Ranking the Vendors of Wealth Management Technology 2002: Client Prospecting & Sales

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21 October 2002
Isabella Fonseca

Abstract

"These wealth management systems are well suited for monitoring a client痴 portfolio and notifying advisors of any opportunity to up-sell and constantly generate sales leads. The vendors in this category excel in their ability to create online collaboration between the client, the advisor, and other third parties in a multi-channel environment, a crucial aspect of wealth management technology," states Celent analyst Isabella Fonseca, the lead-author of the report.

The vendors covered in this report include: BANQIT, DirectAdvice, Financeware, Financial Engines, Financial Profiles, Ignite Sales, netDecide and PIE Technologies. A

Table of Contents is available online. Additional reports in Celent痴 four-part series "Ranking the Vendors of Wealth Management Technology 2002," include data consolidators, financial planning & advice, and wealth management platform providers.
Boston, MA, USA Milan, Italy October 31, 2002

In the third of a four-part series on wealth management technology, Celent Communications ranks the top client prospecting and sales software vendors in the North American and European market segments.

In the new 43-page report, , Celent Communications analyzes the solutions of 8 leading vendors and ranks them based on the following criteria: depth of planning modules, customer management functionality, advisor administration and support tools, customer support features, proven solution, usability, administrative capabilities, market segments covered, and deployment method. Based on information from questionnaires, interviews and product demos, as well as client references, we have determined the top vendors below.

Top Wealth Management Vendors: Client Prospecting and Sales

Rank North America Global Vendor to Watch
1 netDecide DirectAdvice Financial Engines
2 Ignite Sales BANQIT

Source: Celent Communications

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Insight details

Content Type
Reports
Focus
Vendor landscape
Location
Asia-Pacific, EMEA, LATAM, North America