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.

Consulting & Research

Advisory Effectiveness

Business Strategy & Advisory - Proposition Design, Development & Delivery

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

Finance, Risk & Compliance

Business & Client Risk - Business Strategy & Advisory

Product Development & Governance

Proposition Design, Development & Delivery - Technology Implementation & Management

Programme Management

Business Strategy & Advisory - Proposition Design, Development & Delivery

Operational Excellence

Business Strategy & Advisory - Technology Implementation & Management

Orbium Digital

Business Strategy & Advisory - Proposition Design, Development & Delivery

Regulatory

Business Strategy & Advisory - Compliance & Regulatory Consulting

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+

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

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

Onboarding for Wealth

Client Engagement & Management - Client Onboarding

Regulatory Reviews for Wealth

Business Intelligence & Practice Management - Compliance & Regulation

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

Delio

Client Engagement & Management - Investment Platforms & Tools

WealthStation

Financial Planning - Investment Platforms & Tools

freshMerge

Client Engagement & Management - Client Marketing & Prospecting

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

Axia

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

FMS.next

Core Banking - Trading & Back Office

SS&C Advent Wealth Management Solution

Portfolio & Wealth Management Systems

Wize

Business Process Management & Outsourcing - Portfolio & Wealth Management Systems

Wealth & Technology Newsletter

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

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?
Register your interest