4 March 2019
The end-game of anti-money laundering operations will, logically, be a fully automated process whereby monitoring and screening, alert investigat…
Research related to FundRunner Marathon
-
-
17 January 2019Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string o…
-
28 November 2018Watchlist screening has become the most-scrutinized area of AML compliance, and the area that has been hit with the most outsized fines by regula…
-
30 October 2018Over the past ten years — we could even stretch back to the last two decades — financial crime management has undergone profound and costly struc…
-
Enhancing AML Efficiency and Effectiveness: Artificial Intelligence Transforms the Rules of the Game11 October 2018This report discusses how banks are adopting new tools and technology such as artificial intelligence, machine learning, and robotic process auto…
-
4 September 2018Traditional technology used in financial crime compliance operations has reached an impasse and cannot handle growing volumes and complexities. E…
Research related to Global Wealth Platform
-
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…
-
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…
-
9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
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…
-
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.…
-
29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
-
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…
-
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…
-
10 January 2018Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions hi…
-
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…
Research related to Antares
-
25 March 2019We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techno…
-
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…
-
29 November 2018This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
-
26 November 2018This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
-
17 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
-
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…
-
19 November 2017Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admini…
-
23 October 2017As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggreg…
-
11 October 2017Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical b…
-
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 Portia
-
25 March 2019
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techno…
-
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…
-
24 January 2019Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capita…
-
29 November 2018
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
-
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…
-
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…
-
21 November 2018Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. Po…
-
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.…
-
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…
-
11 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
-
15 June 2017Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management workflow was the main focus of the conference with some o…
Research related to Sylvan
-
26 March 2017
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cruc…
-
23 January 2004
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attributi…
Research related to HiPortfolio
-
25 March 2019
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techno…
-
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…
-
24 January 2019
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capita…
-
29 November 2018
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
-
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…
-
21 November 2018
Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. Po…
-
17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
-
11 December 2017
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
Research related to Anova
-
18 September 2018DataOps Can Move Analytics from a Discrete Activity to a Winning Business Discipline The potential of artificial intelligence (AI) technologies a…
-
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…
Research related to TNR Solution
-
25 March 2019
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techno…
Research related to Recon
-
24 January 2019
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capita…
-
15 June 2017
Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management workflow was the main focus of the conference with some o…
Research related to CAMRA
-
24 January 2019
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capita…
-
21 November 2018
Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. Po…
-
11 December 2017
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
Research related to SS&C Global Gateway
-
7 January 2019Security tokens will be one of 2019’s biggest stories in blockchain. As institutional investors position themselves for digital assets, there is…
-
2 July 2018
Note: A webinar that draws on this presentation is available here. In this report, we discuss the Data Science workflow, from gathering requireme…
-
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…