Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026

Profile featured in the Q2 2026 Digital Wealth Management Forrester Report

Profile has once again been featured in Forrester’s The Digital Wealth Management Platforms Landscape, Q2 2026 report, which evaluates 23 international vendors of wealth management platforms. This continued recognition reinforces Profile’s commitment to delivering forward-looking solutions that enable wealth management firms to succeed in an increasingly competitive and evolving market.

Among the report’s assessed capabilities, Profile achieved its highest functionality scores in areas that are becoming key priorities for wealth management firms worldwide:

• Agentic AI automation
• Personalised client portals
• Portfolio analytics and dashboards

Profile’s wealth management solutions build on decades of industry expertise, delivering advanced capabilities in compliance monitoring, client engagement, and operational efficiency—areas that align closely with several of the core functionality pillars examined in the report.

According to Forrester, “Wealth management business and technology executives can use this report to understand the value they can expect from a digital wealth management platform and to explore potential partners.”

The report highlights several strategic priorities shaping the wealth management landscape in 2026:

• Increasing customer loyalty
• Enhancing customer experience and engagement
• Reducing manual effort and accelerating decision-making for financial advisors

The current wave of technological innovation driven by AI is fundamentally transforming how wealth managers approach sales, productivity, client service, and risk management. This shift is accelerating AI-led transformation initiatives and driving demand for intelligent automation and AI-augmented operating models.

In response to these market dynamics, vendors are modernising platform architectures, embedding AI capabilities, and introducing more flexible pricing models. At the same time, fragmented legacy systems and inadequate data foundations remain significant barriers to adoption for many firms.

Access the report, exclusively available to Forrester’s clients, to learn more.

Forrester, The Digital Wealth Management Platforms Landscape, Q2 2026, By Tom Mouhsian, David Hoffman, Angela Lozada, Jen Barton, 9 June 2026