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Global Wealth Management Software Market Size study, by Advisory Model (Human Advisory, Robo Advisory, Hybrid), by Deployment Model (On-Premises, Cloud), by Application (Financial Advice Management, Portfolio, Accounting, and Trading Management, Electrical and Electronics Industry Performance Management, Risk and Compliance Management, Reporting, Others), by End-User Industry (Banks, Investment Management Firms, Trading and Exchange Firms, Brokerage Firms, Others) and Regional Forecasts 2022-2028

April 2022 | 200 pages | ID: G5282419189BEN
Bizwit Research & Consulting LLP

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Global Wealth Management Software Market is valued at approximately USD 3.8 billion in 2021 and is anticipated to grow with a healthy growth rate of more than 13.9 % over the forecast period 2022-2028. Wealth Management Software is a financial agreement between a bank and an insurance company that allows the bank to generate additional revenue and profit. This setup permits the sale of a wide range of insurance products, including annuities, mortgages, and health and life insurance. Rise in the number of HNWIs, rise in technological advancements in wealth management, rising digital revolution and automation and rising mergers and acquisitions among key players has driven the adoption of Wealth Management Software across the projected period. For Instance: Die Software Peter Fitzon GmbH (DSW), a provider of core banking solutions in Germany, was acquired by ObjectWay S.p.A. in August 2021. With a broad and stable core banking infrastructure, ObjectWay S.p.A. anticipates the purchase to boost its wealth and asset management products. Also, utilization of AI and blockchain system in wealth management software is most likely to boost the overall growth of the Wealth Management Software market. However, extensive dependency on conventional methods, lack of awareness and lack of technical expertise can obstruct the market's expansion over the projection period of 2022-2028.

The key regions considered for the Global Wealth Management Software Market study include Asia Pacific, North America, Europe, Latin America and Rest of the World. North America is the leading region across the world. Rapid adoption of new technologies is driving the market growth in North America. Whereas, Asia Pacific is also anticipated to exhibit the highest growth rate over the forecast period 2022-2028. The market is expected to grow during the projected period due to rising mergers and acquisitions.

Major market players included in this report are:
Comarch SA
Dorsum Ltd.
Fidelity National Information Services Inc.
Finantix
Fiserv Inc.
ObjectWay S.p.a
Profile Software
SEI Investments Companies
SS&C Technologies Holdings, Inc.
Temenos Headquarters SA

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:
By Advisory Model:
Human Advisory
Robo Advisory
Hybrid

By Deployment Type:
On-Premises
Cloud

By Application:
Financial Advice Management
Portfolio, Accounting, and Trading Management
Electrical and Electronics Industry Performance Management
Risk and Compliance Management
Reporting
Others

By End-User Industry:
Banks
Investment Management Firms
Trading and Exchange Firms
Brokerage Firms
Others
By Region:
North America
U.S.
Canada
Europe
UK
Germany
France
Spain
Italy
ROE

Asia Pacific
China
India
Japan
Australia
South Korea
RoAPAC
Latin America
Brazil
Mexico
Rest of the World

Furthermore, years considered for the study are as follows:

Historical year – 2018, 2019, 2020
Base year – 2021
Forecast period – 2022 to 2028

Target Audience of the Global Wealth Management Software Market in Market Study:

Key Consulting Companies & Advisors
Large, medium-sized, and small enterprises
Venture capitalists
Value-Added Resellers (VARs)
Third-party knowledge providers
Investment bankers
Investors
CHAPTER 1. EXECUTIVE SUMMARY

1.1. Market Snapshot
1.2. Global & Segmental Market Estimates & Forecasts, 2020-2028 (USD Billion)
  1.2.1. Wealth Management Software Market, by Region, 2020-2028 (USD Billion)
  1.2.2. Wealth Management Software Market, by Advisory Model, 2020-2028 (USD Billion)
  1.2.3. Wealth Management Software Market, by Deployment Model, 2020-2028 (USD Billion)
  1.2.4. Wealth Management Software Market, by Application, 2020-2028 (USD Billion)
  1.2.5. Wealth Management Software Market, by End-User Industry, 2020-2028 (USD Billion)
1.3. Key Trends
1.4. Estimation Methodology
1.5. Research Assumption

CHAPTER 2. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET DEFINITION AND SCOPE

2.1. Objective of the Study
2.2. Market Definition & Scope
  2.2.1. Scope of the Study
  2.2.2. Industry Evolution
2.3. Years Considered for the Study
2.4. Currency Conversion Rates

CHAPTER 3. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET DYNAMICS

3.1. Wealth Management Software Market Impact Analysis (2020-2028)
  3.1.1. Market Drivers
    3.1.1.1. Rise in number of HNWIs
    3.1.1.2. Rise in technological advancements in wealth management
    3.1.1.3. Rising digital revolution and automation
    3.1.1.4. Rising mergers and acquisitions among key players
  3.1.2. Market Challenges
    3.1.2.1. Extensive dependency on conventional methods
    3.1.2.2. Lack of awareness
    3.1.2.3. Lack of technical expertise
  3.1.3. Market Opportunities
    3.1.3.1. Utilization of AI and blockchain system in wealth management software

CHAPTER 4. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET INDUSTRY ANALYSIS

4.1. Porter’s 5 Force Model
  4.1.1. Bargaining Power of Suppliers
  4.1.2. Bargaining Power of Buyers
  4.1.3. Threat of New Entrants
  4.1.4. Threat of Substitutes
  4.1.5. Competitive Rivalry
  4.1.6. Futuristic Approach to Porter’s 5 Force Model (2019-2028)
4.2. PEST Analysis
  4.2.1. Political
  4.2.2. Economical
  4.2.3. Social
  4.2.4. Technological
4.3. Investment Adoption Model
4.4. Analyst Recommendation & Conclusion
4.5. Top investment opportunity
4.6. Top winning strategies

CHAPTER 5. RISK ASSESSMENT: COVID-19 IMPACT

  5.1.1. Assessment of the overall impact of COVID-19 on the industry
  5.1.2. Pre COVID-19 and post COVID-19 market scenario

CHAPTER 6. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET, BY ADVISORY MODEL

6.1. Market Snapshot
6.2. Global Wealth Management Software Market by Advisory Model, Performance - Potential Analysis
6.3. Global Wealth Management Software Market Estimates & Forecasts by Advisory Model, 2019-2028 (USD Billion)
6.4. Wealth Management Software Market, Sub Segment Analysis
  6.4.1 Human Advisory
  6.4.2 Robo Advisory
  6.4.3 Hybrid

CHAPTER 7. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET, BY DEPLOYMENT MODEL

7.1. Market Snapshot
7.2. Global Wealth Management Software Market by Deployment Model, Performance – Potential Analysis
7.3. Global Wealth Management Software Market Estimates & Forecasts by Deployment Model, 2019-2028 (USD Billion)
7.4. Wealth Management Software Market, Sub Segment Analysis
  7.4.1 On-Premises
  7.4.2 Cloud

CHAPTER 8. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET, BY APPLICATION

8.1. Market Snapshot
8.2. Global Wealth Management Software Market by Application, Performance - Potential Analysis
8.3. Global Wealth Management Software Market Estimates & Forecasts by Application, 2019-2028 (USD Billion)
8.4. Wealth Management Software Market, Sub Segment Analysis
  8.4.1 Financial Advice Management
  8.4.2 Portfolio, Accounting, and Trading Management
  8.4.3 Electrical and Electronics Industry Performance Management
  8.4.4 Risk and Compliance Management
  8.4.5 Reporting
  8.4.6 Others

CHAPTER 9. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET, BY END-USER INDUSTRY

9.1. Market Snapshot
9.2. Global Wealth Management Software Market by End-User Industry, Performance – Potential Analysis
9.3. Global Wealth Management Software Market Estimates & Forecasts by End-User Industry, 2019-2028 (USD Billion)
9.4. Wealth Management Software Market, Sub Segment Analysis
  9.4.1 Banks
  9.4.2 Investment Management Firms
  9.4.3 Trading and Exchange Firms
  9.4.4 Brokerage Firms
  9.4.5 Others

CHAPTER 10. GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET, REGIONAL ANALYSIS

10.1. Wealth Management Software Market, Regional Market Snapshot
10.2. North America Wealth Management Software Market
  10.2.1. U.S. Wealth Management Software Market
    10.2.1.1. Advisory Model breakdown estimates & forecasts, 2019-2028
    10.2.1.2. Deployment Model breakdown estimates & forecasts, 2019-2028
    10.2.1.3. Application breakdown estimates & forecasts, 2019-2028
    10.2.1.4. End-User Industry breakdown estimates & forecasts, 2019-2028
  10.2.2. Canada Wealth Management Software Market
10.3. Europe Wealth Management Software Market Snapshot
  10.3.1. U.K. Wealth Management Software Market
  10.3.2. Germany Wealth Management Software Market
  10.3.3. France Wealth Management Software Market
  10.3.4. Spain Wealth Management Software Market
  10.3.5. Italy Wealth Management Software Market
  10.3.6. Rest of Europe Wealth Management Software Market
10.4. Asia-Pacific Wealth Management Software Market Snapshot
  10.4.1. China Wealth Management Software Market
  10.4.2. India Wealth Management Software Market
  10.4.3. Japan Wealth Management Software Market
  10.4.4. Australia Wealth Management Software Market
  10.4.5. South Korea Wealth Management Software Market
  10.4.6. Rest of Asia Pacific Wealth Management Software Market
10.5. Latin America Wealth Management Software Market Snapshot
  10.5.1. Brazil Wealth Management Software Market
  10.5.2. Mexico Wealth Management Software Market
10.6. Rest of The World Wealth Management Software Market

CHAPTER 11. COMPETITIVE INTELLIGENCE

11.1. Top Market Strategies
11.2. Company Profiles
  11.2.1 Comarch SA
    11.2.1.1 Key Information
    11.2.1.2 Overview
    11.2.1.3 Financial (Subject to Data Availability)
    11.2.1.4 Product Summary
    11.2.1.5 Recent Developments
  11.2.2 Dorsum Ltd.
  11.2.3 Fidelity National Information Services Inc.
  11.2.4 Finantix
  11.2.5 Fiserv Inc.
  11.2.6 ObjectWay S.p.a
  11.2.7 Profile Software
  11.2.8 SEI Investments Companies
  11.2.9 SS&C Technologies Holdings, Inc.
  11.2.10 Temenos Headquarters SA

CHAPTER 12. RESEARCH PROCESS

12.1 Research Process
  12.1.1 Data Mining
  12.1.2 Analysis
  12.1.3 Market Estimation
  12.1.4 Validation
  12.1.5 Publishing
12.2 Research Attributes
12.3 Research Assumption

LIST OF TABLES

TABLE 1. Global Wealth Management Software Market, report scope
TABLE 2. Global Wealth Management Software Market estimates & forecasts by Region 2019-2028 (USD Billion)
TABLE 3. Global Wealth Management Software Market estimates & forecasts by Advisory Model 2019-2028 (USD Billion)
TABLE 4. Global Wealth Management Software Market estimates & forecasts by Deployment Model 2019-2028 (USD Billion)
TABLE 5. Global Wealth Management Software Market estimates & forecasts by Application 2019-2028 (USD Billion)
TABLE 6. Global Wealth Management Software Market estimates & forecasts by End-User Industry 2019-2028 (USD Billion)
TABLE 7. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 8. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 9. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 10. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 11. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 12. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 13. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 14. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 15. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 16. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
TABLE 17. U.S. Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 18. U.S. Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 19. U.S. Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 20. Canada Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 21. Canada Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 22. Canada Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 23. UK Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 24. UK Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 25. UK Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 26. Germany Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 27. Germany Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 28. Germany Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 29. RoE Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 30. RoE Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 31. RoE Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 32. China Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 33. China Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 34. China Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 35. India Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 36. India Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 37. India Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 38. Japan Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 39. Japan Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 40. Japan Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 41. RoAPAC Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 42. RoAPAC Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 43. RoAPAC Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 44. Brazil Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 45. Brazil Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 46. Brazil Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 47. Mexico Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 48. Mexico Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 49. Mexico Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 50. RoLA Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 51. RoLA Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 52. RoLA Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 53. Row Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
TABLE 54. Row Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 55. Row Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
TABLE 56. List of secondary sources, used in the study of global Wealth Management Software Market
TABLE 57. List of primary sources, used in the study of global Wealth Management Software Market
TABLE 58. Years considered for the study
TABLE 59. Exchange rates considered

LIST OF FIGURES

FIG 1. Global Wealth Management Software Market, research methodology
FIG 2. Global Wealth Management Software Market, market estimation techniques
FIG 3. Global market size estimates & forecast methods
FIG 4. Global Wealth Management Software Market, key trends 2021
FIG 5. Global Wealth Management Software Market, growth prospects 2022-2028
FIG 6. Global Wealth Management Software Market, porters 5 force model
FIG 7. Global Wealth Management Software Market, pest analysis
FIG 8. Global Wealth Management Software Market, value chain analysis
FIG 9. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
FIG 10. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
FIG 11. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
FIG 12. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
FIG 13. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
FIG 14. Global Wealth Management Software Market, regional snapshot 2019 & 2028
FIG 15. North America Wealth Management Software Market 2019 & 2028 (USD Billion)
FIG 16. Europe Wealth Management Software Market 2019 & 2028 (USD Billion)
FIG 17. Asia pacific Wealth Management Software Market 2019 & 2028 (USD Billion)
FIG 18. Latin America Wealth Management Software Market 2019 & 2028 (USD Billion)
FIG 19. Global Wealth Management Software Market, company market share analysis (2021)


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