财富管理软件市场基于(主要地区、市场参与者、规模和份额)- 预测至 2031 年

  • Report Code : TIPRE00039237
  • Category : Banking, Financial Services, and Insurance
  • No. of Pages : 150
Buy Now

Wealth Management Software Market Scope 2031

Buy Now

财富管理软件市场规模预计将从 2023 年的 45.1 亿美元增长到 2031 年的 129.2 亿美元;预计从 2023 年到 2031 年,其复合年增长率将达到 14.1%。由于当前财富管理软件市场趋势及其在预测期内可预见的影响,财富管理软件市场具有增长前景。财富管理软件市场的增长得益于金融技术的进步、对财富管理流程自动化的需求不断增加以及数字化和流程自动化等因素。

财富管理软件市场分析

财富管理软件是一种旨在帮助个人和财务顾问管理其客户的投资、资产和金融投资组合的工具。它允许用户跟踪和分析各种金融工具,例如股票、债券、共同基金和房地产持有量。财富管理软件可用于投资组合管理、财务规划、风险评估和报告。用户可以输入自己的财务目标和风险承受能力,软件可以推荐投资策略并据此分配资产。财富管理软件简化了管理任务,通过数据分析改善了决策,提供了财务健康状况的全面概述,并增强了顾问和客户之间的沟通。

财富管理软件市场行业概况

  • 财富管理软件可以更有效地管理财富,帮助个人实现财务目标。它具有诸多优势,例如提高效率、改善风险管理、个性化投资策略以及随着客户群增长而扩展运营的能力。
  • 随着技术的进步,财富管理软件工具变得越来越复杂,提供更好的功能,例如投资组合分析、风险评估和个性化财务规划。
  • 财富管理软件竞争激烈,各公司不断创新,以提供有效管理财富的最佳解决方案。

财富管理软件市场驱动因素

金融技术的进步推动财富管理软件市场

  • 金融技术 (fintech) 的进步正在推动财富管理软件市场的增长。随着越来越多的人寻求有效的财务管理方式,对数字解决方案的需求激增。
  • 人工智能、机器学习和大数据分析等金融科技创新使财富管理软件能够提供更复杂的功能。例如,Wealthfront 和 Betterment 等平台利用算法来自动化投资决策并为用户提供个性化建议。
  • 此外,移动应用程序和在线平台使财务管理更加方便和便捷,推动了财富管理软件市场增长的进一步普及。

财富管理软件市场报告细分分析

  • 基于组成部分,财富管理软件市场细分为软件和服务。预计软件部门将在 2023 年占据相当大的财富管理软件市场份额。

按地区划分的财富管理软件市场份额分析

财富管理软件市场的范围主要分为五个地区——北美、欧洲、亚太地区、中东和非洲以及南美。北美正在经历快速增长,预计将占据相当大的财富管理软件市场份额。北美是技术的早期采用者;随着经济的强劲发展和越来越多的高净值人士寻求财务建议,该地区对有效管理财富的数字解决方案的需求很高。

财富管理软件市场报告范围

“财富管理软件市场分析”是基于组件、部署、咨询模式、最终用户和地理位置进行的。在组件的基础上,市场细分为软件和服务。在部署的基础上,市场细分为云和本地。在咨询模式的基础上,市场细分为人工咨询、机器人咨询和混合。根据最终用户,市场细分为银行、投资管理公司、交易和交易所公司、经纪公司和其他。根据地理位置,市场细分为北美、欧洲、亚太地区、中东和非洲和南美洲。

财富管理软件市场新闻和最新发展

在财富管理软件市场,公司采用并购等无机和有机战略。以下列出了一些近期的关键市场发展:

  • 2024 年 4 月,Endowus 宣布推出全方位服务的财富管理平台,这是其持续投资技术以更好地满足香港投资者需求的结果。全方位服务的推出使香港的投资者能够更好地选择、精心策划的建议并控制自己的财富。

[来源:Endowus,新闻稿]

  • 2024 年 3 月,独立金融集团 (IFG) 加强了与 Envestnet 的持续合作伙伴关系,使其超过 600 名独立金融专业人士组成的网络能够更多地访问 Envestnet 的财富管理解决方案生态系统。

[来源:独立金融集团,新闻稿]

财富管理软件市场报告范围和交付成果

财富管理软件市场预测是根据各种二手和一手研究结果估算的,例如主要公司出版物、协会数据和数据库。市场报告“财富管理软件市场规模和预测(2021-2031)”对市场进行了详细分析,涵盖以下领域-

  • 市场规模和对范围内涵盖的所有关键细分市场的全球、区域和国家层面进行预测。
  • 市场动态,如驱动因素、限制因素和关键机遇。
  • 主要的未来趋势。
  • 详细的 PEST 和 SWOT 分析
  • 全球和区域市场分析,涵盖关键市场趋势、关键参与者、法规和最近的市场发展。
  • 行业格局和竞争分析,涵盖市场集中度、热图分析、关键参与者和最新发展。
  • 详细的公司简介。
Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

This text is related
to segments covered.

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
Country Scope

This text is related
to country scope.

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.

Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.

  1. Primary Research:

The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.

For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.

A typical research interview fulfils the following functions:

  • Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
  • Validates and strengthens in-house secondary research findings
  • Develops the analysis team’s expertise and market understanding

Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:

  • Industry participants: VPs, business development managers, market intelligence managers and national sales managers
  • Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.

Below is the breakup of our primary respondents by company, designation, and region:

Research Methodology

Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.

  1. Data Analysis:

Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.

  • Macro-Economic Factor Analysis:

We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.

  • Country Level Data:

Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.

  • Company Profile:

The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.

  • Developing Base Number:

Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.

  1. Data Triangulation and Final Review:

The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.

We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.

We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.

Your data will never be shared with third parties, however, we may send you information from time to time about our products that may be of interest to you. By submitting your details, you agree to be contacted by us. You may contact us at any time to opt-out.

Related Reports