Wealth Management
RiskTech AI 50 2025
The second edition of Chartis' RiskTech AI 50 ranking and research explores the broad landscape of artificial intelligence (AI) development and adoption in financial services, and ranks and awards the top technology providers in this space.
CLM Solutions, 2025: Market Update
This report provides an updated analysis of the landscape of client lifecycle management (CLM) solutions in wealth management institutions and corporate and investment banking (CIB), building on Chartis’ previous research in these areas.
CLM Solutions, 2025: Quadrant Update
This report evaluates the key vendors that offer client lifecycle management (CLM) solutions tailored to the unique needs of the wealth management and corporate and investment banking (CIB) markets.
RiskTech100® 2023
The latest iteration of the most comprehensive independent study of the world’s major players in risk and compliance technology.
ESG Investment Data and Analytics, 2022: Climate-Focused; Market and Vendor Landscape
This report considers ESG climate metrics, scoring methodologies and vendor offerings, focusing on providers of climate/carbon data/greenhouse gas (GHG) data and analytics. Contains one RiskTech Quadrant.
Buyside50 2022
Chartis’ inaugural RiskTech Buyside50 2022 ranking and report examines the current buy-side landscape and recognizes the top 50 vendors in the space.
ESG Data Aggregators and Scorers, 2022: Market and Vendor Landscape
This report, the first in a series examining the evolution of ESG solutions, focuses on ESG data aggregation and scoring methodologies and tools in investment management.
Key Trends 2021: Buy-Side Q3/Q4 Review
This briefing explores the key trends that we believe will shape the future for buy-side technology, infrastructure and solutions.
Open Finance Empowers Clients and Facilitates Advisor Discussions
An examination of the key dynamics in data aggregation for wealth in the context of open finance.
RiskTech100 2021 Vendor Analysis: Broadridge
An independent evaluation and description of the ranking given to Broadridge in Chartis’ RiskTech100® 2021 report, with a focus on its fixed-income solution.
Portfolio Management Platforms, 2021: Market and Vendor Landscape
This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. Contains one FinTech Quadrant.
Standalone Financial Planning Systems, 2021 Market and Vendor Landscape
This report discusses the key trends in the wealth market that are impacting financial planning systems in the standalone solutions market. Contains 1 FinTech Quadrant.
Wealth Portfolio Management Suites: Advisor Desktop, 2021; Market and Vendor Landscape
In pursuit of 'holistic financial wellness', this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. Includes 1 RiskTech Quadrant.
Outsourced Trading Solutions, 2021: Market and Vendor Landscape
This report examines the key trends driving ‘buy-side’ demand for outsourced trading solutions, and how vendors have evolved their solutions over time. Contains one RiskTech Quadrant.
Investment Portfolio Excellence: The Conviction of One Truth
This collaborative report assesses how investment managers can gain an accurate, comprehensive view of their portfolios to enhance their competitiveness.
Chartis Big Bets 2021
In this briefing from Chartis Research, we explore the big themes we believe will shape the RiskTech marketplace in 2021 and beyond. This year we view our Big Bets through the lens of COVID-19, in part updating our previous research on the pandemic’s…
Fixed-Income Technology Solutions, 2020: Market Update and Vendor Landscape
An update to the Chartis report 'Fixed-Income Technology Solutions, 2019: Market and Vendor Landscape'.
As active/passive investment tides turn, FinTech is key to success
Current market volatility is ushering in a resurgence in active fund management, while asset owners are demanding more digital-driven access and transparency. To achieve the necessary active/passive balance and meet investors’ demands, new FinTech tools…
Front Office Risk Management Technology, 2019: Market Update and Vendor Landscape
While the market dynamics that we identified in our 2018 FORM report persist, over the past year several developments have been shaping the landscape.
Sell-Side Enterprise Risk Management Technology, 2019: Market Update and Vendor Landscape
After summarizing key market trends, we analyze two areas where there has been considerable activity: margin valuation adjustment (MVA) and initial margin (IM) requirements.
