South America Wealth Management Platform Market Trends and Analysis by 2028

Historic Data: 2019-2020 | Base Year: 2021 | Forecast Period: 2022-2028

South America Wealth Management Platform Market Forecast to 2028 - COVID-19 Impact and Regional Analysis By Advisory Model (Human Advisory, Robo-Advisory, and Hybrid), Business Function (Performance Management, Risk and Compliance Management, Portfolio Accounting and Trading Management, Financial Advice Management, Reporting, and Others), Deployment Type (Cloud and On-Premises), and End User (Investment Management Firms, Trading and Exchange Firms, Banks, Brokerage Firms, and Others)

Report Date : May 2022
Report Code : TIPRE00029200

Category : Technology, Media and Telecommunications
Status : Published

Available Report Formats :
No. of Pages : 128

Analysis Strategic Insights Market Drivers Regional Insights Report Scope Recent Developments FAQs

The wealth management platform market in SAM is expected to grow from US$ 183.87 million in 2021 to US$ 313.64 million by 2028; it is estimated to grow at a CAGR of 7.9% from 2021 to 2028.

The wealth management platform market is growing swiftly in SAM due to rising security concerns, increasing government support, and elevating advanced technology adoption—especially in developing countries such as Brazil, Chile, Argentina, Peru, and Colombia. Brazil holds more than 50% of the wealth management platform market in SAM and is anticipated to continue its dominance over the forecast period. Many of the companies in the region are opting for these platforms to boost their businesses and profit margins. SAM countries are attracting huge FDIs on the back of low-cost labor availability, and small entry barriers and interest rates. Certain countries in the region have relaxed FDI regulations, thus attracting investments from companies from other countries. Argentina is concentrating on attracting FDIs by easing import restrictions, signing international bilateral agreements, and lifting restrictions from foreign investments.

The growth of environmental, social, and governance guidelines (ESG) is one of the significant trends in SAM, which is impacting the development of the wealth management platform market. With the betterment of liquidity and stability in the region, several industries are concentrating on their expansion in emerging markets. However, emerging markets offer lower liquidity to organizations than developed markets, which compels them to make longer-term investments. This boosts the adoption of advanced and innovative platforms for wealth management that aid valuable insights to users about future market investments. Despite these benefits, wealth management platform providers need to address a few issues for operating seamlessly in SAM. Companies in this region have specific requirements that service providers do not readily provide. Inane acts and decisions of the new generation of entrepreneurs, scarcity of exit strategies, and lack of record of well-established organizations in Latin America have been restricting the adoption of these platforms in the region.

With the new features and technologies, vendors can attract new customers and expand their footprints in emerging markets. This factor is likely to drive the SAM wealth management platform market. The market is expected to grow at a good CAGR during the forecast period.

SAM Wealth Management PlatformMarket Revenue and Forecast to 2028 (US$ Million)

This FREE sample will include data analysis, ranging from market trends to estimates and forecasts.

SAM Wealth Management Platform Market Segmentation

SAM wealth management platform market is segmented into advisory model, business function, deployment type, end user, and country. The SAM wealth management platform market, based on advisory model, is segmented into human advisory, robo-advisory, and hybrid. Human advisory segment held the largest market share in 2020. The SAM wealth management platform market, by business function, is segmented into performance management, risk and compliance management, portfolio accounting and trading management, financial advice management, reporting, and others. Portfolio accounting and trading management segment held the largest market share in 2020. The SAM wealth management platform market, by deployment type, is segmented into cloud and on-premises. Cloud-based segment held the largest market share in 2020. The SAM wealth management platform market, by end user, is segmented into trading & exchange firms, banks, brokerage firms, investment management firms, and others. Investment management firms segment held the largest market share in 2020. Based on country, the SAM wealth management platform market is segmented into Brazil, Argentina, and the rest of SAM. Broadridge Financial Solutions, Inc.; Comarch SA; FIS Global; Fiserv, Inc.; InvestCloud; SS&C Technologies, Inc.; and Temenos Headquarters SA are among the leading companies in the market.

South America Wealth Management Platform Report Scope

Report Attribute	Details
Market size in 2021	US$ 183.87 Million
Market Size by 2028	US$ 313.64 Million
Global CAGR (2021 - 2028)	7.9%
Historical Data	2019-2020
Forecast period	2022-2028
Segments Covered	By Advisory Model Human Advisory Robo-Advisory Hybrid By Business Function Performance Management Risk and Compliance Management Portfolio Accounting and Trading Management Financial Advice Management Reporting By Deployment Type Cloud and On-Premises By End User Investment Management Firms Trading and Exchange Firms Banks Brokerage Firms
Regions and Countries Covered	South and Central America Brazil Argentina Rest of South and Central America
Market leaders and key company profiles	Broadridge Financial Solutions, Inc. Comarch SA FIS Global Fiserv, Inc. InvestCloud SS&C Technologies, Inc. Temenos Headquarters SA

Research Manager

Ankita Mittal

Manager,
Market Research & Consulting

Ankita is a dynamic market research and consulting professional with over 8 years of experience across the technology, media, ICT, and electronics & semiconductor sectors. She has successfully led and delivered 100+ consulting and research assignments for global clients such as Microsoft, Oracle, NEC Corporation, SAP, KPMG, and Expeditors International. Her core competencies include market assessment, data analysis, forecasting, strategy formulation, competitive intelligence, and report writing.

Ankita is adept at handling complete project cycles—from pre-sales proposal design and client discussions to post-sales delivery of actionable insights. She is skilled in managing cross-functional teams, structuring complex research modules, and aligning solutions with client-specific business goals. Her excellent communication, leadership, and presentation abilities have enabled her to consistently deliver value-driven outcomes in fast-paced and evolving market environments.

What are the South America Wealth Management Platform Market report deliverables?

Historical Analysis (2 Years), Base Year, Forecast (7 Years) with CAGR
PEST and SWOT Analysis
Market Size Value / Volume - Global, Regional, Country
Industry and Competitive Landscape
Excel Dataset

South America Wealth Management Platform Market Report Snapshots

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