Spectrum, Powered by VendorMatch
Financial Firms and Vendors Consider Themselves Well Prepared: Polling the Innovation and Insight Day Audience During the Pandemic
Celent asked attendees of our live Innovation and Insight presentation on April 16 four questions. We were curious about the effectiveness of wo…
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
2021 Vendor Spectrum, Powered by VendorMatch
As firms pursue front-to-back office digitization, this report explores several strategies being employed including modernization of core busine…
Trends in Client Feedback 2016-2020
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…
Neil Sheehan is a wealth management analyst based out of Celent’s Boston office. His research centers around the role technology has within inve…
