Global Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Region: Trend Forecast and Growth Opportunity

October 2022 | 156 pages | ID: G602023CCCBAEN
GMD Research

Abstracts

Global wealth management platform market will reach $11,154.7 million by 2031, growing by 13.0% annually over 2021-2031, driven by the increasing digitalization of investment and banking firms, the rising disposable income of individuals especially High Net Worth Individuals (HNWIs), the rising awareness for long-term financial planning opportunities and benefits, and technological advancements in automation and artificial intelligence (AI).

Highlighted with 79 tables and 77 figures, this 156-page report “Global Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Region: Trend Forecast and Growth Opportunity” is based on comprehensive research of the entire global wealth management platform market and all its sub-segments through extensively detailed classifications. Profound analysis and assessment are generated from premium primary and secondary information sources with inputs derived from industry professionals across the value chain. The report is based on studies on 2019-2021 and provides forecast from 2022 till 2031 with 2021 as the base year. (Please note: The report will be updated before delivery so that the latest historical year is the base year and the forecast covers at least 5 years over the base year.)

In-depth qualitative analyses include identification and investigation of the following aspects:

• Market Structure
• Growth Drivers
• Restraints and Challenges
• Emerging Product Trends & Market Opportunities
• Porter’s Fiver Forces

The trend and outlook of global market is forecast in optimistic, balanced, and conservative view by taking into account of COVID-19 and Russia-Ukraine conflict. The balanced (most likely) projection is used to quantify global wealth management platform market in every aspect of the classification from perspectives of Deployment Type, Advisory Model, Application, End User, and Region.

Based on Deployment Type, the global market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.

• On-premises Platform
• Cloud-based Platform

Based on Advisory Model, the global market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.

• Human Advisory
• Robo Advisory
• Hybrid Advisory

By Application, the global market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.

• Financial Advice Management
• Portfolio Accounting and Trading Management
• Performance Management
• Risk and Compliance Management
• Reporting
• Other Applications

By End User, the global market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.

• Banks
• Investment Management Firms
• Trading & Exchange Firms
• Brokerage Firms
• Other End Users

Geographically, the following regions together with the listed national/local markets are fully investigated:

• North America (U.S., Canada, and Mexico)
• Europe (Germany, UK, France, Spain, Italy, Netherlands, Rest of Europe; Rest of Europe is further segmented into Russia, Switzerland, Poland, Sweden, Belgium, Austria, Ireland, Norway, Denmark, and Finland)
• APAC (Japan, China, South Korea, Australia, India, and Rest of APAC; Rest of APAC is further segmented into Malaysia, Singapore, Indonesia, Thailand, New Zealand, Vietnam, Taiwan, and Philippines)
• South America (Brazil, Chile, Argentina, Rest of South America)
• MEA (UAE?Saudi Arabia? South Africa and Rest of MEA)

For each aforementioned region and country, detailed analysis and data for annual revenue ($ mn) are available for 2021-2031. The breakdown of all regional markets by country and split of each national market by Deployment Type, Advisory Model and End User over the forecast years are also included.

The report also covers current competitive scenario and the predicted trend; and profiles key vendors including market leaders and important emerging players.

Selected Key Players:

Avaloq Group AG

Backbase Inc.

Broadridge Financial Solutions Inc.

Crealogix AG

EdgeVerve Systems Limited

Fidelity National Information Services, Inc. (FIS)

Finantix S.p.A.

Fiserv Inc.

InvestCloud Inc.

Objectway S.p.A.

Profile Software S.A.

Prometeia SpA

SEI Investments Developments, Inc.

SS&C Technologies Inc.

Tata Consultancy Services Limited

Temenos Headquarters SA

(Please note: The report will be updated before delivery so that the latest historical year is the base year and the forecast covers at least 5 years over the base year.)

Contents

1 INTRODUCTION

1.1 Industry Definition and Research Scope
  1.1.1 Industry Definition
  1.1.2 Research Scope
1.2 Research Methodology
  1.2.1 Overview of Market Research Methodology
  1.2.2 Market Assumption
  1.2.3 Secondary Data
  1.2.4 Primary Data
  1.2.5 Data Filtration and Model Design
  1.2.6 Market Size/Share Estimation
  1.2.7 Research Limitations
1.3 Executive Summary

2 MARKET OVERVIEW AND DYNAMICS

2.1 Market Size and Forecast
  2.1.1 Impact of COVID-19 on World Economy
  2.1.2 Impact of COVID-19 on the Market
2.2 Major Growth Drivers
2.3 Market Restraints and Challenges
2.4 Emerging Opportunities and Market Trends
2.5 Porter’s Fiver Forces Analysis

3 SEGMENTATION OF GLOBAL MARKET BY DEPLOYMENT TYPE

3.1 Market Overview by Deployment Type
3.2 On-premises Platform
3.3 Cloud-based Platform

4 SEGMENTATION OF GLOBAL MARKET BY ADVISORY MODEL

4.1 Market Overview by Advisory Model
4.2 Human Advisory
4.3 Robo Advisory
4.4 Hybrid Advisory

5 SEGMENTATION OF GLOBAL MARKET BY APPLICATION

5.1 Market Overview by Application
5.2 Financial Advice Management
5.3 Portfolio Accounting and Trading Management
5.4 Performance Management
5.5 Risk and Compliance Management
5.6 Reporting
5.7 Other Applications

6 SEGMENTATION OF GLOBAL MARKET BY END USER

6.1 Market Overview by End User
6.2 Banks
6.3 Investment Management Firms
6.4 Trading & Exchange Firms
6.5 Brokerage Firms
6.6 Other End Users

7 SEGMENTATION OF GLOBAL MARKET BY REGION

7.1 Geographic Market Overview 2021-2031
7.2 North America Market 2021-2031 by Country
  7.2.1 Overview of North America Market
  7.2.2 U.S.
  7.2.3 Canada
  7.2.4 Mexico
7.3 European Market 2021-2031 by Country
  7.3.1 Overview of European Market
  7.3.2 Germany
  7.3.3 U.K.
  7.3.4 France
  7.3.5 Spain
  7.3.6 Italy
  7.3.7 Netherlands
  7.3.8 Rest of European Market
7.4 Asia-Pacific Market 2021-2031 by Country
  7.4.1 Overview of Asia-Pacific Market
  7.4.2 Japan
  7.4.3 China
  7.4.4 Australia
  7.4.5 India
  7.4.6 South Korea
  7.4.7 Rest of APAC Region
7.5 South America Market 2021-2031 by Country
  7.5.1 Argentina
  7.5.2 Brazil
  7.5.3 Chile
  7.5.4 Rest of South America Market
7.6 MEA Market 2021-2031 by Country
  7.6.1 UAE
  7.6.2 Saudi Arabia
  7.6.3 South Africa
  7.6.4 Other National Markets

8 COMPETITIVE LANDSCAPE

8.1 Overview of Key Vendors
8.2 New Product Launch, Partnership, Investment, and M&A
8.3 Company Profiles
Avaloq Group AG
Backbase Inc.
Broadridge Financial Solutions Inc.
Crealogix AG
EdgeVerve Systems Limited
Fidelity National Information Services, Inc. (FIS)
Finantix S.p.A.
Fiserv Inc.
InvestCloud Inc.
Objectway S.p.A.
Profile Software S.A.
Prometeia SpA
SEI Investments Developments, Inc.
SS&C Technologies Inc.
Tata Consultancy Services Limited
Temenos Headquarters SA
RELATED REPORTS

List Of Tables

LIST OF TABLES

Table 1. Snapshot of Global Wealth Management Platform Market in Balanced Perspective, 2021-2031
Table 2. World Economic Outlook, 2021-2031
Table 3. Main Product Trends and Market Opportunities in Global Wealth Management Platform Market
Table 4. Global Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 5. Global Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 6. Global Wealth Management Platform Market by Application, 2021-2031, $ mn
Table 7. Global Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 8. Global Wealth Management Platform Market by Region, 2021-2031, $ mn
Table 9. Leading National Wealth Management Platform Market, 2021 and 2031, $ mn
Table 10. North America Wealth Management Platform Market by Country, 2021-2031, $ mn
Table 11. U.S. Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 12. U.S. Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 13. U.S. Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 14. Canada Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 15. Canada Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 16. Canada Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 17. Mexico Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 18. Mexico Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 19. Mexico Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 20. Europe Wealth Management Platform Market by Country, 2021-2031, $ mn
Table 21. Germany Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 22. Germany Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 23. Germany Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 24. U.K. Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 25. U.K. Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 26. U.K. Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 27. France Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 28. France Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 29. France Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 30. Spain Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 31. Spain Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 32. Spain Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 33. Italy Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 34. Italy Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 35. Italy Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 36. Netherlands Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 37. Netherlands Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 38. Netherlands Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 39. Wealth Management Platform Market in Rest of Europe by Country, 2021-2031, $ mn
Table 40. APAC Wealth Management Platform Market by Country, 2021-2031, $ mn
Table 41. Japan Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 42. Japan Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 43. Japan Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 44. China Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 45. China Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 46. China Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 47. Australia Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 48. Australia Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 49. Australia Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 50. India Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 51. India Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 52. India Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 53. South Korea Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 54. South Korea Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 55. South Korea Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 56. Wealth Management Platform Market in Rest of APAC by Country/Region, 2021-2031, $ mn
Table 57. South America Wealth Management Platform Market by Country, 2021-2031, $ mn
Table 58. Argentina Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 59. Argentina Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 60. Argentina Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 61. Brazil Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 62. Brazil Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 63. Brazil Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 64. Chile Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 65. Chile Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 66. Chile Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 67. MEA Wealth Management Platform Market by Country, 2021-2031, $ mn
Table 68. UAE Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 69. UAE Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 70. UAE Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 71. Saudi Arabia Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 72. Saudi Arabia Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 73. Saudi Arabia Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 74. South Africa Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn
Table 75. South Africa Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn
Table 76. South Africa Wealth Management Platform Market by End User, 2021-2031, $ mn
Table 77. Avaloq Group AG: Company Snapshot
Table 78. Avaloq Group AG: Business Segmentation
Table 79. Avaloq Group AG: Product Portfolio

List Of Figures

LIST OF FIGURES

Figure 1. Research Method Flow Chart
Figure 2. Bottom-up Approach and Top-down Approach for Market Estimation
Figure 3. Global Market Forecast in Optimistic, Conservative and Balanced Perspectives, 2021-2031
Figure 4. Global Wealth Management Platform Market, 2021-2031, $ mn
Figure 5. Impact of COVID-19 on Business
Figure 6. Primary Drivers and Impact Factors of Global Wealth Management Platform Market
Figure 7. GDP per capita in the World, 1960-2018, $ thousand
Figure 8. Forecast of Middle-class Population by Region, 2015-2030, million
Figure 9. Primary Restraints and Impact Factors of Global Wealth Management Platform Market
Figure 10. Investment Opportunity Analysis
Figure 11. Porter’s Fiver Forces Analysis of Global Wealth Management Platform Market
Figure 12. Breakdown of Global Wealth Management Platform Market by Deployment Type, 2021-2031, % of Revenue
Figure 13. Global Addressable Market Cap in 2022-2031 by Deployment Type, Value ($ mn) and Share (%)
Figure 14. Global Wealth Management Platform Market by Deployment Type: On-premises Platform, 2021-2031, $ mn
Figure 15. Global Wealth Management Platform Market by Deployment Type: Cloud-based Platform, 2021-2031, $ mn
Figure 16. Breakdown of Global Wealth Management Platform Market by Advisory Model, 2021-2031, % of Sales Revenue
Figure 17. Global Addressable Market Cap in 2022-2031 by Advisory Model, Value ($ mn) and Share (%)
Figure 18. Global Wealth Management Platform Market by Advisory Model: Human Advisory, 2021-2031, $ mn
Figure 19. Global Wealth Management Platform Market by Advisory Model: Robo Advisory, 2021-2031, $ mn
Figure 20. Global Wealth Management Platform Market by Advisory Model: Hybrid Advisory, 2021-2031, $ mn
Figure 21. Breakdown of Global Wealth Management Platform Market by Application, 2021-2031, % of Sales Revenue
Figure 22. Global Addressable Market Cap in 2022-2031 by Application, Value ($ mn) and Share (%)
Figure 23. Global Wealth Management Platform Market by Application: Financial Advice Management, 2021-2031, $ mn
Figure 24. Global Wealth Management Platform Market by Application: Portfolio Accounting and Trading Management, 2021-2031, $ mn
Figure 25. Global Wealth Management Platform Market by Application: Performance Management, 2021-2031, $ mn
Figure 26. Global Wealth Management Platform Market by Application: Risk and Compliance Management, 2021-2031, $ mn
Figure 27. Global Wealth Management Platform Market by Application: Reporting, 2021-2031, $ mn
Figure 28. Global Wealth Management Platform Market by Application: Other Applications, 2021-2031, $ mn
Figure 29. Breakdown of Global Wealth Management Platform Market by End User, 2021-2031, % of Revenue
Figure 30. Global Addressable Market Cap in 2022-2031 by End User, Value ($ mn) and Share (%)
Figure 31. Global Wealth Management Platform Market by End User: Banks, 2021-2031, $ mn
Figure 32. Global Wealth Management Platform Market by End User: Investment Management Firms, 2021-2031, $ mn
Figure 33. Global Wealth Management Platform Market by End User: Trading & Exchange Firms, 2021-2031, $ mn
Figure 34. Global Wealth Management Platform Market by End User: Brokerage Firms, 2021-2031, $ mn
Figure 35. Global Wealth Management Platform Market by End User: Other End Users, 2021-2031, $ mn
Figure 36. Global Market Snapshot by Region
Figure 37. Geographic Spread of Worldwide Wealth Management Platform Market, 2021-2031, % of Sales Revenue
Figure 38. Global Addressable Market Cap in 2022-2031 by Region, Value ($ mn) and Share (%)
Figure 39. North American Wealth Management Platform Market, 2021-2031, $ mn
Figure 40. Breakdown of North America Wealth Management Platform Market by Country, 2021 and 2031, % of Revenue
Figure 41. Contribution to North America 2022-2031 Cumulative Market by Country, Value ($ mn) and Share (%)
Figure 42. U.S. Wealth Management Platform Market, 2021-2031, $ mn
Figure 43. Canada Wealth Management Platform Market, 2021-2031, $ mn
Figure 44. Wealth Management Platform Market in Mexico, 2021-2031, $ mn
Figure 45. European Wealth Management Platform Market, 2021-2031, $ mn
Figure 46. Breakdown of European Wealth Management Platform Market by Country, 2021 and 2031, % of Revenue
Figure 47. Contribution to Europe 2022-2031 Cumulative Market by Country, Value ($ mn) and Share (%)
Figure 48. Wealth Management Platform Market in Germany, 2021-2031, $ mn
Figure 49. Wealth Management Platform Market in U.K., 2021-2031, $ mn
Figure 50. Wealth Management Platform Market in France, 2021-2031, $ mn
Figure 51. Wealth Management Platform Market in Spain, 2021-2031, $ mn
Figure 52. Wealth Management Platform Market in Italy, 2021-2031, $ mn
Figure 53. Wealth Management Platform Market in Netherlands, 2021-2031, $ mn
Figure 54. Wealth Management Platform Market in Rest of Europe, 2021-2031, $ mn
Figure 55. Asia-Pacific Wealth Management Platform Market, 2021-2031, $ mn
Figure 56. Breakdown of APAC Wealth Management Platform Market by Country, 2021 and 2031, % of Revenue
Figure 57. Contribution to APAC 2022-2031 Cumulative Market by Country, Value ($ mn) and Share (%)
Figure 58. Wealth Management Platform Market in Japan, 2021-2031, $ mn
Figure 59. Wealth Management Platform Market in China, 2021-2031, $ mn
Figure 60. Wealth Management Platform Market in Australia, 2021-2031, $ mn
Figure 61. Wealth Management Platform Market in India, 2021-2031, $ mn
Figure 62. Wealth Management Platform Market in South Korea, 2021-2031, $ mn
Figure 63. Wealth Management Platform Market in Rest of APAC, 2021-2031, $ mn
Figure 64. South America Wealth Management Platform Market, 2021-2031, $ mn
Figure 65. Breakdown of South America Wealth Management Platform Market by Country, 2021 and 2031, % of Revenue
Figure 66. Contribution to South America 2022-2031 Cumulative Market by Country, Value ($ mn) and Share (%)
Figure 67. Wealth Management Platform Market in Argentina, 2021-2031, $ mn
Figure 68. Wealth Management Platform Market in Brazil, 2021-2031, $ mn
Figure 69. Wealth Management Platform Market in Chile, 2021-2031, $ mn
Figure 70. Wealth Management Platform Market in Rest of South America, 2021-2031, $ mn
Figure 71. Wealth Management Platform Market in Middle East and Africa (MEA), 2021-2031, $ mn
Figure 72. Breakdown of MEA Wealth Management Platform Market by Country, 2021 and 2031, % of Revenue
Figure 73. Contribution to MEA 2022-2031 Cumulative Market by Country, Value ($ mn) and Share (%)
Figure 74. Wealth Management Platform Market in UAE, 2021-2031, $ mn
Figure 75. Wealth Management Platform Market in Saudi Arabia, 2021-2031, $ mn
Figure 76. Wealth Management Platform Market in South Africa, 2021-2031, $ mn
Figure 77. Growth Stage of Global Wealth Management Platform Industry over the Forecast Period