Evolving client demographics and the proliferation of advisor technology options necessitate a shift in strategy for Wealth Management firms to remain competitive. Industry must embrace digitization to cater to the expectations of a new generation of investors while delivering personalized experiences. Incedo works across the value chain to enable key shifts for the Wealth Management players: Advisor and Client Experience Modernization, Enabling Data as an Asset, Transforming operations, and Cloud Transformation.

Offerings and Solutions


Advisor Enablement and Client Servicing

Enabling Advisors through integrated experiences, Building Investor Portals, Automating manual processes in Client onboarding and Account Servicing​


Data as an Asset

Working across the Data value chain from Data foundations, Data on cloud, BI Reporting across Practice Analytics, Client, Operations and Marketing Analytics, Leveraging AI to drive personalized Advisor and client Insights.


Operations Transformation​

Transforming Wealth Management operations transformation to significant impact on efficiency and effectiveness of WM firms.


Integrated Risk & Compliance

Helping firms implement and Integrate solutions for Trade , Advisory, Regulatory compliance

Segments We Serve

Broker Dealers

Partnering with large broker dealers across Advisor Tech, Data Infrastructure and Analytics, Compliance, Risk, Operations and M&A Integrations

Helping TAMPs scale their Platforms and Operations to Acquire and Serve more advisors

We empower Institutional and Retail Asset Managers to leverage technology and optimize operations to manage cost and gain efficiencies

Helping RIAs build and manage their Advisor Tech Stack and using Technology to Scale their Manual Operations

Helping Private Banks and Asset Management groups in building Integrated Advisor and client Experiences and using Data to Integrate Wealth Management with other parts of the Banks

Our solutions help improve risk management, capitalize on emerging market opportunities and drive growth.

Key Differentiators​

We help WM Firms Win in a Data First World. Incedo’s expertise is built on our deep domain knowledge across WM Value Chain, proven Data & AI expertise for Fortune 500 clients and deep capabilities & tech Partnerships for accelerating Digital & Cloud Transformation:


Increase in dashboard usage for a leading US Independent Broker Dealer
AUM growth for a leading US WM Firm
~ 0 %
Reduction in Advisor Churn

Client Success Stories


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