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For eBusiness & Channel Strategy Professionals

The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

The 13 Providers That Matter Most And How They Stack Up

March 26, 2020

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Why Read This Report

In our 26-criterion evaluation of digital wealth management providers, we identified the 13 most significant ones — Avaloq, Backbase, CGI, CREALOGIX, EdgeVerve Systems, Finantix, Intellect Design Arena, InvestCloud, Iress, Objectway, Prometeia, Tata Consultancy Services (TCS), and Temenos — and researched, analyzed, and scored them. This report shows how each provider measures up and helps eBusiness and channel strategy professionals select the right one for their needs.

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Table of Contents

  • Top Firms Deliver On Customer And Advisor Priorities
  • Evaluation Summary
  • Vendor Offerings
  • Vendor Profiles
  • Evaluation Overview
  • Supplemental Material
  • Related Research Documents

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