The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024
Vendors or products added in this year’s report may indicate a change in the market, change in evaluation criteria, or change of focus by the vendor.
No vendors were added in this report.
Vendors or products dropped from one year to the next may indicate a change in the market, change in evaluation criteria, or change of focus by the vendor.
No vendors were dropped in this report.
This Forrester Wave evaluation assessed 12 digital wealth management platform providers using 26 criteria. The evaluation included Leaders, Strong Performers, Contenders, and Challengers. Seven vendors declined to participate in the full evaluation process but were scored according to Forrester's vendor participation policy. The report focuses on platforms that help wealth management firms acquire customers, deliver better experiences, and lower costs through end-to-end solutions supporting the entire investor lifecycle.
A: Vendors marked as nonparticipating in the Forrester Wave graphic met the defined inclusion criteria but declined to participate in or contributed only partially to the evaluation. These vendors are scored in accordance with Forrester's vendor participation policy and their positioning is published alongside participating vendors. Vendors may choose not to participate for various strategic or timing reasons, but still meet the market significance criteria for inclusion in the assessment.