The Global Market Network for Wealth Managers

The Wealth Mosaic is an essential knowledge resource for participants of the global wealth management sector, bringing together in one ecosystem all forms of wealth management firms and all relevant solution providers.

#wealthischanging

For Wealth Managers

A Curated Discovery Resource

A free-to-use digital marketplace for all types of wealth managers. The Wealth Mosaic supports wealth managers in the easy discovery, understanding and engagement with all of the solutions, solution providers and knowledge resources relevant to their business needs.

For Solution Providers

A Dedicated Marketing Channel

A cost-effective and focused channel to support the ongoing positioning, marketing and exposure of your business, solutions and all relevant knowledge resources towards wealth managers. Allowing solution providers to easily showcase who they are, what they do and what they think.

#dedicatedtowealth

Welcome to The Wealth Mosaic

In a rapidly and constantly changing environment, wealth managers needs a focused, up-to-date and accessible channel through which to discover, understand and engage with relevant resources, while solution providers need a cost-efficient and flexible channel to reach this audience.

Marketplaces

We structure solutions, solution providers and knowledge resources into dedicated marketplaces to support your discovery, understanding and engagement needs.

Technology & Data

additiv Advisor

Client Engagement & Management - Digital Platforms & Tools

additiv DFS

Client Engagement & Management - Digital Platforms & Tools

Robo Advisor

Digital (Robo) Investing

Interactive Advisor

Client Engagement & Management - Client Marketing & Prospecting

Onboarding for Wealth

Client Onboarding - Compliance & Regulation

Regulatory Reviews for Wealth

Compliance & Regulation - Data Management & Analysis

Business Change and Cost Transformation

Business Strategy & Advisory - Proposition Design, Development & Delivery

Capco Digital

Business Strategy & Advisory - Proposition Design, Development & Delivery

Data & Technology Solutions

Business Strategy & Advisory - Technology Evaluation & Selection

Profiler

Cyber & Network Security

Delio

Client Engagement & Management - Investment Platforms & Tools

WealthStation

Financial Planning

DMARC

Cyber & Network Security

Quad9

Cyber & Network Security

IMVS Wealth Management Solution

Client Engagement & Management - Portfolio & Wealth Management Systems

inApp

Compliance & Regulation - Digital Platforms & Tools

indigita API

Compliance & Regulation - Digital Platforms & Tools

inLearning

Compliance & Regulation - Digital Platforms & Tools

InvestorPress

Client Communications & Reporting - Document Management

WordPress for Finance

Client Marketing & Prospecting - Software Development & Management

moneyinfo wealth

Client Engagement & Management - Data Management & Analysis

Operational Excellence

Business Strategy & Advisory - Technology Implementation & Management

Orbium Digital

Business Strategy & Advisory - Proposition Design, Development & Delivery

SS&C Advent Wealth Management Solution

Portfolio & Wealth Management Systems

Wize

Business Process Management & Outsourcing - Portfolio & Wealth Management Systems

Go to Marketplace

Legal & Regulatory

Our team is engaging with a range of relevant solution providers right now in order to define the structure of our Legal & Regulatory marketplace.
A legal & regulatory solution provider?
Register your interest

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.