North American Wealth Management Technology Vendors: Evaluating Front-to-Back Office Platform Vendors

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact Celent for more info
19 October 2017
Ashley Globerman

Key research questions

  • Who are the leading front-to-back office vendors in the North American wealth management market?
  • How do the leading vendors compare in key areas?
  • What is the outlook for the front-to-back office vendor landscape?

Abstract

We compare major front-to-back wealth management platforms using our ABCD analysis. This is the second report in our report series evaluating North American technology providers for wealth management.

The wealth management industry continues to be at a crossroads as a result of regulatory scrutiny, political and market uncertainty, cost pressure, digital disruption and innovation, and a shift in client demographics. For example, today’s wealth management platforms aid in the automation of processes across the value chain, reduction of business costs, management of risk, protection of data, and segmentation of clients in an efficient and targeted approach.

This report focuses on the North American market. Celent compares and ranks front-to-back wealth management vendors across four categories: Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Service. This report names the winners of the XCelent Awards for North American front-to-back office vendors for wealth management.

sign in or register to read more

Insight details

Special Interest
Innovation & Emerging Technology
Content Type
Reports
Report Type
Industry Trends, Technology trends, Vendor landscape
Location
North America
Subscription categories
Securities & Investments, Wealth & Asset Management, Wealth Management