Wave Report

The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024

The 15 Providers That Matter Most And How They Stack Up

February 7th, 2024
With contributors:
David Hoffman , Sohm Gough , Sara Sjoblom , Peter Harrison

Summary

In our 26-criterion evaluation of digital wealth management platform (DWMP) providers, we identified the 12 most significant ones 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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