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
