8x8 Portfolio Management & Accounting 2019

Thank you for participating in our survey on portfolio management & accounting technology.

Our annual “Follow the Money” survey on priorities, value and risk drivers across the IT portfolio shows that spending on portfolio management & accounting is increasing.

Portfolio management and accounting platforms have been the stable but unexciting backbone of asset management technology planning for decades. Functional and asset class gaps were filled by best-of-breed add-ons, manual workaround or selective outsourcing. The grey area between ‘if it ain’t broke don’t fix it’ and incremental obsolescence was not an attractive target for R&D investment, startups or other challenges to the status quo.

That glacial pace of change has been comprehensively overturned in the past three years, and portfolio management and accounting is finally a core target for renewal and investment. Adox Research is conducting a research project to better understand the impact of three fundamental drivers of that shift:

- Wholesale adoption of cloud deployment and SaaS models

- Consolidation and integrating of software, services and outsourcing solutions

- The impact of new insight-driven technology such as AI and machine learning as well as new and traditional automation tools

The framework of our research is our 8x8 methodology - where we profile up to 8 providers and solutions across 8 metrics of value, functionality and innovation.

The full results of this survey will be available to all Adox Research subscribers. A summary of the key insights will be available to all participants. Each participant will have the ability to review and edit solution-specific factual information prior to publication.

1. Please provide your business email address. This question requires a valid email address.

3. In your estimate, what is your current share of the market? If you are unable to provide this, please provide a short explanation.

4. In your estimate, how many financial institutions use your solution or service? This question requires a valid number format.

5. What is the geographical split of firms using your solution or service?

	EU (non-UK)
	UK
	North America
	South America
	APAC
	Middle East/Africa
Total : 0

6. What is the industry segment split of firms using your solution or service? What is the percentage for each segment of the total number of users?

	Asset Managers / Buy Side
	Hedge Funds
	Asset Owners/Plan Sponsors
	Custodians / Fund Administrators
	Depositories/CCPs/Exchanges
	Universal Banks/ Sell Side
Total : 0

Space Cell	low impact	medium impact	high impact	very high impact
Regulation	Regulation: low impact	Regulation: medium impact	Regulation: high impact	Regulation: very high impact
Fintech challengers	Fintech challengers: low impact	Fintech challengers: medium impact	Fintech challengers: high impact	Fintech challengers: very high impact
SaaS deployment	SaaS deployment: low impact	SaaS deployment: medium impact	SaaS deployment: high impact	SaaS deployment: very high impact
Vendor consolidation/integrated platforms	Vendor consolidation/integrated platforms: low impact	Vendor consolidation/integrated platforms: medium impact	Vendor consolidation/integrated platforms: high impact	Vendor consolidation/integrated platforms: very high impact
Managed Services/outsourcing	Managed Services/outsourcing: low impact	Managed Services/outsourcing: medium impact	Managed Services/outsourcing: high impact	Managed Services/outsourcing: very high impact
Enter another option	Other: low impact	Other: medium impact	Other: high impact	Other: very high impact
Enter another option	Other: low impact	Other: medium impact	Other: high impact	Other: very high impact

Space Cell	in use now	mainstream impact in the next 2 years	low impact in the next 2 to 5 years	mainstream impact in the next 2 to 5 years	unlikely to make impact in the next 5 years
Blockchain/Distributed Ledger	Blockchain/Distributed Ledger: in use now	Blockchain/Distributed Ledger: mainstream impact in the next 2 years	Blockchain/Distributed Ledger: low impact in the next 2 to 5 years	Blockchain/Distributed Ledger: mainstream impact in the next 2 to 5 years	Blockchain/Distributed Ledger: unlikely to make impact in the next 5 years
Robotic Process Automation (RPA)	Robotic Process Automation (RPA): in use now	Robotic Process Automation (RPA): mainstream impact in the next 2 years	Robotic Process Automation (RPA): low impact in the next 2 to 5 years	Robotic Process Automation (RPA): mainstream impact in the next 2 to 5 years	Robotic Process Automation (RPA): unlikely to make impact in the next 5 years
Machine learning	Machine learning: in use now	Machine learning: mainstream impact in the next 2 years	Machine learning: low impact in the next 2 to 5 years	Machine learning: mainstream impact in the next 2 to 5 years	Machine learning: unlikely to make impact in the next 5 years
Artificial Intelligence	Artificial Intelligence: in use now	Artificial Intelligence: mainstream impact in the next 2 years	Artificial Intelligence: low impact in the next 2 to 5 years	Artificial Intelligence: mainstream impact in the next 2 to 5 years	Artificial Intelligence: unlikely to make impact in the next 5 years
Natural Language Processing	Natural Language Processing: in use now	Natural Language Processing: mainstream impact in the next 2 years	Natural Language Processing: low impact in the next 2 to 5 years	Natural Language Processing: mainstream impact in the next 2 to 5 years	Natural Language Processing: unlikely to make impact in the next 5 years
Alternative Data	Alternative Data: in use now	Alternative Data: mainstream impact in the next 2 years	Alternative Data: low impact in the next 2 to 5 years	Alternative Data: mainstream impact in the next 2 to 5 years	Alternative Data: unlikely to make impact in the next 5 years
Unstructured Data	Unstructured Data: in use now	Unstructured Data: mainstream impact in the next 2 years	Unstructured Data: low impact in the next 2 to 5 years	Unstructured Data: mainstream impact in the next 2 to 5 years	Unstructured Data: unlikely to make impact in the next 5 years
Enter another option	Other: in use now	Other: mainstream impact in the next 2 years	Other: low impact in the next 2 to 5 years	Other: mainstream impact in the next 2 to 5 years	Other: unlikely to make impact in the next 5 years
Enter another option	Other: in use now	Other: mainstream impact in the next 2 years	Other: low impact in the next 2 to 5 years	Other: mainstream impact in the next 2 to 5 years	Other: unlikely to make impact in the next 5 years

8x8 Portfolio Management & Accounting 2019

Your View of the Market