Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)


WealthMapper: Comprehensive wealth management with goal-based planning

The tool allows the banks and insurance companies to provide a comprehensive service to their customer to have a wholistic view of all wealth instruments together. A single window that allows portfolio views for the individual, family and institution. The tool also allows easy and intuitive self-service to address the goal-based planning needs covering insurance as well as savings instruments- funds, equity, real-estate, crypto currency, savings, etc.

Key Features

  • Ecosystem of Partners
    • SaaS-fied, full-stack partners solutions
  • Acceleration
    • New Markets, Higher ROI, Lower Costs
    • Goal-based savings component
  • Digital Self-service
    • Channel independent / white label
    • Granular insurance & Wealth management tool
  • Innately Disruptive
    • Latest technology & distribution accelerators

Key Benefits

  • Go-to-market
    • < 100 days
    • Pay as you use modular solution
    • Plug-in : Plug-out