The Market Map, a new software evaluation methodology designed to assess the key criteria for systems in the digital age. It takes as its focus the capacity for innovation. More specifically, it looks at two axes: the ability of wealth management software solutions to help firms capitalize on new technologies to improve customer propositions, and the ability of solutions to help firms to adapt or launch new business models for the digital age. The information to make this assessment came from Request for Information (RFI) responses received from the vendors, which were supplemented by vendor demos, channel checks (speaking to customers, employees, experts) and desk research.

Table of contents:

1. Overview: A decisive step into the future
2. Executive Summary
3. How changing demographics affect wealth management
4. How changing demographics influence customer preferences
5. Five technology trends impacting wealth management
6. New business models in wealth management
7. Digital-era business models require digital-era systems
8. Selecting the right digital era solutions for wealth management
9. Appendix (Methodology, Glossary, Company profiles)