The Business Intelligence & Practice Management (BI&PM) category is, alphabetically ordered, the first within our main Technology & Data marketplace. The category covers any solution that supports a wealth management business, executive, adviser, or other individual with access to data, insights, and knowledge that support their business intelligence needs, as well as processes and tools that allow them to understand and manage their business. The clue is in the name, you might say.
In a complex world, business intelligence is a paramount concern. In the wealth management space, the business intelligence aspect of BI&PM covers a wide range of areas — asset numbers and growth (or not), client profiles and behaviours, adviser metrics and performance, data overviews and integration status, risk management and compliance profiling, and so on. The technologies and tools included in BI&PM, regardless of their specific focus, exist to support access and understanding of a business’s status, including visualisation, and are there to help an organisation in performance monitoring, in its identification and reaction to trends, and with data and dashboards to enhance decision-making.
On the other side of the BI&PM business need, practice management focuses on tools and technologies that support the running of the business. This covers areas like billing, compensation, payments, compliance, recruitment and talent management, client relationship management, reporting, and so on. It also includes offerings that are, in fact, described as practice management offerings.
As with almost every area within our global solution provider directory, BI&PM features a wide range of businesses and solutions. They are included in the BI&PM category because they offer a solution, either standalone point-of-sale, or as part of a broader platform, that focuses on or covers a functional area of BI&PM.
Examples of the kinds of solution functions that can be found in BI&PM include: adviser dashboards, adviser marketplaces, adviser recruitment tools, billing, business insight and management, client insight, multiple categories of compliance, data analytics and insights, decision management, employee insights, employee management, fee management, revenue management, etc.
BI&PM category in numbers
Within the BI&PM business need category, you will currently find:
- Business profiles – 352
- Solution profiles – 543
Relevant solution providers
Example firms included in the BI&PM business need category are:
- 360 Lifecycle, 4admin, AccountsIQ, AdvicePay, Adviser Cloud, AdviserPay, AdvisorBOB, Allfunds, Apex FinTech Solutions, Altruist, Arcons Technology, Aveni, B4Finance, Backstop, BILL, Blueleaf, Box, BRITech, Broadridge, Bunker, Calendly, Commcise, Comply, Contio, CurrentClient, DCI, Docupace, Doxim, DropBox, Elements, eMoney, Envestnet, Etops, First Rate, GReminders, Google, H2 FinTech, IFA Dataflow, IntellectAI, Intelliflo, iPipeline, Iress, LOGDIN, MyComplianceOffice, Microsoft, Model ML, Model Office, Miles Software, Objectway, Orion, Point, Practifi, PureFacts, Qlik, Recordsure, Salesforce, Signal AI, Smarsh, Tableau, Trailight, Truelytics, Wealth Access, Wealthbox, Wealth Dynamix, WealthOS, Woven Advice, Zeplyn, Zocks.
Access B&PIM
Click here for full access to the BI&PM business need category.
Request to be included in the BI&PM category
If you have a solution that should be featured in the BI&PM 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 BI&PM category
If you have a solution that you want to feature in the BI&PM business category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The BI&PM 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, 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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