Wealth Management Platform Market Size, Share, Analysis Report

Wealth Management Platform Market By Advisory Model analysis (Human advisory, Robo advisory, Hybrid); By Business Function analysis (Financial advice management, Portfolio, accounting, and trading management, Performance management, Risk and compliance management, Reporting); By Deployment Model analysis (Cloud, On-premises); By End-User Industry analysis (Banks, Investment management firms, Trading and exchange firms, Brokerage firms) and by Regional Analysis - Global Forecast by

The Wealth Management Platform Market is expected to be around US$ 5 Billion by 2027 at a CAGR of 13.5% in the given forecast period.

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MARKET SNAPSHOT

Major Players

Study period:

2022-2027

Base Year:

2021

CAGR:

13

Fastest Growing Market:

APAC

Largest Market:

North America

REPORT DESCRIPTION

The constant growth in the number of overall HNWIs, compliance with stringent industry regulations and digitalization, and process automation are anticipated to be the main factors in fuelling the rise of the wealth management platform market. Nevertheless, a higher dependency on the traditional methods is anticipated to act as a main restraining factor for the increase in the market.

How Big is The Global Wealth Management Platform Market?

The Wealth Management Platform Market is expected to be around US$ 5 Billion by 2027 at a CAGR of 13.5% in the given forecast period.

The major driving factors of Wealth Management Platform Market are as follows:

  • Constant Rise in Global HNWIs
  • Compliance with Stringent Industry Regulations

The major restraining factors of Wealth Management Platform Market are as follows:

  • Higher Dependency on Traditional Methods

The major opportunities factor of Wealth Management Platform Market are as follows:

  • Rising Innovations in the Fintech Industry
  • Adoption of Blockchain and AI in the Wealth Management Platform Market

The major challenges factor of Wealth Management Platform Market are as follows:

  • Lack of Awareness About Wealth Management Solutions and Inadequate Technical Expertise Among Enterprise Professionals

The Wealth Management Platform Market has been segmented as below:

By Advisory Model analysis:

  • Human advisory
  • Robo advisory
  • Hybrid

By Business Function analysis:

  • Financial advice management
  • Portfolio, accounting, and trading management
  • Performance management
  • Risk and compliance management
  • Reporting
  • Others (billing and benchmarking)

By Deployment Model analysis:

  • Cloud
  • On-premises

By End-User Industry analysis:

  • Banks
  • Investment management firms
  • Trading and exchange firms
  • Brokerage firms
  • Others

The Wealth Management Platform Market is segmented on the lines of its advisory model, business function, deployment model, end user and regional. Based on advisory model is segmented into Human advisory, Robo advisory and Hybrid. Based on business function is segmented into Financial advice management, Portfolio, accounting, and trading management, Performance management, Risk and compliance management, Reporting and Others. Based on deployment model is segmented into Cloud and On-premises. Based on end user is segmented into Banks, Investment management firms, Trading and exchange firms, Brokerage firms and Others. The Wealth Management Platform Market on geographic segmentation covers various regions such as North America, Europe, Asia Pacific and Latin America. Each geographic market is further segmented to provide market revenue for select countries such as the U.S., Canada, U.K. Germany, China, Japan, India, Brazil, and GCC countries.

This report provides:

1) An overview of the global market for Wealth Management Platform Market and related technologies.
2) Analyses of global market trends, with data from 2019, estimates for 2020 and 2021, and projections of compound annual growth rates (CAGRs) through 2027.
3) Identifications of new market opportunities and targeted promotional plans for Wealth Management Platform Market

4) Discussion of research and development, and the demand for new products and new applications.
5) Comprehensive company profiles of major players in the industry. 

Report scope:

The scope of the report includes a detailed study of Wealth Management Platform Market with the reasons given for variations in the growth of the industry in certain regions.

The report covers detailed competitive outlook including the market share and company profiles of the key participants operating in the global market. Key players profiled in the report SS&C, Fiserv, Broadridge, FIS, Profile Software, Temenos, SEI Investments Company, Investedge, Finantix, Comarch, Objectway and Dorsum. Company profile includes assign such as company summary, financial summary, business strategy and planning, SWOT analysis and current developments.

The Top Companies Report is intended to provide our buyers with a snapshot of the industry’s most influential players.

Reasons to Buy this Report:

1) Obtain the most up to date information available on all Wealth Management Platform Market.

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1.    Introduction
    1.1    Report Description
    1.2    Markets Covered
    1.3    Stakeholders

2.    Research Methodology
    2.1    Research Data
    2.2    Market Size Estimation and Data Triangulation
    2.3    Research Assumptions

3.    Summary with Insights

4.    Market Overview
    4.1    Introduction
    4.2    Drivers
    4.3    Restraints
    4.4    Industry Trends
    4.5    Porter’s Five Forces Analysis

5.    Wealth Management Platform Market Analysis, By Advisory Model
    5.1    Human advisory
    5.2    Robo advisory
    5.3    Hybrid

6.    Wealth Management Platform Market Analysis, By Business Function
    6.1    Financial advice management
    6.2    Portfolio, accounting, and trading management
    6.3    Performance management
    6.4    Risk and compliance management
    6.5    Reporting
    6.6    Others (billing and benchmarking)

7.    Wealth Management Platform Market Analysis, By Deployment Model
    7.1    Cloud
    7.2    On-premises

8.    Wealth Management Platform Market Analysis, By End-User
    8.1    Banks
    8.2    Investment management firms
    8.3    Trading and exchange firms
    8.4    Brokerage firms
    8.5    Others

9.    Competitive Overview
    9.1    Introduction
    9.2    New Product Launches
    9.3    Acquisitions
    9.4    Agreements, Partnerships, And Collaborations
    9.5    Expansions

10.    Company Profiles
    10.1    SS&C
    10.2    Fiserv
    10.3    Broadridge
    10.4    FIS
    10.5    Profile Software
    10.6    Temenos
    10.7    SEI Investments Company
    10.8    Investedge
    10.9    Finantix
    10.10    Comarch
    10.11    Objectway
    10.12    Dorsum

The Wealth Management Platform Market has been segmented as below:

By Advisory Model analysis:

  • Human advisory
  • Robo advisory
  • Hybrid

By Business Function analysis:

  • Financial advice management
  • Portfolio, accounting, and trading management
  • Performance management
  • Risk and compliance management
  • Reporting
  • Others (billing and benchmarking)

By Deployment Model analysis:

  • Cloud
  • On-premises

By End-User Industry analysis:

  • Banks
  • Investment management firms
  • Trading and exchange firms
  • Brokerage firms
  • Others

Got a question? We've got answers. If you have some other questions, see our support center.

The market is expected to grow at a CAGR of 13.5% during the study period (2022-2027)
The Wealth Management Platform Market is expected to be around US$ 5 Billion by 2027
The segment included in Wealth Management Platform Market is Advisory Model, Business Function, Deployment Model, End-User Industry and region.
Some key players operating in the Wealth Management Platform Market include IBM Corporation, Microsoft Corporation, Google Inc., Intel Corporation
We can offer several formats of the market research reports including, • PDF • PPT • Spreadsheet/ Workbook

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