24.05.2024 Reports

Forrester Report: Digital Wealth Management Platforms Landscape, Q4 2023

Profile Software is recognised by Forrester in the Digital Wealth Management Platforms Landscape, Q4 2023 report. This recognition underscores our dedication to providing top-tier digital wealth management solutions that deliver exceptional customer experiences and support financial advisors in their engagement with prospects and clients.

The report identifies key vendors in the digital wealth management space, focusing on those that excel in delivering superior customer experiences, attracting, and retaining clients, and empowering financial advisors.
Business and technology executives in the wealth management sector can leverage this report to gain insights into the value offered by digital wealth management platform vendors and investigate essential functionalities that financial institutions should consider when selecting a platform to enhance their strategic initiatives and value-added services.

Download the report, exclusively available to Forrester’s clients, to gain insights into how Profile Software’s wealth management solution can support financial institutions in delivering personalised, efficient, and impactful services to their clients.

Forrester, The Digital Wealth Management Platforms Landscape, Q4 2023, By Vijay Raghavan with David Hoffman, Sohm Gough, Sara Sjoblom, Arianne Burnette, 1 November 2023

Download the Forrester Landscape Report