North American Wealth Management Technology Vendors: Evaluating Front Office Platforms

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5 July 2017

Key research questions

  • Which are the leading front office vendors in the North American wealth management market?
  • How do the leading vendors compare in key areas?
  • What is the outlook for the front office vendor landscape?


Wealth managers continue to operate in a challenging and dynamic environment driven by changing client expectations, heightened regulatory scrutiny, advancements in technology, and tightening margins. The front office vendors that support these wealth managers must continue to invest in forward-looking technology and solutions to stand out in a fragmented and competitive landscape.

Celent expects to see the following trends in the front office vendor landscape:

  • Enabling advisor efficiency and flexibility.
  • Integrating advisor tools across the platform.
  • Supporting advisor cross-enterprise and cross-customer segmentation.
  • Enabling the self-directed client through a robust client portal.
  • Strengthening of regulatory compliance modules.
  • Supporting various channels will increase.