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.
Digital Platforms & Tools - Financial & Retirement Planning
Client Engagement & Management - Digital Platforms & Tools
Data Management & Analysis - Digital Platforms & Tools
Digital Platforms & Tools - Investment Platforms & Tools
Digital Platforms & Tools - Investment Platforms & Tools
Compliance & Regulation - Investment Platforms & Tools
Business Intelligence & Practice Management - Compliance & Regulation
Business & Client Risk - Client Communications & Reporting
Business Process Management & Outsourcing - Client Engagement & Management
Portfolio Build, Analysis & Reporting - Portfolio & Wealth Management Systems
Core Banking - Market & Business Infrastructure
Business Process Management & Outsourcing - Data Management & Analysis
Business Process Management & Outsourcing - Investment Platforms & Tools
Investment Platforms & Tools - Proposition Design, Development & Delivery
Data Management & Analysis - Investment Platforms & Tools
Digital Platforms & Tools - Distributed Ledger Technologies & Cryptocurrencies
Business Process Management & Outsourcing - Data Management & Analysis
Digital Platforms & Tools - Investment Platforms & Tools
Business Intelligence & Practice Management - Client Engagement & Management
Business Strategy & Advisory - Digital Platforms & Tools
Client Engagement & Management - Digital Platforms & Tools
Client Engagement & Management - Investment Platforms & Tools
Digital Platforms & Tools - Financial & Retirement Planning
Business Process Management & Outsourcing - Compliance & Regulation
Business Strategy & Advisory - Client Engagement & Management
Compliance & Regulation - Portfolio Build, Analysis & Reporting
Client Communications & Reporting - Client Onboarding & Identity Verification
Business Process Management & Outsourcing - Compliance & Regulation
Compliance & Regulation - Core Banking
Client Communications & Reporting - Compliance & Regulation
Client Communications & Reporting - Client Engagement & Management
Investment Platforms & Tools - Portfolio & Wealth Management Systems
Data Management & Analysis - Digital Platforms & Tools
Client Engagement & Management - Investment Platforms & Tools
Compliance & Regulation - Investment Platforms & Tools
Digital Platforms & Tools - Market & Business Infrastructure
Client Engagement & Management - Financial & Retirement Planning
Client Engagement & Management - Data Management & Analysis
Digital Platforms & Tools - Investment Platforms & Tools
Digital Platforms & Tools - Financial & Retirement Planning
Data Management & Analysis - Digital Platforms & Tools
Client Engagement & Management - Investment Platforms & Tools
Business Establishment & Support Services - Business Strategy & Advisory
Client Engagement & Management - Compliance & Regulation
Digital Platforms & Tools - Market & Business Infrastructure
Digital Platforms & Tools - Investment Platforms & Tools
Business & Client Risk - Client Communications & Reporting
Business Establishment & Support Services - Business Strategy & Advisory
Business Establishment & Support Services - Business Strategy & Advisory
Business Establishment & Support Services - Business Strategy & Advisory
Investment Platforms & Tools - Proposition Design, Development & Delivery
Business Strategy & Advisory - Digital Platforms & Tools
Business Strategy & Advisory - Client Engagement & Management
Business Establishment & Support Services - Proposition Design, Development & Delivery
Business Establishment & Support Services - Proposition Design, Development & Delivery
Business Establishment & Support Services - Proposition Design, Development & Delivery
Business Establishment & Support Services - Proposition Design, Development & Delivery
Business Establishment & Support Services - Proposition Design, Development & Delivery
Data Management & Analysis - Digital Platforms & Tools
Digital Platforms & Tools - Market & Business Infrastructure
Business Strategy & Advisory - Events, Networks & Panels
Business Strategy & Advisory
Data Management & Analysis - Digital Platforms & Tools
Business Establishment & Support Services - Business Strategy & Advisory
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.
