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

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 - 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

End To End WealthObjects Platform

Digital Platforms & Tools - Portfolio & Wealth Management Systems

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

Fenergo for Wealth

Business Process Management & Outsourcing - Client Onboarding

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

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

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

OPAL Platform

Financial Planning - Investment Platforms & Tools

Axia

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

FMS.next

Core Banking - Trading & Back Office

Saffron Robo Platform

Business Process Management & Outsourcing - Digital (Robo) Investing

SimCorp Coric

Client Communications & Reporting - Portfolio Build, Analysis & Reporting Tools

SS&C Advent Wealth Management Solution

Portfolio & Wealth Management Systems

Wize

Business Process Management & Outsourcing - 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

Wealth & Technology Newsletter

Benchmarking & Competitive Intelligence - Market Analysis, Understanding & Sizing

Unblu

Business Intelligence & Practice Management - Client Engagement & Management

InvestmentRight

Digital Platforms & Tools - Digital (Robo) Investing

End To End WealthObjects Platform

Digital Platforms & Tools - Portfolio & Wealth Management Systems

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