Ranking the Custom Portfolios Providers

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30 May 2002
Neil Katkov


Boston, MA, USA May 30, 2002

In a new report,Celent profiles 10 financial institutions and technology vendors that are providing new, innovative online portfolio services and technologies.

Leading firms in three segments of the custom portfolios market are presented: fractional shares services, which allow investors with few or no assets to make recurring, dollar-based investments; folios, which provide automated diversified portfolios to the mass market (investors with under US$100,000 in investable assets); and online wraps, which provide online managed accounts to the mass affluent (over US$100,000 in investable assets). The report also includes a detailed comparison of the target markets, distribution channels, and features of these providers.

The firms covered in the report are BuyandHold, EnvestnetPMC, E*Trade, Fidelity Investments, Foliofn, MyStockFund Securities, Oberon Financial Technology, Separate Accounts Solutions, ShareBuilder and WrapManager.

According to Neil Katkov, author of the report, "New technologies are enabling great efficiencies in managing investment portfolios, making it possible for brokerages and financial advisors to offer portfolio services at much lower investment thresholds than traditionally. We expect that the custom portfolios market will continue to expand, particularly through institutional distribution channels."

A Table of Contents is available online.



Fractional Shares

Online Wraps




Oberon Financial Technology


E*Trade Stock Baskets



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Insight details

Capital Markets, Wealth Management
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Capital Markets
Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America