The wealth management sector is increasingly moving from an environment where the majority of your business needs can be managed through in-house resources and capabilities to one where the role of third-party solution providers is not just important and growing but fundamental to the future relevance, competitiveness and performance of your businesses.

But, in a marketplace that is changing faster than ever, whether measured by your own business needs or the solutions that increasingly exist to meet them, how do you efficiently navigate, understand and engage efficently and effectively with that solution provider marketplace. And how do you keep up as this change process continues? 

While any wealth manager can use our digital marketplace to self-service and conduct their own desktop research, we can also work with firms offline and in greater detail to support their individual discovery, understanding and engagement needs. This also means we can tailor our marketplace for your specific requirements.

In building this platform, we are engaging with a wide range of solution providers on a constant basis to understand them and bring them into our marketplace. Our knowledge of these businesses is not restricted to what you see so far on our site. In many instances, we know a lot more about these firms and can bring that knowledge to bear to support your business needs.

Whether you want a high level scan of the relevant solutions and solution providers against a specific business need, multiple business needs, your specific geographical location or business model, our Market Scanning service is set-up to support you in making sense of what is out there and determining whether it fits with your specific requirements and expectations.