29 November 2018
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
Research related to Bitarisk
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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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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 fo…
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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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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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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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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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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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1 June 2016
Today’s announcement of Apax Partners’ acquisition of Agencyport makes sense. This deal is a further commitment by Apax to the property/casualty…
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8 February 2016
It's heartening when, in an industry often criticized for its rapacity, a firm tries to do right by its investors. By launching its Portfolio Re…
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22 January 2016
Free advice is poor bait. Just ask SigFig and FutureAdvisor, who rolled out free portfolio analysis tools as a way to hook what proved to be ver…
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23 November 2015
The Portfolio Systems Catalog is a comprehensive review of portfolio systems applications and services currently serving the buy side, including…
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4 March 2014Next-generation portfolio and risk solutions are capturing a larger share of the value chain in order to achieve greater alignment, collaboration…
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28 November 2013Driven by changing investor priorities, sophisticated investment strategies, and sustained regulatory pressures globally, investment firms need t…
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24 March 2006
New York, NY, USA March 24, 2006 Portfolio Systems 2006 Series: Full Suite with Risk & Derivatives Celent estimates the North American portfolio…
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7 September 2005
New York, NY, USA September 7, 2005 Celent predicts the global portfolio systems market will grow to US$2.2 billion by 2008. The portfolio sy…
Research related to Salerio
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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 Abraxsys
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2 April 2018This report explores the innovative and promising software engineering concept of microservices and the revolutionary architecture that is being…
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27 March 2018In general, an API refers to a technical specification for operating a specific program by another program, and it defines command statements (co…
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20 March 2018IT spending globally will increase by 4.2% annually, mostly driven by new investment spending. This report analyzes the IT spending patterns of b…