GAB # 25 - 2016 - Tower - iGCB - Intellect FABX

More documents

Recommendations

Info

BROADRIDGE FIDELITY FIS FISERV INFOSYS INTELLECT DESIGN INTERACTIVE DATA MORNINGSTAR NEXJ SYSTEMS PERSHING SEI GLOBAL SERVICES SS&C ADVENT TCS TEMENOS THOMSON REUTERS ADDITIONAL CAPABILITIES Account Aggregation • • • • • • • • • • • • • • Compliance Reporting • • • • • • • • • • • • • Document Management • • • • • • • • • • • • • • Market Data • • • • • • • • • • • • • Portfolio Accounting • • • • • • • • • • • • • Standard native • Premium native • Third-party premium Plan to offer in 12 months Source: CEB analysis, Participating technology providers. Plan to offer in 24 months © <strong>2016</strong> CEB. All rights reserved. 14 cebglobal.com
Feature Audit Feature Definitions ASSET CLASS SUPPORT Alternatives Equities ETFs Fixed Income Futures FX Manual Asset Class Entry Mutual Funds Options OTC Derivatives REITS The solution supports alternatives asset class. The solution provides accounting and reporting for equities. The solution provides accounting and reporting for ETFs. The solution provides asset class reporting for fixed income. The solution provides asset class reporting for futures. The solution provides asset class reporting for FX. The solution supports manual asset class entry. The solution provides asset class reporting for mutual funds. The solution provides asset class reporting for options. The solution provides asset class reporting for OTC derivatives. The solution supports REITS asset class. CLIENT REPORTING Advisor Reporting Dashboard Batch Reporting/Publishing On-Demand Reporting Performance Reporting CRM Activity Tracking Analytics Campaign Management Case Management Cross-Sell Identification Relationship Tracking The solution contains an advisor reporting dashboard. The solution supports batch reporting. The solution supports on-demand reporting. The solution analyzes and reports the progress of an investment strategy against the investment objective, utilizing internal and external benchmarks and indices. The solution captures interactions of advisors, clients, and prospects. The solution analyzes client and prospect data and campaign results to measure success and adjust strategies. The solution delivers and manages marketing campaigns across channels. The solution captures and tracks client service incidents. The solution identifies opportunities to sell additional products to existing customers. The solution can monitor clients’ relationships. Source: CEB analysis. © <strong>2016</strong> CEB. All rights reserved. 15 cebglobal.com
Page 1 and 2: Advisor Desktop Solutions Market Up
Page 3 and 4: I. Executive Summary The State of A
Page 5 and 6: Figure 5: HNW Individuals’ Likeli
Page 7 and 8: individual components across an ext
Page 9 and 10: IV. IT Spending Spending on Advisor
Page 11 and 12: Side-by-Side Comparison of Technolo
Page 13: BROADRIDGE FIDELITY FIS FISERV INFO
Page 17 and 18: TRADING Cross Account Order Entry &
Page 19 and 20: Fidelity Clearing & Custody Solutio
Page 21 and 22: Fiserv The Unified Wealth Platform
Page 23 and 24: Intellect Design Intellect FABX Key
Page 25 and 26: Morningstar Morningstar Solutions f
Page 27 and 28: Pershing NetX360 Key Statistics Fou
Page 29 and 30: SS&C Advent Advent Portfolio Exchan
Page 31 and 32: Temenos WealthSuite FrontOffice Key

GAB # 25 - 2016 - Tower - iGCB - Intellect FABX

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?