European Wealth Management Technology Vendors: Evaluating Front-to-Back Office Vendors

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13 August 2019


This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and Africa. The report profiles 14 solutions, providing an overview of the functionality, the customer base, lines of business supported, the technology, implementation, pricing, and support. Some solutions qualified for profiles that include customer references and a Celent opinion of the solution. Those solutions are also ranked in the ABCD Vendor View.

A shift in the core client base to digitally savvy clients, the rise of female investors, and significant intergenerational wealth transfer are some of the key drivers behind the ongoing transformation of wealth management. The solutions landscape continues to expand commensurately as it incorporates more fintech firms, big data applications, technological innovations, and service offerings amidst changing regulations and service fee models.

Wealth managers’ focus on a superior client experience can be seen through their investments in certain platform areas, such as efficient advisor and client portals, transparent and personalized portfolio management and reporting, automated workflows, AI capabilities, and consolidated platforms