Wealth Management Platform Market Research Report – Forecast to 2030

Wealth Management Platform Market, By Advisory Model (Robo-Advisory, Human advisory, Hybrid), Business Function (Portfolio, Reporting, Financial Advice Management), End- Users (Banks, Brokerage Firms, Investment Firms)— Forecast till 2030

ID: MRFR/ICT/4838-HCR | 100 Pages | Published By Ankit Gupta on March 2023         

TABLE OF CONTENTS

1 Executive Summary

2 Scope of the Report

2.1 Market Definition

2.2 Scope of the Study

2.2.1 Research Objectives

2.2.2 Assumptions & Limitations

2.3 Markets Structure

3 Market Research Methodology

3.1 Research Process

3.2 Secondary Research

3.3 Primary Research

3.4 Forecast Model

4 Market Landscape

4.1 Porter’s Five Forces Analysis

4.1.1 Threat of New Entrants

4.1.2 Bargaining power of buyers

4.1.3 Threat of substitutes

4.1.4 Segment rivalry

4.2 Value Chain/Supply Chain of Global Wealth Management Platform Market

5 Industry Overview of Global Wealth Management Platform Market

5.1 Introduction

5.2 Growth Drivers

5.3 Impact Analysis

5.4 Market Challenges

6 Market Trends

6.1 Introduction

6.2 Growth Trends

6.3 Impact analysis

7 Global Wealth Management Platform Market by Advisory Model

7.1 Introduction

7.2 Robo-Advisory

7.2.1 Market Estimates & Forecast, 2020-2027

7.2.2 Market Estimates & Forecast by Region, 2020-2027

7.3 Human Advisory

7.3.1 Market Estimates & Forecast, 2020-2027

7.3.2 Market Estimates & Forecast by Region, 2020-2027

7.4 Hybrid Advisory

7.4.1 Market Estimates & Forecast, 2020-2027

7.4.2 Market Estimates & Forecast by Region, 2020-2027

8 Global Wealth Management Platform Market by Business Functions

8.1 Introduction

8.2 Financial Advice Management

8.2.1 Market Estimates & Forecast, 2020-2027

8.2.2 Market Estimates & Forecast, by Region, 2020-2027

8.3 Portfolio, Accounting, Trading Management

8.3.1 Market Estimates & Forecast, 2020-2027

8.3.2 Market Estimates & Forecast, by Region, 2020-2027

8.4 Reporting

8.4.1 Market Estimates & Forecast, 2020-2027

8.4.2 Market Estimates & Forecast, by Region, 2020-2027

8.5 Performance Management

8.5.1 Market Estimates & Forecast, 2020-2027

8.5.2 Market Estimates & Forecast, by Region, 2020-2027

8.6 Risk and compliance Management

8.6.1 Market Estimates & Forecast, 2020-2027

8.6.2 Market Estimates & Forecast, by Region, 2020-2027

8.7 Client and Fund Management

8.7.1 Market Estimates & Forecast, 2020-2027

8.7.2 Market Estimates & Forecast, by Region, 2020-2027

8.8 Others

8.8.1 Market Estimates & Forecast, 2020-2027

8.8.2 Market Estimates & Forecast, by Region, 2020-2027

9 Global Wealth Management Platform Market by Deployment Model

9.1 Introduction

9.2 On-Cloud

9.2.1 Market Estimates & Forecast, 2020-2027

9.2.2 Market Estimates & Forecast, by Region, 2020-2027

9.3 On-Premise

9.3.1 Market Estimates & Forecast, 2020-2027

9.3.2 Market Estimates & Forecast, by Region, 2020-2027

10 Global Wealth Management Platform Market by End-User

10.1 Introduction

10.2 Banks

10.2.1 Market Estimates & Forecast, 2020-2027

10.2.2 Market Estimates & Forecast, by Region, 2020-2027

10.3 Trading & Exchange Firms

10.3.1 Market Estimates & Forecast, 2020-2027

10.3.2 Market Estimates & Forecast, by Region, 2020-2027

10.4 Investment Firms

10.4.1 Market Estimates & Forecast, 2020-2027

10.4.2 Market Estimates & Forecast, by Region, 2020-2027

10.5 Brokerage Firms

10.5.1 Market Estimates & Forecast, 2020-2027

10.5.2 Market Estimates & Forecast, by Region, 2020-2027

10.6 Asset Management Firms

10.6.1 Market Estimates & Forecast, 2020-2027

10.6.2 Market Estimates & Forecast, by Region, 2020-2027

10.7 Others

10.7.1 Market Estimates & Forecast, 2020-2027

10.7.2 Market Estimates & Forecast, by Region, 2020-2027

11. Global Wealth Management Platform Market by Region

11.1 Introduction

11.2 North America

11.2.1 Market Estimates & Forecast, by Country, 2020-2027

11.2.2 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.2.3 Market Estimates & Forecast, by Business Functions, 2020-2027

11.2.4 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.2.5 Market Estimates & Forecast, by End-User, 2020-2027

11.2.6 US

11.2.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.2.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.2.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.2.6.4 Market Estimates & Forecast, by End-User, 2020-2027

11.2.7 Canada

11.2.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.2.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.2.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.2.7.4 Market Estimates & Forecast, by End-User, 2020-2027

112.8 Mexico

11.2.8.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.2.8.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.2.8.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.2.8.4 Market Estimates & Forecast, by End-User, 2020-2027

11.3 Europe

11.3.1 Market Estimates & Forecast, Country, 2020-2027

11.3.2 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.3.3 Market Estimates & Forecast, by Business Functions, 2020-2027

11.3.4 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.3.5 Market Estimates & Forecast, by End-User, 2020-2027

11.3.6 Germany

11.3.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.3.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.3.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.3.6.4 Market Estimates & Forecast, by End-User, 2020-2027

11.3.7 France

11.3.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.3.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.3.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.3.7.4 Market Estimates & Forecast, by End-User, 2020-2027

11.3.8 Italy

11.3.8.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.3.8.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.3.8.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.3.8.4 Market Estimates & Forecast, by End-User, 2020-2027

11.3.9 Spain

11.3.9.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.3.9.2 Market Estimates & Forecast, by Business Functions 2020-2027

11.3.9.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.3.9.4 Market Estimates & Forecast, by End-User, 2020-2027

11.3.10 Rest of Europe

11.3.10.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.3.10.2 Market Estimates & Forecast, by Business Functions 2020-2027

11.3.10.3 Market Estimates & Forecast by Deployment Model, 2020-2027

11.3.10.4 Market Estimates & Forecast, by End-User, 2020-2027

11.4 Asia-Pacific

11.4.1 Market Estimates & Forecast, by Country, 2020-2027

11.4.2 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.4.3 Market Estimates & Forecast, by Business Functions, 2020-2027

11.4.4 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.4.5 Market Estimates & Forecast, by End-User, 2020-2027

11.4.6 China

11.4.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.4.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.4.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.4.6.4 Market Estimates & Forecast, by End-User, 2020-2027

11.4.7 India

11.4.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.4.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.4.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.4.7.4 Market Estimates & Forecast, by End-User, 2020-2027

11.4.8 Japan

11.4.8.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.4.8.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.4.8.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.4.8.4 Market Estimates & Forecast, by End-User, 2020-2027

11.4.9 Rest of Asia-Pacific

11.4.9.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.4.9.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.4.9.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.4.9.4 Market Estimates & Forecast, by End-User, 2020-2027

11.5 Rest of the World

11.5.1 Market Estimates & Forecast, Country, 2020-2027

11.5.2 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.5.3 Market Estimates & Forecast, by Business Functions, 2020-2027

11.5.4 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.5.5 Market Estimates & Forecast, by End-User, 2020-2027

11.5.6 Middle East & Africa

11.5.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.5.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.5.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.5.6.4 Market Estimates & Forecast, by End-User, 2020-2027

11.5.7 Latin America

11.5.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027

11.5.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027

11.5.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027

11.5.7.4 Market Estimates & Forecast, by End-User, 2020-2027

12 Company Landscape

13 Company Profiles

13.1 SS&C Technologies

13.1.1 Company Overview

13.1.2 Product/Business Segment Overview

13.1.3 Financial Updates

13.1.4 Key Developments

13.2 Broadridge Financial Solutions

13.2.1 Company Overview

13.2.2 Product/Business Segment Overview

13.2.3 Financial Updates

13.2.4 Key Developments

13.3 Comarch

13.3.1 Company Overview

13.3.2 Product/Business Segment Overview

13.3.3 Financial Updates

13.3.4 Key Developments

13.4 Temenos

13.4.1 Company Overview

13.4.2 Product/Business Segment Overview

13.4.3 Financial Updates

13.4.4 Key Developments

13.5 Objectway

13.5.1 Company Overview

13.5.2 Product/Business Segment Overview

13.5.3 Financial Updates

13.5.4 Key Developments

13.6 SEI Investment Company

13.6.1 Company Overview

13.6.2 Product/Business Segment Overview

13.6.3 Financial Updates

13.6.4 Key Developments

13.7 Dorsum Investment Software

13.7.1 Company Overview

13.7.2 Product/Business Segment Overview

13.7.3 Financial Updates

13.7.4 Key Developments

13.8 Fiserv Inc

13.8.1 Company Overview

13.8.2 Product/Business Segment Overview

13.8.3 Financial Updates

13.8.4 Key Developments

13.9 Profile Software

13.9.1 Company Overview

13.9.2 Product/Business Segment Overview

13.9.3 Financial Updates

13.9.4 Key Developments

13.10 Fidelity National Information Services Inc

13.10.1 Company Overview

13.10.2 Product/Business Segment Overview

13.10.3 Financial Updates

13.10.4 Key Developments

13.11 Invest Edge

13.11.1 Company Overview

13.11.2 Product/Business Segment Overview

13.11.3 Financial Updates

13.11.4 Key Developments

13.12 Finantix

13.12.1 Company Overview

13.12.2 Product/Business Segment Overview

13.12.3 Financial Updates

13.12.4 Key Developments

14 Conclusion

LIST OF TABLES

Table 1 Global Wealth Management Platform Market, by Region, 2020-2027

Table 2 North America: Wealth Management Platform Market, by Country, 2020-2027

Table 3 Europe: Wealth Management Platform Market, by Country, 2020-2027

Table 4 Asia-Pacific: Wealth Management Platform Market, by Country, 2020-2027

Table 5 Rest of The World: Wealth Management Platform Market, by Country, 2020-2027

Table 6 Global Wealth Management Platform Market, by Advisory Model 2020-2027

Table 7 North America: Wealth Management Platform by Advisory Model Market, 2020-2027

Table 8 Europe: Wealth Management Platform by Advisory Model Market, 2020-2027

Table9 Asia-Pacific: Wealth Management Platform by Advisory Model Market,2020-2027

Table10 Rest of the world: Wealth Management Platform by Advisory Model, 2020-2027

Table11 Global Wealth Management Platform by Business Functions Market, 2020-2027

Table12 North America: Wealth Management Platform by Business Functions Market, 2020-2027

Table13 Europe: Wealth Management Platform by Business Functions Market, 2020-2027

Table14 Asia-Pacific: Wealth Management Platform by Business Functions Market, 2020-2027

Table15 Rest of the World: Wealth Management Platform by Business Functions Market, 2020-2027

Table16 Global Wealth Management Platform by Deployment Model Market, 2020-2027

Table17 North America: Wealth Management Platform by Deployment Model Market, 2020-2027

Table18 Europe: Wealth Management Platform by Deployment Model Market, 2020-2027

Table19 Asia-Pacific: Wealth Management Platform by Deployment Model Market, 2020-2027

Table20 Rest of the World: Wealth Management Platform by Deployment Model, 2020-2027

Table21 Global Wealth Management Platform Market, by End-User, 2020-2027

Table22 North America: Wealth Management Platform Market by End-User, 2020-2027

Table23 Europe: Wealth Management Platform by End-User, 2020-2027

Table24 Asia-Pacific: Wealth Management Platform by End-User, 2020-2027

Table25 Rest of the World: Wealth Management Platform by End-User, 2020-2027

LIST OF FIGURES

FIGURE 1 Global Wealth Management Platform Market Segmentation

FIGURE 2 Forecast Methodology

FIGURE 3 Porter’s Five Forces Analysis of Global Wealth Management Platform Market

FIGURE 4 Value Chain of Global Wealth Management Platform Market

FIGURE 5 Share of Global Wealth Management Platform Market in 2017, by Country (in %)

FIGURE 6 Global Wealth Management Platform Market, 2020-2027

FIGURE 7 Global Wealth Management Platform Market Size, by Advisory Model, 2020

FIGURE 8 Share of Global Wealth Management Platform Market, by Advisory Model, 2020-2027

FIGURE 9 Global Wealth Management Platform Market Size, by Business Functions, 2020

FIGURE 10 Share of Global Wealth Management Platform Market, by Business Functions, 2020-2027

FIGURE 11 Global Wealth Management Platform Market Size, by Deployment Model, 2020-2027

FIGURE 12 Share of Global Wealth Management Platform Market, by Deployment Model, 2020-2027

FIGURE 13 Global Wealth Management Platform Market Size, by End-User, 2020-2027

FIGURE 14 Share of Global Wealth Management Platform Market, by End-User, 2020-2027