Wealth Management – Financial Services

This report examines the leading vendors in the North American CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings. The following vendors are included in this report: CRMNEXT, Ebix, Grendel, Maximizer, NexJ Systems, Pegasystems and Temenos. Other vendors present in the North American wealth management platform market include: Backstop Solutions, InvestCloud, Microsoft, Oracle, Redtail Technology, Salesforce, and Satuit Technologies, but they did not participate in the study.