Dec 11, 2019

As market disruptors and varied technology startups introduce new ideas and initiatives to the financial services industry, wealth portfolio management vendors are designing product roadmaps and entering partnerships to position their products for the next wave of innovation. This research report explores what innovation looks like today and 12–18 months into the future at some of the largest integrated suite providers.

Vendors included in the report: Avaloq, CGI, Charles River Development, Dorsum, FIS, Fiserv, InvestCloud, Linedata, Objectway, Profile Software, and SS&C Technologies.

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