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Jan 08, 2021

This research benchmarks the client portal experience of leading wealth managers and private banks worldwide.

The 2021 installment of our Behind the Login of Wealth Client Portals benchmarking series evaluates digital portals provided by twelve leading wealth managers and private banks globally. This research offers a quantitative evaluation of the features and functionality of each portal in comparison to the industry gold standard, provides a peer-to-peer comparison of top portals, and includes a detailed profile for each participant. The report also includes information on digital strategies, features, and functionalities particularly relevant for ultra-wealthy client groups, offers an overview of the latest industry trends relating to digital client portals, and provides ten concrete recommendations for how wealth managers can apply the findings to their firms.

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