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.

Consulting & Research

Bespoke Research

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

Business Performance Benchmarking

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

Events & Seminars

Events, Networks & Panels - Market Analysis, Understanding & Sizing

Product Development & Governance

Proposition Design, Development & Delivery - Software Development & Management

Programme Management

Business Strategy & Advisory - Proposition Design, Development & Delivery

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

A Meeting of Minds

Business Strategy & Advisory - Events, Networks & Panels

oneMIND

Business Strategy & Advisory

Content Services for Solution Providers

Proposition Design, Development & Delivery - Sales & Marketing Support

Marketplace Subscription - Premium

Benchmarking & Competitive Intelligence - Proposition Design, Development & Delivery

Marketplace Subscription - Premium Plus

Benchmarking & Competitive Intelligence - Proposition Design, Development & Delivery

Marketplace Subscription - Standard

Benchmarking & Competitive Intelligence - Proposition Design, Development & Delivery

Wealth & Technology Newsletter

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

Performance Management Platform

Financial Markets Research & Analysis - Investment Platforms & Tools

Wealthmonitor

Client Marketing & Prospecting - Market Analysis, Understanding & Sizing

End To End WealthObjects Platform

Digital Platforms & Tools - Digital (Robo) Investing

Go to Marketplace

Technology & Data

additiv DFS

Client Engagement & Management - Digital Platforms & Tools

Classic Robo

Digital Platforms & Tools - Digital (Robo) Investing

Interactive Advisor

Client Engagement & Management - Client Marketing & Prospecting

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

My Wealth

Digital Platforms & Tools - Digital (Robo) Investing

Wealth Management Platform

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

The Evolute Software

Client Engagement & Management - Data Management & Analysis

FA Platform

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

Fenergo for Wealth

Business Process Management & Outsourcing - Client Onboarding & Identity Verification

Wealth Managed Services

Business Process Management & Outsourcing - Portfolio & Wealth Management Systems

focus:wealth

Client Engagement & Management - Client Marketing & Prospecting

FundCount

Client Communications & Reporting - Portfolio & Wealth Management Systems

DMARC

Cyber & Network Security - Market & Business Infrastructure

GCA Cybersecurity Toolkit

Cyber & Network Security - Market & Business Infrastructure

Quad9

Cyber & Network Security - Market & Business Infrastructure

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

IntoTheBlock

Data Feeds & Information Sources - Portfolio Build, Analysis & Reporting

Invessed Experience

Client Communications & Reporting - Client Marketing & Prospecting

ReportShield™

Business Intelligence & Practice Management - Compliance & Regulation

moneyinfo wealth

Client Engagement & Management - Data Management & Analysis

Nucoro Insurance Solution

Digital Platforms & Tools - Digital (Robo) Investing

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

Saffron Robo Solution

Business Process Management & Outsourcing - Digital (Robo) Investing

The SimCorp Coric Platform

Client Communications & Reporting - Client Engagement & Management

Wize

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

Model Portfolios Services

Investment Platforms & Tools - Portfolio Build, Analysis & Reporting

Tower

Client Communications & Reporting - Portfolio & Wealth Management Systems

Android Archiver

Compliance & Regulation - Digital Platforms & Tools

Enterprise Number Archiver

Compliance & Regulation - Digital Platforms & Tools

Network Archiver

Compliance & Regulation - Digital Platforms & Tools

WhatsApp Archiver

Compliance & Regulation - Digital Platforms & Tools

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

Business Intelligence & Practice Management - Client Engagement & Management

The Entrepreneurial Sales Institute

Business Intelligence & Practice Management - Client Marketing & Prospecting

WDX1

Business Process Management & Outsourcing - Client Engagement & Management

Wealthmonitor

Client Marketing & Prospecting - Market Analysis, Understanding & Sizing

End To End WealthObjects Platform

Digital Platforms & Tools - Digital (Robo) Investing

BankingRight

Digital Platforms & Tools - Digital (Robo) Investing

Microsoft Dynamics 365 for Wealth Management

Business Intelligence & Practice Management - Client Engagement & Management

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.