Wave Report

The Forrester Wave™: Digital Wealth Management Platforms, Q1 2022

The 12 Providers That Matter Most And How They Stack Up

March 16th, 2022
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
With contributors:
David Hoffman , Sara Sjoblom , Jen Barton

Summary

In our 27-criterion evaluation of digital wealth management platform providers, we identified the 12 most significant ones — additiv, Avaloq, Backbase, CREALOGIX, EdgeVerve Systems, Envestnet, FIS, InvestCloud, Objectway, Prometeia, Tata Consultancy Services (TCS), and Temenos — and researched, analyzed, and scored them. This report shows how each provider measures up and helps wealth management technology professionals select the right one for their needs.

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