Wealth Management All-in-One Advisor Desktop Platforms Reviews and Ratings

What are Wealth Management All-in-One Advisor Desktop Platforms?

An all-in-one advisor desktop platform is a set of component capabilities, seamlessly integrated to address the advisor front-office workflows. These include multichannel communications capabilities, such as mobile devices and hybrid digital/human engagement tools, as well as the core set of capabilities necessary to support the advisor workflows and robust data management capabilities (see Figure 1). By consolidating the advisor workflow in a common application experience, the desktop platform becomes an insight engine, creating the capabilities necessary for advisors to meet current and future client expectations. These solutions may support third-party or external partners’ applications to deliver additional capabilities through an API-driven integration layer. This enables wealth management CIOs to incorporate their best-of-breed applications or additional capabilities not included on a vendor’s platform.

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Founded in 1976, CGI provides strategic IT and business consulting services to companies and government organizations around the world. The company's 91,500 employees work across 21 industry sectors in 400 locations. CGI's mission of providing industry and technology expertise to help meet the needs of customers and citizens has resulted in 40+ years of continuous growth.

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FIS is an enterprise deeply involved in the commerce and financial transactions that fuel the global economy. With a keen focus on supporting businesses and communities flourish, FIS continuously innovates in how the world manages payments, banking, and investments. FIS provides services to over 20,000 clients and operates at more than a million merchant locations spanning over 130 countries.

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Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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TCS, part of the Tata group, focuses on shaping the future through innovation, technology and the utilization of collective knowledge. It is a multinational organization based in India, with consultants placed in various countries around the world, with notable skills and expertise. They work diligently to provide technology solutions that resolve critical business challenges. TCS is also noted for proactive stances on critical global issues, resulting in recognition in various sustainability indices. It operates within business principles aligned towards achieving sustainable growth.

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Temenos aims to create a universal banking platform that provides opportunities for all. Banking is the main focus and the company develops solutions for various entities including large and small banks, non-banking financial institutions, and fintech companies. The ultimate goal is to become the preferred banking platform for all.

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Intellect Design Arena Ltd. has a cloud-native, API-led microservices-based multi-product platform for Global leaders in Banking, Insurance, and Capital Markets. It offers a full spectrum of banking and insurance technology products through its four lines of businesses – Intellect Global Consumer Banking (iGCB), Intellect Global Transaction Banking (iGTB), Intellect AI, and Digital Technology for Commerce.

Intellect serves over 300 customers through offices in 57 countries and with a diverse workforce of solution architects, and domain and technology experts in major global financial hubs around the world.

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Features of Wealth Management All-in-One Advisor Desktop Platforms

Optional Features:

  • Support third-party or external partners’ applications to deliver additional capabilities through an API-driven integration layer

  • Advisor workflows and robust data management capabilities (CRM; Client Onboarding & communication reporting; Risk & Compliance)

  • Multichannel Communications, such as mobile devices and hybrid digital/human engagement tools