26 October 2019
This is the essential guide to trading technology in 2019. Celent looks at the leading Order Management System (OMS) and Execution Management Sy…
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You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Research related to TradePrime
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8 September 2019Distributed Ledger Technology (DLT) is a shared database which is spread across multiple participants on a decentralized network and records tra…
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26 August 2019Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
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17 June 2019We just published Innovations in Fixed Income Technology: The Platforms and the Pieces which explores the changing fixed income trading technolo…
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22 May 2018I have spent the last several weeks in a variety of detailed conversations, globally, around the cloud in the capital markets with financial ins…
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19 November 2017Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admin…
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23 October 2017As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggre…
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11 October 2017Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical…
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3 May 2017Celent has released a new report titled Marching to a Different Beat: Architectures and IT Sourcing Options for Asset Managers. The report was w…
Research related to TradeWealth
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9 January 2020Technology Priorities for Wealth Managers As we enter 2020, wealth managers of all stripes are grappling with a common challenge: how to improve…
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12 December 2019Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
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1 December 2019Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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1 December 2019Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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1 November 2019In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
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20 October 2019Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
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18 October 2019Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
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23 August 2019The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
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16 August 2019A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
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14 August 2019With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
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13 August 2019This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
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9 May 2019I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
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26 November 2018An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
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28 September 2018Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
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9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
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9 July 2018This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
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31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
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27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
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24 February 2018Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
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21 January 2018This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
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26 December 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Research related to TradeSmart
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26 October 2019
This is the essential guide to trading technology in 2019. Celent looks at the leading Order Management System (OMS) and Execution Management Sy…
-
8 September 2019
Distributed Ledger Technology (DLT) is a shared database which is spread across multiple participants on a decentralized network and records tra…
-
26 August 2019
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
-
17 June 2019
We just published Innovations in Fixed Income Technology: The Platforms and the Pieces which explores the changing fixed income trading technolo…
-
22 May 2018
I have spent the last several weeks in a variety of detailed conversations, globally, around the cloud in the capital markets with financial ins…
-
19 November 2017
Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admin…
-
23 October 2017
As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggre…
-
11 October 2017
Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical…
-
3 May 2017
Celent has released a new report titled Marching to a Different Beat: Architectures and IT Sourcing Options for Asset Managers. The report was w…
Research related to TradingScreen TCA
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26 August 2019
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
-
17 June 2019
We just published Innovations in Fixed Income Technology: The Platforms and the Pieces which explores the changing fixed income trading technolo…
-
11 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…