The Portfolio & Wealth Management Systems (P&WMS) category was one of the first building blocks of our Solution Provider Directory, containing, as it does, many of the core platforms deployed by wealth management businesses to not just manage portfolios but support a broader set of needs across their businesses. With the business needs of wealth managers having expanded over the years, including business intelligence, client relationship management, compliance, data management, reporting, and more, many of the solutions available within the P&WMS category have grown out from an accounting and portfolio management focus to a broader set of functionalities to support a much wider set of responsibilities.
Our P&WMS businss needs category, therefore, covers solutions that are often broad in nature and support not just the administration and management of financial and increasingly non-financial and illiquid assets, but include a wide set of features to support the specific requirements of a modern wealth management business. The solutions covered within the P&WMS category are often a central operating system for a business, at least on the portfolio side. The decision for the wealth manager is how much of these offerings they should deploy and where they should look for other third-party point solutions to integrate and/or run specific tasks. It is a classic platform versus best-of-breed decision.
What will you find within the P&WMS category? Of the 449 solutions included from around the world, you’ll find offerings that describe themselves as: administrative platforms, accounting platforms, adviser platforms, core banking platforms, digital portfolio management systems, order management systems, portfolio management systems, practice management systems, trust platforms, wealth operating platforms, wealth management systems, and wrap platforms.
Given the broad nature of many of these solutions, touching as they do so many areas of a wealth manager’s technology-related business needs, you’ll also find these systems widely listed in other categories within our directory.
Wherever in the world you are and whatever type of wealth manager, whether a broker-dealer, credit union, external asset manager, family office, independent financial adviser, insurance-based, private bank, private client investment manager, registered investment adviser, trust company, or other type of wealth manager, a solution from our P&WMS category is likely to be part of your system infrastructure.
P&WMS category in numbers
Within the P&WMS business need category, you will currently find:
- Business profiles – 326
- Solution profiles – 449
Relevant solution providers
Example of the featured firms included in the P&WMS business need category are: additiv, Akkuro, Allfunds, Arcus Partners, Clockwork, Comarch, Corfinancial, Croesus, ERI, FA Solutions, Infront, Jacobi, Objectway, Profile Software, QPLIX, WealthOS.
While other listed providers include: Advisor360, Allocare, Amundi, Avaloq, Backstop, Bravura Solutions, BRITech, CGI, Charles River Development, d1g1t, Elysys, Eton Solutions, Finartis, FinFolio, FIS, FNZ, FundCount, Genpact, Intelliflo, InvestCloud, InvestSuite, Iress, Light Frame, Lombard Odier, Orion, P1 Investment Management, Praemium, Prometeia, SharpFin, Suisse TechPartners, Saxo Group, SS&C Technologies, Temenos, Third Financial Software, Timeline, Vermeg, Vestmark, Wealtharc, Wealthtime.
Access P&WMS
Click here for full access to the P&WMS business need category.
Request to be included in the P&WMS category
If you have a solution that should be featured in the P&WMS business category that we do not currently have, either in the directory or just in this category, please message us at office@thewealthmosaic.com to discuss.
Request to be featured in the P&WMS category
If you have a solution that you want to feature in the P&WMS business category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The P&WMS business need category is one of 40 current business needs within our global online solution provider directory. In total, this directory now hosts over 10,000 business and solution profiles, all for solution providers and their offerings, which service, target, and/or are relevant to the business needs of different forms of wealth managers around the world, whether banks, brokers, family offices, financial advisers, investment managers, trust and fiduciary businesses, or other forms of wealth management firm from around the world.
To learn more about our directory and its development, and to have your business and solution included in this growing industry resource, please message us at office@thewealthmosaic.com to discuss.
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About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
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