1 November 2019
In 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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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 iDEAL Wealth & Funds
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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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10 September 2019The complex dynamics of technology and regulatory evolution have added unprecedented demands on banks’ Know Your Customer (KYC) and anti-money l…
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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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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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6 August 2019With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
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14 May 2019The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
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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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24 January 2019Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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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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21 November 2018Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. P…
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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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16 April 2018The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
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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…
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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 iDEAL Funds
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8 September 2019
Distributed 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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16 August 2019
A 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 2019
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
-
6 August 2019
With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
-
14 May 2019
The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
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24 March 2019We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
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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 frontli…
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24 January 2019
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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28 November 2018This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggr…
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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 offic…
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21 November 2018
Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. P…
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17 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
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11 December 2017
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…