Wealth Management Platform Market to 2027 - Global Analysis and Forecasts by Advisory Model (Human advisory, Robo advisory, Hybrid); Business Function (Performance Management, Risk and Compliance Management, Portfolio Accounting and Trading Management, Financial Advice Management, Reporting, Others); Deployment Type (Cloud, On-premise); End-User (Investment Management Firms, Trading and Exchange Firms, Banks, Brokerage Firms, Others)
Publication Month: Nov 2019
Report Code: TIPRE00007351 No. of Pages: 214 Category: Technology, Media and Telecommunications Status: Published
Wealth management platform market in global is expected to grow from US$ 2.20 Bn in 2018 to US$ 7.19 Bn by the year 2027. This represents a CAGR of 14.2% from the year 2019 to 2027.
Europe was the leading geographic market, and it is anticipated to be the highest revenue contributor throughout the forecast period. North America wealth management platform market size is expected to gradually increase in the coming years till 2027, owing to the increasing spending in the wealth management industry in the region.
Exhibit: Lucrative Regional Wealth Management Platform Markets
Market Insights
Growing inclination towards robo-advisory model expected to boost the market
The financial sector is continually integrating new technologies for providing financial services to its customers in cheaper as well as more efficient ways. These advanced and innovative technologies started gaining acceptance after the global financial crisis of 2007−08, during which strong regulations on traditional banks were imposed, and developments in the IT industry enhanced the incentives for the growth of nonbank as well as technology-based financial companies. For instance, the technological revolutions in the finance sector comprise mobile payments, ATMs (i.e., automated teller machines), and trade finance using blockchain. The technological interruptions in the field of wealth management services include robo-advisors, automated financial advisors designed to compete with human advisors. The robo-advisors provide information regarding various investment strategies related to a different goals, such as saving for large expenditures, retirement, and managing a stream of income to handle expenses more efficiently. The advantages of robo-advisory management wealth services over traditional services, involving human advisory, include easy accessibility, affordability, and the ability to offer their clients the option to obtain financial advice as well as handling investments at any time, from any place, with the help of an Internet connection. Robo-advisory allows the wealth management players to provide their services at low fees, permitting them to expand into their target market.
North America was the first region to introduce automated financial advisors. The wealth management firms and banks in the US adopted robo-advisory services to provide more comprehensive, effective, and efficient services to their customers. The primary factors that contributed to the early adoption of this technology in the region is the growing affordability as well as accessibility with rising internet penetration and low financial assistance fee. Similarly, APAC is also witnessing an increase in the number of robo-advisory users and asset under management (AUM).
Global Wealth Management Platform Market- Advisory Model Insights
The global Wealth Management Platform market by advisory model was led by human advisory segment. Hybrid segment held the second largest market in 2018 and is anticipated to increase its shares during the forecast period from 2019 – 2027.
Global Wealth Management Platform Market - Business Function Insights
The global Wealth Management Platform market by business function was led by portfolio accounting and trading management segment. Performance management segment held the second largest market in 2018 and is anticipated to increase its shares during the forecast period from 2019 – 2027.
Global Wealth Management Platform Market - Deployment Type Insights
The global Wealth Management Platform market by deployment type was led by portfolio cloud segment. On-premise segment held the second largest market in 2018 and is anticipated to increase its shares during the forecast period from 2019 – 2027.
Global Wealth Management Platform Market - End-User Insights
The global Wealth Management Platform market by end-user was led by investment management firms segment. Banks segment held the second largest market in 2018 and is anticipated to increase its shares during the forecast period from 2019 – 2027.
Exhibit: Rest of MEA Wealth Management Platform Market by Advisory Model
Strategic Insights
The market players present in wealth management platform market are mainly focusing on product enhancements by implementing advanced technologies. By signing partnership, contracts, joint ventures, funding, and inaugurating new offices across the world permit the company to maintain its brand name globally. Few of the recent developments are listed below:
2019: In November 2019, StratiFi Technologies, a US-based company integrates SS and C Technologies’s Black Diamond Wealth Platform to increase risk analysis and compliance capabilities for registered investment advisor (RIA) companies.
2019: Temenos Headquarters SA declared that ABN AMRO Bank N.V., a Dutch bank has gone live with Temenos’ WealthSuite platform, which would strengthen the bank’s international operations for corporate and private banking.
2018: In August 2018, InvestEdge, Inc., partnered with Midland States Bank, a US-based bank which is swiftly growing wealth management business with around US$ 3.0 Bn in assets. Through this partnership, the bank would become a direct client of the company. It would benefit from greater control over its wealth management platform and flexibility in offering solutions to clients.
GLOBAL WEALTH MANAGEMENT PLATFORM MARKET – MARKET SEGMENTATION
Global Wealth Management Platform Market by Advisory Model
- Human Advisory
- Robo-Advisory
- Hybrid
Global Wealth Management Platform Market by Business Function
- Performance Management
- Risk and Compliance Management
- Portfolio Accounting and Trading Management
- Financial Advice Management
- Reporting
- Others
Global Wealth Management Platform Market by Deployment Type
- Cloud
- On-premise
Global Wealth Management Platform Market by End-User
- Investment Management Firms
- Trading and Exchange Firms
- Banks
- Brokerage Firms
- Others
Global Wealth Management Platform Market by Region
- North America
- Europe
- Asia Pacific
- Middle East and Africa
- South America
Global Wealth Management Platform Market - Companies Mentioned
- Broadridge Financial Solutions, Inc.
- Comarch SA
- Fidelity National Information Services, Inc. (FIS)
- Finantix SpA
- Fiserv, Inc.
- InvestEdge, Inc.
- Profile Software
- SEI Investments Company
- SS and C Technologies, Inc.
- Temenos Headquarters SA
1. Introduction
1.1 Scope of the Study
1.2 The Insight Partners Research Report Guidance
1.3 Market Segmentation
1.3.1 Global Wealth Management Platform Market – By Advisory Model
1.3.2 Global Wealth Management Platform Market – By Business Function
1.3.3 Global Wealth Management Platform Market – By Deployment Type
1.3.4 Global Wealth Management Platform Market – By End-User
1.3.5 Global Wealth Management Platform Market – By Geography
2. Research Methodology
2.1 Coverage
2.2 Secondary Research
2.3 Primary Research
3. Key Takeaways
4. Wealth Management Platform Market Landscape
4.1 Market Overview
4.2 PEST Analysis
4.2.1 North America – PEST Analysis
4.2.2 Europe PEST Analysis
4.2.3 APAC PEST Analysis
4.2.4 Middle East & Africa PEST Analysis
4.2.5 SAM PEST Analysis
4.3 Ecosystem Analysis
4.4 Expert Opinion
5. Wealth Management Platform Market – Key Market Dynamics
5.1 Key Market Drivers
5.1.1 Rising Adoption of Robo-Advisors in Wealth Management
5.1.2 Growing number of High Net Worth Individuals Globally
5.2 Key Market Restraints
5.2.1 High-Profile Data Privacy and Security Concerns
5.3 Key Market Opportunities
5.3.1 Increasing Awareness of Long-Term Financial Planning Among Masses
5.4 Future Trends
5.4.1 Integration of Artificial Intelligence and Analytics in Wealth Management Platforms
5.5 Impact Analysis of Drivers And Restraints
6. Wealth Management Platform Market – Global Market Analysis
6.1 Global Wealth Management Platform Market Overview
6.2 Global Wealth management platform market Forecast and Analysis
6.3 Market Positioning- Top Five Players
7. Wealth Management Platform Market – By Deployment Type
7.1 Overview
7.2 Wealth Management Platform Market Breakdown, by Deployment Type, 2018 and 2027
7.3 Cloud
7.3.1 Overview
7.3.2 Cloud Market Revenue and Forecasts to 2027 (US$ Mn)
7.4 On-Premise
7.4.1 Overview
7.4.2 On-Premise Market Revenue and Forecasts to 2027 (US$ Mn)
8. Wealth Management Platform Market – By Advisory Model
8.1 Overview
8.2 Wealth Management Platform Market Breakdown, by Advisory Model, 2018 & 2027
8.3 Human advisory
8.3.1 Overview
8.3.2 Human advisory Market Revenue and Forecasts to 2027 (US$ Mn)
8.4 Robo-Advisory
8.4.1 Overview
8.4.2 Robo-Advisory Market Revenue and Forecasts to 2027 (US$ Mn)
8.5 Hybrid
8.5.1 Overview
8.5.2 Hybrid Market Revenue and Forecasts to 2027 (US$ Mn)
9. Wealth Management Platform Market – By Business Function
9.1 Overview
9.2 Wealth Management Platform Market Breakdown, by Business Function, 2018 & 2027
9.3 Performance Management
9.3.1 Overview
9.3.2 Performance Management Market Revenue and Forecasts to 2027 (US$ Mn)
9.4 Risk and Compliance Management
9.4.1 Overview
9.4.2 Risk and Compliance Management Market Revenue and Forecasts to 2027 (US$ Mn)
9.5 Portfolio Accounting and Trading Management
9.5.1 Overview
9.5.2 Portfolio Accounting and Trading Management Market Revenue and Forecasts to 2027 (US$ Mn)
9.6 Financial Advice Management
9.6.1 Overview
9.6.2 Financial Advice Management Market Revenue and Forecasts to 2027 (US$ Mn)
9.7 Reporting
9.7.1 Overview
9.7.2 Reporting Market Revenue and Forecasts to 2027 (US$ Mn)
9.8 Others
9.8.1 Overview
9.8.2 Others Market Revenue and Forecasts to 2027 (US$ Mn)
10. Wealth Management Platform Market Analysis– By End-User
10.1 Overview
10.2 Global Wealth Management Platform Market Breakdown, By End-User, 2018 & 2027
10.3 Investment Management Firms
10.3.1 Overview
10.3.2 Investment Management Firms Market Forecast and Analysis
10.4 Trading & Exchange Firms
10.4.1 Overview
10.4.2 Trading & Exchange Firms Market Forecast and Analysis
10.5 Banks
10.5.1 Overview
10.5.2 Banks Market Forecast and Analysis
10.6 Brokerage Firms
10.6.1 Overview
10.6.2 Brokerage Firms Market Forecast and Analysis
10.7 Others
10.7.1 Overview
10.7.2 Others Market Forecast and Analysis
11. Global Wealth Management Platform Market – Geographic Analysis
11.1 Overview
11.2 North America Wealth Management Platform Market, Revenue and Forecast To 2027
11.2.1 Overview
11.2.2 North America Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.2.3 North America Wealth Management Platform Market Breakdown, By Advisory Model
11.2.4 North America Wealth Management Platform Market Breakdown, By Business Function
11.2.5 North America Wealth Management Platform Market Breakdown, By Deployment Type
11.2.6 North America Wealth Management Platform Market Breakdown, By End User
11.2.7 North America Wealth Management Platform Market Breakdown, By Country
11.2.7.1 US Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.2.7.1.1 US Wealth Management Platform Market Breakdown, By Advisory Model
11.2.7.1.2 US Wealth Management Platform Market Breakdown, By Business Function
11.2.7.1.3 US Wealth Management Platform Market Breakdown, By Deployment Type
11.2.7.1.4 US Wealth Management Platform Market Breakdown, By End User
11.2.7.2 Canada Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.2.7.2.1 Canada Wealth Management Platform Market Breakdown, By Advisory Model
11.2.7.2.2 Canada Wealth Management Platform Market Breakdown, By Business Function
11.2.7.2.3 Canada Wealth Management Platform Market Breakdown, By Deployment Type
11.2.7.2.4 Canada Wealth Management Platform Market Breakdown, By End User
11.2.7.3 Mexico Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.2.7.3.1 Mexico Wealth Management Platform Market Breakdown, By Advisory Model
11.2.7.3.2 Mexico Wealth Management Platform Market Breakdown, By Business Function
11.2.7.3.3 Mexico Wealth Management Platform Market Breakdown, By Deployment Type
11.2.7.3.4 Mexico Wealth Management Platform Market Breakdown, By End User
11.3 Europe Wealth Management Platform Market, Revenue and Forecast To 2027
11.3.1 Overview
11.3.2 Europe Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.3 Europe Wealth Management Platform Market Breakdown, By Advisory Model
11.3.4 Europe Wealth Management Platform Market Breakdown, By Business Function
11.3.5 Europe Wealth Management Platform Market Breakdown, By Deployment Type
11.3.6 Europe Wealth Management Platform Market Breakdown, By End-User
11.3.7 Europe Wealth Management Platform Market Breakdown, By Country
11.3.7.1 Germany Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.7.1.1 Germany Wealth Management Platform Market Breakdown, By Advisory Model
11.3.7.1.2 Germany Wealth Management Platform Market Breakdown, By Business Function
11.3.7.1.3 Germany Wealth Management Platform Market Breakdown, By Deployment Type
11.3.7.1.4 Germany Wealth Management Platform Market Breakdown, By End-User
11.3.7.2 UK Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.7.2.1 UK Wealth Management Platform Market Breakdown, By Advisory Model
11.3.7.2.2 UK Wealth Management Platform Market Breakdown, By Business Function
11.3.7.2.3 UK Wealth Management Platform Market Breakdown, By Deployment Type
11.3.7.2.4 UK Wealth Management Platform Market Breakdown, By End-User
11.3.7.3 France Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.7.3.1 France Wealth Management Platform Market Breakdown, By Advisory Model
11.3.7.3.2 France Wealth Management Platform Market Breakdown, By Business Function
11.3.7.3.3 France Wealth Management Platform Market Breakdown, By Deployment Type
11.3.7.3.4 France Wealth Management Platform Market Breakdown, By End-User
11.3.7.4 Italy Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.7.4.1 Italy Wealth Management Platform Market Breakdown, By Advisory Model
11.3.7.4.2 Italy Wealth Management Platform Market Breakdown, By Business Function
11.3.7.4.3 Italy Wealth Management Platform Market Breakdown, By Deployment Type
11.3.7.4.4 Italy Wealth Management Platform Market Breakdown, By End-User
11.3.7.5 Russia Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.7.5.1 Russia Wealth Management Platform Market Breakdown, By Advisory Model
11.3.7.5.2 Russia Wealth Management Platform Market Breakdown, By Business Function
11.3.7.5.3 Russia Wealth Management Platform Market Breakdown, By Deployment Type
11.3.7.5.4 Russia Wealth Management Platform Market Breakdown, By End-User
11.3.7.6 Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.3.7.6.1 Rest of Europe Wealth Management Platform Market Breakdown, By Advisory Model
11.3.7.6.2 Rest of Europe Wealth Management Platform Market Breakdown, By Business Function
11.3.7.6.3 Rest of Europe Wealth Management Platform Market Breakdown, By Deployment Type
11.3.7.6.4 Rest of Europe Wealth Management Platform Market Breakdown, By End-User
11.4 APAC Wealth Management Platform Market, Revenue and Forecast To 2027
11.4.1 Overview
11.4.2 APAC Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.3 APAC Wealth Management Platform Market Breakdown, By Advisory Model
11.4.4 APAC Wealth Management Platform Market Breakdown, By Business Function
11.4.5 APAC Wealth Management Platform Market Breakdown, By Deployment Type
11.4.6 APAC Wealth Management Platform Market Breakdown, By End-User
11.4.7 APAC Wealth Management Platform Market Breakdown, By Country
11.4.7.1 Australia Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.7.1.1 Australia Wealth Management Platform Market Breakdown, By Advisory Model
11.4.7.1.2 Australia Wealth Management Platform Market Breakdown, By Business Function
11.4.7.1.3 Australia Wealth Management Platform Market Breakdown, By Deployment Type
11.4.7.1.4 Australia Wealth Management Platform Market Breakdown, By End-User
11.4.7.2 China Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.7.2.1 China Wealth Management Platform Market Breakdown, By Advisory Model
11.4.7.2.2 China Wealth Management Platform Market Breakdown, By Business Function
11.4.7.2.3 China Wealth Management Platform Market Breakdown, By Deployment Type
11.4.7.2.4 China Wealth Management Platform Market Breakdown, By End-User
11.4.7.3 Japan Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.7.3.1 Japan Wealth Management Platform Market Breakdown, By Advisory Model
11.4.7.3.2 Japan Wealth Management Platform Market Breakdown, By Business Function
11.4.7.3.3 Japan Wealth Management Platform Market Breakdown, By Deployment Type
11.4.7.3.4 Japan Wealth Management Platform Market Breakdown, By End-User
11.4.7.4 India Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.7.4.1 India Wealth Management Platform Market Breakdown, By Advisory Model
11.4.7.4.2 India Wealth Management Platform Market Breakdown, By Business Function
11.4.7.4.3 India Wealth Management Platform Market Breakdown, By Deployment Type
11.4.7.4.4 India Wealth Management Platform Market Breakdown, By End-User
11.4.7.5 South Korea Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.7.5.1 South Korea Wealth Management Platform Market Breakdown, By Advisory Model
11.4.7.5.2 South Korea Wealth Management Platform Market Breakdown, By Business Function
11.4.7.5.3 South Korea Wealth Management Platform Market Breakdown, By Deployment Type
11.4.7.5.4 South Korea Wealth Management Platform Market Breakdown, By End-User
11.4.7.6 Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.4.7.6.1 Rest of APAC Wealth Management Platform Market Breakdown, By Advisory Model
11.4.7.6.2 Rest of APAC Wealth Management Platform Market Breakdown, By Business Function
11.4.7.6.3 Rest of APAC Wealth Management Platform Market Breakdown, By Deployment Type
11.4.7.6.4 Rest of APAC Wealth Management Platform Market Breakdown, By End-User
11.5 MEA Wealth Management Platform Market, Revenue and Forecast To 2027
11.5.1 Overview
11.5.2 MEA Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.5.3 MEA Wealth Management Platform Market Breakdown, By Advisory Model
11.5.4 MEA Wealth Management Platform Market Breakdown, By Business Function
11.5.5 MEA Wealth Management Platform Market Breakdown, By Deployment Type
11.5.6 MEA Wealth Management Platform Market Breakdown, By End-User
11.5.7 MEA Wealth Management Platform Market Breakdown, By Country
11.5.7.1 UAE Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.5.7.1.1 UAE Wealth Management Platform Market Breakdown, By Advisory Model
11.5.7.1.2 UAE Wealth Management Platform Market Breakdown, By Business Function
11.5.7.1.3 UAE Wealth Management Platform Market Breakdown, By Deployment Type
11.5.7.1.4 UAE Wealth Management Platform Market Breakdown, By End-Users
11.5.7.2 Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.5.7.2.1 Saudi Arabia Wealth Management Platform Market Breakdown, By Advisory Model
11.5.7.2.2 Saudi Arabia Wealth Management Platform Market Breakdown, By Business Function
11.5.7.2.3 Saudi Arabia Wealth Management Platform Market Breakdown, By Deployment Type
11.5.7.2.4 Saudi Arabia Wealth Management Platform Market Breakdown, By End-Users
11.5.7.3 South Africa Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.5.7.3.1 South Africa Wealth Management Platform Market Breakdown, By Advisory Model
11.5.7.3.2 South Africa Wealth Management Platform Market Breakdown, By Business Function
11.5.7.3.3 South Africa Wealth Management Platform Market Breakdown, By Deployment Type
11.5.7.3.4 South Africa Wealth Management Platform Market Breakdown, By End-Users
11.5.7.4 Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.5.7.4.1 Rest of MEA Wealth Management Platform Market Breakdown, By Advisory Model
11.5.7.4.2 Rest of MEA Wealth Management Platform Market Breakdown, By Business Function
11.5.7.4.3 Rest of MEA Wealth Management Platform Market Breakdown, By Deployment Type
11.5.7.4.4 Saudi Arabia Wealth Management Platform Market Breakdown, By End-Users
11.6 SAM Wealth Management Platform Market, Revenue and Forecast To 2027
11.6.1 Overview
11.6.2 SAM Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.6.3 SAM Wealth Management Platform Market Breakdown, By Advisory Model
11.6.4 SAM Wealth Management Platform Market Breakdown, By Business Function
11.6.5 SAM Wealth Management Platform Market Breakdown, By Deployment Type
11.6.6 SAM Wealth Management Platform Market Breakdown, By End-User
11.6.7 SAM Wealth Management Platform Market Breakdown, By Country
11.6.7.1 Brazil Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.6.7.1.1 Brazil Wealth Management Platform Market Breakdown, By Advisory Model
11.6.7.1.2 Brazil Wealth Management Platform Market Breakdown, By Business Function
11.6.7.1.3 Brazil Wealth Management Platform Market Breakdown, By Deployment Type
11.6.7.1.4 Brazil Wealth Management Platform Market Breakdown, By End-User
11.6.7.2 Argentina Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.6.7.2.1 Argentina Wealth Management Platform Market Breakdown, By Advisory Model
11.6.7.2.2 Argentina Wealth Management Platform Market Breakdown, By Business Function
11.6.7.2.3 Argentina Wealth Management Platform Market Breakdown, By Deployment Type
11.6.7.2.4 Argentina Wealth Management Platform Market Breakdown, By End-User
11.6.7.3 Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
11.6.7.3.1 Rest of SAM Wealth Management Platform Market Breakdown, By Advisory Model
11.6.7.3.2 Rest of SAM Wealth Management Platform Market Breakdown, By Business Function
11.6.7.3.3 Rest of SAM Wealth Management Platform Market Breakdown, By Deployment Type
11.6.7.3.4 Rest of SAM Wealth Management Platform Market Breakdown, By End-User
12. Wealth Management Platform Market - Industry Landscape
12.1 Market Initiatives
12.2 Mergers and Acquisitions
12.3 New Developments
13. Wealth Management Platform Market - Company Profiles
13.1 Broadridge Financial Solutions, Inc.
13.1.1 Key Facts
13.1.2 Business Description
13.1.3 Products and Services
13.1.4 Financial Overview
13.1.5 SWOT Analysis
13.1.6 Key Developments
13.2 Comarch SA
13.2.1 Key Facts
13.2.2 Business Description
13.2.3 Products and Services
13.2.4 Financial Overview
13.2.5 SWOT Analysis
13.2.6 Key Developments
13.3 Fidelity National Information Services, Inc. (FIS)
13.3.1 Key Facts
13.3.2 Business Description
13.3.3 Products and Services
13.3.4 Financial Overview
13.3.5 SWOT Analysis
13.3.6 Key Developments
13.4 Finantix SpA
13.4.1 Key Facts
13.4.2 Business Description
13.4.3 Products and Services
13.4.4 Financial Overview
13.4.5 SWOT Analysis
13.4.6 Key Developments
13.5 Fiserv, Inc.
13.5.1 Key Facts
13.5.2 Business Description
13.5.3 Products and Services
13.5.4 Financial Overview
13.5.5 SWOT Analysis
13.5.6 Key Developments
13.6 InvestEdge, Inc.
13.6.1 Key Facts
13.6.2 Business Description
13.6.3 Products and Services
13.6.4 Financial Overview
13.6.5 SWOT Analysis
13.6.6 Key Developments
13.7 Profile Software
13.7.1 Key Facts
13.7.2 Business Description
13.7.3 Business Description
13.7.4 Financial Overview
13.7.5 SWOT Analysis
13.7.6 Key Developments
13.8 SEI Investments Company
13.8.1 Key Facts
13.8.2 Business Description
13.8.3 Products and Services
13.8.4 Financial Overview
13.8.5 SWOT Analysis
13.8.6 Key Developments
13.9 SS and C Technologies, Inc.
13.9.1 Key Facts
13.9.2 Business Description
13.9.3 Products and Services
13.9.4 Financial Overview
13.9.5 SWOT Analysis
13.9.6 Key Developments
13.10 Temenos Headquarters SA
13.10.1 Key Facts
13.10.2 Business Description
13.10.3 Products and Services
13.10.4 Financial Overview
13.10.5 SWOT Analysis
13.10.6 Key Developments
14. Appendix
14.1 About The Insight Partners
14.2 Glossary of Terms
LIST OF TABLES
Table 1. Global Wealth management platform market, Revenue and Forecast to 2027 (US$ Mn)
Table 2. Global Wealth Management Platform Market, Revenue and Forecast To 2027, By Geography (US$ Mn)
Table 3. North America Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 4. North America Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 5. North America Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 6. North America Wealth Management Platform Market, Revenue and Forecast To 2027 – By End User (US$ Mn)
Table 7. North America Wealth Management Platform Market, Revenue and Forecast To 2027 – By Country (US$ Mn)
Table 8. US Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 9. US Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 10. US Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 11. US Wealth Management Platform Market, Revenue and Forecast To 2027 – By End User (US$ Mn)
Table 12. Canada Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 13. Canada Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 14. Canada Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 15. Canada Wealth Management Platform Market, Revenue and Forecast To 2027 – By End User (US$ Mn)
Table 16. Mexico Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 17. Mexico Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 18. Mexico Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 19. Mexico Wealth Management Platform Market, Revenue and Forecast To 2027 – By End User (US$ Mn)
Table 20. Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 21. Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 22. Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 23. Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 24. Germany Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 25. Germany Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 26. Germany Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 27. Germany Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 28. UK Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 29. UK Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 30. UK Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 31. UK Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 32. France Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 33. France Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 34. France Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 35. France Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 36. Italy Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 37. Italy Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 38. Italy Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 39. Italy Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 40. Russia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 41. Russia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 42. Russia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 43. Russia Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 44. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 45. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 46. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 47. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 48. APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 49. APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 50. APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 51. APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 52. Australia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 53. Australia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 54. Australia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 55. Australia Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 56. China Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 57. China Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 58. China Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 59. China Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 60. Japan Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 61. Japan Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 62. Japan Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 63. Japan Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 64. India Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 65. India Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 66. India Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 67. India Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 68. South Korea Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 69. South Korea Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 70. South Korea Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 71. South Korea Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 72. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 73. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 74. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 75. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 76. MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 77. MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 78. MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 79. MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-Users (US$ Mn)
Table 80. UAE Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 81. UAE Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 82. UAE Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 83. UAE Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-Users (US$ Mn)
Table 84. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 85. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 86. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 87. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-Users (US$ Mn)
Table 88. South Africa Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 89. South Africa Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 90. South Africa Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 91. South Africa Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-Users (US$ Mn)
Table 92. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 93. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 94. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 95. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-Users (US$ Mn)
Table 96. SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 97. SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 98. SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 99. SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 100. Brazil Wealth Management Platform Market, Revenue and Forecast To 2027 – By Advisory Model (US$ Mn)
Table 101. Brazil Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 102. Brazil Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 103. Brazil Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 104. Argentina Wealth Management Platform Market, Revenue and Forecast To 2027 – By Solution (US$ Mn)
Table 105. Argentina Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 106. Argentina Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 107. Argentina Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 108. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By Solution (US$ Mn)
Table 109. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By Business Function (US$ Mn)
Table 110. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By Deployment Type (US$ Mn)
Table 111. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2027 – By End-User (US$ Mn)
Table 112. Glossary of Term: Wealth Management Platform Market
LIST OF FIGURES
Figure 1. Wealth Management Platform Market Segmentation
Figure 2. Wealth Management Platform Market Segmentation - Geography
Figure 3. Wealth Management Platform Market, by Advisory Model
Figure 4. Wealth Management Platform Market, by Deployment Type
Figure 5. Wealth Management Platform Market, by Geography
Figure 6. Wealth Management Platform Market Overview
Figure 7. Human Resource Management Software Market : Competition Landscape
Figure 8. North America – PEST Analysis
Figure 9. Europe PEST Analysis
Figure 10. APAC PEST Analysis
Figure 11. Middle East & Africa PEST Analysis
Figure 12. SAM PEST Analysis
Figure 13. Global Wealth Management Platform Market- Ecosystem Analysis
Figure 14. Wealth Management Platform Market Impact Analysis of Driver and Restraints
Figure 15. Global Wealth Management Platform Market- Geographical Analysis
Figure 16. Global Wealth management platform market Forecast and Analysis, (US$ Mn)
Figure 17. Wealth Management Platform Market Breakdown, by Deployment Type, 2018 and 2027 (%)
Figure 18. Cloud Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 19. On-Premise Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 20. Wealth Management Platform Market Breakdown, by Advisory Model, 2018 & 2027 (%)
Figure 21. Human advisory Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 22. Robo-Advisory Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 23. Hybrid Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 24. Wealth Management Platform Market Breakdown, by Business Function, 2018 & 2027 (%)
Figure 25. Performance Management Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 26. Risk and Compliance Management Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 27. Portfolio Accounting and Trading Management Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 28. Financial Advice Management Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 29. Reporting Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 30. Others Market Revenue and Forecasts to 2027 (US$ Mn)
Figure 31. Global Wealth Management Platform Market Breakdown, By End-User, 2018 & 2027 (%)
Figure 32. Global Investment Management Firms Market Revenue and Forecast To 2027(US$ Mn)
Figure 33. Global Trading & Exchange Firms Market Revenue and Forecast To 2027(US$ Mn)
Figure 34. Global Banks Market Revenue and Forecast To 2027(US$ Mn)
Figure 35. Global Brokerage Firms Market Revenue and Forecast To 2027(US$ Mn)
Figure 36. Global Others Market Revenue and Forecast To 2027(US$ Mn)
Figure 37. Global Wealth Management Platform Market Breakdown, By Region, 2018 and 2027 (%)
Figure 38. North America Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 39. North America Wealth Management Platform Market Breakdown, By Advisory Model, 2018 and 2027 (%)
Figure 40. North America Wealth Management Platform Market Breakdown, By Business Function, 2018 and 2027 (%)
Figure 41. North America Wealth Management Platform Market Breakdown, By Deployment Type, 2018 and 2027 (%)
Figure 42. North America Wealth Management Platform Market Breakdown, By End User, 2018 and 2027 (%)
Figure 43. North America Wealth Management Platform Market Breakdown, By Country, 2018 and 2027(%)
Figure 44. US Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 45. Canada Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 46. Mexico Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 47. Europe Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 48. Europe Wealth Management Platform Market Breakdown, By Advisory Model, 2018 and 2027 (%)
Figure 49. Europe Wealth Management Platform Market Breakdown, By Business Function, 2018 and 2027 (%)
Figure 50. Europe Wealth Management Platform Market Breakdown, By Deployment Type, 2018 and 2027 (%)
Figure 51. Europe Wealth Management Platform Market Breakdown, By End-User, 2018 and 2027 (%)
Figure 52. Europe Wealth Management Platform Market Breakdown, By Country, 2018 and 2027(%)
Figure 53. Germany Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 54. UK Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 55. France Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 56. Italy Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 57. Russia Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 58. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 59. APAC Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 60. APAC Wealth Management Platform Market Breakdown, By Advisory Model, 2018 and 2027 (%)
Figure 61. APAC Wealth Management Platform Market Breakdown, By Business Function, 2018 and 2027 (%)
Figure 62. APAC Wealth Management Platform Market Breakdown, By Deployment Type, 2018 and 2027 (%)
Figure 63. APAC Wealth Management Platform Market Breakdown, By End-User, 2018 and 2027 (%)
Figure 64. APAC Wealth Management Platform Market Breakdown, By Country, 2018 and 2027(%)
Figure 65. Australia Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 66. China Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 67. Japan Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 68. India Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 69. South Korea Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 70. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 71. MEA Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 72. MEA Wealth Management Platform Market Breakdown, By Advisory Model, 2018 and 2027 (%)
Figure 73. MEA Wealth Management Platform Market Breakdown, By Business Function, 2018 and 2027 (%)
Figure 74. MEA Wealth Management Platform Market Breakdown, By Deployment Type, 2018 and 2027 (%)
Figure 75. MEA Wealth Management Platform Market Breakdown, By End-User, 2018 and 2027 (%)
Figure 76. MEA Wealth Management Platform Market Breakdown, By Country, 2018 and 2027(%)
Figure 77. UAE Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 78. Saudi Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 79. South Africa Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 80. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 81. SAM Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 82. SAM Wealth Management Platform Market Breakdown, By Advisory Model, 2018 and 2027 (%)
Figure 83. SAM Wealth Management Platform Market Breakdown, By Business Function, 2018 and 2027 (%)
Figure 84. SAM Wealth Management Platform Market Breakdown, By Deployment Type, 2018 and 2027 (%)
Figure 85. SAM Wealth Management Platform Market Breakdown, By End-User, 2018 and 2027 (%)
Figure 86. SAM Wealth Management Platform Market Breakdown, By Country, 2018 and 2027(%)
Figure 87. Brazil Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 88. Argentina Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
Figure 89. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2027 (US$ Mn)
The List of Companies
- Broadridge Financial Solutions, Inc.
- Comarch SA
- Fidelity National Information Services, Inc. (FIS)
- Finantix SpA
- Fiserv, Inc.
- InvestEdge, Inc.
- Profile Software
- SEI Investments Company
- SS and C Technologies, Inc.
- Temenos Headquarters SA
- Save and reduce time carrying out entry-level research by identifying the growth, size, leading players and segments in the global wealth management platform market.
- Highlights key business priorities in order to assist companies to realign their business strategies.
- The key findings and recommendations highlight crucial progressive industry trends in the global wealth management platform market, thereby allowing players across the value chain to develop effective long-term strategies.
- Develop/modify business expansion plans by using substantial growth offering developed and emerging markets.
- Scrutinize in-depth global market trends and outlook coupled with the factors driving the market, as well as those hindering it.
- Enhance the decision-making process by understanding the strategies that underpin commercial interest with respect to client products, segmentation, pricing and distribution.