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 Hybrid Wealth Manager

Client Communications & Reporting - Client Marketing & Prospecting

additiv KickStarter

Client Engagement & Management - Digital Platforms & Tools

Interactive Advisor

Client Engagement & Management - Client Marketing & Prospecting

AdvisorStream

Business Intelligence & Practice Management - Client Engagement & Management

Investment Advisory Software

Client Engagement & Management - Digital Platforms & Tools

Portfolio Analysis and Monitoring Software

Data Management & Analysis - Digital Platforms & Tools

Portfolio Management Software

Portfolio Build, Analysis & Reporting - Portfolio & Wealth Management Systems

Risk Management Software

Digital Platforms & Tools - Portfolio Build, Analysis & Reporting

AM-One

Business Process Management & Outsourcing - Client Engagement & Management

Apiax Platform

Compliance & Regulation - Digital Platforms & Tools

Onboarding for Wealth

Client Engagement & Management - Client Onboarding & Identity Verification

Regulatory Reviews for Wealth

Business Intelligence & Practice Management - Compliance & Regulation

Smart Client Update and Account Maintenance

Business Process Management & Outsourcing - Client Communications & Reporting

Canoe Intelligence

Business Process Management & Outsourcing - Client Communications & Reporting

Cappitech

Business Intelligence & Practice Management - Compliance & Regulation

Chainalysis Kryptos

Compliance & Regulation - Data Management & Analysis

Chainalysis KYT

Compliance & Regulation - Cyber & Network Security

Cognitiv+ Review Platform

Compliance & Regulation - Data Management & Analysis

Wealth Intelligence (WIN)

Client Communications & Reporting - Client Engagement & Management

CREALOGIX Invest

Digital Platforms & Tools - Digital (Robo) Investing

Risk analytics and portfolio assistant

Client Communications & Reporting - Client Engagement & Management

The Evolute Software

Client Communications & Reporting - Client Engagement & Management

Advisory application

Client Engagement & Management - Digital Platforms & Tools

PM1

Business Process Management & Outsourcing - Client Engagement & Management

FA Platform

Client Engagement & Management - Portfolio Build, Analysis & Reporting

Digital Finance Transformation

Business Intelligence & Practice Management - Data Management & Analysis

Finantix Wealth CRM

Client Communications & Reporting - Client Engagement & Management

Operational Assessment

Benchmarking & Competitive Intelligence - Software Development & Management

The Finlight Platform

Client Communications & Reporting - Data Management & Analysis

Unity Wealth Platform

Client Engagement & Management - Digital Platforms & Tools

FundCount

Client Communications & Reporting - Portfolio & Wealth Management Systems

IMVS Wealth Management Solution

Business Intelligence & Practice Management - Client Communications & Reporting

IntoTheBlock

Data Feeds & Information Sources - Distributed Ledger Technologies & Cryptocurrencies

Invessed Experience

Client Communications & Reporting - Client Marketing & Prospecting

ReportShield™

Compliance & Regulation - Data Management & Analysis

moneyinfo wealth

Client Communications & Reporting - Client Engagement & Management

Nucoro Private Banking & Wealth Management Solution

Digital Platforms & Tools - Digital (Robo) Investing

Reporting as a Service

Business Process Management & Outsourcing - Client Communications & Reporting

Product Development & Governance

Proposition Design, Development & Delivery - Software Development & Management

Core Banking Solutions

Software Development & Management - Technology Implementation & Management

Software Solutions

Data Management & Analysis - Software Development & Management

Wealth Management Solutions

Business Strategy & Advisory - Proposition Design, Development & Delivery

OPAL Platform

Financial & Retirement Planning - Investment Platforms & Tools

Axia

Portfolio Build, Analysis & Reporting - Portfolio & Wealth Management Systems

FMS.next

Core Banking - Trading & Back Office

The SimCorp Coric Platform

Client Communications & Reporting - Client Engagement & Management

Model Portfolios Services

Investment Platforms & Tools - Portfolio Build, Analysis & Reporting

Tower

Client Communications & Reporting - Portfolio & Wealth Management Systems

theScreener LAB (theScreener CIO)

Investment Platforms & Tools - Portfolio Build, Analysis & Reporting

Wealth & Technology Newsletter

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

VISION CORE Technologies

Portfolio Build, Analysis & Reporting - Portfolio & Wealth Management Systems

Performance Management Platform

Financial Markets Research & Analysis - Investment Platforms & Tools

Unblu Conversational Platform

Client Communications & Reporting - Client Engagement & Management

The Entrepreneurial Sales Institute

Business Intelligence & Practice Management - Client Marketing & Prospecting

WDX1

Business Process Management & Outsourcing - Client Engagement & Management

Adviser/Agent (Hybrid Digital) Platform

Digital Platforms & Tools - Investment Platforms & Tools

D2C Customer Platform

Digital Platforms & Tools - Digital (Robo) Investing

Digital Advice (Robo) Platform

Digital Platforms & Tools - Digital (Robo) Investing

End To End WealthObjects Platform

Client Engagement & Management - Digital Platforms & Tools

Portfolio Management (PMS) and Order Management Systems (OMS)

Digital Platforms & Tools - Portfolio & Wealth Management Systems

Retirement Accumulation and Decumulation Platform

Digital Platforms & Tools - Financial & Retirement Planning

BankingRight

Digital Platforms & Tools - Digital (Robo) Investing

Go to Marketplace

Consulting, Research & Support Services

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.