North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity
- Category: Service
- Published Date: Nov 2022
- Publisher: GMD Research
- Pages: 113
North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity
http://www.gracemarketdata.com/index.php/our-products/industry-research/11027A-detail
North America wealth management platform market is projected to grow by 13.2% annually in the forecast period and reach $4,081.5 million by 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 20 tables and 41 figures, this 93-page report “North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity” is based on comprehensive research of the entire North America 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 North America 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 North America wealth management platform market in every aspect of the classification from perspectives of Deployment Type, Advisory Model, Application, End User, and Country.
Based on Deployment Type, the North America 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 North America 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 North America 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 North America 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 national/local markets are fully investigated:
• U.S.
• Canada
• Mexico
For each key country, detailed analysis and data for annual revenue ($ mn) are available for 2021-2031. The breakdown of national markets 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.)
http://www.gracemarketdata.com/index.php/our-products/industry-research/11027A-detail
North America wealth management platform market is projected to grow by 13.2% annually in the forecast period and reach $4,081.5 million by 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 20 tables and 41 figures, this 93-page report “North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity” is based on comprehensive research of the entire North America 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 North America 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 North America wealth management platform market in every aspect of the classification from perspectives of Deployment Type, Advisory Model, Application, End User, and Country.
Based on Deployment Type, the North America 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 North America 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 North America 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 North America 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 national/local markets are fully investigated:
• U.S.
• Canada
• Mexico
For each key country, detailed analysis and data for annual revenue ($ mn) are available for 2021-2031. The breakdown of national markets 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.)
1 Introduction 7
1.1 Industry Definition and Research Scope 7
1.1.1 Industry Definition 7
1.1.2 Research Scope 8
1.2 Research Methodology 11
1.2.1 Overview of Market Research Methodology 11
1.2.2 Market Assumption 12
1.2.3 Secondary Data 12
1.2.4 Primary Data 12
1.2.5 Data Filtration and Model Design 13
1.2.6 Market Size/Share Estimation 14
1.2.7 Research Limitations 15
1.3 Executive Summary 16
2 Market Overview and Dynamics 18
2.1 Market Size and Forecast 18
2.1.1 Impact of COVID-19 on World Economy 19
2.1.2 Impact of COVID-19 on the Market 21
2.2 Major Growth Drivers 23
2.3 Market Restraints and Challenges 27
2.4 Emerging Opportunities and Market Trends 30
2.5 Porter’s Fiver Forces Analysis 34
3 Segmentation of North America Market by Deployment Type 38
3.1 Market Overview by Deployment Type 38
3.2 On-premises Platform 40
3.3 Cloud-based Platform 41
4 Segmentation of North America Market by Advisory Model 42
4.1 Market Overview by Advisory Model 42
4.2 Human Advisory 44
4.3 Robo Advisory 45
4.4 Hybrid Advisory 46
5 Segmentation of North America Market by Application 47
5.1 Market Overview by Application 47
5.2 Financial Advice Management 49
5.3 Portfolio Accounting and Trading Management 50
5.4 Performance Management 51
5.5 Risk and Compliance Management 52
5.6 Reporting 53
5.7 Other Applications 54
6 Segmentation of North America Market by End User 55
6.1 Market Overview by End User 55
6.2 Banks 57
6.3 Investment Management Firms 58
6.4 Trading & Exchange Firms 59
6.5 Brokerage Firms 60
6.6 Other End Users 61
7 North America Market 2021-2031 by Country 62
7.1 Overview of North America Market 62
7.2 U.S. 65
7.3 Canada 68
7.4 Mexico 70
8 Competitive Landscape 72
8.1 Overview of Key Vendors 72
8.2 New Product Launch, Partnership, Investment, and M&A 75
8.3 Company Profiles 76
Avaloq Group AG 76
Backbase Inc. 78
Broadridge Financial Solutions Inc. 79
Crealogix AG 80
EdgeVerve Systems Limited 81
Fidelity National Information Services, Inc. (FIS) 82
Finantix S.p.A. 83
Fiserv Inc. 84
InvestCloud Inc. 85
Objectway S.p.A. 86
Profile Software S.A. 87
Prometeia SpA 88
SEI Investments Developments, Inc. 89
SS&C Technologies Inc. 90
Tata Consultancy Services Limited 91
Temenos Headquarters SA 92
RELATED REPORTS 93
1.1 Industry Definition and Research Scope 7
1.1.1 Industry Definition 7
1.1.2 Research Scope 8
1.2 Research Methodology 11
1.2.1 Overview of Market Research Methodology 11
1.2.2 Market Assumption 12
1.2.3 Secondary Data 12
1.2.4 Primary Data 12
1.2.5 Data Filtration and Model Design 13
1.2.6 Market Size/Share Estimation 14
1.2.7 Research Limitations 15
1.3 Executive Summary 16
2 Market Overview and Dynamics 18
2.1 Market Size and Forecast 18
2.1.1 Impact of COVID-19 on World Economy 19
2.1.2 Impact of COVID-19 on the Market 21
2.2 Major Growth Drivers 23
2.3 Market Restraints and Challenges 27
2.4 Emerging Opportunities and Market Trends 30
2.5 Porter’s Fiver Forces Analysis 34
3 Segmentation of North America Market by Deployment Type 38
3.1 Market Overview by Deployment Type 38
3.2 On-premises Platform 40
3.3 Cloud-based Platform 41
4 Segmentation of North America Market by Advisory Model 42
4.1 Market Overview by Advisory Model 42
4.2 Human Advisory 44
4.3 Robo Advisory 45
4.4 Hybrid Advisory 46
5 Segmentation of North America Market by Application 47
5.1 Market Overview by Application 47
5.2 Financial Advice Management 49
5.3 Portfolio Accounting and Trading Management 50
5.4 Performance Management 51
5.5 Risk and Compliance Management 52
5.6 Reporting 53
5.7 Other Applications 54
6 Segmentation of North America Market by End User 55
6.1 Market Overview by End User 55
6.2 Banks 57
6.3 Investment Management Firms 58
6.4 Trading & Exchange Firms 59
6.5 Brokerage Firms 60
6.6 Other End Users 61
7 North America Market 2021-2031 by Country 62
7.1 Overview of North America Market 62
7.2 U.S. 65
7.3 Canada 68
7.4 Mexico 70
8 Competitive Landscape 72
8.1 Overview of Key Vendors 72
8.2 New Product Launch, Partnership, Investment, and M&A 75
8.3 Company Profiles 76
Avaloq Group AG 76
Backbase Inc. 78
Broadridge Financial Solutions Inc. 79
Crealogix AG 80
EdgeVerve Systems Limited 81
Fidelity National Information Services, Inc. (FIS) 82
Finantix S.p.A. 83
Fiserv Inc. 84
InvestCloud Inc. 85
Objectway S.p.A. 86
Profile Software S.A. 87
Prometeia SpA 88
SEI Investments Developments, Inc. 89
SS&C Technologies Inc. 90
Tata Consultancy Services Limited 91
Temenos Headquarters SA 92
RELATED REPORTS 93
no record found