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

additiv KickStarter

Client Engagement & Management - Digital Platforms & Tools

Interactive Advisor

Business Process Management & Outsourcing - 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

docStribute

Client Communications & Reporting - Compliance & Regulation

Apiax for Wealth Managers

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

AML Accelerate

Compliance & Regulation - Market & Business Infrastructure

ARQ

Client Communications & Reporting - Client Engagement & Management

Avaloq Wealth Management Platform

Client Engagement & Management - Core Banking

Bambu BUILD

Digital Platforms & Tools - Digital (Robo) Investing

Bill.com for Wealth Management

Digital Platforms & Tools - Document Management & Storage

Buy & Sell Bitcoin

Distributed Ledger Technologies & Cryptocurrencies - Investment Platforms & Tools

Digital Workforce

Business Process Management & Outsourcing - Digital Platforms & Tools

CIL Management Consultants

Benchmarking & Competitive Intelligence - Data Management & Analysis

Comarch Wealth Management

Client Communications & Reporting - Digital (Robo) Investing

Wealth Intelligence (WIN)

Client Communications & Reporting - Client Engagement & Management

CREALOGIX Invest

Client Engagement & Management - Digital Platforms & Tools

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

OLYMPIC Banking System - Core Banking

Core Banking - Market & Business Infrastructure

Etops Wealth Management Technology

Business Process Management & Outsourcing - Data Management & Analysis

Advisory application

Client Engagement & Management - Digital Platforms & Tools

InvestPro

Business Process Management & Outsourcing - Compliance & Regulation

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

FS:Insight

Business Process Management & Outsourcing - Compliance & Regulation

IMVS Wealth Management Solution

Business Intelligence & Practice Management - Client Communications & Reporting

Invessed Experience

Client Communications & Reporting - Client Marketing & Prospecting

InvestGlass

Client Engagement & Management - Client Onboarding & Identity Verification

InvestSuite StoryTeller

Client Communications & Reporting - Client Engagement & Management

Family Office Services

Business Establishment & Support Services - Business Process Management & Outsourcing

Portfolio Monitoring Solutions

Client Communications & Reporting - Data Management & Analysis

Jacobi

Client Engagement & Management - Investment Platforms & Tools

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

MCO Know Your Employee (KYE)

Business Intelligence & Practice Management - Compliance & Regulation

MCO Know Your Transactions (KYT)

Compliance & Regulation - Risk Analysis & Management

New Access - Core-to-Digital solutions

Client Engagement & Management - Core Banking

Nuance Gatekeeper

Client Engagement & Management - Client Onboarding & Identity Verification

Nucoro Private Banking & Wealth Management Solution

Digital Platforms & Tools - Digital (Robo) Investing

Objectway AssetMgmt Suite - ARCHIMEDE

Compliance & Regulation - Investment Platforms & Tools

Objectway AssetMgmt Suite - HELIOS

Compliance & Regulation - Investment Platforms & Tools

Objectway AssetMgmt Suite - OPM

Compliance & Regulation - Investment Platforms & Tools

Objectway Cloud

Data Management & Analysis - Market & Business Infrastructure

Objectway Customer Enablement

Data Management & Analysis - Proposition Design, Development & Delivery

Objectway Securities and Asset Services

Business Process Management & Outsourcing - Compliance & Regulation

Objectway Technology

Digital Platforms & Tools - Market & Business Infrastructure

Objectway WealthTech Suite - ADVICE

Client Communications & Reporting - Data Management & Analysis

Objectway WealthTech Suite - CONECTUS

Client Communications & Reporting - Client Onboarding & Identity Verification

Objectway WealthTech Suite - EXIMIUS

Client Engagement & Management - Investment Platforms & Tools

Objectway WealthTech Suite - SMIT

Compliance & Regulation - Investment Platforms & Tools

Ayoa

Client Engagement & Management - Client Onboarding & Identity Verification

Reporting as a Service

Business Process Management & Outsourcing - Client Communications & Reporting

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

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 Marketor

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

Digital Wealth Solutions

Business Intelligence & Practice Management - Client Engagement & Management

Refinitiv BETA securities processing solutions

Data Feeds & Information Sources - Data Management & Analysis

Refinitiv Digital Investor

Client Engagement & Management - Client Onboarding & Identity Verification

Refinitiv Maxit

Compliance & Regulation - Data Management & Analysis

Refinitiv Workspace for Wealth Advisors

Data Management & Analysis - Digital Platforms & Tools

Risk and Compliance Solutions

Client Onboarding & Identity Verification - Compliance & Regulation

SideDrawer

Client Engagement & Management - Digital Platforms & Tools

SimCorp Digital Engagement Portal

Client Communications & Reporting - Client Engagement & Management

ESG Data

Compliance & Regulation - Data Feeds & Information Sources

Global Corporate Actions

Data Feeds & Information Sources - Data Management & Analysis

Sanctioned Securities Monitoring Service

Compliance & Regulation - Data Feeds & Information Sources

Goal-Based Wealth Management

Client Engagement & Management - Financial & Retirement Planning

ImpaQt+

Client Engagement & Management - Investment Platforms & Tools

prospeQt

Client Engagement & Management - Client Marketing & Prospecting

Tower

Client Communications & Reporting - Portfolio & Wealth Management Systems

Wealth & Technology Newsletter

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

WealthMapper

Client Engagement & Management - Digital Platforms & Tools

ti&m Digital Onboarding

Business Process Management & Outsourcing - Client Onboarding & Identity Verification

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

Trusted Family Platform

Client Communications & Reporting - Client Engagement & Management

Unblu Conversational Platform

Client Communications & Reporting - Client Engagement & Management

The Entrepreneurial Sales Institute

Business Intelligence & Practice Management - Client Marketing & Prospecting

CLMi

Business Intelligence & Practice Management - Business Process Management & Outsourcing

WDX1

Business Process Management & Outsourcing - Client Engagement & Management

WealthHub

Client Communications & Reporting - Client Engagement & Management

WealthOS Platform

Digital Platforms & Tools - Market & Business Infrastructure

Go to Marketplace

Consulting, Research & Support Services

CIL Management Consultants

Benchmarking & Competitive Intelligence - Data Management & Analysis

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

Outsourced Sales & Marketing

Business Establishment & Support Services - Business Strategy & Advisory

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

Invessed Experience

Client Communications & Reporting - Client Marketing & Prospecting

Family Office Services

Business Establishment & Support Services - Business Process Management & Outsourcing

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

Objectway Cloud

Data Management & Analysis - Market & Business Infrastructure

Objectway Customer Enablement

Data Management & Analysis - Proposition Design, Development & Delivery

Objectway 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

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

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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