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2015-2027 Global Wealth Management Platform Industry Market Research Report, Segment by Player, Type, Application, Marketing Channel, and Region

April 2020 | 101 pages | ID: 2605877D0303EN
Maia Research

US$ 3,460.00

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The worldwide market for Wealth Management Platform is estimated to grow at a CAGR of roughly X.X% in the next 8 years, and will reach X.X million US$ in 2027, from X.X million US$ in 2020.

The report covers market size status and forecast, value chain analysis, market segmentation of Top countries in Major Regions, such as North America, Europe, Asia-Pacific, Latin America and Middle East & Africa, by type, application and marketing channel. In addition, the report focuses on the driving factors, restraints, opportunities and PEST analysis of major regions.

Major Companies Covered
FNZ
SEI
Profile Software
TAM Asset Management
Credo
TechRules
Canaccord Genuity
Avaloq
Novia
Nutmeg

Major Types Covered
Client Management
Investment Platforms
Investment Vehicles

Major Applications Covered
Reporting
Portfolio
Accounting
Trading Management

Top Countries Data Covered in This Report
United States
Canada
Germany
UK
France
Italy
Spain
Russia
Netherlands
Turkey
Switzerland
Sweden
Poland
Belgium
China
Japan
South Korea
Australia
India
Taiwan
Indonesia
Thailand
Philippines
Malaysia
Brazil
Mexico
Argentina
Columbia
Chile
Saudi Arabia
UAE
Egypt
Nigeria
South Africa

Years considered for this report:
Historical Years: 2015-2019
Base Year: 2019
Estimated Year: 2020
Forecast Period: 2020-2027
1 INTRODUCTION

1.1 Objective of the Study
1.2 Definition of the Market
1.3 Market Scope
  1.3.1 Market Segment by Type, Application and Marketing Channel
  1.3.2 Major Regions Covered (North America, Europe, Asia Pacific, Mid East & Africa)
1.4 Years Considered for the Study (2015-2027)
1.5 Currency Considered (U.S. Dollar)
1.6 Stakeholders

2 KEY FINDINGS OF THE STUDY

3 MARKET DYNAMICS

3.1 Driving Factors for this Market
3.2 Factors Challenging the Market
3.3 Opportunities of the Global Wealth Management Platform Market (Regions, Growing/Emerging Downstream Market Analysis)
3.4 Technological and Market Developments in the Wealth Management Platform Market
3.5 Industry News by Region
3.6 Regulatory Scenario by Region/Country
3.7 Market Investment Scenario Strategic Recommendations Analysis

4 VALUE CHAIN OF THE WEALTH MANAGEMENT PLATFORM MARKET

4.1 Value Chain Status
4.2 Upstream Raw Material Analysis
4.3 Midstream Major Company Analysis (by Manufacturing Base, by Product Type)
4.4 Distributors/Traders
4.5 Downstream Major Customer Analysis (by Region)

5 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET-SEGMENTATION BY TYPE

5.1 Client Management
5.2 Investment Platforms
5.3 Investment Vehicles

6 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET-SEGMENTATION BY APPLICATION

6.1 Reporting
6.2 Portfolio
6.3 Accounting
6.4 Trading Management

7 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET-SEGMENTATION BY MARKETING CHANNEL

7.1 Traditional Marketing Channel (Offline)
7.2 Online Channel

8 COMPETITIVE INTELLIGENCE – COMPANY PROFILES

8.1 FNZ
  8.1.1 FNZ Profile
  8.1.2 FNZ Sales, Growth Rate and Global Market Share from 2015-2020
  8.1.3 FNZ Product/Solution Launches and Enhancements Analysis
  8.1.4 FNZ Business Overview/Recent Development/Acquisitions
8.2 SEI
  8.2.1 SEI Profile
  8.2.2 SEI Sales, Growth Rate and Global Market Share from 2015-2020
  8.2.3 SEI Product/Solution Launches and Enhancements Analysis
  8.2.4 SEI Business Overview/Recent Development/Acquisitions
8.3 Profile Software
  8.3.1 Profile Software Profile
  8.3.2 Profile Software Sales, Growth Rate and Global Market Share from 2015-2020
  8.3.3 Profile Software Product/Solution Launches and Enhancements Analysis
  8.3.4 Profile Software Business Overview/Recent Development/Acquisitions
8.4 TAM Asset Management
  8.4.1 TAM Asset Management Profile
  8.4.2 TAM Asset Management Sales, Growth Rate and Global Market Share from 2015-2020
  8.4.3 TAM Asset Management Product/Solution Launches and Enhancements Analysis
  8.4.4 TAM Asset Management Business Overview/Recent Development/Acquisitions
8.5 Credo
  8.5.1 Credo Profile
  8.5.2 Credo Sales, Growth Rate and Global Market Share from 2015-2020
  8.5.3 Credo Product/Solution Launches and Enhancements Analysis
  8.5.4 Credo Business Overview/Recent Development/Acquisitions
8.6 TechRules
  8.6.1 TechRules Profile
  8.6.2 TechRules Sales, Growth Rate and Global Market Share from 2015-2020
  8.6.3 TechRules Product/Solution Launches and Enhancements Analysis
  8.6.4 TechRules Business Overview/Recent Development/Acquisitions
8.7 Canaccord Genuity
  8.7.1 Canaccord Genuity Profile
  8.7.2 Canaccord Genuity Sales, Growth Rate and Global Market Share from 2015-2020
  8.7.3 Canaccord Genuity Product/Solution Launches and Enhancements Analysis
  8.7.4 Canaccord Genuity Business Overview/Recent Development/Acquisitions
8.8 Avaloq
  8.8.1 Avaloq Profile
  8.8.2 Avaloq Sales, Growth Rate and Global Market Share from 2015-2020
  8.8.3 Avaloq Product/Solution Launches and Enhancements Analysis
  8.8.4 Avaloq Business Overview/Recent Development/Acquisitions
8.9 Novia
  8.9.1 Novia Profile
  8.9.2 Novia Sales, Growth Rate and Global Market Share from 2015-2020
  8.9.3 Novia Product/Solution Launches and Enhancements Analysis
  8.9.4 Novia Business Overview/Recent Development/Acquisitions
8.10 Nutmeg
  8.10.1 Nutmeg Profile
  8.10.2 Nutmeg Sales, Growth Rate and Global Market Share from 2015-2020
  8.10.3 Nutmeg Product/Solution Launches and Enhancements Analysis
  8.10.4 Nutmeg Business Overview/Recent Development/Acquisitions

9 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET-SEGMENTATION BY GEOGRAPHY

10 NORTH AMERICA

10.1 North America Wealth Management Platform Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
10.2 North America Wealth Management Platform Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
10.3 North America Wealth Management Platform Production Analysis from 2015-2020
10.4 North America Wealth Management Platform Consumption Analysis from 2015-2020
10.5 North America Wealth Management Platform Import and Export from 2015-2020
10.6 North America Wealth Management Platform Value, Production and Market Share by Type (2015-2020)
10.7 North America Wealth Management Platform Consumption, Value and Market Share by Application (2015-2020)
10.8 North America Wealth Management Platform by Country (United States, Canada)
  10.8.1 North America Wealth Management Platform Sales by Country (2015-2020)
  10.8.2 North America Wealth Management Platform Consumption Value by Country (2015-2020)
10.9 North America Wealth Management Platform Market PEST Analysis

11 EUROPE

11.1 Europe Wealth Management Platform Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
11.2 Europe Wealth Management Platform Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
11.3 Europe Wealth Management Platform Production Analysis from 2015-2020
11.4 Europe Wealth Management Platform Consumption Analysis from 2015-2020
11.5 Europe Wealth Management Platform Import and Export from 2015-2020
11.6 Europe Wealth Management Platform Value, Production and Market Share by Type (2015-2020)
11.7 Europe Wealth Management Platform Consumption, Value and Market Share by Application (2015-2020)
11.8 Europe Wealth Management Platform by Country (Germany, UK, France, Italy, Spain, Russia, Netherlands, Turkey, Switzerland, Sweden, Poland, Belgium)
  11.8.1 Europe Wealth Management Platform Sales by Country (2015-2020)
  11.8.2 Europe Wealth Management Platform Consumption Value by Country (2015-2020)
11.9 Europe Wealth Management Platform Market PEST Analysis

12 ASIA-PACIFIC

12.1 Asia-Pacific Wealth Management Platform Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
12.2 Asia-Pacific Wealth Management Platform Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
12.3 Asia-Pacific Wealth Management Platform Production Analysis from 2015-2020
12.4 Asia-Pacific Wealth Management Platform Consumption Analysis from 2015-2020
12.5 Asia-Pacific Wealth Management Platform Import and Export from 2015-2020
12.6 Asia-Pacific Wealth Management Platform Value, Production and Market Share by Type (2015-2020)
12.7 Asia-Pacific Wealth Management Platform Consumption, Value and Market Share by Application (2015-2020)
12.8 Asia-Pacific Wealth Management Platform by Country (China, Japan, South Korea, Australia, India, Taiwan, Indonesia, Thailand, Philippines, Malaysia)
  12.8.1 Asia-Pacific Wealth Management Platform Sales by Country (2015-2020)
  12.8.2 Asia-Pacific Wealth Management Platform Consumption Value by Country (2015-2020)
12.9 Asia-Pacific Wealth Management Platform Market PEST Analysis

13 LATIN AMERICA

13.1 Latin America Wealth Management Platform Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
13.2 Latin America Wealth Management Platform Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
13.3 Latin America Wealth Management Platform Production Analysis from 2015-2020
13.4 Latin America Wealth Management Platform Consumption Analysis from 2015-2020
13.5 Latin America Wealth Management Platform Import and Export from 2015-2020
13.6 Latin America Wealth Management Platform Value, Production and Market Share by Type (2015-2020)
13.7 Latin America Wealth Management Platform Consumption, Value and Market Share by Application (2015-2020)
13.8 Latin America Wealth Management Platform by Country (Brazil, Mexico, Argentina, Columbia, Chile)
  13.8.1 Latin America Wealth Management Platform Sales by Country (2015-2020)
  13.8.2 Latin America Wealth Management Platform Consumption Value by Country (2015-2020)
13.9 Latin America Wealth Management Platform Market PEST Analysis

14 MIDDLE EAST & AFRICA

14.1 Middle East & Africa Wealth Management Platform Production, Ex-factory Price, Revenue, Gross Margin (%) and Gross Analysis from 2015-2020
14.2 Middle East & Africa Wealth Management Platform Consumption, Terminal Price, Consumption Value and Channel Margin Analysis from 2015-2020
14.3 Middle East & Africa Wealth Management Platform Production Analysis from 2015-2020
14.4 Middle East & Africa Wealth Management Platform Consumption Analysis from 2015-2020
14.5 Middle East & Africa Wealth Management Platform Import and Export from 2015-2020
14.6 Middle East & Africa Wealth Management Platform Value, Production and Market Share by Type (2015-2020)
14.7 Middle East & Africa Wealth Management Platform Consumption, Value and Market Share by Application (2015-2020)
14.8 Middle East & Africa Wealth Management Platform by Country (Saudi Arabia, UAE, Egypt, Nigeria, South Africa)
  14.8.1 Middle East & Africa Wealth Management Platform Sales by Country (2015-2020)
  14.8.2 Middle East & Africa Wealth Management Platform Consumption Value by Country (2015-2020)
14.9 Middle East & Africa Wealth Management Platform Market PEST Analysis

15 FUTURE FORECAST OF THE GLOBAL WEALTH MANAGEMENT PLATFORM MARKET FROM 2020-2027

15.1 Future Forecast of the Global Wealth Management Platform Market from 2020-2027 Segment by Region
15.2 Global Wealth Management Platform Production and Growth Rate Forecast by Type (2020-2027)
15.3 Global Wealth Management Platform Consumption and Growth Rate Forecast by Application (2020-2027)

16 APPENDIX

16.1 Methodology
16.2 Research Data Source

LIST OF TABLES AND FIGURES

Global Wealth Management Platform Market Value ($) and Growth Rate of Wealth Management Platform from 2015-2027
Global Wealth Management Platform Production and Growth Rate Segment by Product Type from 2015-2027
Global Wealth Management Platform Consumption and Growth Rate Segment by Application from 2015-2027
Figure Wealth Management Platform Picture
Table Product Specifications of Wealth Management Platform
Table Driving Factors for this Market
Table Industry News of Wealth Management Platform Market
Figure Value Chain Status of Wealth Management Platform
Table Midstream Major Company Analysis (by Manufacturing Base, by Product Type)
Table Distributors/Traders
Table Downstream Major Customer Analysis (by Region, by Preference)
Table Global Wealth Management Platform Production and Growth Rate Segment by Product Type from 2015-2020
Table Global Wealth Management Platform Value ($) and Growth Rate Segment by Product Type from 2015-2020
Figure Client Management of Wealth Management Platform
Figure Investment Platforms of Wealth Management Platform
Figure Investment Vehicles of Wealth Management Platform
Table Global Wealth Management Platform Consumption and Growth Rate Segment by Application from 2015-2020
Table Global Wealth Management Platform Value ($) and Growth Rate Segment by Application from 2015-2020
Figure Reporting of Wealth Management Platform
Figure Portfolio of Wealth Management Platform
Figure Accounting of Wealth Management Platform
Figure Trading Management of Wealth Management Platform
Table Global Wealth Management Platform Consumption and Growth Rate Segment by Marketing Channel from 2015-2020
Table Global Wealth Management Platform Value ($) and Growth Rate Segment by Marketing Channel from 2015-2020
Figure Traditional Marketing Channel (Offline) of Wealth Management Platform
Figure Online Channel of Wealth Management Platform
Table FNZ Profile (Company Name, Plants Distribution, Sales Region)
Figure FNZ Sales and Growth Rate from 2015-2020
Figure FNZ Revenue ($) and Global Market Share from 2015-2020
Table FNZ Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table SEI Profile (Company Name, Plants Distribution, Sales Region)
Figure SEI Sales and Growth Rate from 2015-2020
Figure SEI Revenue ($) and Global Market Share from 2015-2020
Table SEI Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Profile Software Profile (Company Name, Plants Distribution, Sales Region)
Figure Profile Software Sales and Growth Rate from 2015-2020
Figure Profile Software Revenue ($) and Global Market Share from 2015-2020
Table Profile Software Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table TAM Asset Management Profile (Company Name, Plants Distribution, Sales Region)
Figure TAM Asset Management Sales and Growth Rate from 2015-2020
Figure TAM Asset Management Revenue ($) and Global Market Share from 2015-2020
Table TAM Asset Management Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Credo Profile (Company Name, Plants Distribution, Sales Region)
Figure Credo Sales and Growth Rate from 2015-2020
Figure Credo Revenue ($) and Global Market Share from 2015-2020
Table Credo Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table TechRules Profile (Company Name, Plants Distribution, Sales Region)
Figure TechRules Sales and Growth Rate from 2015-2020
Figure TechRules Revenue ($) and Global Market Share from 2015-2020
Table TechRules Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Canaccord Genuity Profile (Company Name, Plants Distribution, Sales Region)
Figure Canaccord Genuity Sales and Growth Rate from 2015-2020
Figure Canaccord Genuity Revenue ($) and Global Market Share from 2015-2020
Table Canaccord Genuity Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Avaloq Profile (Company Name, Plants Distribution, Sales Region)
Figure Avaloq Sales and Growth Rate from 2015-2020
Figure Avaloq Revenue ($) and Global Market Share from 2015-2020
Table Avaloq Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Novia Profile (Company Name, Plants Distribution, Sales Region)
Figure Novia Sales and Growth Rate from 2015-2020
Figure Novia Revenue ($) and Global Market Share from 2015-2020
Table Novia Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Nutmeg Profile (Company Name, Plants Distribution, Sales Region)
Figure Nutmeg Sales and Growth Rate from 2015-2020
Figure Nutmeg Revenue ($) and Global Market Share from 2015-2020
Table Nutmeg Wealth Management Platform Sales, Price, Revenue, Gross Margin (2015-2020)
Table Global Wealth Management Platform Production Value ($) by Region from 2015-2020
Table Global Wealth Management Platform Production Value Share by Region from 2015-2020
Table Global Wealth Management Platform Production by Region from 2015-2020
Table Global Wealth Management Platform Consumption Value ($) by Region from 2015-2020
Table Global Wealth Management Platform Consumption by Region from 2015-2020
Table North America Wealth Management Platform Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table North America Wealth Management Platform Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table North America Wealth Management Platform Import and Export from 2015-2020
Table North America Wealth Management Platform Value ($) by Type (2015-2020)
Table North America Wealth Management Platform Production by Type (2015-2020)
Table North America Wealth Management Platform Consumption by Application (2015-2020)
Table North America Wealth Management Platform Consumption by Country (2015-2020)
Table North America Wealth Management Platform Consumption Value ($) by Country (2015-2020)
Figure North America Wealth Management Platform Market PEST Analysis
Table Europe Wealth Management Platform Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Europe Wealth Management Platform Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Europe Wealth Management Platform Import and Export from 2015-2020
Table Europe Wealth Management Platform Value ($) by Type (2015-2020)
Table Europe Wealth Management Platform Production by Type (2015-2020)
Table Europe Wealth Management Platform Consumption by Application (2015-2020)
Table Europe Wealth Management Platform Consumption by Country (2015-2020)
Table Europe Wealth Management Platform Consumption Value ($) by Country (2015-2020)
Figure Europe Wealth Management Platform Market PEST Analysis
Table Asia-Pacific Wealth Management Platform Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Asia-Pacific Wealth Management Platform Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Asia-Pacific Wealth Management Platform Import and Export from 2015-2020
Table Asia-Pacific Wealth Management Platform Value ($) by Type (2015-2020)
Table Asia-Pacific Wealth Management Platform Production by Type (2015-2020)
Table Asia-Pacific Wealth Management Platform Consumption by Application (2015-2020)
Table Asia-Pacific Wealth Management Platform Consumption by Country (2015-2020)
Table Asia-Pacific Wealth Management Platform Consumption Value ($) by Country (2015-2020)
Figure Asia-Pacific Wealth Management Platform Market PEST Analysis
Table Latin America Wealth Management Platform Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Latin America Wealth Management Platform Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Latin America Wealth Management Platform Import and Export from 2015-2020
Table Latin America Wealth Management Platform Value ($) by Type (2015-2020)
Table Latin America Wealth Management Platform Production by Type (2015-2020)
Table Latin America Wealth Management Platform Consumption by Application (2015-2020)
Table Latin America Wealth Management Platform Consumption by Country (2015-2020)
Table Latin America Wealth Management Platform Consumption Value ($) by Country (2015-2020)
Figure Latin America Wealth Management Platform Market PEST Analysis
Table Middle East & Africa Wealth Management Platform Production, Ex-factory Price Revenue ($), Gross Margin (%) and Gross ($) Analysis from 2015-2020
Table Middle East & Africa Wealth Management Platform Consumption, Terminal Price, Consumption Value ($) and Channel Margin Analysis from 2015-2020
Table Middle East & Africa Wealth Management Platform Import and Export from 2015-2020
Table Middle East & Africa Wealth Management Platform Value ($) by Type (2015-2020)
Table Middle East & Africa Wealth Management Platform Production by Type (2015-2020)
Table Middle East & Africa Wealth Management Platform Consumption by Application (2015-2020)
Table Middle East & Africa Wealth Management Platform Consumption by Country (2015-2020)
Table Middle East & Africa Wealth Management Platform Consumption Value ($) by Country (2015-2020)
Figure Middle East & Africa Wealth Management Platform Market PEST Analysis
Table Global Wealth Management Platform Value ($) and Growth Rate Forecast by Region (2020-2027)
Table Global Wealth Management Platform Production and Growth Rate Forecast by Region (2020-2027)
Table Global Wealth Management Platform Consumption and Growth Rate Forecast by Region (2020-2027)
Table Global Wealth Management Platform Production and Growth Rate Forecast by Type (2020-2027)
Table Global Wealth Management Platform Consumption and Growth Rate Forecast by Application (2020-2027)


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