Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider
Report Summary
Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider
Technology enters center stage as IWMs battle to meet increased client and regulatory expectations.
London, 18 September 2014 – Independent wealth managers (IWMs) strive for closeness with their clients and have historically operated with a lightweight and simplistic technological footprint. Evolving regulations, client expectations, and competitive environments, however, have pushed IWMs to recognize the need for dedicated technology solutions. But where can IWMs look to find a bread-and-butter technology component that can meet their new needs without diminishing their advantages?
This Impact Report, based on the results of a Q1 and Q2 2014 request-for-information process, profiles 10 vendors with portfolio management solutions targeted at IWMs working on a multi-custodian bank model in international private client financial centers. Aite Group also held product demos and follow-up interviews to support the profiles of each vendor in this report.
This 55-page Impact Report contains 10 figures and 15 tables. Clients of Aite Group's Wealth Management service can download this report.