Ranking the Vendors of Wealth Management Solutions: Just the Beginning?

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
7 December 2001


Boston, MA, USA December 7, 2001


In a new report entitled ? Celent Communications provides analysis and advice for financial institutions interested in implementing online wealth management solutions. Twelve solution providers are evaluated: AdviceAmerica, Cofiniti, Customer Dialogue Systems, DirectAdvice, Financial Engines, Ignite Sales, Morningstar, netDecide, PIE Technologies, Spectra Securities, SunGard, and x.eye.


Integration & Aggregation

Client Management

Financial Planning & Management


Ignite Sales



Customer Dialogue Systems




Spectra Securities

PIE Technologies

According to Isabella Fonseca, co-author of the report, Despite the belief that the advice market is mature, our findings indicate the online wealth management space is still in its infancy. Wealth management solutions have evolved quite rapidly over the past few years. What began as simple calculators intended for end-clients have turned into sophisticated customer relationship management and work productivity tools designed to improve the efficiency of financial advisors.

Sang Lee, co-author of the report adds, Representing 90 percent of individuals with at least US$100,000 in investable assets, the mass affluent segment cannot be ignored by institutions formulating long-term wealth management strategies. Financial institutions evaluating online wealth management solutions will focus on the breadth and ease of use of the system, flexibility, online collaboration capabilities, transactional capabilities, and value-added services.

A Table of Contents is available online.

of Celent Communication's Retail Banking, Retail Securities & Investments and Life/Health Insurance research services can download the report electronically by clicking on the icon to the left.