Global Wealth Management Platform Market 2018 by Manufacturers, Countries, Type and Application, Forecast to 2023

November 2018 | 124 pages | ID: G4BF8B98199EN
GlobalInfoResearch

Abstracts

A Wealth Management Platform is a software system designed to help people track their investment portfolios and research new investments.

Scope of the Report:

The rapid adoption of cloud solutions can be observed in the wealth management platform market, owing to the advantages of the cloud technology over that of the on-premises solutions, such as agility, scalability, reduced operational costs, flexible payment options, easy access to data, and self-service capabilities.

The global Wealth Management Platform market is valued at xx million USD in 2017 and is expected to reach xx million USD by the end of 2023, growing at a CAGR of xx% between 2017 and 2023.

The Asia-Pacific will occupy for more market share in following years, especially in China, also fast growing India and Southeast Asia regions.

North America, especially The United States, will still play an important role which cannot be ignored. Any changes from United States might affect the development trend of Wealth Management Platform.

Europe also play important roles in global market, with market size of xx million USD in 2017 and will be xx million USD in 2023, with a CAGR of xx%.

This report studies the Wealth Management Platform market status and outlook of Global and major regions, from angles of players, countries, product types and end industries; this report analyzes the top players in global market, and splits the Wealth Management Platform market by product type and applications/end industries.

Market Segment by Companies, this report covers

• SS and C
• Fiserv
• Broadridge
• FIS
• Profile Software
• Temenos
• SEI Investments
• Investedge
• Finantix
• Comarch
• Objectway
• Dorsum

Market Segment by Regions, regional analysis covers

• North America (United States, Canada and Mexico)
• Europe (Germany, France, UK, Russia and Italy)
• Asia-Pacific (China, Japan, Korea, India and Southeast Asia)
• South America (Brazil, Argentina, Colombia)
• Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)

Market Segment by Type, covers

• Human advisory
• Robo advisory
• Hybrid

Market Segment by Applications, can be divided into

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

Contents

1 WEALTH MANAGEMENT PLATFORM MARKET OVERVIEW

1.1 Product Overview and Scope of Wealth Management Platform
1.2 Classification of Wealth Management Platform by Types
  1.2.1 Global Wealth Management Platform Revenue Comparison by Types (2017-2023)
  1.2.2 Global Wealth Management Platform Revenue Market Share by Types in 2017
  1.2.3 Human advisory
  1.2.4 Robo advisory
  1.2.5 Hybrid
1.3 Global Wealth Management Platform Market by Application
  1.3.1 Global Wealth Management Platform Market Size and Market Share Comparison by Applications (2013-2023)
  1.3.2 Banks
  1.3.3 Investment management firms
  1.3.4 Trading and exchange firms
  1.3.5 Brokerage firms
  1.3.6 Others
1.4 Global Wealth Management Platform Market by Regions
  1.4.1 Global Wealth Management Platform Market Size (Million USD) Comparison by Regions (2013-2023)
  1.4.1 North America (USA, Canada and Mexico) Wealth Management Platform Status and Prospect (2013-2023)
  1.4.2 Europe (Germany, France, UK, Russia and Italy) Wealth Management Platform Status and Prospect (2013-2023)
  1.4.3 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Wealth Management Platform Status and Prospect (2013-2023)
  1.4.4 South America (Brazil, Argentina, Colombia) Wealth Management Platform Status and Prospect (2013-2023)
  1.4.5 Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Wealth Management Platform Status and Prospect (2013-2023)
1.5 Global Market Size of Wealth Management Platform (2013-2023)

2 MANUFACTURERS PROFILES

2.1 SS and C
  2.1.1 Business Overview
  2.1.2 Wealth Management Platform Type and Applications
    2.1.2.1 Product A
    2.1.2.2 Product B
  2.1.3 SS and C Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.2 Fiserv
  2.2.1 Business Overview
  2.2.2 Wealth Management Platform Type and Applications
    2.2.2.1 Product A
    2.2.2.2 Product B
  2.2.3 Fiserv Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.3 Broadridge
  2.3.1 Business Overview
  2.3.2 Wealth Management Platform Type and Applications
    2.3.2.1 Product A
    2.3.2.2 Product B
  2.3.3 Broadridge Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.4 FIS
  2.4.1 Business Overview
  2.4.2 Wealth Management Platform Type and Applications
    2.4.2.1 Product A
    2.4.2.2 Product B
  2.4.3 FIS Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.5 Profile Software
  2.5.1 Business Overview
  2.5.2 Wealth Management Platform Type and Applications
    2.5.2.1 Product A
    2.5.2.2 Product B
  2.5.3 Profile Software Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.6 Temenos
  2.6.1 Business Overview
  2.6.2 Wealth Management Platform Type and Applications
    2.6.2.1 Product A
    2.6.2.2 Product B
  2.6.3 Temenos Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.7 SEI Investments
  2.7.1 Business Overview
  2.7.2 Wealth Management Platform Type and Applications
    2.7.2.1 Product A
    2.7.2.2 Product B
  2.7.3 SEI Investments Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.8 Investedge
  2.8.1 Business Overview
  2.8.2 Wealth Management Platform Type and Applications
    2.8.2.1 Product A
    2.8.2.2 Product B
  2.8.3 Investedge Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.9 Finantix
  2.9.1 Business Overview
  2.9.2 Wealth Management Platform Type and Applications
    2.9.2.1 Product A
    2.9.2.2 Product B
  2.9.3 Finantix Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.10 Comarch
  2.10.1 Business Overview
  2.10.2 Wealth Management Platform Type and Applications
    2.10.2.1 Product A
    2.10.2.2 Product B
  2.10.3 Comarch Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.11 Objectway
  2.11.1 Business Overview
  2.11.2 Wealth Management Platform Type and Applications
    2.11.2.1 Product A
    2.11.2.2 Product B
  2.11.3 Objectway Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
2.12 Dorsum
  2.12.1 Business Overview
  2.12.2 Wealth Management Platform Type and Applications
    2.12.2.1 Product A
    2.12.2.2 Product B
  2.12.3 Dorsum Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

3 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET COMPETITION, BY PLAYERS

3.1 Global Wealth Management Platform Revenue and Share by Players (2013-2018)
3.2 Market Concentration Rate
  3.2.1 Top 5 Wealth Management Platform Players Market Share
  3.2.2 Top 10 Wealth Management Platform Players Market Share
3.3 Market Competition Trend

4 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET SIZE BY REGIONS

4.1 Global Wealth Management Platform Revenue and Market Share by Regions
4.2 North America Wealth Management Platform Revenue and Growth Rate (2013-2018)
4.3 Europe Wealth Management Platform Revenue and Growth Rate (2013-2018)
4.4 Asia-Pacific Wealth Management Platform Revenue and Growth Rate (2013-2018)
4.5 South America Wealth Management Platform Revenue and Growth Rate (2013-2018)
4.6 Middle East and Africa Wealth Management Platform Revenue and Growth Rate (2013-2018)

5 NORTH AMERICA WEALTH MANAGEMENT PLATFORM REVENUE BY COUNTRIES

5.1 North America Wealth Management Platform Revenue by Countries (2013-2018)
5.2 USA Wealth Management Platform Revenue and Growth Rate (2013-2018)
5.3 Canada Wealth Management Platform Revenue and Growth Rate (2013-2018)
5.4 Mexico Wealth Management Platform Revenue and Growth Rate (2013-2018)

6 EUROPE WEALTH MANAGEMENT PLATFORM REVENUE BY COUNTRIES

6.1 Europe Wealth Management Platform Revenue by Countries (2013-2018)
6.2 Germany Wealth Management Platform Revenue and Growth Rate (2013-2018)
6.3 UK Wealth Management Platform Revenue and Growth Rate (2013-2018)
6.4 France Wealth Management Platform Revenue and Growth Rate (2013-2018)
6.5 Russia Wealth Management Platform Revenue and Growth Rate (2013-2018)
6.6 Italy Wealth Management Platform Revenue and Growth Rate (2013-2018)

7 ASIA-PACIFIC WEALTH MANAGEMENT PLATFORM REVENUE BY COUNTRIES

7.1 Asia-Pacific Wealth Management Platform Revenue by Countries (2013-2018)
7.2 China Wealth Management Platform Revenue and Growth Rate (2013-2018)
7.3 Japan Wealth Management Platform Revenue and Growth Rate (2013-2018)
7.4 Korea Wealth Management Platform Revenue and Growth Rate (2013-2018)
7.5 India Wealth Management Platform Revenue and Growth Rate (2013-2018)
7.6 Southeast Asia Wealth Management Platform Revenue and Growth Rate (2013-2018)

8 SOUTH AMERICA WEALTH MANAGEMENT PLATFORM REVENUE BY COUNTRIES

8.1 South America Wealth Management Platform Revenue by Countries (2013-2018)
8.2 Brazil Wealth Management Platform Revenue and Growth Rate (2013-2018)
8.3 Argentina Wealth Management Platform Revenue and Growth Rate (2013-2018)
8.4 Colombia Wealth Management Platform Revenue and Growth Rate (2013-2018)

9 MIDDLE EAST AND AFRICA REVENUE WEALTH MANAGEMENT PLATFORM BY COUNTRIES

9.1 Middle East and Africa Wealth Management Platform Revenue by Countries (2013-2018)
9.2 Saudi Arabia Wealth Management Platform Revenue and Growth Rate (2013-2018)
9.3 UAE Wealth Management Platform Revenue and Growth Rate (2013-2018)
9.4 Egypt Wealth Management Platform Revenue and Growth Rate (2013-2018)
9.5 Nigeria Wealth Management Platform Revenue and Growth Rate (2013-2018)
9.6 South Africa Wealth Management Platform Revenue and Growth Rate (2013-2018)

10 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET SEGMENT BY TYPE

10.1 Global Wealth Management Platform Revenue and Market Share by Type (2013-2018)
10.2 Global Wealth Management Platform Market Forecast by Type (2018-2023)
10.3 Human advisory Revenue Growth Rate (2013-2023)
10.4 Robo advisory Revenue Growth Rate (2013-2023)
10.5 Hybrid Revenue Growth Rate (2013-2023)

11 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET SEGMENT BY APPLICATION

11.1 Global Wealth Management Platform Revenue Market Share by Application (2013-2018)
11.2 Wealth Management Platform Market Forecast by Application (2018-2023)
11.3 Banks Revenue Growth (2013-2018)
11.4 Investment management firms Revenue Growth (2013-2018)
11.5 Trading and exchange firms Revenue Growth (2013-2018)
11.6 Brokerage firms Revenue Growth (2013-2018)
11.7 Others Revenue Growth (2013-2018)

12 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET SIZE FORECAST (2018-2023)

12.1 Global Wealth Management Platform Market Size Forecast (2018-2023)
12.2 Global Wealth Management Platform Market Forecast by Regions (2018-2023)
12.3 North America Wealth Management Platform Revenue Market Forecast (2018-2023)
12.4 Europe Wealth Management Platform Revenue Market Forecast (2018-2023)
12.5 Asia-Pacific Wealth Management Platform Revenue Market Forecast (2018-2023)
12.6 South America Wealth Management Platform Revenue Market Forecast (2018-2023)
12.7 Middle East and Africa Wealth Management Platform Revenue Market Forecast (2018-2023)

13 RESEARCH FINDINGS AND CONCLUSION

14 APPENDIX

14.1 Methodology
14.2 Data Source

List Of Tables

LIST OF TABLES AND FIGURES

Figure Wealth Management Platform Picture
Table Product Specifications of Wealth Management Platform
Table Global Wealth Management Platform and Revenue (Million USD) Market Split by Product Type
Figure Global Wealth Management Platform Revenue Market Share by Types in 2017
Figure Human advisory Picture
Figure Robo advisory Picture
Figure Hybrid Picture
Table Global Wealth Management Platform Revenue (Million USD) by Application (2013-2023)
Figure Wealth Management Platform Revenue Market Share by Applications in 2017
Figure Banks Picture
Figure Investment management firms Picture
Figure Trading and exchange firms Picture
Figure Brokerage firms Picture
Figure Others Picture
Table Global Market Wealth Management Platform Revenue (Million USD) Comparison by Regions 2013-2023
Figure North America Wealth Management Platform Revenue (Million USD) and Growth Rate (2013-2023)
Figure Europe Wealth Management Platform Revenue (Million USD) and Growth Rate (2013-2023)
Figure Asia-Pacific Wealth Management Platform Revenue (Million USD) and Growth Rate (2013-2023)
Figure South America Wealth Management Platform Revenue (Million USD) and Growth Rate (2013-2023)
Figure Middle East and Africa Wealth Management Platform Revenue (Million USD) and Growth Rate (2013-2023)
Figure Global Wealth Management Platform Revenue (Million USD) and Growth Rate (2013-2023)
Table SS and C Basic Information, Manufacturing Base and Competitors
Table SS and C Wealth Management Platform Type and Applications
Table SS and C Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Fiserv Basic Information, Manufacturing Base and Competitors
Table Fiserv Wealth Management Platform Type and Applications
Table Fiserv Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Broadridge Basic Information, Manufacturing Base and Competitors
Table Broadridge Wealth Management Platform Type and Applications
Table Broadridge Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table FIS Basic Information, Manufacturing Base and Competitors
Table FIS Wealth Management Platform Type and Applications
Table FIS Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Profile Software Basic Information, Manufacturing Base and Competitors
Table Profile Software Wealth Management Platform Type and Applications
Table Profile Software Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Temenos Basic Information, Manufacturing Base and Competitors
Table Temenos Wealth Management Platform Type and Applications
Table Temenos Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table SEI Investments Basic Information, Manufacturing Base and Competitors
Table SEI Investments Wealth Management Platform Type and Applications
Table SEI Investments Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Investedge Basic Information, Manufacturing Base and Competitors
Table Investedge Wealth Management Platform Type and Applications
Table Investedge Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Finantix Basic Information, Manufacturing Base and Competitors
Table Finantix Wealth Management Platform Type and Applications
Table Finantix Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Comarch Basic Information, Manufacturing Base and Competitors
Table Comarch Wealth Management Platform Type and Applications
Table Comarch Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Objectway Basic Information, Manufacturing Base and Competitors
Table Objectway Wealth Management Platform Type and Applications
Table Objectway Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Dorsum Basic Information, Manufacturing Base and Competitors
Table Dorsum Wealth Management Platform Type and Applications
Table Dorsum Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)
Table Global Wealth Management Platform Revenue (Million USD) by Players (2013-2018)
Table Global Wealth Management Platform Revenue Share by Players (2013-2018)
Figure Global Wealth Management Platform Revenue Share by Players in 2016
Figure Global Wealth Management Platform Revenue Share by Players in 2017
Figure Global Top 5 Players Wealth Management Platform Revenue Market Share in 2017
Figure Global Top 10 Players Wealth Management Platform Revenue Market Share in 2017
Figure Global Wealth Management Platform Revenue (Million USD) and Growth Rate (%) (2013-2018)
Table Global Wealth Management Platform Revenue (Million USD) by Regions (2013-2018)
Table Global Wealth Management Platform Revenue Market Share by Regions (2013-2018)
Figure Global Wealth Management Platform Revenue Market Share by Regions (2013-2018)
Figure Global Wealth Management Platform Revenue Market Share by Regions in 2017
Figure North America Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Europe Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Asia-Pacific Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure South America Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Middle East and Africa Wealth Management Platform Revenue and Growth Rate (2013-2018)
Table North America Wealth Management Platform Revenue by Countries (2013-2018)
Table North America Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure North America Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure North America Wealth Management Platform Revenue Market Share by Countries in 2017
Figure USA Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Canada Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Mexico Wealth Management Platform Revenue and Growth Rate (2013-2018)
Table Europe Wealth Management Platform Revenue (Million USD) by Countries (2013-2018)
Figure Europe Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure Europe Wealth Management Platform Revenue Market Share by Countries in 2017
Figure Germany Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure UK Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure France Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Russia Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Italy Wealth Management Platform Revenue and Growth Rate (2013-2018)
Table Asia-Pacific Wealth Management Platform Revenue (Million USD) by Countries (2013-2018)
Figure Asia-Pacific Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure Asia-Pacific Wealth Management Platform Revenue Market Share by Countries in 2017
Figure China Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Japan Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Korea Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure India Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Southeast Asia Wealth Management Platform Revenue and Growth Rate (2013-2018)
Table South America Wealth Management Platform Revenue by Countries (2013-2018)
Table South America Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure South America Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure South America Wealth Management Platform Revenue Market Share by Countries in 2017
Figure Brazil Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Argentina Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Colombia Wealth Management Platform Revenue and Growth Rate (2013-2018)
Table Middle East and Africa Wealth Management Platform Revenue (Million USD) by Countries (2013-2018)
Table Middle East and Africa Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure Middle East and Africa Wealth Management Platform Revenue Market Share by Countries (2013-2018)
Figure Middle East and Africa Wealth Management Platform Revenue Market Share by Countries in 2017
Figure Saudi Arabia Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure UAE Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Egypt Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure Nigeria Wealth Management Platform Revenue and Growth Rate (2013-2018)
Figure South Africa Wealth Management Platform Revenue and Growth Rate (2013-2018)
Table Global Wealth Management Platform Revenue (Million USD) by Type (2013-2018)
Table Global Wealth Management Platform Revenue Share by Type (2013-2018)
Figure Global Wealth Management Platform Revenue Share by Type (2013-2018)
Figure Global Wealth Management Platform Revenue Share by Type in 2017
Table Global Wealth Management Platform Revenue Forecast by Type (2018-2023)
Figure Global Wealth Management Platform Market Share Forecast by Type (2018-2023)
Figure Global Human advisory Revenue Growth Rate (2013-2018)
Figure Global Robo advisory Revenue Growth Rate (2013-2018)
Figure Global Hybrid Revenue Growth Rate (2013-2018)
Table Global Wealth Management Platform Revenue by Application (2013-2018)
Table Global Wealth Management Platform Revenue Share by Application (2013-2018)
Figure Global Wealth Management Platform Revenue Share by Application (2013-2018)
Figure Global Wealth Management Platform Revenue Share by Application in 2017
Table Global Wealth Management Platform Revenue Forecast by Application (2018-2023)
Figure Global Wealth Management Platform Market Share Forecast by Application (2018-2023)
Figure Global Banks Revenue Growth Rate (2013-2018)
Figure Global Investment management firms Revenue Growth Rate (2013-2018)
Figure Global Trading and exchange firms Revenue Growth Rate (2013-2018)
Figure Global Brokerage firms Revenue Growth Rate (2013-2018)
Figure Global Others Revenue Growth Rate (2013-2018)
Figure Global Wealth Management Platform Revenue (Million USD) and Growth Rate Forecast (2018 -2023)
Table Global Wealth Management Platform Revenue (Million USD) Forecast by Regions (2018-2023)
Figure Global Wealth Management Platform Revenue Market Share Forecast by Regions (2018-2023)
Figure North America Wealth Management Platform Revenue Market Forecast (2018-2023)
Figure Europe Wealth Management Platform Revenue Market Forecast (2018-2023)
Figure Asia-Pacific Wealth Management Platform Revenue Market Forecast (2018-2023)
Figure South America Wealth Management Platform Revenue Market Forecast (2018-2023)
Figure Middle East and Africa Wealth Management Platform Revenue Market Forecast (2018-2023)