Whitepaper

Wealth Management Technology Forecast 2020-2023

A guide for navigating uncharted waters.

Without question, the events of 2020 threw a wrench into most wealth managers’ IT plans. To gauge the impact on tech priorities in the wealth management space, Celent, a leading research and industry analyst firm, conducted a survey aimed at uncovering how firms are reacting to today’s reality. From both the behavioral and resource allocation perspective, this report provides insightful analysis that can be used to evaluate future plans relative to IT investment trends.