The industry is changing at top speed; wealth managers must plan technology strategy five years out.
Boston, November 2, 2017 – Portfolio management systems form the technology backbone for investment advisory and management firms; these systems are the centralized, auditable resources for client accounts and demonstrate firms’ risk controls and operational integrity. Financial services technology vendors and service providers are assisting the wealth management industry during a transformative period, and vendors that are adding partnerships, supporting regulation and compliance, modernizing technology, and progressing needed features have a leg up in a consolidating industry.
This report focuses on investment and portfolio management suites with broad functional capability and highlights the following technology vendors: Avaloq, CGI, Charles River Development, EdgeVerve, Envestnet, ERI Bancaire, FinFolio, FIS, Fiserv, FolioDynamix, Intellect Design Arena, InvestCloud, InvestEdge, IRESS, Linedata, Morningstar, MyVest, NeoXam, Objectway, Profile Software, Sage Group, SS&C Technologies, and Temenos. It is based on May and June 2017 Aite Group interviews of strategy staff, product managers, implementation representatives, and/or sales managers for 24 portfolio management solutions.
This 44-page Impact Report contains five figures and 14 tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Athena Systems, Avaloq, BlackRock, CGI, Charles River Development, EdgeVerve, Enfusion, Envestnet, ERI Bancaire, FinFolio, FIS, Fiserv, FolioDynamix, FundCount, Intellect Design Arena, InvestCloud, InvestEdge, IRESS, Linedata, Morningstar, MyVest, NeoXam, Objectway, Profile Software, Sage Group, SS&C Technologies, and Temenos.