Top 10 Wealth Management Technology Solution Companies
Fiserv: A Holistic Approach To Wealth Management

Top 10 Wealth Management Technology Solution Companies - 2018

Digital innovations are transforming every aspect of our lives, and like any other sector, wealth management is no exception. Due to the constantly changing market trends, wealth managers are under tremendous pressure to generate value additions over the benchmark return, while complying with regulatory changes. Also, globalization, regulation and increasing client expectations are putting pressure on them like never before.

Businesses need to continue to secure on new systems and applications to be at the right place in the dynamic market. However, maintaining distinct systems and various vendor relationships is terrifying because disconnected technology is error prone. As a result, wealth managers are persistently searching for technologies that help them in not only aggregate the data securely, but also give real-time analytics and generate bespoke financial reports on actionable investment and risk management.

The wealth management landscape has no shortage of solutions’ providers and thus zeroing in on the apt one remains an uphill task for CIOs. A distinguished panel of prominent CEOs, CIOs, VCs, and analysts, along with Banking CIO Outlook Magazine’s editorial board has assessed hundreds of wealth management technology solution providers and shortlisted the ones that are at the forefront of providing cutting-edge technology solutions. The listing provides a look into how the solutions in this domain are put into use so that you can gain an inclusive understanding of how they will optimize your business processes.

The panel has weighed the support for analytics, integration capabilities and robustness besides the quality of service above all else, before cataloging the finalists. We present to you “Top 10 Wealth Management Technology Solution Providers - 2018.”

    Top 10 Wealth Management Technology Solution Companies

  • Specializes in wealth management, investment, and financial planning to help more people achieve their financial goals faster

  • Provides a trust accounting platform which brings financial operations and administration into the modern era and improves the efficiency of organizations

  • An income planning strategy platform that facilitates retirement income planning by segmentation of investment money into buckets and time frames

  • A leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management

  • Helps minimize clients’ taxes, maximizes their after-tax returns, and increase their retirement income across multiple household accounts and products

  • Optimal is democratizing investing for all investors by systematic application of investment techniques and technology

  • BovaMetrics


    Leverages advanced algorithms and logic to identify optimal times to do Performance Rebalancing to potentially boost performance within the financial portfolio

  • First Rate

    First Rate

    Offers reporting solutions that help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world



    Empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, and so on

  • Vestmark


    Offers a turnkey solution that includes outsourced model management, trading, rebalancing and more to increase efficiency and productivity