Ranking the Vendors of Wealth Management Technology 2007: Portfolio Construction
AbstractBoston, MA, USA May 31, 2007
The market will become more competitive as more vendors grapple with the increasingly difficult task of portfolio construction.
Portfolio construction technology will reach a broader segment of the financial services market as interest in automating advisor portfolio construction features increases across the wealth management industry.
In a new report, , Celent examines five leading portfolio construction solutions in the North American market and the trends in this market.
"Portfolio construction features are drawing strong interest from all sides of the wealth management spectrum, including banks, broker-dealers, advisor firms, and money management companies," says Isabella Fonseca, author of the report. "Portfolio construction has become more difficult to administer, and advisors need to rely on technology for management and monitoring of client portfolios."
The report provides an overview of the wealth management vendor landscape in North America and includes an evaluation of each solution's features and functionalities, strengths and weaknesses, number of clients, deployment options, pricing structures, and maintenance and support schemes. The following vendors are included: AdvisorSoftware, CGI, Informa, RiskMetrics, and SunGard. Celent utilizes its ABCD Vendor View (Advanced Technology, Breadth of Functionality, Customer Base and Depth of Client Services analysis to evaluate the five firms.
The report is 54 pages long and contains 24 tables and 10 figures. A table of contents is available online.
Members of Celent's Retail Securities & Investments research services can download the report electronically by clicking on the icon to the left. Non-members should contact email@example.com for more information.
Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned subsidiary of Marsh & McLennan Companies [NYSE: MMC].
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Table of ContentsBoston, MA, USA May 31, 2007
|Technology and Vendor Segmentation||7|
|Wealth Management Components||7|
|CGI Group, Inc.||20|
|Deployment Options, Pricing, Support||37|
|Number of Clients||42|
|Asset and Product Support||42|
|Objectivity and Methodology||53|