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Mobile Solutions Vendor Report 2014

Mobile Apps for Financial Advisors 2014

Mar. 03, 2014

The 2014 vendor report on mobile solutions for financial: comprehensive, data-driven, rigorous    

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Mobile solutions for financial advisors to support client interaction and the advisory process will become one of the most industry-disruptive, but potentially most rewarding developments in the wealth management sector. Mobile apps bring a whole new set of tools to the advisor, which can support and facilitate client interaction. New innovations include client matching apps that support client-advisor interaction in and beyond meetings, co-browsing functionality for virtual presentations, social media integration, excellent reporting tools and use of voice for entering data.

This rigorous and detailed report tells you all you need to know for assessing what an optimal mobile solution for financial advisors should look like and what the strengths and weaknesses of the leading software vendors are. Banks and wealth managers will receive a hands-on guide on how to make sure they find the best provider for their needs and vendors access recommendations on how to improve their mobile solution offerings for financial advisors.

   >>Click here for Table of Contents, Methodology, Executive Summary<<

This 142-page report has identified 14 leading vendors with mobile solutions for wealth managers and financial advisors and analyzed them for the presence of 45 functions grouped in 10 categories, such as CRM, onboarding, financial planning, portfolio management, reporting and client communication. It also includes assessments of the third party system integration potential, regulatory compliance capabilities, security measures, the operating systems supported and vendors’ strategies in terms of building native, hybrid or HTML5-based apps. Additionally this year’s report evaluates the availability of client matching apps and the training and support offered by the vendor as well. The report was not commissioned by a vendor or bank and has been conducted completely independently.

The report gives vendors, wealth managers, banks, financial advisors and consultants answers to the following questions:

  • What do advisors and their clients expect from mobile solutions for supporting the advisory and interaction process?

  • Which features and functions should mobile solutions have to satisfy the needs of both advisors and clients?    

  • What are the features, strengths and weaknesses of the mobile solutions for financial advisors offered by 14 leading software technology vendors?

  • Who are the “Leading Vendors” that show particularly innovative and/or unique features?

  • Which vendors offer the best solutions to satisfy the needs of particular categories of advisors and clients?

  • How should wealth managers and banks evaluate which mobile solution is best for them?

  • Which are the key questions a bank or wealth manager should ask themselves and potential vendors in the selection process and the implementation phase?

  • How should vendors improve their mobile solution offerings?

Main Content:

  • 14 comprehensive profiles of mobile solutions for advisors and wealth managers and identification of 6 leading vendors

  • Analysis and evaluation of each mobile solution against almost 60 characteristics; incl. individual recommendation for each vendor

  • Criteria that a bank or wealth manager should apply when evaluating, purchasing and integrating a mobile solution for their financial advisors

  • Assessment of which mobile solution are best for the particular needs and characteristics of which categories of bank and wealth manager

  • Recommendations for vendors on how a comprehensive mobile solution for financial advisors and wealth managers should look

  • Comprehensive data appendix with detailed evaluations of the mobile solutions offered by the 14 software vendors analyzed (spreadsheet)

The Report Analyzes Mobile Solutions for Financial Advisors from following Vendors:   

  Appway Figlo PROFILE Systems & Software
  Avaloq Finantix SunGuard
  Charles River Development MicroStrategy Temenos
  Crealogix New Access True Potential
  ERI Bancaire PolarisFT  



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