Wealth Management Software Market Size, Share & Trends Analysis Report By Advisory Mode, By Deployment, By Enterprise Size, By Application, By End-use, By Region, And Segment Forecasts, 2025 - 2030

October 2024 | 159 pages | ID: W5E38413AEC9EN
Grand View Research, Inc.

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Wealth Management Software Market Growth & Trends

The global wealth management software market size is expected treach USD 12.07 billion by 2030, registering a CAGR of 14.0% from 2025 t2030, according ta new report by Grand View Research, Inc. The growth of the market can be attributed tthe increasing demand for wealth management software from financial advisors teffectively understand the needs of their clients and streamline the financial management of their clients accordingly. The widening scope of wealth management software tcover everything from accounting and investment management testate planning and retirement planning bodes well for the growth of the market. Advances in technology and the growing adoption of the latest technologies for wealth management are expected tintensify the competition between traditional and non-traditional firms.

Several wealth management firms across the globe are using Artificial Intelligence (AI)-based applications toffer personalized solutions ttheir clients. Businesses are particularly adopting predictive analytics tools based on AI and Machine Learning (ML) tanalyze the large volumes of data related tinvestments and forecast future trends. The increasing number of High-Net-Worth Individuals (HNWIs) across the globe is expected tplay a niche role in driving product adoption over the forecast period. HNWIs require various services, including investment management services, tax advice, billing services, and portfolimanagement services, among others.

Wealth management solutions can potentially help wealth and investment management firms in reducing the manual processes while enhancing investment management for HNWIs. The outbreak of the COVID-19 pandemic is expected topen new growth opportunities for the market over the forecast period. Several businesses and individuals are approaching wealth management service providers tseek investment advice and plan their investments appropriately in the wake of the outbreak of the pandemic. As such, market players are responding tthe changing requirements of their clients and diversifying their solutions and services tmanage the accounting, estate planning, investment planning, and retirement planning of their clients.

The robadvisory segment is expected twitness the fastest CAGR over the forecast period due tthe growing adoption of the robadvisory platform tautomate portfolicreation based on the income, risk parameters, and other facets of a client’s investment mandate. Robadvisory platform alsoffers a cost-effective alternative thuman advisory services, thereby contributing tthe growth of the segment. Several businesses across the globe are focusing on deploying cloud-based solutions tensure easy access tdata and deliver personalized services ttheir clients. Cloud-based solutions provide several benefits, such as flexibility in payments, reduction in operational costs, and scalability of the system, among others.

Wealth Management Software Market Report Highlights
    • The human advisory mode segment accounted for the largest revenue share of 57.31% in 2024. Human advisory remains the first preference for several HNWIs across the globe owing tsecurity concerns.
    • The cloud segment held the largest market in 2024. The segment is estimated texpand further at the fastest CAGR retaining the leading position throughout the forecast period.
  • The large enterprises segment dominated the market in 2024 with the largest revenue share. Large enterprises across the globe are focusing on implementing new technical functionalities, and storage and processing technologies.
      • The portfolio, accounting, & trading management segment dominated the market in 2024. At a time when the demand for portfolimanagement and trading solutions is increasing; portfolio, accounting, & trading management solutions are allowing trading managers tconcentrate on collaborative activities and serve their customers in a better manner.
      • The banks segment dominated the market in 2024 with the largest revenue share. As the global economy continues tstrengthen gradually, banks are anticipated tplay a key role in managing the growing assets and wealth of individuals.
  • North America wealth management software market held the largest share of 37.22% in 2024. The number of High-Net-Worth Individuals (HNWIs) in the region is growing continuously.
    • The Asia Pacific wealth management software market is anticipated tgrow at a CAGR of 15.2% during the forecast period.
CHAPTER 1. METHODOLOGY AND SCOPE

1.1. Market Segmentation and Scope
1.2. Research Methodology
  1.2.1. Information Procurement
1.3. Information or Data Analysis
1.4. Methodology
1.5. Research Scope and Assumptions
1.6. Market Formulation & Validation
1.7. Country Based Segment Share Calculation
1.8. List of Data Sources

CHAPTER 2. EXECUTIVE SUMMARY

2.1. Market Outlook
2.2. Segment Outlook
2.3. Competitive Insights

CHAPTER 3. WEALTH MANAGEMENT SOFTWARE MARKET VARIABLES, TRENDS, & SCOPE

3.1. Market Lineage Outlook
3.2. Market Dynamics
  3.2.1. Market Driver Analysis
  3.2.2. Market Restraint Analysis
  3.2.3. Industry Challenge
3.3. Wealth Management Software Market Analysis Tools
  3.3.1. Industry Analysis - Porter’s
    3.3.1.1. Bargaining power of the suppliers
    3.3.1.2. Bargaining power of the buyers
    3.3.1.3. Threats of substitution
    3.3.1.4. Threats from new entrants
    3.3.1.5. Competitive rivalry
  3.3.2. PESTEL Analysis
    3.3.2.1. Political landscape
    3.3.2.2. Economic and social landscape
    3.3.2.3. Technological landscape
3.4. Pain Point Analysis

CHAPTER 4. WEALTH MANAGEMENT SOFTWARE MARKET: ADVISORY MODE ESTIMATES & TREND ANALYSIS

4.1. Segment Dashboard
4.2. Wealth Management Software Market: Advisory Mode Movement Analysis, USD Million, 2024 & 2030
4.3. Human Advisory
  4.3.1. Human Advisory Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
4.4. Robo Advisory
  4.4.1. Robo Advisory Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
4.5. Hybrid
  4.5.1. Hybrid Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

CHAPTER 5. WEALTH MANAGEMENT SOFTWARE MARKET: DEPLOYMENT ESTIMATES & TREND ANALYSIS

5.1. Segment Dashboard
5.2. Wealth Management Software Market: Deployment Movement Analysis, USD Million, 2024 & 2030
5.3. Cloud
  5.3.1. Cloud Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
5.4. On-premise
  5.4.1. On-premise Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

CHAPTER 6. WEALTH MANAGEMENT SOFTWARE MARKET: ENTERPRISE SIZE ESTIMATES & TREND ANALYSIS

6.1. Segment Dashboard
6.2. Wealth Management Software Market: Enterprise Size Movement Analysis, USD Million, 2024 & 2030
6.3. Large Enterprises
  6.3.1. Large Enterprises Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
6.4. Small & Medium Enterprises
  6.4.1. Small & Medium Enterprises Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

CHAPTER 7. WEALTH MANAGEMENT SOFTWARE MARKET: APPLICATION ESTIMATES & TREND ANALYSIS

7.1. Segment Dashboard
7.2. Wealth Management Software Market: Application Movement Analysis, USD Million, 2024 & 2030
7.3. Financial Advice & Management
  7.3.1. Financial Advice & Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.4. Portfolio, Accounting, & Trading Management
  7.4.1. Portfolio, Accounting, & Trading Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.5. Performance Management
  7.5.1. Performance Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.6. Risk & Compliance Management
  7.6.1. Risk & Compliance Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.7. Reporting
  7.7.1. Reporting Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.8. Others
  7.8.1. Others Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

CHAPTER 8. WEALTH MANAGEMENT SOFTWARE MARKET: END USE ESTIMATES & TREND ANALYSIS

8.1. Segment Dashboard
8.2. Wealth Management Software Market: Application Movement Analysis, USD Million, 2024 & 2030
8.3. Banks
  8.3.1. Banks Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.4. Investment Management Firms
  8.4.1. Investment Management Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.5. Trading & Exchange Firms
  8.5.1. Trading & Exchange Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.6. Brokerage Firms
  8.6.1. Brokerage Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.7. Others
  8.7.1. Others Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

CHAPTER 9. WEALTH MANAGEMENT SOFTWARE MARKET: REGIONAL ESTIMATES & TREND ANALYSIS

9.1. Wealth Management Software Market Share, By Region, 2024 & 2030, USD Million
9.2. North America
  9.2.1. North America Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.2.2. U.S.
    9.2.2.1. U.S. Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.2.3. Canada
    9.2.3.1. Canada Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.2.4. Mexico
    9.2.4.1. Mexico Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.3. Europe
  9.3.1. Europe Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.3.2. U.K.
    9.3.2.1. U.K. Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.3.3. Germany
    9.3.3.1. Germany Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.3.4. France
    9.3.4.1. France Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4. Asia Pacific
  9.4.1. Asia Pacific Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.4.2. China
    9.4.2.1. China Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.4.3. Japan
    9.4.3.1. Japan Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.4.4. India
    9.4.4.1. India Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.4.5. South Korea
    9.4.5.1. South Korea Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.4.6. Australia
    9.4.6.1. Australia Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.5. Latin America
  9.5.1. Latin America Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.5.2. Brazil
    9.5.2.1. Brazil Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.6. Middle East and Africa
  9.6.1. Middle East and Africa Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.6.2. UAE
    9.6.2.1. UAE Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.6.3. KSA
    9.6.3.1. KSA Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  9.6.4. South Africa
    9.6.4.1. South Africa Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)

CHAPTER 10. COMPETITIVE LANDSCAPE

10.1. Company Categorization
10.2. Company Market Positioning
10.3. Company Heat Map Analysis
10.4. Company Profiles/Listing
  10.4.1. Comarch SA
    10.4.1.1. Participant’s Overview
    10.4.1.2. Financial Performance
    10.4.1.3. Product Benchmarking
    10.4.1.4. Strategic Initiatives
  10.4.2. Dorsum Ltd.
    10.4.2.1. Participant’s Overview
    10.4.2.2. Financial Performance
    10.4.2.3. Product Benchmarking
    10.4.2.4. Strategic Initiatives
  10.4.3. Fidelity National Information Services, Inc.
    10.4.3.1. Participant’s Overview
    10.4.3.2. Financial Performance
    10.4.3.3. Product Benchmarking
    10.4.3.4. Strategic Initiatives
  10.4.4. Finantix
    10.4.4.1. Participant’s Overview
    10.4.4.2. Financial Performance
    10.4.4.3. Product Benchmarking
    10.4.4.4. Strategic Initiatives
  10.4.5. Fiserv, Inc.
    10.4.5.1. Participant’s Overview
    10.4.5.2. Financial Performance
    10.4.5.3. Product Benchmarking
    10.4.5.4. Strategic Initiatives
  10.4.6. Objectway S.p.A.
    10.4.6.1. Participant’s Overview
    10.4.6.2. Financial Performance
    10.4.6.3. Product Benchmarking
    10.4.6.4. Strategic Initiatives
  10.4.7. Profile Software
    10.4.7.1. Participant’s Overview
    10.4.7.2. Financial Performance
    10.4.7.3. Product Benchmarking
    10.4.7.4. Strategic Initiatives
  10.4.8. SEI Investments Company
    10.4.8.1. Participant’s Overview
    10.4.8.2. Financial Performance
    10.4.8.3. Product Benchmarking
    10.4.8.4. Strategic Initiatives
  10.4.9. SS&C Technologies Holdings, Inc.
    10.4.9.1. Participant’s Overview
    10.4.9.2. Financial Performance
    10.4.9.3. Product Benchmarking
    10.4.9.4. Strategic Initiatives
  10.4.10. Temenos Headquarters SA
    10.4.10.1. Participant’s Overview
    10.4.10.2. Financial Performance
    10.4.10.3. Product Benchmarking
    10.4.10.4. Strategic Initiatives


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