Ranking the Vendors of Wealth Management Technology, 2007: Platforms

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4 January 2007


Boston, MA, USA Milan, Italy January 4, 2007

As the vendor market witnesses both consolidation and entrants, Celent evaluates 10 leading platform solutions.

In a new report, Ranking the Vendors of Wealth Management Technology 2007: Platforms, Celent examines 10 leading wealth management platforms solutions in the North American market. The following vendors are included: AdviceAmerica, DST International, Fidelity National Information Services, Finaplex, InvestEdge, NorthStar, Reuters, SunGard, Thomson Financial, and Xeye.

"The sales pipeline for a wealth management platform in North America continues to grow. Financial institutions have budgets and are actively pursuing an integrated approach to wealth management," says Isabella Fonseca, analyst in Celent's Banking group and author of the report. "There is pressure from clients to get projects running in short timeframes, so a modular approach to implementation is crucial. Vendors have had to focus on key modules such as financial planning, portfolio construction, reporting, trading, and compliance to meet clients' requirements," she adds.

The report provides an overview of the wealth management vendor landscape in North America and includes an evaluation of each solution's features and functionalities, strengths and weaknesses, number of clients, financial viability, deployment options, pricing structures, and maintenance and support schemes. The vendors are also ranked using Celent's ABCD methodology.

The 74-page report contains 15 figures and 29 tables. A table of contents is available online.

Members of Celent's Retail Banking and Retail Securities & Investments research services can download the report electronically by clicking on the icon to the left. Non-members should contact for more information.