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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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  • Client Reporting: The Shift In Delivery From Low-Value Data To High-Value Information
    Client Reporting: The Shift In Delivery From Low-Value Data To High-Value Information 21 May 2019 Report Ashley Longabaugh
    This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
  • Hybrid Digital Advice: Pathway To Personalization At Scale
    Hybrid Digital Advice: Pathway To Personalization At Scale 21 May 2019 Report William Trout
    The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
  • The Digitization of Everything
    The Digitization of Everything 16 May 2019 Blog William Trout
    It is today axiomatic that technology, its ubiquity fueled by the API and the Cloud based platform, is a lever for innovative startups to catch…
  • What's New in the European Wealth Management Front-to-Back Office Vendor Market?
    What's New in the European Wealth Management Front-to-Back Office Vendor Market? 9 May 2019 Blog Ashley Longabaugh
    I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
  • AI in AML: From Experimentation to Operationalization
    AI in AML: From Experimentation to Operationalization 8 May 2019 Blog Arin Ray
    Early last year we predicted 2018 to be a critical year for operationalization and wider adoption of artificial intelligence (AI) and machine le…
  • Key Areas of Growth for the US Retail, Self-Directed Brokerage Market
    Key Areas of Growth for the US Retail, Self-Directed Brokerage Market 30 April 2019 Blog Ashley Longabaugh
    In our latest report, US Self-Directed Market: The Evolving Marketplace and Associated Impact, Will and I discuss the outlook for the US retail…
  • US Self-Directed Market Study
    US Self-Directed Market Study 29 April 2019 Report Ashley Longabaugh and William Trout
    Shifts in the core client base, diverging expectations across client demographics, a stricter regulatory environment, internal and client-facing…
  • Client Reporting - A Missed Opportunity for Wealth Managers?
    Client Reporting - A Missed Opportunity for Wealth Managers? 24 April 2019 Blog Ashley Longabaugh
    Client reporting is not new to the wealth management industry - wealth managers are required to provide portfolio and investment reporting to th…
  • BNY Mellon’s Pershing: Investor Biometric Payment Acknowledgment
    BNY Mellon’s Pershing: Investor Biometric Payment Acknowledgment 12 April 2019 Report Ashley Longabaugh and David Himmel
    Celent recognizes BNY Mellon’s Pershing as the winner of the Model Wealth Manager 2019 Innovation Award for their initiative Investor Biometric…
  • Deutsche Bank Spain: New Investment Report Experience
    Deutsche Bank Spain: New Investment Report Experience 12 April 2019 Report Ashley Longabaugh and David Himmel
    Celent recognizes Deutsche Bank Spain as the winner of the Model Wealth Manager 2019 Client Experience Award for its initiative New Investment R…
  • 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…
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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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