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BOSTON — Wealth management firms that want to compete in the mass affluent and high-net-worth markets will have to consider integrating their front-office environment, according to a new report from Aite Group.

The shift may mean moving to a complete and pre-integrated advisor platform or through the use of a front-office integration framework. Aite Group’s study reveals that retail banks and brokerage firms are leaders in the wealth management industry when it comes to platform deployments. By analyzing 250 deployments across five of the leading advisor platform providers, it was found that 75% of deployments can be contributed to these two industry sectors.

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