8 November 2023
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
Research related to Prospero Suite Fund Management Software
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26 August 2023This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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28 February 2023Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
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24 February 2021
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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11 December 2020The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
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8 December 2020The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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29 October 2020Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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28 October 2020Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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26 October 2020Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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21 October 2020New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
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20 October 2020The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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16 August 2020During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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3 May 2020Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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23 March 2020Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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21 February 2020The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
Research related to Prospero Suite IAM & Family Office Software
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28 May 2024A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
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25 April 2024The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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25 April 2024This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
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21 March 2024Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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20 March 2024Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
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20 March 2024Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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20 March 2024User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
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3 January 2024Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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19 October 2023The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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26 September 2023Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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26 August 2023
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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27 June 2023With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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29 March 2023The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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8 March 2023Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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3 March 2023It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
Research related to Prospero Suite Wealth Management Software
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25 April 2024
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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25 April 2024
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
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21 March 2024
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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20 March 2024
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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3 January 2024
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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26 September 2023
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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20 September 2023This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
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26 August 2023
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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27 June 2023
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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30 March 2023Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
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29 March 2023
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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29 March 2023Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
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8 March 2023
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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3 March 2023
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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23 February 2023Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
Research related to Prospero SuiteAsset Management Software
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21 March 2024For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
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20 March 2024OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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28 February 2024Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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15 December 2023Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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20 October 2023Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
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26 August 2023
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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13 June 2023On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
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9 June 2023On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
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7 June 2023As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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29 March 2023Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
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7 July 2022Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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18 April 2022
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
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22 March 2022
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
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8 July 2021Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
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4 April 2021Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…