Investment Management

Portfolio Management, Performance Reporting, Trading / Rebalancing, Custodial Platforms, Investment Data Analytics, TAMP Service Providers, Economic Analysis & Stress Testing, 401k Specialist, Risk Tolerance, Account Aggregation, Digital Onboarding, Held-Away Assets & Aggregation.

See Market Pulse

Layer 2 · Capability clusters

18 capabilities

Generative Research Briefs

92 vendors

Investment Data Analytics

Security research, factor analysis, ESG data, proxy voting research, and institutional performance benchmarking.

AI Model Construction

70 vendors

Portfolio Management

Multi-asset class portfolio construction, accounting, and model marketplaces.

AI Reconciliation

35 vendors

Custodial Platforms

Safe-keeping of client assets, trade execution, settlement, and tax reporting infrastructure.

AI Data Normalization

33 vendors

Account Aggregation

Automated collection and normalization of financial data from disparate institutions for a holistic client view.

ML Drift Detection

32 vendors

Trading / Rebalancing

Household-level tax-loss harvesting, drift monitoring, and direct indexing.

LLM Scenario Generation

26 vendors

Economic Analysis & Stress Testing

Scenario-based modeling to predict portfolio performance during market shocks.

Behavioral AI Scoring

24 vendors

Risk Tolerance

Psychometric profiling and behavioral science tools to align client behavior with portfolio risk capacity.

AI Participant Guidance

16 vendors

401k Specialist

Digital-first recordkeeping and administration for employer-sponsored retirement plans.

AI KYC & ID Verify

16 vendors

Digital Onboarding

Tools that automate the paperless opening and funding of accounts, repapering, and KYC/AML verification.

15 vendors

Broker-Dealer Platforms

Independent broker-dealer advisor workstations and platforms (ClientWorks, SmartWorks, etc.).

15 vendors

Portfolio Design Solutions

Solutions for designing model portfolios, custom indexing, and bespoke portfolio construction.

Natural-Language Performance Summaries

14 vendors

Performance Reporting

Multi-currency, time-weighted, and alternative asset return calculations.

AI Manager Selection

14 vendors

TAMP Service Providers

Turnkey Asset Management Programs for outsourced portfolio construction.

14 vendors

Online PMs / Robo Platforms

Digital-first portfolio management platforms and model marketplaces — Envestnet, Schwab Intelligent Portfolios, Altruist Model Marketplace, Betterment Advisor Solutions, Wealthfront and similar.

AI Off-Platform Trading

11 vendors

Held-Away Assets & Aggregation

API networks and platforms allowing advisors to connect, view, and trade off-platform client accounts.

9 vendors

Alternatives Platforms & Trading

Platforms for accessing, trading, and managing alternative investments (private equity, hedge funds, private credit, real assets).

6 vendors

SRI/ESG Portfolio Analysis

Tools for socially responsible investing and ESG screening, scoring, and portfolio analysis.

5 vendors

Crypto Trading / Tracking

Cryptocurrency trading, custody, and performance tracking solutions.

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