Solution introduction

Directory-led reports on the solution & solution provider marketplace focusing on geographies, sub-sectors, themes and more

To further support the discovery and understanding needs of wealth managers and the positioning and engagement of solution providers

The Wealth Technology Landscape Report Series (WTLRs) takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the delivery, content and reach of our digital marketplace.

The WTLRs will look at the marketplace we have developed in multiple ways to create reports that are focused on areas such as:

  • Geographical focus (i.e. the United States, Switzerland, Asia Pacific, etc.)
  • Buyer types (i.e. Registered Investment Advisor, External Asset Manager, Private Bank, etc.)
  • Business needs (i.e. Client Engagement, Data Management, Portfolio Management, etc.)
  • Sector themes (i.e. Business Efficiency, Digitisation, Regulation, etc.)

Each report will be formed around a base of:

  • Content and opinion from selected solution providers and partners
  • A directory of relevant solutions/solution providers

For wealth managers
These reports represent another easy-to-digest and accessible way in which wealth managers can discover and understand the landscape of solution providers relevant to their business needs, whether by geography, business model, business need or sector theme.

For solution providers
The WTLRs represents another vehicle for solution providers to support their positioning and engagement in front of their target market or markets. Since there will be multiple reports, firms will be able to select which best fits their needs and focus and align their commitment accordingly. 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.