Gartner Research

Banker's Guide to Wealth Management Front-Office Systems

Published: 21 November 2017

ID: G00294863

Analyst(s): Chuck Thomas


Wealth management firms' front-office systems do not provide relationship managers with the tools necessary to effectively support their clients. To evaluate available vendor solutions, CIOs need to assess the functionality of these systems in four critical areas.

Table Of Contents


  • Introduction
  • Wealth Management FOSs: Regional Coverage and Deployment Methods
  • Wealth Management FOS Technology Features
  • Wealth Management FOS Business Functionality
    • Customer Relationship Management
    • Financial Planning and Proposal Workflow
    • Portfolio Management
  • Representative Providers of Wealth Management FOS
    • Advicent
    • Adviscent
    • Avaloq
    • Broadridge
    • Crealogix Group
    • Decimal
    • Envestnet
    • FIS
    • FNZ
    • ForwardLane
    • InvestCloud
    • Miles Software
    • Morningstar
    • NexJ Systems
    • Objectway
    • PCS SA
    • Profile Software
    • Prometeia
    • SAGE
    • Salesforce
    • SS&C Advent
    • Temenos Group
    • WDX

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