Market Map: Wealth Management Solutions 2025

This report is an analysis of Wealth Management Solutions. GreySpark has analyzed 16 vendor products so that readers of the report not only develop a broad understanding of the marketplace but also remain abreast of any new advances and hence can react quickly to change and take fact-based decisions.

Published on: 15 Apr, 2025somdn_product_page

Description

Wealth Management Solutions highlights the regulatory changes that are impacting this technology space and explains the implications of the following three major trends of increasing levels of personal wealth, the democratisation of investment opportunities and the digitisation of growth and wealth technology.

A cohort of vendors have been assessed across nine key functional groupings for Wealth Management Reporting solutions:

  • Client Acquisition
  • Portfolio Management
  • Product Origination
  • KYC/CLM
  • Planning & Advice
  • Investment Operations
  • CRM
  • Data & Analytics
  • Compliance

Table of Contents

  • Understanding the Value Chains
  • Key Market Trends
  • Vendor Landscape
  • Wealth Management Solutions – Vendor Profiles
    • Additiv: addWealth
    • Amundi: Alto Wealth & Distribution
    • Avaloq: Avaloq Wealth
    • Backbase: Wealth Management
    • BlackRock Alladin: Aladdin Wealth
    • Bloomberg: Private Wealth Management
    • Crealogix: Digital Wealth Management
    • D1g1t: Enterprise Wealth Management
    • Envestnet: Wealth Management Platform
    • ETON Solutions: Atlas Five
    • FNZ: Global Wealth Platform
    • Harvest: Wealth Management
    • InvestCloud: InvestCloud Platform
    • Objectway: Objectway Platform
    • Prometeia: Digital Wealth Management
    • Temenos: Temenos Wealth