A key issue facing banks during technology deployments is integrating disparate applications and systems. Wealth management front-office activities such as portfolio monitoring and trading rely on the ability to connect to back-end portfolio management, accounting, and compliance modules. In addition, institutions wish to capture vital client data and documents which may be generated through front-office activities and ensure they get captured in the back office. Without these types of connections, an institution cannot hope to deliver superior service.

Marketware International's Wealth management objective is to leverage the OneWorld platform by providing adapters that provide ease of integration with portfolio management/financial planning systems, account aggregation vendors, market data providers, and CRM systems.