Ranking the Vendors of Wealth Management Technology 2007: Portfolio Construction

by Isabella Fonseca, May 31, 2007


Boston, 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 info@celent.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 operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
Tel: +1 212 345 1366

Europe (London)
Chris Williams
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
Tel.: +81 3 3500 3023

Table of Contents

Boston, MA, USA May 31, 2007

Executive Summary 3
Introduction 5
Technology and Vendor Segmentation 7
  Wealth Management Components 7
  Vendor Segmentation 8
Market Overview 11
Vendor Preview 13
Vendor Profiles 15
  Advisor Software 15
  CGI Group, Inc. 20
  Informa 23
  RiskMetrics Group 27
  SunGard 32
Vendor Comparisons 37
  Basic Technology 37
  Deployment Options, Pricing, Support 37
  Number of Clients 42
  Asset and Product Support 42
  Functionality Comparison 43
Vendor Rankings 50
Looking Ahead 52
Objectivity and Methodology 53

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