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Wealth Management

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Insights
Wealth Management technology research and academic reports, case studies, benchmarking and software vendor landscape quadrants reviews affecting fund managers, hedge funds and asset managers from leading analyst and advisory firm Celent. Analysis and advice services cover trading, front office portfolio management, middle office and back office solutions and functionality.
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Search sorts the results in order of most closely matching the search criteria. Items that match fewer clauses are ranked lower. The order is then chronological. Newer reports matching part of the search criteria are therefore ranked under older reports matching all the criteria. You can use this filter to ensure you are seeing only our latest content.
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  • Generation Z: The Next(Gen) Opportunity for Wealth Managers
    Generation Z: The Next(Gen) Opportunity for Wealth Managers 17 September 2019 Webinar Ashley Longabaugh
    Life stages, rather than distinct generational differences, will ultimately be the driver of the relationship between an individual and their we…
  • QUICK APIs
    QUICK APIs 15 September 2019 Report Eiichiro Yanagawa
    On August 23, Celent received a briefing from QUICK about the company’s new service offering QUICK APIs. This briefing note summarises our key t…
  • The Launch of LINE Securities
    The Launch of LINE Securities 14 September 2019 Blog Eiichiro Yanagawa
    LINE Corporation launches the LINE Securities, a mobile investment service, August 20, 2019. Based on the joint venture agreement to form a busi…
  • We Are Now Accepting Nominations for Model Asset Manager 2020!
    We Are Now Accepting Nominations for Model Asset Manager 2020! 11 September 2019 Blog David Easthope
    It seems like only yesterday we were celebrating Model Asset Manager 2019 award winners. And yet, it is time again to invite all to review their…
  • We Are Now Accepting Nominations for Model Wealth Manager 2020!
    We Are Now Accepting Nominations for Model Wealth Manager 2020! 11 September 2019 Blog Neil Sheehan
    It seems like only yesterday we were celebrating Model Wealth Manager 2019 award winners. And yet, it is time again to invite all to review thei…
  • Platform Wars: End-to-end, Portfolio Management, and Point Systems Face Off
    Platform Wars: End-to-end, Portfolio Management, and Point Systems Face Off 23 August 2019 Report William Trout
    The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
  • Unsung No More: The New World of Corporate Actions - Avoiding Errors While Generating Alpha
    Unsung No More: The New World of Corporate Actions - Avoiding Errors While Generating Alpha 16 August 2019 Report Neil Sheehan
    A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
  • Unsung No More: The New World of Corporate Actions - Avoiding Errors While Generating Alpha
    Unsung No More: The New World of Corporate Actions - Avoiding Errors While Generating Alpha 14 August 2019 Blog Neil Sheehan
    With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
  • European Wealth Management Technology Vendors: Evaluating Front-to-Back Office Vendors
    European Wealth Management Technology Vendors: Evaluating Front-to-Back Office Vendors 13 August 2019 Report Ashley Longabaugh
    This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
  • A Recap of #TFITS 2019, Part 3: Emerging Technology Panel
    A Recap of #TFITS 2019, Part 3: Emerging Technology Panel 30 July 2019 Blog Eiichiro Yanagawa
    About TFITS Tokyo Financial Information & Technology Summit (TFITS) is the only event in Japan dedicated to IT, data, and operations executives…
  • A Recap of #TFITS 2019, Part 2: Case Study Panel
    A Recap of #TFITS 2019, Part 2: Case Study Panel 29 July 2019 Blog Eiichiro Yanagawa
    About TFITS Tokyo Financial Information & Technology Summit (TFITS) is the only event in Japan dedicated to IT, data, and operations executives…
  • A Recap of #TFITS 2019, Part 1: CIO Panel
    A Recap of #TFITS 2019, Part 1: CIO Panel 28 July 2019 Blog Eiichiro Yanagawa
    About TFITS Tokyo Financial Information & Technology Summit (TFITS) is the only event in Japan dedicated to IT, data, and operations executives…
  • Flying High Again: Surmounting Barriers to Advisor Productivity
    Flying High Again: Surmounting Barriers to Advisor Productivity 11 July 2019 Report William Trout
    Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processe…
  • Leveraging AI and ML In Capital Markets Operations
    Leveraging AI and ML In Capital Markets Operations 27 June 2019 Blog David Easthope
    There are a number of data points demonstrating wider adoption of AI/ML across capital markets operations. I discussed this evidence (and we cam…
  • Bitcoin-to-Bitcoin Derivatives
    Bitcoin-to-Bitcoin Derivatives 26 June 2019 Blog John Dwyer
    Libra fatigue? The market continues to digest the Libra news — and this is certainly an important milestone in the evolution of crypto. Stableco…
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Celent Wealth Research

In-depth research of the latest trends in wealth technology.

Celent Wealth Research

Our wealth research focuses exclusively on the intersection of wealth management, asset management, and technology. We provide a thorough and independent analysis of the latest trends and innovations and offer insight on how technology is being applied across the wealth industries globally to deliver value.

Wealth Research Topics

Include:

·APIs

·Artificial Intelligence (AI)/cognitive/machine learning

·Blockchain

·Business Trends

·Chatbots

·CIO priorities

·Cloud

·Core systems

·Customer Experience (CX)

·Data/Analytics

·Digital

·Fintech

·Fraud

·Innovation

·Internet of Things (IoT)

·IT spending

·Mobile

·Regulation

·Regtech

·Risk Management

·RPA/Robotics

Wealth Research Outputs

Our clients can access our wealth research via a variety of formats including:

·Wealth Research Reports: Our latest research on the issues at the forefront of the industry

·Wealth Blog: Reflections on the latest news, trends, and happenings within the industry.

·Wealth Webinars: Live and on-demand sessions, featuring our analysts, that take our research to the next level.

Analyst Access

As a Client, you also have the ability to supplement our Wealth research with personalized interactions with our analysts. Our Analyst Access service allows you unlimited access to our analysts for a variety discussions including:

·Product roadmaps

·Go to market and new market entry

·IT strategy

·Vendor risk assessment

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