Vendors’ capabilities and the breadth of their product portfolios must go far beyond traditional offerings to address new market challenges and capture new opportunities. Technology eliminates the profitability trade-off between serving mass-market clients and delivering sophisticated advice. Platforms that automate expertise enable advisors to serve broader segments without degrading to generic solutions.
This report highlights financial institutions and technology vendors that have launched innovative and distinguished emerging technology for wealth management clients. Each award-winning solution is profiled individually, showcasing its strengths and market differentiators. This report profiles Auquan, Cognicor, Conquest, FINIAT, FINNY, Libretto, Nebo Wealth, and Prudential Financial.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions BC Partners, Black Diamond, BNY Pershing, Broadridge, Capital Group, Dimensional, E*TRADE, eMoney, FIDx, Franklin Templeton, GMO, Investors Group, LPL, Manulife, MetLife, Microsoft Azure, Microsoft Dynamics, Microsoft Teams, MoneyGuide Pro, Morningstar, Orion, Oxford Financial Group, Paul R. Ried Financial Group, Pershing, Raymond James, RBC, Redtail, Salesforce, Schwab, Scotiabank, SharePoint, Snowflake, SS&C, T. Rowe Price, Tamarack, UBS, Wealthbox, WebEx, and Zoom.
About the Author
Other Authors
