Landscape Report

The Digital Wealth Management Platforms Landscape, Q4 2023

Forrester’s Overview Of 20 Vendors

November 1st, 2023
With contributors:
David Hoffman , Sohm Gough , Sara Sjoblom , Arianne Burnette


You can use digital wealth management platforms to deliver superior customer experiences; attract, acquire, and retain customers; and empower financial advisors to engage more with prospects and customers. But to realize these benefits, you’ll first have to select from a diverse set of vendors that vary by size, type of offering, geography, and use case differentiation. Wealth management business and technology executives should use this report to understand the value they can expect from a digital wealth management platform vendor, learn how vendors differ, and investigate options based on size and market focus.

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