26 November 2018
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential fo…
Research related to Advent Portfolio Exchange (APX)
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12 November 2018The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, sol…
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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 lo…
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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 data…
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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. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
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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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16 April 2018The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisiti…
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10 April 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busines…
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28 March 2018Repo is THE tool to leverage for collateral management. Celent tells you how. The global repo market is ripe for change after years of stagnation…
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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 millennia…
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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 at…
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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 a…
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11 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
Research related to Syncova for Margin and Financing
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22 February 2019The G-20 mandates are the gift that keeps on giving. Initial Margin (IM) is the latest installment in regulations aimed at reducing risk in OTC d…
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21 February 2019Initial margin (IM) requirements are a global regulatory regime intended to limit systemic contagion by offsetting losses if an OTC derivatives c…
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26 November 2018This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
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17 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
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23 May 2018CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
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28 March 2018
Repo is THE tool to leverage for collateral management. Celent tells you how. The global repo market is ripe for change after years of stagnation…
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11 December 2017
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
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14 November 2017Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financia…
Research related to Black Diamond Wealth Platform
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26 November 2018
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential fo…
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28 September 2018
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report lo…
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9 July 2018
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
9 July 2018
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon data…
-
31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
-
29 April 2018
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
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24 February 2018
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millennia…
-
21 January 2018
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look at…
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26 December 2017
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It a…
Research related to Geneva
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14 February 2019We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontlin…
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29 November 2018This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
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26 November 2018
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
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17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
Research related to Geneva World Investor
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14 February 2019
We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontlin…
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29 November 2018
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
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26 November 2018
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
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17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
Research related to Moxy
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14 February 2019
We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontlin…
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29 November 2018
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
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26 November 2018
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential fo…
-
26 November 2018
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
-
28 September 2018
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report lo…
-
17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
-
9 July 2018
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
9 July 2018
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon data…
-
31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
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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 inst…
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29 April 2018
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
-
24 February 2018
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millennia…
-
21 January 2018
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look at…
-
26 December 2017
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It a…
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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 admini…
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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 aggreg…
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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 b…
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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 wr…
Research related to Tamale
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2 July 2018Note: A webinar that draws on this presentation is available here. In this report, we discuss the Data Science workflow, from gathering requireme…