Gartner Research

MarketScope for Broker Desktop/Wealth Management Systems, North America and Europe

Published: 22 December 2009

ID: G00173189

Analyst(s): David Schehr


Broker desktop/wealth management solutions are one of the dominant approaches to enabling financial firms to effectively deliver services to affluent and high-net-worth clients. This MarketScope reviews current vendor offerings in this space in Europe and North America.

Table Of Contents
  • Market/Market Segment Description
  • Inclusion and Exclusion Criteria
  • Rating for Overall Market/Market Segment
  • Evaluation Criteria
  • Vendor Product/Service Analysis
    • Croesus Finansoft
    • Finantix
    • Interactive Advisory Software
    • NorthStar
    • Odyssey Financial Technologies
    • Scivantage
    • SS&C Technologies
    • SunGard
    • Thomson Reuters
  • MarketScope Rating Framework

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