The Portfolio Build, Analysis & Reporting (PBA&R) category reflects one of the most significant areas of need across many wealth management businesses: the build, analysis, and reporting of investment portfolios. Worldwide, PwC estimates that the asset and wealth management sector managed around US$139 trillion in 2024, and this figure is projected to grow to US$200 trillion by 2030. Big numbers, and it all needs to be planned, measured, analysed, and reported on for a variety of purposes. It is the wide variety of solutions that support the build, analysis, and reporting of investment portfolios that a user can find in the PBA&R category.
Our PBA&R category captures a wide range of technology solutions and tools that support wealth managers in their ability to build, analyse, and report investment portfolios across all forms of asset classes and investment products, whether traditional and liquid or alternative and illiquid. Of the almost 1,000 solutions available in PBA&R, visitors to our website will be able to engage with solutions covering sub-categories including asset allocation, asset modelling, data management, decision analytics, forecasting, investment marketplaces, performance analysis, performance monitoring, performance reporting, portfolio analysis, portfolio build, portfolio modelling, portfolio reporting, research tools, research marketplace, video reporting, and more.
The mix of tools available in our PBA&R category is reflective of the wide range of products and investment types now available to wealth managers and their clients. It also reflects the importance of the job at hand and the central role of the portfolio for many industry propositions. Whether in suggesting investment ideas, providing data to generate or support an investment thesis, delivering product options through a marketplace, or offering the means to report on a portfolio, the tools offered in the PBA&R category are often standalone but also sometimes available within a broader platform offering like a core banking platform or portfolio management system.
PBA&R category in numbers
Within the PBA&R business need category, you will currently find:
- Business profiles – 589
- Solution profiles – 996
Relevant Members
Examples of the featured firms included in the PBA&R business need category are: Allfunds, Altoo, BITA Risk, Clockwork, Croesus, FA Solutions, First Rate, Infront, Jacobi, Moneytree, Objectway, Ortec Finance, Petaksys, Profile Software, QPLIX, Raise Partner, Romina Day, Securitease International, Storyline, and swissQuant.
Other listed providers include:
1fs Wealth, 1PLTFRM, 55ip, Addepar, ADDIKA Wealth, AdvisorEngine, aixigo, Aleta, Alphathena, Boosted.ai, CEPRES, Equisoft, ESG Book, Ethic, Eton Solutions, Etops, FE fundinfo, Fencore, Financial Risk Solutions, FinMason, Flyer Financial Technologies, FNZ, Gridline, Halo Investing, iCapital, InvestCloud, InvestSuite, Level E Research, Liquidnet, LSEG Data & Analytics, Luma Financial Technologies, Masttro, Modelist, Morningstar, MSCI, Nasdaq, Nitrogen, Opturo, Performativ, Preqin, Quantifeed, RedBlack, Redington, SIX, SS&C Technologies, STRATxAI, and Trendrating.
Access PBA&R
Click here for full access to the PBA&R business need category.
Request to be included in the PBA&R category
If you have a solution that should be featured in the PBA&R 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 PBA&R category
If you have a solution that you want to feature in the PBA&R business category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The PBA&R 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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