Business Capability Map
What a wealth firm actually does.
Every capability that runs a modern wealth business — grouped into front, middle, back, and cross-cutting layers. Swap lenses to see where vendors cluster, where AI is landing hardest, and where the market is consolidating.
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How many vendors serve each sub-capability today.
Office flow
Tap to jump to a sectionFront office
Client-facing — planning, engagement, and growth.
Financial Planning
15 sub-capsClient Engagement
10 sub-capsBusiness Development
4 sub-capsMiddle office
Portfolio construction, research, trading, and AI.
Investment Management
18 sub-capsAI Tools
2 sub-capsBack office
Operations, platform, custody, billing, and compliance.
Operations
13 sub-capsCross-cutting
All-in-one suites and platform-wide utilities.