End-to-end advisor platforms offer a promising way for wealth management firms to arm their advisors with an all-inone digital toolbox. But not all end-to-end platforms are created equal. This report profiles eight leading providers of all-in-one technology platforms for wealth advisors, examines which features and functionalities are need-to-haves and which are nice-to-haves, and discusses which solutions are particularly useful for different types of wealth management firms. The research also examines the current state of the industry, discusses future trends for digital advisor desktop technology, and offers a set of concrete strategy recommendations for firms weighing an end-to-end advisor solution.

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Advisor Services
Nov 18, 2024 Wealth Management Platform Buyer's Checklist Sponsored Report This easy, one-page checklist serves as a roadmap for organizations embarking on the journey of selecting new wealth management software. Jun 30, 2021 CEO Perspective: Q&A With Ten Lifestyle Group Article Concierge services for UHNW clients are a key part of providing a feel of exclusivity, enhancing client engagement and developing closer, stickier relationships. However, our research shows that these services have fallen out of favor with the wealth managers and private banks we evaluated for this year’s benchmarking. Only 43% of our case selection promoted access to concierge services and, of these, even fewer offered a concierge service with digital access. To learn more about the benefits that concierge services offer wealth managers and private banks, Onawa Lacewell, Cutter’s Senior Research Analyst and Wealth Lead, spoke with Alex Cheatle, CEO and co-founder of Ten Lifestyle Group. The London-based company offers both B2B and B2C outsourced travel and lifestyle concierge services. What follows is an edited version of our conversation.
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