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Wealth Management Platform Market Forecast to 2028 - COVID-19 Impact and Global Analysis By Advisory Model, Business Function, Deployment Type, and End User

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    Report

  • 203 Pages
  • February 2022
  • Region: Global
  • The Insight Partners
  • ID: 4876889
UP TO OFF until Jun 30th 2024
The global wealth management platform market is expected to grow from US$ 3,710.4 million in 2021 to US$ 9,197.6 million by 2028; it is estimated to grow at a CAGR of 13.8% from 2021 to 2028.



Long-term financial planning is a procedure of aligning the financial capacity of an individual with long-term service goals by financial forecasting. Different governments globally have an overall long-term financial planning process that encourages the discussion of a long-range perspective used by decision-makers. Wealth management tools help minimize financial difficulties by generating long-term and strategic thinking. They are essential for effective communication with external and internal stakeholders. Adoption of Al and analytics provides the analysis phase to provide information that aids in the strategizing and planning. The analysis phase comprises financial and forecasts analysis, often associated with long-term financial planning. It also involves information gathering, trend forecasting, and analysis. These analyses create awareness about long-term financial planning among the masses, which would create lucrative opportunities for the wealth management platform market during the forecast period.

North America has the highest rate of advanced technology adoption due to favorable government policies fostering innovation and enhancing infrastructural abilities. As a result, every factor affecting the region's industrial performance obstructs its economic development. The US has become the world's worst-affected country due to the COVID-19 outbreak, causing governments to impose a number of limitations on industrial, commercial, and public activities in the country to contain the disease's spread. According to the Center for Strategic and International Studies, due to the COVID-19 impact, the US experienced a contraction in GDP. As per the recent World Health Organization (WHO) statistics, presently, the US is the world's worst-affected country due to the COVID-19 outbreak, with the highest number of confirmed cases and deaths. The high number of COVID cases has negatively impacted the country's and region's economies. There has been a decline in overall business activities and growth of various industries operating in the region. Thus, this has affected the revenue of key wealth management platform market players operating in North America. The business shutdowns and cancellation and postponement of product launches across the US, Canada, and Mexico have impacted the adoption of the wealth management platform market in 2020.

Broadridge Financial Solutions, Inc.; Comarch SA; FIS Global; InvestCloud; Fiserv, Inc.; InvestEdge, Inc.; Profile Software S.A.; SEI Investments Developments, Inc.; SS&C Technologies, Inc.; and Temenos Headquarters SA are a few key companies operating in the wealth management platform market. The report comprises secondary research work on other companies that hold a significant wealth management platform market share.

The overall wealth management platform market size has been derived using both primary and secondary sources. To begin the research process, exhaustive secondary research has been conducted using internal and external sources to obtain qualitative and quantitative information related to the market. The process also serves the purpose of obtaining an overview and forecast for the wealth management platform market with respect to all the segments pertaining to the region. Also, multiple primary interviews have been conducted with industry participants and commentators to validate the data and gain more analytical insights into the topic. The participants of this process include industry experts such as VPs, business development managers, market intelligence managers, and national sales managers, along with external consultants such as valuation experts, research analysts, and key opinion leaders, specializing in the wealth management platform market.

Reasons to Buy
  • Save and reduce time carrying out entry-level research by identifying the growth, size, leading players, and segments in the 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 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

Table of Contents

1. Introduction
1.1 Scope of the Study
1.2 Research Report Guidance
1.3 Market Segmentation
1.3.1 Global Wealth Management Platform Market - By Business Function
1.3.2 Global Wealth Management Platform Market - By Advisory Model
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. Key Takeaways

3. Research Methodology
3.1 Coverage
3.2 Secondary Research
3.3 Primary Research

4. Wealth Management Platform Market Landscape
4.1 Market Overview
4.2 PEST Analysis
4.2.1 North America
4.2.2 Europe
4.2.3 APAC
4.2.4 MEA
4.2.5 SAM
4.3 Ecosystem Analysis
4.4 Expert Opinion
4.5 Global Wealth Management Platform Market Breakdown, By End User, By Business Function, 2021 (US$ Mn)

5. Wealth Management Platform Market - Key Market Dynamics
5.1 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 Market Restraints
5.2.1 High-Profile Data Privacy and Security Concerns
5.3 Market Opportunities
5.3.1 Increasing Awareness of Long-Term Financial Planning
5.4 Future Trends
5.4.1 Integration of AI 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 Ten Players

7. Wealth Management Platform Market - By Deployment Type
7.1 Overview
7.2 Wealth Management Platform, by Deployment Type (2020 and 2028)
7.3 Cloud
7.3.1 Overview
7.3.2 Cloud: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
7.4 On-Premise
7.4.1 Overview
7.4.2 On-Premise: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)

8. Wealth Management Platform Market - By Advisory Model
8.1 Overview
8.2 Wealth Management Platform, by Advisory Model (2020 and 2028)
8.3 Human advisory
8.3.1 Overview
8.3.2 Human Advisory: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
8.4 Robo Advisory
8.4.1 Overview
8.4.2 Robo Advisory: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
8.5 Hybrid
8.5.1 Overview
8.5.2 Hybrid: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)

9. Wealth Management Platform Market - By Business Function
9.1 Overview
9.2 Wealth Management Platform, by Business Function (2020 and 2028)
9.3 Performance Management
9.3.1 Overview
9.3.2 Performance Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
9.4 Risk and Compliance Management
9.4.1 Overview
9.4.2 Risk and Compliance Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
9.5 Portfolio Accounting and Trading Management
9.5.1 Overview
9.5.2 Portfolio Accounting and Trading Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
9.6 Financial Advice Management
9.6.1 Overview
9.6.2 Financial Advice Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
9.7 Reporting
9.7.1 Overview
9.7.2 Reporting: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
9.8 Others
9.8.1 Overview
9.8.2 Others: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)

10. Wealth Management Platform Market Analysis - By End User
10.1 Overview
10.2 Wealth Management Platform, by End User (2020 and 2028)
10.3 Investment Management Firms
10.3.1 Overview
10.3.2 Investment Management Firms: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
10.4 Trading & Exchange Firms
10.4.1 Overview
10.4.2 Trading & Exchange Firms: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
10.5 Banks
10.5.1 Overview
10.5.2 Banks: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
10.6 Brokerage Firms
10.6.1 Overview
10.6.2 Brokerage Firms: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
10.7 Others
10.7.1 Overview
10.7.2 Others: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)

11. Wealth Management Platform Market - Geographic Analysis
11.1 Overview
11.2 North America Wealth Management Platform Market, Revenue and Forecast To 2028
11.2.1 Overview
11.2.2 North America Wealth Management Platform Market, Revenue and Forecast To 2028 (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 2028 (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 2028 (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 2028 (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 2028
11.3.1 Overview
11.3.2 Europe Wealth Management Platform Market, Revenue and Forecast To 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 2028
11.4.1 Overview
11.4.2 APAC Wealth Management Platform Market, Revenue and Forecast To 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 2028
11.5.1 Overview
11.5.2 MEA Wealth Management Platform Market, Revenue and Forecast To 2028 (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 2028 (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 2028 (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 2028 (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 2028 (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 Rest of MEA Wealth Management Platform Market Breakdown, By End-Users
11.6 SAM Wealth Management Platform Market, Revenue and Forecast To 2028
11.6.1 Overview
11.6.2 SAM Wealth Management Platform Market, Revenue and Forecast To 2028 (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 2028 (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 2028 (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 2028 (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. Impact of COVID-19 Pandemic on Wealth Management Platform Market
12.1 Overview
12.2 North America: Impact Assessment of COVID-19 Pandemic
12.3 Europe: Impact Assessment of COVID-19 Pandemic
12.4 Asia Pacific: Impact Assessment of COVID-19 Pandemic
12.5 Middle East & Africa: Impact Assessment of COVID-19 Pandemic
12.6 South America Impact Assessment of COVID-19 Pandemic

13. Industry Landscape
13.1 Overview
13.2 Market Initiative

14. Company Profiles
14.1 Broadridge Financial Solutions, Inc.
14.1.1 Key Facts
14.1.2 Business Description
14.1.3 Products and Services
14.1.4 Financial Overview
14.1.5 SWOT Analysis
14.1.6 Key Developments
14.2 Comarch SA
14.2.1 Key Facts
14.2.2 Business Description
14.2.3 Products and Services
14.2.4 Financial Overview
14.2.5 SWOT Analysis
14.2.6 Key Developments
14.3 FIS Global
14.3.1 Key Facts
14.3.2 Business Description
14.3.3 Products and Services
14.3.4 Financial Overview
14.3.5 SWOT Analysis
14.3.6 Key Developments
14.4 InvestCloud
14.4.1 Key Facts
14.4.2 Business Description
14.4.3 Products and Services
14.4.4 Financial Overview
14.4.5 SWOT Analysis
14.4.6 Key Developments
14.5 Fiserv, Inc.
14.5.1 Key Facts
14.5.2 Business Description
14.5.3 Products and Services
14.5.4 Financial Overview
14.5.5 SWOT Analysis
14.5.6 Key Developments
14.6 InvestEdge, Inc.
14.6.1 Key Facts
14.6.2 Business Description
14.6.3 Products and Services
14.6.4 Financial Overview
14.6.5 SWOT Analysis
14.6.6 Key Developments
14.7 PROFILE SOFTWARE S.A
14.7.1 Key Facts
14.7.2 Business Description
14.7.3 Products and Services
14.7.4 Financial Overview
14.7.5 SWOT Analysis
14.7.6 Key Developments
14.8 SEI Investments Developments, Inc.
14.8.1 Key Facts
14.8.2 Business Description
14.8.3 Products and Services
14.8.4 Financial Overview
14.8.5 SWOT Analysis
14.8.6 Key Developments
14.9 SS&C Technologies, Inc.
14.9.1 Key Facts
14.9.2 Business Description
14.9.3 Products and Services
14.9.4 Financial Overview
14.9.5 SWOT Analysis
14.9.6 Key Developments
14.10 Temenos Headquarters SA
14.10.1 Key Facts
14.10.2 Business Description
14.10.3 Products and Services
14.10.4 Financial Overview
14.10.5 SWOT Analysis
14.10.6 Key Developments

15. Appendix
15.1 About The Publisher
15.2 GlossaryList of Tables
Table 1. North America Wealth Management Platform Market, Revenue 2021 - By End User By Business Function (US$ Mn)
Table 2. Global Wealth Management Platform Market, Revenue and Forecast, 2019 - 2028 (US$ Mn)
Table 1. North America Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 2. North America Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 3. North America Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 4. North America Wealth Management Platform Market, Revenue and Forecast To 2028 - By End User (US$ Mn)
Table 5. US Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 6. US Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 7. US Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 8. US Wealth Management Platform Market, Revenue and Forecast To 2028 - By End User (US$ Mn)
Table 9. Canada Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 10. Canada Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 11. Canada Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 12. Canada Wealth Management Platform Market, Revenue and Forecast To 2028 - By End User (US$ Mn)
Table 13. Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 14. Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 15. Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 16. Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 - By End User (US$ Mn)
Table 17. Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 18. Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 19. Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 20. Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 21. Germany Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 22. Germany Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 23. Germany Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 24. Germany Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 25. UK Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 26. UK Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 27. UK Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 28. UK Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 29. France Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 30. France Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 31. France Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 32. France Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 33. Italy Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 34. Italy Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 35. Italy Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 36. Italy Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 37. Russia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 38. Russia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 39. Russia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 40. Russia Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 41. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 42. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 43. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 44. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 45. APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 46. APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 47. APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 48. APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 49. Australia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 50. Australia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 51. Australia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 52. Australia Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 53. China Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 54. China Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 55. China Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 56. China Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 57. Japan Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 58. Japan Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 59. Japan Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 60. Japan Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 61. India Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 62. India Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 63. India Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 64. India Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 65. South Korea Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 66. South Korea Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 67. South Korea Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 68. South Korea Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 69. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 70. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 71. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 72. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 73. MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 74. MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 75. MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 76. MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-Users (US$ Mn)
Table 77. UAE Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 78. UAE Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 79. UAE Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 80. UAE Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-Users (US$ Mn)
Table 81. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 82. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 83. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 84. Saudi Arabia Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-Users (US$ Mn)
Table 85. South Africa Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 86. South Africa Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 87. South Africa Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 88. South Africa Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-Users (US$ Mn)
Table 89. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 90. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 91. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 92. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-Users (US$ Mn)
Table 93. SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 94. SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 95. SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 96. SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 97. Brazil Wealth Management Platform Market, Revenue and Forecast To 2028 - By Advisory Model (US$ Mn)
Table 98. Brazil Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 99. Brazil Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 100. Brazil Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 101. Argentina Wealth Management Platform Market, Revenue and Forecast To 2028 - By Solution (US$ Mn)
Table 102. Argentina Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 103. Argentina Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 104. Argentina Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 105. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By Solution (US$ Mn)
Table 106. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By Business Function (US$ Mn)
Table 107. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By Deployment Type (US$ Mn)
Table 108. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2028 - By End-User (US$ Mn)
Table 109. Glossary of Terms, 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 Overview
Figure 4. Wealth Management Platform Market, By Business Function
Figure 5. Wealth Management Platform Market, By Advisory Model
Figure 6. Wealth Management Platform Market, By Deployment Type
Figure 7. Wealth Management Platform Market, By End User
Figure 8. Wealth Management Platform Market, By Region
Figure 9. North America: PEST Analysis
Figure 10. Europe: PEST Analysis
Figure 11. APAC: PEST Analysis
Figure 12. MEA: PEST Analysis
Figure 13. SAM: PEST Analysis
Figure 14. Wealth Management Platform Market Ecosystem Analysis
Figure 15. Expert Opinion
Figure 16. Wealth Management Platform Market Impact Analysis of Drivers and Restraints
Figure 17. Global Wealth Management Platform Market
Figure 18. Global Wealth Management Platform Market, Forecast and Analysis (US$ Mn)
Figure 19. Wealth Management Platform Market Revenue Share, by Deployment Type (2020 and 2028)
Figure 20. Cloud: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 21. On-Premise: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 22. Wealth Management Platform Market Revenue Share, by Advisory Model (2020 and 2028)
Figure 23. Human Advisory: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 24. Robo Advisory: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 25. Hybrid: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 26. Wealth Management Platform Market Revenue Share, by Business Function (2020 and 2028)
Figure 27. Performance Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 28. Risk and Compliance Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 29. Portfolio Accounting and Trading Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 30. Financial Advice Management: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 31. Reporting: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 32. Others: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 33. Wealth Management Platform Market Revenue Share, by End User (2020 and 2028)
Figure 34. Investment Management Firms: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 35. Trading & Exchange Firms: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 36. Banks: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 37. Brokerage Firms: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 38. Others: Wealth Management Platform Market - Revenue and Forecast to 2028 (US$ Million)
Figure 39. Global Digital Payment Market Breakdown, by Region, 2020 & 2028 (%)
Figure 40. North America Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 41. North America Wealth Management Platform Market Breakdown, By Advisory Model, 2020 and 2028 (%)
Figure 42. North America Wealth Management Platform Market Breakdown, By Business Function, 2020 and 2028 (%)
Figure 43. North America Wealth Management Platform Market Breakdown, By Deployment Type, 2020 and 2028 (%)
Figure 44. North America Wealth Management Platform Market Breakdown, By End User, 2020 and 2028 (%)
Figure 45. North America Wealth Management Platform Market Breakdown, By Country, 2020 and 2028(%)
Figure 46. US Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 47. Canada Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 48. Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 49. Europe Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 50. Europe Wealth Management Platform Market Breakdown, By Advisory Model, 2020 and 2028 (%)
Figure 51. Europe Wealth Management Platform Market Breakdown, By Business Function, 2020 and 2028 (%)
Figure 52. Europe Wealth Management Platform Market Breakdown, By Deployment Type, 2020 and 2028 (%)
Figure 53. Europe Wealth Management Platform Market Breakdown, By End-User, 2020 and 2028 (%)
Figure 54. Europe Wealth Management Platform Market Breakdown, By Country, 2020 and 2028(%)
Figure 55. Germany Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 56. UK Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 57. France Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 58. Italy Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 59. Russia Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 60. Rest of Europe Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 61. APAC Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 62. APAC Wealth Management Platform Market Breakdown, By Advisory Model, 2020 and 2028 (%)
Figure 63. APAC Wealth Management Platform Market Breakdown, By Business Function, 2020 and 2028 (%)
Figure 64. APAC Wealth Management Platform Market Breakdown, By Deployment Type, 2020 and 2028 (%)
Figure 65. APAC Wealth Management Platform Market Breakdown, By End-User, 2020 and 2028 (%)
Figure 66. APAC Wealth Management Platform Market Breakdown, By Country, 2020 and 2028(%)
Figure 67. Australia Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 68. China Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 69. Japan Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
1. India Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 70. South Korea Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 71. Rest of APAC Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 72. MEA Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 73. MEA Wealth Management Platform Market Breakdown, By Advisory Model, 2020 and 2028 (%)
Figure 74. MEA Wealth Management Platform Market Breakdown, By Business Function, 2020 and 2028 (%)
Figure 75. MEA Wealth Management Platform Market Breakdown, By Deployment Type, 2020 and 2028 (%)
Figure 76. MEA Wealth Management Platform Market Breakdown, By End-User, 2020 and 2028 (%)
Figure 77. MEA Wealth Management Platform Market Breakdown, By Country, 2020 and 2028(%)
Figure 78. UAE Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 79. Saudi Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 80. South Africa Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 81. Rest of MEA Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 82. SAM Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 83. SAM Wealth Management Platform Market Breakdown, By Advisory Model, 2020 and 2028 (%)
Figure 84. SAM Wealth Management Platform Market Breakdown, By Business Function, 2020 and 2028 (%)
Figure 85. SAM Wealth Management Platform Market Breakdown, By Deployment Type, 2020 and 2028 (%)
Figure 86. SAM Wealth Management Platform Market Breakdown, By End-User, 2020 and 2028 (%)
Figure 87. SAM Wealth Management Platform Market Breakdown, By Country, 2020 and 2028(%)
Figure 88. Brazil Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 89. Argentina Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 90. Rest of SAM Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)
Figure 91. Impact of COVID-19 Pandemic in North America Country Markets
Figure 92. Impact of COVID-19 Pandemic in Europe Country Markets
Figure 93. Impact of COVID-19 Pandemic in Asia Pacific Country Markets
Figure 94. Impact of COVID-19 Pandemic in Middle East & Africa Country Markets
Figure 95. Impact of COVID-19 Pandemic in South America Country Markets

Samples

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Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Broadridge Financial Solutions, Inc.
  • Comarch SA
  • FIS Global
  • InvestCloud
  • Fiserv, Inc.
  • InvestEdge, Inc.
  • Profile Software S.A.
  • SEI Investments Developments, Inc.
  • SS&C Technologies, Inc.
  • Temenos Headquarters SA

Table Information