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The Financial Planning Technology Vendor Landscape in Canada

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12 January 2018
William Trout

The maturation of the market for financial planning technology in Canada and the demand for enterprise grade solutions should not obscure the ample opportunities for entrants.

Key research questions

  • What market characteristics are defining the financial planning landscape in Canada?
  • Which planning capabilities are most important to end clients?
  • What is the role of portfolio management in the larger financial planning process?

Abstract

Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions himself as an expert while engaging clients around their goals and the probability of achieving these goals.

This report provides a market overview of financial planning in Canada, as well as trends and developments for both financial services firms and technology players. In addition, the study reviews the financial planning vendor landscape in the Canadian market. The report concludes with Celent’s considerations of where financial planning in Canada is headed.

Financial planning is a complex task that requires collaboration with the client and knowledge from the advisor. Advisors must convey their expertise while ensuring that investors feel engaged throughout an iterative planning process. Technology is critical to reconciling these two objectives.

In this 15 page, 7-table report, Celent considers where financial planning fits within the broader wealth management landscape in Canada. The report provides an in-depth view of the top five financial planning technology providers, reviews the state of the financial planning technology marketplace, and assesses where the market is headed.

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