14 January 2013
The report takes a relatively broad definition of wealth management, so includes traditional private banking systems as well as others for retail and institutional asset and investment management. However, all must cover the core processing aspect (so we do not include specialist systems such as those for portfolio management) and all must be sold on an international basis (so we do not include domestic systems). The selection of systems to appear in this report is entirely our own. We will always consider new systems for inclusion but they have to meet our criteria.
For all of the entries, it should be clear that the words are entirely our own and we have sought to gain not only briefings from the suppliers but also feedback from customers. So the report is not compiled by listening to the suppliers and taking down what they say; each entry is built up by talking to the users (happy or otherwise) and gathering intelligence from other sources, to try to give as rounded a picture as possible.
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A main area where we do have to rely on the suppliers for details is functionality. We are not in a position to verify all of their claims, although we will always point out flaws or gaps where we find them and we seek to back up the claims by talking to users. It becomes a particular challenge where a supplier announces new functionality because, even if it can demo this, the real test only comes when a first bank tries to implement it.
The second cautionary word that is always needed with our Market Reports is around user lists. We send these to the suppliers each year for updating. Some of them diligently add, delete and change where appropriate, some do not, no matter how much we try to persuade them. We will always make amendments where we come across them, adding new names as banks sign, but it is a lot harder to keep track of the deletions from the user lists, whether because systems have been replaced or due to bank closures, mergers etc. Help and feedback here (and on anything else) is always gratefully received.
The numbers given for total users are based on known names. These can be supplied by the vendor on an off-the-record basis if necessary but we do not accept numbers from suppliers without the underlying evidence.
The aim is to provide a detailed analysis of the leading wealth management core system suppliers and their offerings, to provide a basis for banks selecting systems and for anyone else with an interest in this sector. It sits alongside and complements the Retail Banking Systems Market Report and the Treasury & Capital Markets Systems Market Report.
Featured suppliers and systems:
- 3i Infotech - RhymeSight/C-Matis
- Avaloq - Avaloq Banking System
- Bravura Solutions - Garradin
- Die Software - OBS
- DST Global Solutions - HiPortfolio/3
- ERI - Olympic
- Finnova AG - Finnova
- International Private Banking Systems - IPBS Banking
- Mimics Inc. - Mimics
- Oracle FSS - Flexcube
- Sage SA - Prospero
- Simcorp - Simcorp Dimension
- Sungard - Apsys/Ambit Private Banking
- TCS Financial Solutions - Bancs Universal
- Temenos - T24
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Contents of Wealth Management Systems Market Report Online
- About the Wealth Management Systems Market Report
- The Market: Origins and Evolution
- Standards efforts
- 3i Infotech: RhymeSight/C-Matis
- Avaloq: Avaloq Banking System
- Bravura Solutions: Garradin
- Die Software Peter Fitzon: OBS
- DST Global Solutions: HiPortfolio/3
- ERI: Olympic
- Finnova AG: Finnova
- International Private Banking Systems: IPBS Banking
- Mimics Inc: Mimics
- Oracle FSS: Flexcube (Part 1)
- Oracle FSS: Flexcube (Part 2)
- Sage SA: Prospero
- Simcorp: Simcorp Dimension
- Sungard: Apsys/Ambit Private Banking
- TCS Financial Solutions: Bancs Universal
- Temenos: T24 (Part 1)
- Temenos: T24 (Part 2)
- Temenos: T24 (Part 3)