Change Language

Select Language

COVID-19
The pandemic continues to cause unprecedented disruption across industries worldwide.
Get detailed insights regarding the impact of COVID-19 on the market.

Wealth Management Platform Market: Global Industry Trends, Share, Size, Growth, Opportunity and Forecast 2022-2027

Market Overview:

The global wealth management platform market reached a value of US$ 3.8 Billion in 2021. Looking forward, IMARC Group expects the market to reach a value of US$ 8.25 Billion by 2027 exhibiting a growth rate (CAGR) of 13.10% during 2022-2027. Keeping in mind the uncertainties of COVID-19, we are continuously tracking and evaluating the direct as well as the indirect influence of the pandemic. These insights are included in the report as a major market contributor.

A wealth management platform is a software deployed for planning, analyzing, monitoring, and controlling specialized financial services. It is widely used as an investment advisory service that combines other financial services to address the needs of affluent clients. It includes financial goal planning, legal and tax advice, estate planning, complete wealth overview, personal retail banking services, portfolio management capabilities, and investment management services. These platforms are widely used by enterprises to streamline operations, deliver consistent advice across channels, and manage multiple and complex investment programs from one solution. Wealth management platforms aid in reducing manual processes, errors, risk, financial stress, complexities, improving investment decisions, creativity, production cycles, and cost-effectiveness. As a result, it is widely used in banks, brokerage, investment management and trading firms.

 

 
 

www.imarcgroup.com

Note: Values and trends in the above chart consists of dummy data and are only shown here for representation purpose. Kindly contact us for the actual market size and trends.

To get more information about this market, Request Sample

Wealth Management Platform Market Trends:

Increasing digitalization across the globe is creating a positive outlook for the market. The wealth management platform assists businesses to gain insights and enhance decision-making to improve profitability and efficiency. Additionally, the widespread product adoption in trading and exchange firms to manage multiple clients efficiently, understand the process of financial portfolio, and access trading accounts is favoring the market growth. Moreover, various technological advancements, such as the introduction of digital wealth management platforms, to provide financial firms with the latest integrated tools and data-driven analytics are providing an impetus to the market growth. In line with this, the integration of artificial intelligence (AI) to efficiently track expenditure, identify investment preferences, and provide personalized and curated advice for the clients is positively impacting the market growth. Apart from this, the rising disposable incomes, particularly in emerging economies, and the implementation of various stringent government compliances related to the financial sector are anticipated to drive the market toward growth further. 

Key Market Segmentation:

IMARC Group provides an analysis of the key trends in each sub-segment of the global wealth management platform market, along with forecasts at the global, regional and country level from 2022-2027. Our report has categorized the market based on advisory model, deployment mode, business function, enterprise size and end use industry.

Breakup by Advisory Model:

  • Hybrid
  • Robo Advisory
  • Human Advisory
     

Breakup by Deployment Mode:

  • On-premises
  • Cloud-based
     

Breakup by Business Function:

 

 
 

www.imarcgroup.com

Note: Values and trends in the above chart consists of dummy data and are only shown here for representation purpose. Kindly contact us for the actual market size and trends.

To get more information about this market, Request Sample

  • Reporting
  • Performance Management
  • Financial Advice Management
  • Risk and Compliance Management
  • Portfolio, Accounting and Trading Management
  • Others
     

Breakup by Enterprise Size:

  • Large Enterprises
  • Small and Medium-sized Enterprises
     

Breakup by End Use Industry:

  • Banks
  • Brokerage Firms
  • Investment Management Firms
  • Trading and Exchange Firms
  • Others
     

Breakup by Region:

 

 
 

www.imarcgroup.com

To get more information on the regional analysis of this market, Request Sample

  • North America
    • United States
    • Canada
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Indonesia
    • Others
  • Europe
    • Germany
    • France
    • United Kingdom
    • Italy
    • Spain
    • Russia
    • Others
  • Latin America
    • Brazil
    • Mexico
    • Others
  • Middle East and Africa
     

Competitive Landscape:

The competitive landscape of the industry has also been examined along with the profiles of the key players being Avaloq (NEC Corporation), Backbase, Broadridge Financial Solutions Inc., Comarch SA, Crealogix AG, Fidelity National Information Services Inc., Fiserv Inc., Infosys Limited, Profile Systems and Software S.A., Prometeia S.p.A, SEI Investments Company, SS&C Technologies Inc., Tata Consultancy Services Limited and Temenos Headquarters SA.

Report Coverage:

Report Features Details
Base Year of the Analysis 2021
    Historical Period 2016-2021
Forecast Period 2022-2027
Units US$ Billion
Segment Coverage Advisory Model, Deployment Mode, Business Function, Enterprise Size, End Use Industry, Region
Region Covered  Asia Pacific, Europe, North America, Latin America, Middle East and Africa
Countries Covered United States, Canada, Germany, France, United Kingdom, Italy, Spain, Russia, China, Japan, India, South Korea, Australia, Indonesia, Brazil, Mexico
Companies Covered Avaloq (NEC Corporation), Backbase, Broadridge Financial Solutions Inc., Comarch SA, Crealogix AG, Fidelity National Information Services Inc., Fiserv Inc., Infosys Limited, Profile Systems and Software S.A., Prometeia S.p.A, SEI Investments Company, SS&C Technologies Inc., Tata Consultancy Services Limited and Temenos Headquarters SA.
Customization Scope 10% Free Customization
Report Price and Purchase Option Single User License: US$ 2499
Five User License: US$ 3499
Corporate License: US$ 4499
Post-Sale Analyst Support 10-12 Weeks
Delivery Format PDF and Excel through Email (We can also provide the editable version of the report in PPT/Word format on special request)

1    Preface
2    Scope and Methodology

    2.1    Objectives of the Study
    2.2    Stakeholders
    2.3    Data Sources
        2.3.1    Primary Sources
        2.3.2    Secondary Sources
    2.4    Market Estimation
        2.4.1    Bottom-Up Approach
        2.4.2    Top-Down Approach
    2.5    Forecasting Methodology
3    Executive Summary
4    Introduction

    4.1    Overview
    4.2    Key Industry Trends
5    Global Wealth Management Platform Market
    5.1    Market Overview
    5.2    Market Performance
    5.3    Impact of COVID-19
    5.4    Market Forecast
6    Market Breakup by Advisory Model
    6.1    Hybrid
        6.1.1 Market Trends
        6.1.2 Market Forecast
    6.2    Robo Advisory
        6.2.1 Market Trends
        6.2.2 Market Forecast
    6.3    Human Advisory
        6.3.1 Market Trends
        6.3.2 Market Forecast
7    Market Breakup by Deployment Mode
    7.1    On-premises
        7.1.1 Market Trends
        7.1.2 Market Forecast
    7.2    Cloud-based
        7.2.1 Market Trends
        7.2.2 Market Forecast
8    Market Breakup by Business Function
    8.1    Reporting
        8.1.1 Market Trends
        8.1.2 Market Forecast
    8.2    Performance Management
        8.2.1 Market Trends
        8.2.2 Market Forecast
    8.3    Financial Advice Management
        8.3.1 Market Trends
        8.3.2 Market Forecast
    8.4    Risk and Compliance Management
        8.4.1 Market Trends
        8.4.2 Market Forecast
    8.5    Portfolio, Accounting and Trading Management
        8.5.1 Market Trends
        8.5.2 Market Forecast
    8.6    Others
        8.6.1 Market Trends
        8.6.2 Market Forecast
9    Market Breakup by Enterprise Size
    9.1    Large Enterprises
        9.1.1 Market Trends
        9.1.2 Market Forecast
    9.2    Small and Medium-sized Enterprises
        9.2.1 Market Trends
        9.2.2 Market Forecast
10    Market Breakup by End Use Industry
    10.1    Banks
        10.1.1 Market Trends
        10.1.2 Market Forecast
    10.2    Brokerage Firms
        10.2.1 Market Trends
        10.2.2 Market Forecast
    10.3    Investment Management Firms
        10.3.1 Market Trends
        10.3.2 Market Forecast
    10.4    Trading and Exchange Firms
        10.4.1 Market Trends
        10.4.2 Market Forecast
    10.5    Others
        10.5.1 Market Trends
        10.5.2 Market Forecast
11    Market Breakup by Region
    11.1    North America
        11.1.1 United States
           11.1.1.1 Market Trends
           11.1.1.2 Market Forecast
        11.1.2 Canada
           11.1.2.1 Market Trends
           11.1.2.2 Market Forecast
    11.2    Asia-Pacific
        11.2.1 China
           11.2.1.1 Market Trends
           11.2.1.2 Market Forecast
        11.2.2 Japan
           11.2.2.1 Market Trends
           11.2.2.2 Market Forecast
        11.2.3 India
           11.2.3.1 Market Trends
           11.2.3.2 Market Forecast
        11.2.4 South Korea
           11.2.4.1 Market Trends
           11.2.4.2 Market Forecast
        11.2.5 Australia
           11.2.5.1 Market Trends
           11.2.5.2 Market Forecast
        11.2.6 Indonesia
           11.2.6.1 Market Trends
           11.2.6.2 Market Forecast
        11.2.7 Others
           11.2.7.1 Market Trends
           11.2.7.2 Market Forecast
    11.3    Europe
        11.3.1 Germany
           11.3.1.1 Market Trends
           11.3.1.2 Market Forecast
        11.3.2 France
           11.3.2.1 Market Trends
           11.3.2.2 Market Forecast
        11.3.3 United Kingdom
           11.3.3.1 Market Trends
           11.3.3.2 Market Forecast
        11.3.4 Italy
           11.3.4.1 Market Trends
           11.3.4.2 Market Forecast
        11.3.5 Spain
           11.3.5.1 Market Trends
           11.3.5.2 Market Forecast
        11.3.6 Russia
           11.3.6.1 Market Trends
           11.3.6.2 Market Forecast
        11.3.7 Others
           11.3.7.1 Market Trends
           11.3.7.2 Market Forecast
    11.4    Latin America
        11.4.1 Brazil
           11.4.1.1 Market Trends
           11.4.1.2 Market Forecast
        11.4.2 Mexico
           11.4.2.1 Market Trends
           11.4.2.2 Market Forecast
        11.4.3 Others
           11.4.3.1 Market Trends
           11.4.3.2 Market Forecast
    11.5    Middle East and Africa
        11.5.1 Market Trends
        11.5.2 Market Breakup by Country
        11.5.3 Market Forecast
12    SWOT Analysis
    12.1    Overview
    12.2    Strengths
    12.3    Weaknesses
    12.4    Opportunities
    12.5    Threats
13    Value Chain Analysis
14    Porters Five Forces Analysis

    14.1    Overview
    14.2    Bargaining Power of Buyers
    14.3    Bargaining Power of Suppliers
    14.4    Degree of Competition
    14.5    Threat of New Entrants
    14.6    Threat of Substitutes
15    Price Analysis
16    Competitive Landscape
    16.1    Market Structure
    16.2    Key Players
    16.3    Profiles of Key Players
        16.3.1    Avaloq (NEC Corporation)
           16.3.1.1 Company Overview
           16.3.1.2 Product Portfolio
        16.3.2    Backbase
           16.3.2.1 Company Overview
           16.3.2.2 Product Portfolio
        16.3.3    Broadridge Financial Solutions Inc. 
           16.3.3.1 Company Overview
           16.3.3.2 Product Portfolio
           16.3.3.3 Financials
           16.3.3.4 SWOT Analysis
        16.3.4    Comarch SA
           16.3.4.1 Company Overview
           16.3.4.2 Product Portfolio
           16.3.4.3 Financials
        16.3.5    Crealogix AG
           16.3.5.1 Company Overview
           16.3.5.2 Product Portfolio
           16.3.5.3 Financials
        16.3.6    Fidelity National Information Services Inc.
           16.3.6.1 Company Overview
           16.3.6.2 Product Portfolio
           16.3.6.3 Financials
           16.3.6.4 SWOT Analysis
        16.3.7    Fiserv Inc.
           16.3.7.1 Company Overview
           16.3.7.2 Product Portfolio
           16.3.7.3 Financials
           16.3.7.4 SWOT Analysis
        16.3.8    Infosys Limited
           16.3.8.1 Company Overview
           16.3.8.2 Product Portfolio
           16.3.8.3 Financials
           16.3.8.4 SWOT Analysis
        16.3.9    Profile Systems and Software S.A.
           16.3.9.1 Company Overview
           16.3.9.2 Product Portfolio
           16.3.9.3 Financials
        16.3.10    Prometeia S.p.A
           16.3.10.1 Company Overview
           16.3.10.2 Product Portfolio
        16.3.11    SEI Investments Company
           16.3.11.1 Company Overview
           16.3.11.2 Product Portfolio
           16.3.11.3 Financials
           16.3.11.4 SWOT Analysis
        16.3.12    SS&C Technologies Inc.
           16.3.12.1 Company Overview
           16.3.12.2 Product Portfolio
           16.3.12.3 Financials
           16.3.12.4 SWOT Analysis
        16.3.13    Tata Consultancy Services Limited
           16.3.13.1 Company Overview
           16.3.13.2 Product Portfolio
           16.3.13.3 Financials
           16.3.13.4 SWOT Analysis
        16.3.14    Temenos Headquarters SA
           16.3.14.1 Company Overview
           16.3.14.2 Product Portfolio
           16.3.14.3 Financials
           16.3.14.4 SWOT Analysis

List of Figures

Figure 1: Global: Wealth Management Platform Market: Major Drivers and Challenges
Figure 2: Global: Wealth Management Platform Market: Sales Value (in Billion US$), 2016-2021
Figure 3: Global: Wealth Management Platform Market Forecast: Sales Value (in Billion US$), 2022-2027
Figure 4: Global: Wealth Management Platform Market: Breakup by Advisory Model (in %), 2021
Figure 5: Global: Wealth Management Platform Market: Breakup by Deployment Mode (in %), 2021
Figure 6: Global: Wealth Management Platform Market: Breakup by Business Function (in %), 2021
Figure 7: Global: Wealth Management Platform Market: Breakup by Enterprise Size (in %), 2021
Figure 8: Global: Wealth Management Platform Market: Breakup by End Use Industry (in %), 2021
Figure 9: Global: Wealth Management Platform Market: Breakup by Region (in %), 2021
Figure 10: Global: Wealth Management Platform (Hybrid) Market: Sales Value (in Million US$), 2016 & 2021
Figure 11: Global: Wealth Management Platform (Hybrid) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 12: Global: Wealth Management Platform (Robo Advisory) Market: Sales Value (in Million US$), 2016 & 2021
Figure 13: Global: Wealth Management Platform (Robo Advisory) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 14: Global: Wealth Management Platform (Human Advisory) Market: Sales Value (in Million US$), 2016 & 2021
Figure 15: Global: Wealth Management Platform (Human Advisory) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 16: Global: Wealth Management Platform (On-premises) Market: Sales Value (in Million US$), 2016 & 2021
Figure 17: Global: Wealth Management Platform (On-premises) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 18: Global: Wealth Management Platform (Cloud-based) Market: Sales Value (in Million US$), 2016 & 2021
Figure 19: Global: Wealth Management Platform (Cloud-based) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 20: Global: Wealth Management Platform (Reporting) Market: Sales Value (in Million US$), 2016 & 2021
Figure 21: Global: Wealth Management Platform (Reporting) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 22: Global: Wealth Management Platform (Performance Management) Market: Sales Value (in Million US$), 2016 & 2021
Figure 23: Global: Wealth Management Platform (Performance Management) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 24: Global: Wealth Management Platform (Financial Advice Management) Market: Sales Value (in Million US$), 2016 & 2021
Figure 25: Global: Wealth Management Platform (Financial Advice Management) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 26: Global: Wealth Management Platform (Risk and Compliance Management) Market: Sales Value (in Million US$), 2016 & 2021
Figure 27: Global: Wealth Management Platform (Risk and Compliance Management) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 28: Global: Wealth Management Platform (Portfolio, Accounting and Trading Management) Market: Sales Value (in Million US$), 2016 & 2021
Figure 29: Global: Wealth Management Platform (Portfolio, Accounting and Trading Management) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 30: Global: Wealth Management Platform (Other Business Functions) Market: Sales Value (in Million US$), 2016 & 2021
Figure 31: Global: Wealth Management Platform (Other Business Functions) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 32: Global: Wealth Management Platform (Large Enterprises) Market: Sales Value (in Million US$), 2016 & 2021
Figure 33: Global: Wealth Management Platform (Large Enterprises) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 34: Global: Wealth Management Platform (Small and Medium-sized Enterprises) Market: Sales Value (in Million US$), 2016 & 2021
Figure 35: Global: Wealth Management Platform (Small and Medium-sized Enterprises) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 36: Global: Wealth Management Platform (Banks) Market: Sales Value (in Million US$), 2016 & 2021
Figure 37: Global: Wealth Management Platform (Banks) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 38: Global: Wealth Management Platform (Brokerage Firms) Market: Sales Value (in Million US$), 2016 & 2021
Figure 39: Global: Wealth Management Platform (Brokerage Firms) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 40: Global: Wealth Management Platform (Investment Management Firms) Market: Sales Value (in Million US$), 2016 & 2021
Figure 41: Global: Wealth Management Platform (Investment Management Firms) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 42: Global: Wealth Management Platform (Trading and Exchange Firms) Market: Sales Value (in Million US$), 2016 & 2021
Figure 43: Global: Wealth Management Platform (Trading and Exchange Firms) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 44: Global: Wealth Management Platform (Other End Use Industries) Market: Sales Value (in Million US$), 2016 & 2021
Figure 45: Global: Wealth Management Platform (Other End Use Industries) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 46: North America: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 47: North America: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 48: United States: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 49: United States: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 50: Canada: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 51: Canada: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 52: Asia-Pacific: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 53: Asia-Pacific: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 54: China: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 55: China: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 56: Japan: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 57: Japan: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 58: India: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 59: India: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 60: South Korea: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 61: South Korea: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 62: Australia: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 63: Australia: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 64: Indonesia: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 65: Indonesia: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 66: Others: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 67: Others: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 68: Europe: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 69: Europe: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 70: Germany: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 71: Germany: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 72: France: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 73: France: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 74: United Kingdom: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 75: United Kingdom: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 76: Italy: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 77: Italy: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 78: Spain: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 79: Spain: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 80: Russia: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 81: Russia: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 82: Others: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 83: Others: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 84: Latin America: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 85: Latin America: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 86: Brazil: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 87: Brazil: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 88: Mexico: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 89: Mexico: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 90: Others: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 91: Others: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 92: Middle East and Africa: Wealth Management Platform Market: Sales Value (in Million US$), 2016 & 2021
Figure 93: Middle East and Africa: Wealth Management Platform Market: Breakup by Country (in %), 2021
Figure 94: Middle East and Africa: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 95: Global: Wealth Management Platform Industry: SWOT Analysis
Figure 96: Global: Wealth Management Platform Industry: Value Chain Analysis
Figure 97: Global: Wealth Management Platform Industry: Porter's Five Forces Analysis

List of Tables

Table 1: Global: Wealth Management Platform Market: Key Industry Highlights, 2021 and 2027
Table 2: Global: Wealth Management Platform Market Forecast: Breakup by Advisory Model (in Million US$), 2022-2027
Table 3: Global: Wealth Management Platform Market Forecast: Breakup by Deployment Mode (in Million US$), 2022-2027
Table 4: Global: Wealth Management Platform Market Forecast: Breakup by Business Function (in Million US$), 2022-2027
Table 5: Global: Wealth Management Platform Market Forecast: Breakup by Enterprise Size (in Million US$), 2022-2027
Table 6: Global: Wealth Management Platform Market Forecast: Breakup by End Use Industry (in Million US$), 2022-2027
Table 7: Global: Wealth Management Platform Market Forecast: Breakup by Region (in Million US$), 2022-2027
Table 8: Global: Wealth Management Platform Market: Competitive Structure
Table 9: Global: Wealth Management Platform Market: Key Players


Note: We value your privacy and will never rent or sell your email address. Privacy policy

Key Questions Answered in This Report

The global wealth management platform market was valued at US$ 3.8 Billion in 2021.

We expect the global wealth management platform market to exhibit a CAGR of 13.10% during 2022-
2027.

The rising adoption of wealth management platforms in banks, brokerage, trading firms, etc., for
reducing manual processes, errors, risks, etc., as well as for improving investment decisions, creativity,
and cost-effectiveness is primarily driving the global wealth management platform market.

The sudden outbreak of the COVID-19 pandemic has led to the rising utilization of the wealth
management platform as an investment advisory service that combines other financial services to
remotely address the needs of affluent clients.

Based on the advisory model, the global wealth management platform market can be segmented into
hybrid, robo advisory, and human advisory. Among these, human advisory currently holds the majority
of the total market share.

Based on the deployment mode, the global wealth management platform market has been divided into
on-premises and cloud-based. Currently, cloud-based deployment exhibits a clear dominance in the
market.

Based on the end use industry, the global wealth management platform market can be categorized into
banks, brokerage firms, investment management firms, trading and exchange firms, and others. Among
these, the bank segment accounts for the largest market share.

On a regional level, the market has been classified into North America, Asia-Pacific, Europe, Latin
America, and Middle East and Africa, where North America currently dominates the global market.

Some of the major players in the global wealth management platform market include Avaloq (NEC
Corporation), Backbase, Broadridge Financial Solutions Inc., Comarch SA, Crealogix AG, Fidelity National
Information Services Inc., Fiserv Inc., Infosys Limited, Profile Systems and Software S.A., Prometeia S.p.A,
SEI Investments Company, SS&C Technologies Inc., Tata Consultancy Services Limited, and Temenos
Headquarters SA.

Need more help?

  •   Speak to our experienced analysts for insights on the current market scenarios.
  •   Include additional segments and countries to customize the report as per your requirement.
  •   Gain an unparalleled competitive advantage in your domain by understanding how to utilize the report and positively impacting your operations and revenue.
  •   For further assistance, please connect with our analysts.

Purchase Options




$ 2499

REACH OUT TO US

Call us on

( US: +1-631-791-1145 )
( UK: +44-753-713-2163 )
( India: +91 120 433 0800 )


Drop us an email at

sales@imarcgroup.com

Social Links