Gartner Research

Top 10 Wealth Management Technology Initiatives for 2018

Published: 17 May 2018

ID: G00359747

Analyst(s): Darrin Courtney


A wealth management firm can't become a digital firm of tomorrow without making changes and investments today. CIOs can evaluate their digital progress by comparing their initiatives with those of other wealth firms, as identified in Gartner's recent survey, poll and interaction results.

Table Of Contents


  • Wealth Management Technology Initiatives for 2018
  • Gartner's Top 10 Technology Initiatives for Wealth Management for 2018: Methodology
  • The Top 10 Technology Initiatives for Wealth Management Firms
    • Driver No. 1: Platform Optimization and Elimination
    • Driver No. 2: Data Aggregation and Standardization
    • Driver No. 3: Digital Platforms and New Business Approaches
    • Regional Differences

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