Marketplaces

The Wealth Mosaic’s marketplaces are an essential resource for any wealth manager seeking solutions, solution providers and relevant knowledge resources to meet their many business needs in this fast moving environment. To achieve this we have built a dedicated global directory of solution providers that deliver products and services (solutions) to the wealth management sector.

Each marketplace is a live, engaging and constantly updated resource, built specifically for wealth management. To support easy discovery, we categorise solutions, solution providers and knowledge resources into dedicated business needs within each marketplace. These are further supported by enhanced filtering. Moreover, we allow solution providers to provide relevant and informative content to enhance learning and engagement.

Our first marketplace is Technology & Data, a growing resource of over 600 solution providers and 1,500 individual solutions. Our next marketplaces will be Consulting & Research and Legal & Regulatory.

Technology & Data

3rd-eyes analytics’ wealth and life planning solutions

Digital Platforms & Tools - Financial & Retirement Planning

additiv Hybrid Wealth Manager

Client Engagement & Management - Digital Platforms & Tools

Altoo For Private Wealth Owners

Data Management & Analysis - Digital Platforms & Tools

BITA Wealth

Digital Platforms & Tools - Investment Platforms & Tools

Croesus APIs

Digital Platforms & Tools - Investment Platforms & Tools

Croesus Central

Compliance & Regulation - Investment Platforms & Tools

Croesus Risk and Compliance Module (RCM)

Business Intelligence & Practice Management - Compliance & Regulation

Croesus Xpert

Business & Client Risk - Client Communications & Reporting

Docupace Client Onboarding

Business Process Management & Outsourcing - Client Engagement & Management

Wealth Portal

Client Engagement & Management - Compliance & Regulation

Risk Analytics and Portfolio Construction

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

OLYMPIC Banking System - Core Banking

Core Banking - Market & Business Infrastructure

Etops Wealth Management Technology

Business Process Management & Outsourcing - Data Management & Analysis

Products Platform

Business Process Management & Outsourcing - Investment Platforms & Tools

Wealth Platform

Investment Platforms & Tools - Proposition Design, Development & Delivery

FA Platform

Client Engagement & Management - Digital Platforms & Tools

Data Solutions

Data Management & Analysis - Investment Platforms & Tools

FundsDLT Platform Solution

Digital Platforms & Tools - Distributed Ledger Technologies & Cryptocurrencies

Data Management

Business Process Management & Outsourcing - Data Management & Analysis

Solution for the Private Wealth Industry and Distributors

Digital Platforms & Tools - Investment Platforms & Tools

Smartcards

Business Intelligence & Practice Management - Client Engagement & Management

Jacobi

Client Engagement & Management - Investment Platforms & Tools

OutRank Pension Planning

Digital Platforms & Tools - Financial & Retirement Planning

Kore PRM

Business & Client Risk - Client Communications & Reporting

Customer Experience

Business Strategy & Advisory - Client Engagement & Management

Advisor Compensation & Audit

Compliance & Regulation - Portfolio Build, Analysis & Reporting

Alternative Fund Administration

Client Communications & Reporting - Client Onboarding & Identity Verification

BPaaS

Business Process Management & Outsourcing - Compliance & Regulation

Core Banking Operations

Compliance & Regulation - Core Banking

Investment Advisory

Client Communications & Reporting - Compliance & Regulation

Investor & Advisor Portal, Client Onboarding

Client Communications & Reporting - Client Engagement & Management

Mutual Fund Administration

Investment Platforms & Tools - Portfolio & Wealth Management Systems

On-Cloud

Data Management & Analysis - Digital Platforms & Tools

Portfolio Management

Client Engagement & Management - Investment Platforms & Tools

Securities & Back Office

Compliance & Regulation - Investment Platforms & Tools

Technology

Digital Platforms & Tools - Market & Business Infrastructure

Engineering - Turbo Traction

Business Strategy & Advisory - Digital Platforms & Tools

Expert Laser – Laser Coach (Masterclasses)

Business Strategy & Advisory - Client Engagement & Management

FinTech Strategy

Business Intelligence & Practice Management - Business Strategy & Advisory

Off-shore Engineering

Portfolio & Wealth Management Systems - Software Development & Management

OPAL Platform

Client Engagement & Management - Financial & Retirement Planning

eXeer

Client Engagement & Management - Data Management & Analysis

Axia Suite

Digital Platforms & Tools - Investment Platforms & Tools

CIO Solution

Digital (Robo) Investing - Financial & Retirement Planning

Smart Risk Decisions

Data Management & Analysis - Digital Platforms & Tools

ImpaQt+

Client Engagement & Management - Investment Platforms & Tools

WealthTech Accelerator

Business Establishment & Support Services - Business Strategy & Advisory

Connect

Data Management & Analysis - Digital Platforms & Tools

Unblu Conversational Platform

Client Engagement & Management - Compliance & Regulation

Wealth Operating Platform

Digital Platforms & Tools - Market & Business Infrastructure

Go to Marketplace

Consulting, Research & Support Services

Croesus APIs

Digital Platforms & Tools - Investment Platforms & Tools

Croesus Xpert

Business & Client Risk - Client Communications & Reporting

Advisory Services

Business Establishment & Support Services - Business Strategy & Advisory

Board Positions

Business Establishment & Support Services - Business Strategy & Advisory

Partnerships

Business Establishment & Support Services - Business Strategy & Advisory

Wealth Platform

Investment Platforms & Tools - Proposition Design, Development & Delivery

Kore PRM

Business & Client Risk - Client Communications & Reporting

Customer Experience

Business Strategy & Advisory - Client Engagement & Management

MDWG Sales Execution

Business Establishment & Support Services - Proposition Design, Development & Delivery

MDWG Sales & Go To Market Strategy

Business Establishment & Support Services - Proposition Design, Development & Delivery

MDWG Sales Health Check

Business Establishment & Support Services - Proposition Design, Development & Delivery

MDWG Sales Plan

Business Establishment & Support Services - Proposition Design, Development & Delivery

MDWG Supporting Sales Services

Business Establishment & Support Services - Proposition Design, Development & Delivery

On-Cloud

Data Management & Analysis - Digital Platforms & Tools

Technology

Digital Platforms & Tools - Market & Business Infrastructure

Engineering - Turbo Traction

Business Strategy & Advisory - Digital Platforms & Tools

Expert Laser – Laser Coach (Masterclasses)

Business Strategy & Advisory - Client Engagement & Management

Expert Laser - Laser Consult

Business Establishment & Support Services - Business Strategy & Advisory

FinTech Strategy

Business Intelligence & Practice Management - Business Strategy & Advisory

Off-shore Engineering

Portfolio & Wealth Management Systems - Software Development & Management

Product Development & Governance

Business & Client Risk - Business Strategy & Advisory

Project Management

Business Establishment & Support Services - Business Strategy & Advisory

A Meeting of Minds

Business Strategy & Advisory - Events, Networks & Panels

oneMIND

Business Strategy & Advisory

Smart Risk Decisions

Data Management & Analysis - Digital Platforms & Tools

WealthTech Accelerator

Business Establishment & Support Services - Business Strategy & Advisory

Go to Marketplace

Legal & Regulatory

We are engaging with relevant solution providers now to complete the build and structure of our Legal & Regulatory marketplace.
A legal & regulatory solution provider?
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