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:
- Privé Technologies
- Wealth Dynamix
+ 12 companies to watch
- 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.
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