The Asset and Wealth Management (AWM) industry is seeing the democratization of finance, growing demand for personalized digital experiences, and the emergence of new products such as digital assets and ESG-compliant investments. To adapt to evolving customer preferences and meet regulatory requirements, AWM managers are increasingly turning to Digital Experience Platforms (DXPs) to revamp their operations, streamline costs, enhance data management capabilities, and deliver tailored client experiences. By leveraging DXPs, AWM firms aim to provide advisors with a comprehensive, real-time view of data through intuitive dashboards, enabling them to deliver better service. The integration of DXPs empowers asset and wealth managers to optimize their processes, personalize client interactions, and create an enhanced advisor experience.

DXP providers are plugging the gaps in functionality coverage through build, buy, and partnership investments, along with the infusion of emerging technologies in their current product offerings. They are also establishing a robust partnership ecosystem comprising FinTech point solutions, technology providers, WealthTechs, and consulting and implementation partners to drive commercial and GTM innovations.

In this report, we assess 12 leading DXP providers for AWM products and categorize them as Leaders, Major Contenders, and Aspirants. The research will help buyers select the right-fit technology providers for their needs, while technology providers will be able to benchmark themselves against the competition.

Scope

• Industry: Asset and wealth management
• Geography: global

Contents

This report examines:

• Twelve DXP providers for AWM products
• Key trends in the DXP market for AWM products
• Key enterprise sourcing considerations (strengths and limitations) for each of the 12 DXP providers evaluated
• Implications for DXP providers

Membership(s)

Banking and Financial Services Information Technology

Sourcing and Vendor Management