Ranking the Vendors of Wealth Management Technology 2002: Wealth Management Platforms

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31 October 2002


"The wealth management platform market is under-developed, with many firms trying to build out their current product offerings to become a legitimate platform provider. The key to success in this market will largely depend on the flexibility of the platform to easily integrate with existing infrastructure or third-party point solutions to create best-of-breed wealth management technology," states Celent analyst, Sang Lee the lead-author of the report.

The vendors covered in this report include: ASI, Finantix, Finaplex, Fincentric, Metavante, Monetaire, Sanchez, SunGard, Thomson Financial, x.eye.

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 consolidation, financial planning & advice, and client prospecting and sales vendors.

Boston, MA, USA Milan, Italy October 31, 2002

In the last of a four-part series on wealth management technology, Celent Communications evaluates the leading vendors in the wealth management platform market.

A true wealth management platform is, in a sense, unique. That is, while the platform contains distinct modules which can be implemented individually, the platform really shines as a whole, functioning as a technical, enterprise-wide framework, linking front- and back-office applications.

Who are the leaders in the wealth management platform vendor market? In the new 47-page report, , Celent Communications analyzes the solutions of 10 vendors and ranks them. The rankings are based on six criteria: usability, market segment reach, customer relationship management, business management, market penetration, and track record.

Top Vendors of Wealth Management Platforms

Category Mass Affluent High Net Worth
Investment-focused x.eye SunGard x.eye
Banking-focused Sanchez
European-focused Finantix
Vendors to Watch Thomson Financial Fincentric Finaplex

Source: Celent Communications

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