Gartner Research

Banker's Guide to Wealth Management Mid- and Back-Office Systems

Published: 21 November 2017

ID: G00338537

Analyst(s): Chuck Thomas

Summary

Most wealth management firms' mid- and back-office systems can't support their clients' complex investment needs and demanding regulatory requirements. To evaluate available vendor solutions, CIOs need to assess the functionality of these systems in five key areas.

Table Of Contents
  • Introduction
  • Wealth Management MBOSs: Regional Coverage and Deployment Methods
  • Wealth Management MBOS Technology Features
  • Wealth Management MBOS Business Functionality
    • Reporting
    • Compliance
    • Order Management
    • Data Administration
    • Other Functionality
  • Representative Providers of Wealth Management MBOSs
    • 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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