Wealth-as-a-Service: A Road Map for Implementation, Part 2

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20 September 2022


This report is the second in a two-part series that, in combination, can be used by financial institutions, wealth management technology providers, and fintechs to evaluate the market opportunity for Wealth-as-a-Service (WaaS), assess the ecosystem, identify best-in-class technologies and develop a strategic response.Potential players may decide not to participate in WaaS based on the opportunity, technology requirements, and risks. And we offer the information and research to make that decision.

A Road Map for Implementation, Part 2 provides:

•A description of the WaaS value proposition

•An overview of core use cases

•Economic considerations

•Optimal technologies

•Infrastructure requirements

•Final recommendations

This analysis creates a framework for any financial institution, fintech or vendor looking to enter WaaS market.