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

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

Cashflow Planner

Client Engagement & Management - Digital Platforms & Tools

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 - Investment Platforms & Tools

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

ARQ

Client Communications & Reporting - Client Engagement & Management

Buy & Sell Bitcoin

Distributed Ledger Technologies & Cryptocurrencies - Investment Platforms & Tools

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

Delio Private Markets Technology

Client Engagement & Management - Data Management & Analysis

Docupace Client Onboarding

Business Process Management & Outsourcing - Client Engagement & Management

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

FA Platform

Client Engagement & Management - Portfolio Build, Analysis & Reporting

Digital Finance Transformation

Business Intelligence & Practice Management - Data Management & Analysis

InvestPro

Business Process Management & Outsourcing - Compliance & Regulation

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

ForwardLane

Client Engagement & Management - Client Marketing & Prospecting

FundCount

Client Communications & Reporting - Portfolio & Wealth Management Systems

FundsDLT Platform Solution

Digital Platforms & Tools - Distributed Ledger Technologies & Cryptocurrencies

IMVS Wealth Management Solution

Business Intelligence & Practice Management - Client Communications & Reporting

Invessed Experience

Client Communications & Reporting - Client Marketing & Prospecting

ReportShield™

Compliance & Regulation - Data Management & Analysis

OutRank Pension Planning

Digital Platforms & Tools - Digital (Robo) Investing

moneyinfo wealth

Client Communications & Reporting - Client Engagement & Management

The Moxtra Secure Message Center Solution

Business Intelligence & Practice Management - Client Communications & Reporting

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

Orion Marketing

Client Communications & Reporting - Client Engagement & Management

OPAL Platform

Client Engagement & Management - Financial & Retirement Planning

Operating Platforms

Portfolio & Wealth Management Systems - Proposition Design, Development & Delivery

Axia

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

FMS.next

Core Banking - Market & Business Infrastructure

PFTPro® Suite

Investment Platforms & Tools - Portfolio Build, Analysis & Reporting

The SimCorp Coric Platform

Client Communications & Reporting - Client Engagement & Management

Global Corporate Actions

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

Reference Data

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

Regulatory Services

Compliance & Regulation - Data Feeds & Information Sources

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

Titanbay Platform

Digital Platforms & Tools - Investment Platforms & Tools

Investor Trading Platform

Digital Platforms & Tools - Digital (Robo) Investing

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

BankingRight

Digital Platforms & Tools - Digital (Robo) Investing

Go to Marketplace

Consulting, Research & Support Services

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

Delio Private Markets Technology

Client Engagement & Management - Data Management & Analysis

Operational Assessment

Benchmarking & Competitive Intelligence - Software Development & Management

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

Operating Platforms

Portfolio & Wealth Management Systems - Proposition Design, Development & Delivery

Content Services for Solution Providers

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

Investor Connect Service

Business Strategy & Advisory

Wealth & Technology Newsletter

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

Performance Management Platform

Financial Markets Research & Analysis - Investment Platforms & Tools

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