Align advice on technology investments to wealth manager needs
It’s a different ballgame from the one where wealth management advisors would sit in their business silos with their legacy IT systems and move money for clients. Now, advisors must enhance their value proposition by meeting clients where they are on a range of issues, including socially responsible investing, direct indexing, alternative investments, and a world where management software is at their fingertips. Javelin’s research and insights help wealth managers navigate the changing terrain.
Digital Experience
Core Systems Modernization
Data & Analytics
Emerging Technology
Advisor Enablement
Digital Wealth — Advisor Reports
Reports
Featured Analysts
Disha Bheda
Analyst, Wealth Management
Greg O'Gara
Lead Analyst, Wealth Management
How We Can Help
Advisory Services - Subscription:
- Learn from objective and thought-provoking strategic research and actionable insights
- Stay up-to-date on current and future market trends
- Interact with leading industry analysts
Consulting:
- Identify meaningful insights to assist in your strategic decision making
- Formulate your optimal strategy by leveraging comprehensive quantitative and qualitative research and analysis
- Evaluate solution providers and benchmark your performance
Research Reports & Webinars:
- Author objective, client-sponsored whitepapers
- Produce thought leadership webinars
- Build awareness and affect industry change
- Book speakers for conferences and events