Global Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Region: Trend Forecast and Growth Opportunity
- Category: Service
- Published Date: Nov 2022
- Publisher: GMD Research
- Pages: 113
Global wealth management platform market will reach $11,154.7 million by 2031, growing by 13.0% annually over 2021-2031, 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 79 tables and 77 figures, this 156-page report “Global Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Region: Trend Forecast and Growth Opportunity” is based on comprehensive research of the entire global 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 global 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 global wealth management platform market in every aspect of the classification from perspectives of Deployment Type, Advisory Model, Application, End User, and Region.
Based on Deployment Type, the global 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 global 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 global 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 global 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 regions together with the listed national/local markets are fully investigated:
• North America (U.S., Canada, and Mexico)
• Europe (Germany, UK, France, Spain, Italy, Netherlands, Rest of Europe; Rest of Europe is further segmented into Russia, Switzerland, Poland, Sweden, Belgium, Austria, Ireland, Norway, Denmark, and Finland)
• APAC (Japan, China, South Korea, Australia, India, and Rest of APAC; Rest of APAC is further segmented into Malaysia, Singapore, Indonesia, Thailand, New Zealand, Vietnam, Taiwan, and Philippines)
• South America (Brazil, Chile, Argentina, Rest of South America)
• MEA (UAE，Saudi Arabia， South Africa and Rest of MEA)
For each aforementioned region and country, detailed analysis and data for annual revenue ($ mn) are available for 2021-2031. The breakdown of all regional markets by country and split of each national market 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.)
Highlighted with 79 tables and 77 figures, this 156-page report “Global Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Region: Trend Forecast and Growth Opportunity” is based on comprehensive research of the entire global 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 global 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 global wealth management platform market in every aspect of the classification from perspectives of Deployment Type, Advisory Model, Application, End User, and Region.
Based on Deployment Type, the global 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 global 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 global 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 global 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 regions together with the listed national/local markets are fully investigated:
• North America (U.S., Canada, and Mexico)
• Europe (Germany, UK, France, Spain, Italy, Netherlands, Rest of Europe; Rest of Europe is further segmented into Russia, Switzerland, Poland, Sweden, Belgium, Austria, Ireland, Norway, Denmark, and Finland)
• APAC (Japan, China, South Korea, Australia, India, and Rest of APAC; Rest of APAC is further segmented into Malaysia, Singapore, Indonesia, Thailand, New Zealand, Vietnam, Taiwan, and Philippines)
• South America (Brazil, Chile, Argentina, Rest of South America)
• MEA (UAE，Saudi Arabia， South Africa and Rest of MEA)
For each aforementioned region and country, detailed analysis and data for annual revenue ($ mn) are available for 2021-2031. The breakdown of all regional markets by country and split of each national market 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 9
1.1 Industry Definition and Research Scope 9
1.1.1 Industry Definition 9
1.1.2 Research Scope 10
1.2 Research Methodology 13
1.2.1 Overview of Market Research Methodology 13
1.2.2 Market Assumption 14
1.2.3 Secondary Data 14
1.2.4 Primary Data 14
1.2.5 Data Filtration and Model Design 15
1.2.6 Market Size/Share Estimation 16
1.2.7 Research Limitations 17
1.3 Executive Summary 18
2 Market Overview and Dynamics 21
2.1 Market Size and Forecast 21
2.1.1 Impact of COVID-19 on World Economy 22
2.1.2 Impact of COVID-19 on the Market 24
2.2 Major Growth Drivers 26
2.3 Market Restraints and Challenges 30
2.4 Emerging Opportunities and Market Trends 33
2.5 Porter’s Fiver Forces Analysis 37
3 Segmentation of Global Market by Deployment Type 41
3.1 Market Overview by Deployment Type 41
3.2 On-premises Platform 43
3.3 Cloud-based Platform 44
4 Segmentation of Global Market by Advisory Model 45
4.1 Market Overview by Advisory Model 45
4.2 Human Advisory 47
4.3 Robo Advisory 48
4.4 Hybrid Advisory 49
5 Segmentation of Global Market by Application 50
5.1 Market Overview by Application 50
5.2 Financial Advice Management 52
5.3 Portfolio Accounting and Trading Management 53
5.4 Performance Management 54
5.5 Risk and Compliance Management 55
5.6 Reporting 56
5.7 Other Applications 57
6 Segmentation of Global Market by End User 58
6.1 Market Overview by End User 58
6.2 Banks 60
6.3 Investment Management Firms 61
6.4 Trading & Exchange Firms 62
6.5 Brokerage Firms 63
6.6 Other End Users 64
7 Segmentation of Global Market by Region 65
7.1 Geographic Market Overview 2021-2031 65
7.2 North America Market 2021-2031 by Country 69
7.2.1 Overview of North America Market 69
7.2.2 U.S. 73
7.2.3 Canada 76
7.2.4 Mexico 78
7.3 European Market 2021-2031 by Country 80
7.3.1 Overview of European Market 80
7.3.2 Germany 84
7.3.3 U.K. 86
7.3.4 France 88
7.3.5 Spain 90
7.3.6 Italy 92
7.3.7 Netherlands 94
7.3.8 Rest of European Market 96
7.4 Asia-Pacific Market 2021-2031 by Country 98
7.4.1 Overview of Asia-Pacific Market 98
7.4.2 Japan 102
7.4.3 China 105
7.4.4 Australia 107
7.4.5 India 109
7.4.6 South Korea 111
7.4.7 Rest of APAC Region 113
7.5 South America Market 2021-2031 by Country 115
7.5.1 Argentina 118
7.5.2 Brazil 120
7.5.3 Chile 122
7.5.4 Rest of South America Market 124
7.6 MEA Market 2021-2031 by Country 125
7.6.1 UAE 128
7.6.2 Saudi Arabia 130
7.6.3 South Africa 132
7.6.4 Other National Markets 134
8 Competitive Landscape 135
8.1 Overview of Key Vendors 135
8.2 New Product Launch, Partnership, Investment, and M&A 138
8.3 Company Profiles 139
Avaloq Group AG 139
Backbase Inc. 141
Broadridge Financial Solutions Inc. 142
Crealogix AG 143
EdgeVerve Systems Limited 144
Fidelity National Information Services, Inc. (FIS) 145
Finantix S.p.A. 146
Fiserv Inc. 147
InvestCloud Inc. 148
Objectway S.p.A. 149
Profile Software S.A. 150
Prometeia SpA 151
SEI Investments Developments, Inc. 152
SS&C Technologies Inc. 153
Tata Consultancy Services Limited 154
Temenos Headquarters SA 155
RELATED REPORTS 156
1.1 Industry Definition and Research Scope 9
1.1.1 Industry Definition 9
1.1.2 Research Scope 10
1.2 Research Methodology 13
1.2.1 Overview of Market Research Methodology 13
1.2.2 Market Assumption 14
1.2.3 Secondary Data 14
1.2.4 Primary Data 14
1.2.5 Data Filtration and Model Design 15
1.2.6 Market Size/Share Estimation 16
1.2.7 Research Limitations 17
1.3 Executive Summary 18
2 Market Overview and Dynamics 21
2.1 Market Size and Forecast 21
2.1.1 Impact of COVID-19 on World Economy 22
2.1.2 Impact of COVID-19 on the Market 24
2.2 Major Growth Drivers 26
2.3 Market Restraints and Challenges 30
2.4 Emerging Opportunities and Market Trends 33
2.5 Porter’s Fiver Forces Analysis 37
3 Segmentation of Global Market by Deployment Type 41
3.1 Market Overview by Deployment Type 41
3.2 On-premises Platform 43
3.3 Cloud-based Platform 44
4 Segmentation of Global Market by Advisory Model 45
4.1 Market Overview by Advisory Model 45
4.2 Human Advisory 47
4.3 Robo Advisory 48
4.4 Hybrid Advisory 49
5 Segmentation of Global Market by Application 50
5.1 Market Overview by Application 50
5.2 Financial Advice Management 52
5.3 Portfolio Accounting and Trading Management 53
5.4 Performance Management 54
5.5 Risk and Compliance Management 55
5.6 Reporting 56
5.7 Other Applications 57
6 Segmentation of Global Market by End User 58
6.1 Market Overview by End User 58
6.2 Banks 60
6.3 Investment Management Firms 61
6.4 Trading & Exchange Firms 62
6.5 Brokerage Firms 63
6.6 Other End Users 64
7 Segmentation of Global Market by Region 65
7.1 Geographic Market Overview 2021-2031 65
7.2 North America Market 2021-2031 by Country 69
7.2.1 Overview of North America Market 69
7.2.2 U.S. 73
7.2.3 Canada 76
7.2.4 Mexico 78
7.3 European Market 2021-2031 by Country 80
7.3.1 Overview of European Market 80
7.3.2 Germany 84
7.3.3 U.K. 86
7.3.4 France 88
7.3.5 Spain 90
7.3.6 Italy 92
7.3.7 Netherlands 94
7.3.8 Rest of European Market 96
7.4 Asia-Pacific Market 2021-2031 by Country 98
7.4.1 Overview of Asia-Pacific Market 98
7.4.2 Japan 102
7.4.3 China 105
7.4.4 Australia 107
7.4.5 India 109
7.4.6 South Korea 111
7.4.7 Rest of APAC Region 113
7.5 South America Market 2021-2031 by Country 115
7.5.1 Argentina 118
7.5.2 Brazil 120
7.5.3 Chile 122
7.5.4 Rest of South America Market 124
7.6 MEA Market 2021-2031 by Country 125
7.6.1 UAE 128
7.6.2 Saudi Arabia 130
7.6.3 South Africa 132
7.6.4 Other National Markets 134
8 Competitive Landscape 135
8.1 Overview of Key Vendors 135
8.2 New Product Launch, Partnership, Investment, and M&A 138
8.3 Company Profiles 139
Avaloq Group AG 139
Backbase Inc. 141
Broadridge Financial Solutions Inc. 142
Crealogix AG 143
EdgeVerve Systems Limited 144
Fidelity National Information Services, Inc. (FIS) 145
Finantix S.p.A. 146
Fiserv Inc. 147
InvestCloud Inc. 148
Objectway S.p.A. 149
Profile Software S.A. 150
Prometeia SpA 151
SEI Investments Developments, Inc. 152
SS&C Technologies Inc. 153
Tata Consultancy Services Limited 154
Temenos Headquarters SA 155
RELATED REPORTS 156
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