Your Wealth Management solutions guide

The Wealth Management sector is undergoing a drastic change, all driven with technological innovations in the space. Whether it is Wealth Management software to run the private bank, or new age Wealth Management technology in the form of robo-advisors, financial institutions are leveraging technology to create a niche and differentiate themselves in the market.

Our Wealth Management software insights

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Our key statistics on Wealth Management software

500 +
News analysis pieces
25 +
Supplier profiles
10 +
Consulting engagements
500 +
Deals in our portal
Years of Sales League Table
500 +
Pages of research

Wealth Management systems expertise

Global Team

IBS Intelligence has a global presence; our research and editorial teams track FinTech markets across the globe and over the years have developed strong analyst relations with leading Wealth Management solution providers and banks globally. 

Practitioner Experience

As part of an international consulting group with strong 30+ years of helping banks with their technology and digital transformation, our research offers actionable insights and practical guidance on Wealth Management systems evaluation, selection and implementation.

Proven Track Record

Technology engine of all modern private banks is their Wealth Management system and we have been tracking this critical system for over 20 years through our research, annual benchmarking initiative, consulting engagements, leadership and editorial coverage. 

Supplier Coverage

Wealth Management solutions is the technology platform leveraged by private banks and AMCs to serve their customers. Get a 360° view of all major vendors covering their implementation experiences, technical overview of their solutions and a qualified client list. 

A-Z Knowledge

We cover the Wealth Management sector right from large specialist Wealth Management software suppliers to generalists with an offering in the wealth space. Our editorial team tracks the latest developments in the Wealth Management technology domain to keep you updated.

Thought Leadership

Our analysts track the evolving Wealth Management software market to have a deep expertise of the sector. Through conversations with industry participants, they identify emerging trends in this space, which is articulated through thought leadership pieces. 

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