Asset and Wealth Management IT Services – Provider Compendium 2023

The Asset and Wealth Management (AWM) space is transforming in terms of democratization of services, transfer of generational wealth, and increased demand for hyper-personalized and digital-first services. There is a growing focus on product and experience innovation to meet the rising demand for unconventional asset classes such as digital assets, cryptocurrencies, and ESG-compliant products. This is happening amid the growing need to manage security and compliance challenges.

As AWM firms adapt to evolving client, employee, and advisor demands, AWM IT service providers must prepare to collaborate and deliver innovative solutions at speed and scale. These providers are forging partnerships with technology providers and building solutions within AWM to enhance their service capabilities. They are also investing in tools, accelerators, Centers of Excellence (CoEs), and talent to strengthen their AWM offerings.

This compendium provides comprehensive and fact-based snapshots of 29 providers featured on the AWM IT Services PEAK Matrix® Assessment 2023. Each profile offers a comprehensive view of the provider’s vision and strategy, practice size and scale, scope of services and solutions offered, investments, partnerships, case studies, and key strengths and limitations. The compendium will enable providers to benchmark their capabilities against their peers, while enterprises will be able to assess the providers based on their desired set of capabilities.