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

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

End To End WealthObjects Platform

Client Engagement & Management - Digital Platforms & Tools

Go to Marketplace

Technology & Data

additiv DFS

Client Communications & Reporting - Client Marketing & Prospecting

Classic Robo

Digital Platforms & Tools - Digital (Robo) Investing

Interactive Advisor

Client Engagement & Management - Client Marketing & Prospecting

AM-One

Client Engagement & Management - Portfolio & Wealth Management Systems

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

Cappitech

Client Communications & Reporting - Compliance & Regulation

Wealth Intelligence (WIN)

Client Communications & Reporting - Portfolio & Wealth Management Systems

CREALOGIX Invest

Digital Platforms & Tools - Digital (Robo) Investing

The Evolute Software

Client Communications & Reporting - Client Engagement & Management

PM1

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

FA Platform

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

Digital Finance Transformation

Business Intelligence & Practice Management - Data Management & Analysis

Wealth Managed Services

Business Process Management & Outsourcing - Portfolio & Wealth Management Systems

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

Business Intelligence & Practice Management - Client Communications & Reporting

IntoTheBlock

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

Invessed Experience

Client Communications & Reporting - Client Marketing & Prospecting

ReportShield™

Compliance & Regulation - Data Management & Analysis

moneyinfo wealth

Client Communications & Reporting - Client Engagement & Management

Nucoro Insurance 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

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

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

Microsoft Dynamics 365 for Wealth Management

Business Intelligence & Practice Management - Client Engagement & Management

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