Report

Now Tech: Digital Wealth Management Platforms, Q4 2021

Forrester’s Overview Of 18 Digital Wealth Management Platform Providers

November 9th, 2021
With contributors:
David Hoffman, Nicole Murgia, Christiana Lano

Summary

You can use digital wealth management platforms to improve investor experience, increase financial advisor productivity, drive profitability, and bring next-generation capabilities to your financial institution. But to realize these benefits, you’ll first have to select from a diverse set of vendors that vary by size, capabilities, geography, and vertical market focus. Wealth management technology teams, and their solutions partners, should use this report to understand the value they can expect from a digital wealth management platform provider and to select one based on size and functionality.

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