Wealth Portfolio Suites Turn to Digital Advisory: Early Risers
Report Summary
Wealth Portfolio Suites Turn to Digital Advisory: Early Risers
Digital advisory is the latest addition to core infrastructure serving the wealth management industry.
Boston, June 26, 2018 – Financial advisors across the globe are rapidly tooling up to make a difference in clients’ long-term financial well-being and to serve a variety of client sizes through digital advisory. Will this evolution provide unprecedented access to professional investment management for individuals in the mass-affluent and mass-market segments?
This Impact Note provides the current landscape status of wealth portfolio system vendors with or very soon to have a digital-advisory capability. It is based on February and April 2018 Aite Group interviews with U.S. and European technology solutions offering wealth portfolio system suites and profiles the following providers: Aixigo, Avaloq, CGI, EdgeVerve, Envestnet, FIS, Fiserv, IRESS Market Technology, InvestCloud, Objectway, Profile Software, and Temenos.
This 26-page Impact Note contains four figures and two tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Bambu, BNP Paribas, CITI, Commerzbank, Dorsum Investment Software, ERI Bancaire, Investify, J.P. Morgan, Marstone, Nutmeg, Pershing, Vestmark, and Wealthify.