Wealth-as-a-Service: A Road Map for Implementation, Part 2
Abstract
This report is the second in a two-part series that, in combination, can be used by financial institutions, wealth management technology providers, and fintechs to evaluate the market opportunity for Wealth-as-a-Service (WaaS), assess the ecosystem, identify best-in-class technologies and develop a strategic response.Potential players may decide not to participate in WaaS based on the opportunity, technology requirements, and risks. And we offer the information and research to make that decision.
A Road Map for Implementation, Part 2 provides:
•A description of the WaaS value proposition
•An overview of core use cases
•Economic considerations
•Optimal technologies
•Infrastructure requirements
•Final recommendations
This analysis creates a framework for any financial institution, fintech or vendor looking to enter WaaS market.