Wealth Management & Private Banking Systems Report 2021

342 Pages

Changing demographics of advisors and investors, new asset classes, evolving business models, regulatory mandates, and intense competition characterize the Wealth Management and Private Banking industry. IBS intelligence offers a broad spectrum of insights in the industry, ranging from thought leadership, consulting engagements, to in-depth coverage of 25+ technology vendor profiles, their clients, and their implementation experiences.

  • In-depth coverage of 25+ global Wealth Management and Private Banking technology vendor profiles, including company history, product suite, user lists, customer experiences, way forward strategy and more.
  • Deep dive into the global Wealth Management and Private Banking technology landscape, its trends, threats, challenges and opportunities via charts, infographics, regulatory information and more.
  • Library of successful global Wealth Management and Private Banking technology use cases, independently authored and curated by IBSi’s analyst team.
  • Access to IBSi’s iconic Annual Sales League Table for Wealth Management and Private Banking, including Investment & Fund Management
  • Fresh thought leadership via interviews, opinion pieces and podcasts with global leaders brought to you by IBSi’s editorial team.

  • Global coverage of 65+ countries  
  • Authored by IBSi’s research team, consisting of subject-matter-experts across Wealth Management and Private Banking verticals
  • Quarterly dynamic report updates to bring you first-hand information in a timely manner 
  • Complimentary 1-hour of IBSi analyst time bundled with each subscription

  • Financial Institutions – CIOs, CTOs, IT, and digital transformation teams rely on our research to make the right technology selection and investment decisions
  • Financial Technology companies – Founders, CXOs, product and strategy teams, use our research to stay competitively intelligent, keeping a close track of peer activity and trends globally
  • Consulting firms – Research leaders and client consulting teams find this report useful to gain insights, spot opportunities, and provide clients with fact-based metrics. 
  • Institutional investors – Investment teams find this report useful whilst conducting thorough business and financial due diligence prior to making investment decisions

  • Changing regulations and implications
  • Wealth management BPO options
  • Trends in wealth management
  • SLT 2021 | Private banking & Wealth Management Systems
  • Suppliers and systems profile
    • Bravura Solutions – Garradin, Sonata
    • Capital Banking Solutions – CapitalPrivate
    • Die Software Peter Fitzon GmbH – OBS
    • EbixCash Financial Technologies Moneyware Wealth Management
    • ERI – Olympic
    • Finartis (Sage SA) – Prospero
    • Finantix
    • Finnova AG – Finnova
    • GBST – Composer
    • Intellect Design Arena
    • International Private Banking Systems – IPBS
    • Mimics Inc – Mimics
    • Objectway
    • Oracle FSS – Flexcube
    • Profile Software-IMSplus, Axia
    • Simcorp – Simcorp Dimension
    • Sopra Banking Software– Sopra Banking Platform
    • SS&C – Global Wealth Platform, HiPortfolio
    • SS&C/Advent Software – APX
    • New Access (Sungard) – Ambit Private Banking
    • FIS(Sungard) – Asset Arena, InvestOne
    • TCS Financial Solutions – Bancs
    • Temenos – T24
    • Vermeg – Megara, Omega FA, Soliam
  • Leader’s Speak
    • Northern Trust – Dan Houllhan
    • Objectway – Peter Schramme
    • Avaloq – Dr Thomas Beck
  • Case Studies
    • Temenos – Nordea Luxembourg
    • Miles Software – Co Op Bank of Kenya
    • Thurleigh Investment Managers
    • Forum Finance Group (FFG)
    • Credit Agricole
  • Wealth Management Industry Expert Views

Your subscription can be viewed in the form of a digital PDF reader and will be auto-renewed annually until cancelled.

Questions about this report? Interested in a corporate subscription to our research for your entire team? Write to us at subscriptions@ibsintelligence.com

Share Report

Wealth Management & Private Banking Systems Report 2021

£1,500 / year

Subscribe Now

Related Reports

Treasury and Capital Markets Systems Report 2021

£1,500 / year

Read Report
Cybersecurity in Financial Services Report 2021

£1,500 / year

Read Report
Cool FinTech Report 2021

£500 / year

Read Report