Trends Report

Customer Reference Insights From The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

May 11th, 2020

Summary

Digital business executives at wealth management firms are choosing digital wealth management platform (DWMP) vendors that are willing to collaborate and co-create solutions with them. Configuring DWMPs to meet the complex needs of stakeholders at financial institutions and integrating with legacy systems are important selection criteria. Clients choose open digital platforms, rather than a DWMP with a monolithic architecture, for their flexibility.

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