Investment Management·Capability hub
Broker-Dealer Platforms
Independent broker-dealer advisor workstations and platforms (ClientWorks, SmartWorks, etc.).
Downloads
Coming soonTeardowns, deep dives, and other downloads for this capability are on the way.
Quick quiz
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Gimme Five
Be first when Broker-Dealer Platforms teardowns drop.
Join the Gimme Five — a short morning brief on what's moving across the wealth-tech stack.
Market landscape
12 vendors · 2 with profiles
LeaderEstablished, scaled incumbents.ChallengerMeaningful traction, gaining share.AIAI-native — built around LLMs / agents.DigitalDigitally native — app-first, no branches.