Wealth Technology

Wealth management firms increasingly turn to technology to increase the efficiency of their advisors, improve the client experience, and accelerate growth. Understand how wealth management industry participants are making decisions about technology tools with our robust research.

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Wealth Management Firms

Define new opportunities to forge deeper client relationships, gain greater efficiencies, and strengthen growth.

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Segment Your Clients and Scale Your Offerings

Match clients with the right products and service levels and identify profit potential.

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Identify Whether You Have What It Takes to Attract and Retain Advisors

Cerulli can benchmark your service offering, help you to understand emerging trends in technology adoption, and address gaps in your offerings.

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Create Retirement Income Solutions and Decumulation Strategies

Evaluate whether you have the right retirement income products, portfolio construction tools, and services for your investors.

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Financial Technology Firms

Let us help you innovate toward the future of financial services with comprehensive market sizing and analysis of technology adoption among asset and wealth management firms.

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Size the Market

Understand how advisor and investor marketshare continues to change in an era of increased fiduciary awareness, enhanced technology adoption, and the expectation of falling margins.

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Understand Advisor Tech Decision-Making and Adoption

Will wealth managers buy, build, or outsource technology? What are the factors driving decision-making and what does that mean for technology solutions?

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Identify the True Opportunity of Direct Indexing

Fractional shares and the disappearance of brokerage commissions have removed barriers to personalized portfolio solutions. What does the future hold for direct indexing?

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Private Equity Firms

Confidently deploy capital in the wealth management and financial technology markets. Let us help you understand the risks and the opportunities with comprehensive market sizing and due diligence.

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Understand the Changing Wealth Management Market

Cerulli can help you understand the size of the market and project forward. Identify the types of firms and service models most likely to be the winners of the future.

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Evaluate Advisor Adoption of Financial Technology Solutions

Will advisors buy, build, or outsource their technology infrastructure and what does that mean for your wealth technology portfolio and prospective acquisitions?

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Discover Advisor Succession and the Business Models Most Likely to Retain Assets

What types of business models are most appealing to advisors as they near retirement and seek to transfer their businesses and clients?

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Aligning Firm Strategy with Technology Decisions

Access Cerulli's Report: State of U.S. Wealth Management Technology 2021

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Related Resources

Access our library of related content and experience Cerulli's subject matter expertise.

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February 2020

Advisor Portfolio Construction: Building Risk-Conscious Portfolios

After a long run-up in equity markets and given low yields, advisors are focused on risk management—and specifically ensuring that clients avoid a permanent impairment of capital.

View Custom Research

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April 2021

Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs

For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.

View White Paper

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

View White Paper

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February 2019

Subtract, Add, Multiply – The Formula to Efficiency

Wealth management providers are experiencing an increased demand for comprehensive advice while their most productive advisors approach retirement. Overcoming these constraints will require the deployment and adoption of enhanced wealth management technology platforms.

View Custom Research

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May 2020

The State of U.S. Broker/Dealers within an Evolving Wealth Management Marketplace

Gain Cerulli’s perspective on the state of the broker/dealer (B/D) market

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October 2021

U.S. Direct Indexing: Market Drivers, Adoption, and Growth Projections

What are industry growth drivers and what is the next phase of opportunity?

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STRATEGIC CONSULTING & CUSTOM RESEARCH

Cerulli Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

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