Description
The Digital Age Wealth Management Report | including The Market Map for Wealth Management Software H1 2021
Date published: H1, 2021
What’s inside: 150+ pages; 81 charts and tables; 13 in-depth profiles; 14 vendors to watch; 10 business models.
Includes: 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.
An in-depth report looking at the customer, technology and business model trends transforming the wealth management industry. The Market Map is a new wealth management software evaluation methodology designed to assess the key criteria for systems in the digital age.
“This report provides a fresh perspective and methodology for how to evaluate software solutions in the digital age. Much overdue and much recommended.”
Mark Bagnall, former COO and CTO of EFG Private Bank
Table of contents:
- Overview: A decisive step into the future
- Executive Summary
- How changing demographics affect wealth management
- How changing demographics influence customer preferences
- Five technology trends impacting wealth management
- New business models in wealth management
- Digital-era business models require digital-era systems
- Selecting the right digital era solutions for wealth management:
- additiv
- Avaloq
- Bambu
- Bridgeweave
- Elinvar
- ERI
- Finantix
- Hydrogen
- InvestCloud
- Nucoro
- Privé Technologies
- Temenos
- Wealth Dynamix
+ 12 companies to watch
9. Appendix
- Methodology
- Glossary
- Company profiles
This report is intended to be used only by the individual that purchases it. Any distribution of the report, or parts of the report, is strictly prohibited.
About the authors:
aperture is a strategy consultancy that designs, builds, funds and scales digital era companies. We do this on behalf of incumbents launching new business units, tech startups in hypergrowth mode and universities spinning out commercial projects. Our services consist of consulting, investing and, most importantly, doing. Our collective expertise spans venture investing, equity research of the software industry, corporate strategy and M&A, and growth marketing.
Disclaimer
©2022 Aperture SA ("aperture"). All rights reserved. This publication may not be reproduced or distributed in any form without Aperture SA's prior written approval. Aperture SA has given its best efforts to ensure the accuracy of the information it provides in this document. Where we have relied on information supplied by others, we have placed reasonable reliance on it but it has not been verified, and we cannot provide any guarantees as to the accuracy of such information. We have only used public information and industry and statistical data from sources we deem to be reliable; however, we cannot guarantee the accuracy or completeness of such information and have accepted the information without further verification. This document is not intended for general dissemination. This document may not be reproduced, copied or redistributed in any form or by any means, unless the written permission of Aperture SA is granted. Unless a license is expressly granted by Aperture SA, any use of this report by any third party is strictly prohibited. It is forbidden to circulate any part or all of the contents of this report, or any opinions expressed herein, to the public through any public means of communication such as, but not exclusive to, mail, public relations, advertising media, social media and sales media without the prior written consent of Aperture SA.
This report does not constitute investment or strategic advice for any institution and should not be relied on for such purposes. It should not act as a substitute for obtaining professional advice. Should any loss arise from any action taken or refrained or sources of information referred to in this report, Aperture SA accepts no liability. Aperture SA has received no compensation from any of the participants to be featured in this report.
Exception to the right of withdrawal: You cannot cancel or ask for a refund for your order for the supply of digital content if the delivery (download) has started upon your request, which acts as acknowledgement that you thereby lose your cancellation right. The commencement of contractual performance and delivery is hereby defined as the download of the supplied digital content.
In the interests of full transparency, we disclose the following: several members of the aperture team previously worked at Temenos, one member of the aperture team sits on the board of additiv as a non-executive director, and the company and/or its Director(s) hold shareholdings in METACO, identified as a company to watch in the report. Every effort has been made to be impartial in our assessment of all vendors featured in this report. We have used objective criteria which are available in the Appendix of this report and this document has passed through multiple reviews and peer checks.
