Wealth Management and Private Banking Systems Report 2020

£945 renewed annually

Questions about our research? Email us at enquiries@ibsintelligence.com

Pages: 342

Why buy this report?

  1. Profiles of 24 leading suppliers with in-depth coverage of their solutions, implementation track record, product evolution, strategic focus & comprehensive user list by region.
  2. Includes our industry-recognized barometer for system sales performance – IBSI Sales League Table for Private Banking & Wealth Management Systems.
  3. 5 Case Studies of successful implementations highlighting the reasons and drivers for change, selection process, challenges and project impact.
  4. Detailed market overview & exclusive insights from industry experts.
  5. Complimentary 1 hour analyst / expert time with each report.

If you are a Bank Tech team member, make the right supplier selection by reading this report. If you are a Supplier, understand the market better and be more competitive. If you are a Consultant, advise your clients more knowledgeably. And if you are an Investor, use this to make the right investment decision.

The access to this report will be in the form of an online pdf for a period of 1 year only.

Wealth Management and Private Banking Systems Report from IBS Intelligence provides everything you need to know to make a fully qualified selection decision. It is an indispensable tool for banks, as well as consultants, integrators, analysts and suppliers themselves.

The report profiles the specialist core systems for Private Banking / Wealth Management and the universal offerings that are sufficiently strong to compete with the ‘best of breed’ offerings. It also analyses the delivery records of the vendors and their offerings, and the criteria for success and failure.

There is direct input from users, sharing their experiences.

The report explains which systems are suitable for which areas of medium and high net-worth banking. For instance, some are suitable for multi-site configurations from a single hub, some support extensive portfolio management, some are better suited to interface with a third-party system for this area.

The report details the following:

  • The origins and evolution of the systems
  • Each system’s functionality, technology and scalability
  • Each system’s and supplier’s strengths and weaknesses
  • Extensive lists of users and their locations
  • The delivery track-record of the suppliers
  • The future direction and product roadmaps

The cost, risk and lost opportunities from a poor selection decision and failed or partially failed project cannot be under-estimated. Investing in this report is the best possible risk mitigation.

If you are from a Bank, make the right Financial Technology Supplier selection by reading this report. If you are a Financial Technology Supplier, understand the market better and be more competitive. If you are a Consultant, advise your clients more knowledgeably. And if you are an Investor, use this to make the right investment decision.

Table of Contents

  1. New regulations and implications
  2. Wealth management BPO op ons
  3. Trends in wealth management
  4. SLT 2019 | Private banking & Wealth Management Systems
  5. Suppliers and Systems Profile:
    1. Avaloq – Avaloq Banking Suite
    2. Bravura Solutions – Garradin, Sonata
    3. Capital Banking Solutions – CapitalPrivate
    4. Die Software Peter Fitzon GmbH – OBS
    5. ERI – Olympic
    6. Finnova AG – Finnova
    7. International Private Banking Systems – IPBS
    8. Intellect Design Arena
    9. EbixCash Financial Technologies Moneyware Wealth Management
    10. Mimics Inc – Mimics
    11. Objectway
    12. Oracle FSS – Flexcube
    13. Profile Software-IMSplus, Axia
    14. Finartis (Sage SA) – Prospero
    15. Finantix
    16. Simcorp – Simcorp Dimension
    17. Sopra Banking Software– Sopra Banking Platform
    18. SS&C – Global Wealth Platform, HiPortfolio
    19. SS&C/Advent Software – APX
    20. New Access (Sungard) – Ambit Private Banking
    21. FIS(Sungard) – Asset Arena, InvestOne
    22. TCS Financial Solutions – Bancs
    23. Temenos – T24
    24. Vermeg – Megara, Omega FA, Soliam
  6. Leader’s Speak
    1. Northern Trust – Dan Houllhan
    2. Objectway – Peter Schramme
    3. Avaloq – Dr Thomas Beck
  7. Case Studies
    1. Temenos – Nordea Luxembourg
    2. Miles Software – Co Op Bank of Kenya
    3. Thurleigh Investment Managers
    4. Credit Agricole
  8. Wealth Management Industry Expert Views