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Wealth Management

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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  • Bridging the Advice Gap: Fidelity Investments Scales Delivery Via Hybrid Model
    Bridging the Advice Gap: Fidelity Investments Scales Delivery Via Hybrid Model 12 April 2019 Report William Trout
    Celent recognizes Fidelity Investments as the winner of the Model Wealth Manager 2019 Products and Platforms Award for their initiative Fidelity…
  • benefitRFP: riskDIAGNOSTIC
    benefitRFP: riskDIAGNOSTIC 12 April 2019 Report Neil Katkov
    Celent recognizes benefitRFP as the winner of the Model Asset Manager 2019 Innovation in Risk Award for their initiative riskDIAGNOSTIC. benefit…
  • ODDO BHF Asset Management: OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale
    ODDO BHF Asset Management: OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale 12 April 2019 Report David Easthope
    Celent recognizes ODDO BHF Asset Management as the winner of the Model Asset Manager 2019 Core Transformation Award for their initiative OBAM Te…
  • Legg Mason Enterprise Data Hub Invigorates Wholesaler Distribution via Analytics
    Legg Mason Enterprise Data Hub Invigorates Wholesaler Distribution via Analytics 12 April 2019 Report William Trout
    Celent recognizes Legg Mason as the winner of the Model Asset Manager 2019 Distribution Award for their initiative Sales and Marketing Analytics…
  • Winners of the 2019 Model Asset Manager and Model Wealth Manager Awards
    Winners of the 2019 Model Asset Manager and Model Wealth Manager Awards 12 April 2019
    Celent recognizes 6 winners for the 2nd annual Model Asset Manager and Model Wealth Manager awards.In 2018 Celent introduced the Model Wealth M…
  • Deal Trends in the Anti-Money Laundering Systems Market
    Deal Trends in the Anti-Money Laundering Systems Market 2 April 2019 Report Neil Katkov
    The anti-money laundering (AML) software market is large and complex, with many international, regional, and local providers. In a series of thr…
  • FinTech in the Age of Attacker: Expert perspectives on FinTech in Asia
    FinTech in the Age of Attacker: Expert perspectives on FinTech in Asia 2 April 2019 Report
    This compendium was prepared for a special Fintech event by Fintegrate Zone 2019, in collaboration between Oliver Wyman and BRINK/Marsh & McLenn…
  • Webinar | Driving the Client Experience Through Big Data: Regulations and Today’s Wealth Manager
    Webinar | Driving the Client Experience Through Big Data: Regulations and Today’s Wealth Manager 27 March 2019 Webinar Ashley Longabaugh
    Ashley Longabaugh examines how wealth managers and service providers operate in today’s highly regulated wealth management environment while lev…
  • Reconfiguration of the buy side value chain and the recent Blackrock / EFront transaction
    Reconfiguration of the buy side value chain and the recent Blackrock / EFront transaction 24 March 2019 Blog Cubillas Ding
    We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
  • Webinar | The State of Financial Services 2019: Time to Start Again
    Webinar | The State of Financial Services 2019: Time to Start Again 22 March 2019 Webinar
    Everything old can be new again. The fact that most financial services firms are burdened with complex legacy infrastructure is well known. Unti…
  • ePrivacy Regulation: Taking GDPR One Step Further
    ePrivacy Regulation: Taking GDPR One Step Further 7 March 2019 Report Ashley Longabaugh
    By the nature of their business, wealth managers maintain a vast amount, range, and history of clients’ personal data. This report looks at the…
  • Automating AML is not a pipe dream.
    Automating AML is not a pipe dream. 3 March 2019 Blog Neil Katkov
    The end-game of anti-money laundering operations will, logically, be a fully automated process whereby monitoring and screening, alert investiga…
  • The State of Financial Services 2019: Time to Start Again
    The State of Financial Services 2019: Time to Start Again 27 February 2019 Webinar
    Everything old can be new again. The fact that most financial services firms are burdened with complex legacy infrastructure is well known.…
  • FX Fun in the Sun
    FX Fun in the Sun 21 February 2019 Blog Brad Bailey
    I just wanted to share some key points from the big FX conference in Miami last week. Hundreds of participants from the FX market reinforced tha…
  • Brexit, 10 Years Post-Financial Crisis, and Future-Proofing the Financial System
    Brexit, 10 Years Post-Financial Crisis, and Future-Proofing the Financial System 14 February 2019 Blog Ashley Longabaugh
    I had the great pleasure of attending the European Financial Forum conference this week in Dublin. The event focused on the disruptive forces ch…
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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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