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.
Wealth Management Firms
Define new opportunities to forge deeper client relationships, gain greater efficiencies, and strengthen growth.
Segment Your Clients and Scale Your Offerings
Match clients with the right products and service levels and identify profit potential.
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.
Create Retirement Income Solutions and Decumulation Strategies
Evaluate whether you have the right retirement income products, portfolio construction tools, and services for your investors.
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.
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.
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?
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?
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.
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.
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?
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?
Aligning Firm Strategy with Technology Decisions
Access Cerulli's Report: State of U.S. Wealth Management Technology 2021
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Access our library of related content and experience Cerulli's subject matter expertise.
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.
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.
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.
STRATEGIC CONSULTING & CUSTOM RESEARCH
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.