Top 10 Wealth Management Solution Providers - 2018
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Top 10 Wealth Management Solution Providers - 2018

Capital market is the part of the financial system that deals with shares, bonds, and other long-term investments. Wealth management is an essential process in capital marketing because investors need to realize which would be the best asset to invest their hard-earned money. This is where wealth managers help investors. Today, leading wealth managers leverage a plethora of solutions that incorporate innovative technologies such as AI, extended reality (XR), IoT, and so on to drive their clients’ success.

Many solutions that have come up in the market today leverage the power of AI in the decision-making process to reduce the errors and to offer advice that would benefit not just the clients of these wealth management firms, but also the society at large. Add to that virtual and augmented reality technologies, and the customer experiences become more immersive by removing the whole concept of distance. Wealth management firms can offer their customers an in-office experience through XR—a combination of VR and AR. Additionally, with the technological advancements in AI, XR, and connected devices, firms now have access to a large pool of information that they can leverage to provide more profound insights and more interactive customer experiences to their clients.

While the utilization of cutting-edge technology ensures a long-term growth for wealth management firms, it is simultaneously an uphill task for them to zero in on one from the extensive assemblage of solution providers. To make this task easier, we have assessed the top companies that implement the current technological trends to solve the issues in wealth management. A distinguished panel comprising CEOs, CIOs, VCs, Analysts and the editorial board of Capital Markets CIO Outlook has selected a list of top wealth management solution providers.

We present to you Capital Markets CIO Outlook’s “Top 10 Wealth Management Solution Providers - 2018.”  

Company Logo Company Name Company Description
Addepar Gives asset owners and advisors a clearer financial picture at every level, all in one place
CAIS Leading financial product platform offering wealth managers access to a diversified menu of funds and products
Clearwater Analytics Provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors
Dynamo Software Provides configurable, Cloud-based relationship management, investment management, and reporting solutions to consolidate alternative asset investment firms’ and their investors’ complete operational lifecycle
eFront Provides solutions dedicated to the financial industry with recognized expertise in alternative investments and risk management
Fiserv Global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization
Personal Capital Corporation Offers a unique combination of online tools and dedicated advisors to manage the financial life confidently
Private Wealth Systems Delivering financial intelligence for complex global portfolios by capturing, correcting, calculating, and presenting more data, faster, more accurately at a lower total cost
SimCorp Provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds
YCharts A cloud-based financial data platform to help investors track markets and make better business decisions