Our research helps advance clients’ competitive position by informing decisions around technology investment and strategy. Timely insights support responses to challenges across the self-directed and advised domains.
While research topics will vary in response to client needs, past areas of focus included: digital advice, financial planning systems, technology spend, brokerage platform technology, onboarding systems, document management, OCR, reporting tools, trust account systems, 5G, AR/VR, risk and compliance systems, analytics and emerging data; artificial intelligence, machine learning, and the use of enabling technology such as cloud, API, and RPA.
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Celent analysts offer a breadth of insights based on proprietary market research across technology and wealth management market trends. Our knowledge is deliverable through a range of content, including technology and market trend analyses, case studies, webinars and in-depth vendor evaluations.
On-Demand Webinar and Content Library
Model Wealth Manager Overview
How did our 2025 Model Wealth Manager winners utilize Gen AI and other advanced technologies to tackle their biggest problems? Discover the innovative strategies our 2025 Model Wealth winners used to transform their operations for their employees and customers.
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Research Agenda
Wealth Management Research Outlook
See what we have in store for 2025
On-Demand Webinar
Wealth Management Dimensions: IT Pressures & Priorities 2025
Discover what's driving IT investment in wealth management in 2025.
