insights from The Wealth Mosaic

Highlighting 50 solution adoption deals in wealth management from the first six months of 2018

Solution provider adoption deals between January and June 2018

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Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them...

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by The Wealth Mosaic
| 28/08/2018 15:26:19

Every month in our Wealth & Tech newsletter, we highlight a range of the latest technology-related developments in and around the wealth management sector from across the world. In this piece, we highlight 50 solution adoption deals from the first 6 months of 2018.

The solution providers featured in the PDF and currently in our marketplace (each name has a hyperlink through to their business profile homepage on our site) are: ActiveAllocator, Appway, Avaloq, Canopy, CGI, cleverDome, DocuSign, Entreda, EnvestnetEnvestnet Retirement Solutions, Envestnet Tamarac, EquiSoft, EverPlans, FNZ, FutureAdvisor (BlackRock), Hearsay Systems, iCapital Network, Invessence, InvestCloud, Investment Metrics, JHC Systems, LifeYield, Moody's Analytics, MX, NeoXam, Nest Wealth, Objectway, Private Wealth Systems, Quovo, Salesforce, SEI, SimCorp, Temenos, Thomson Reuters and Vestmark.

Those firms in the list but not yet in our database will be added soon. 

Click below to access the 2-page PDF document