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

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20 October 2017

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?


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.