Wealth Management Platform Market Report
RA05603
Wealth Management Platform Market, by End Use Vertical (Banks, Brokerage Firms, Investment Management Firms, Trading and Exchange Firms, Others), Organization Size (Small and Medium-sized Enterprises (SMEs), Large Enterprises), Deployment Mode (Cloud, On-premise), Advisory Model (Hybrid, Robo Advisory, Human Advisory), Business Function (Reporting, Performance Management, Financial Advice Management, Risk and Compliance Management, Portfolio, Accounting, and Trading Management, Others): Global Opportunity Analysis and Industry Forecast, 2020-2027
The global wealth management platform market is estimated to surpass $5,964.9 million by 2027, exhibiting a CAGR of 13.1% from 2020 to 2027.
The report furnishes a detailed picture of the current landscape and future scope of the market. The report provides meticulous study of the global wealth management platform market by profoundly evaluating numerous factors pertaining to the market such as major driver, segments, investment opportunities, regional market conditions, key developments, and foremost players functioning in the market.
The report offers detailed reasoning of the factors propelling the market growth. Moreover, several challenges and risks obstructing the market growth are discussed in the report. In addition, Porter’s five forces analysis that elucidates the bargaining power of customers and providers, competitive lookout, and development of alternatives in the market is also outlined in the report.
The report divulges statistics such as projected market size and scope by acutely evaluating every segment as well as various factors and forces that impact the market growth. The report also reveals the geographical analysis of the market by analyzing the market across various major regions including Asia-Pacific, Europe, North America, and LAMEA. Moreover, these regions are further divided to deliver a comprehensive landscape of the wealth management platform market across leading nations in respective regions.
Furthermore, the report presents profiles of 10 foremost companies functioning in the global wealth management platform market. The report reveals various insights and information including company overview, chief company executives, company’s financial status and income, significant business strategies, and innovative developments and initiatives by these companies to obtain a dominant position in the global wealth management platform market.
RESEARCH METHODOLOGY
The research study is articulated by Research Dive’s expert research analysts who keenly scrutinize the market scenario and form forecasts and future scope of the market. The market forecasts stated in the report have been derived on the basis of proven research methods and analytical models & tools. The forecast mentioned in the report is backed with factual data obtained from various interviews with market players, reliable and renowned sources of data, and regional scenario. The insights delivered in the report can assist investors and market players in identifying lucrative opportunities and obtain a remarkable position in the global market.
The research report is a collation of various industry-centered facts, news, developments, and statistics about the wealth management platform market. Moreover, the report is formulated after long-hours of interviews and conferences with expert market players and investors, including upstream and downstream members for obtaining practical and reliable research outcomes. Both primary and secondary research approaches have been used for drafting the report. Nearly 5,900 product type literatures, business magazines, company annual reports, and other such significant documents of foremost market players have been analyzed and studied for comprehensive understanding of the market condition.
KEY MARKET BENEFITS
- The report offers the market size and forecasts for the period from 2019 to 2027
- This report provides innovations, trends, and ground-breaking developments along with a comprehensive quantitative breakdown of the wealth management platform market
- The report reveals prevalent and upcoming investment opportunities of the global wealth management platform market
- The market size and predictions are obtained by analyzing market boomers and restraints, and key developments in the wealth management platform market
- The report also offers insights into leading market players, Porter’s Five Analysis, SWOT analysis, and top winning business strategies
- Growth strategies and initiatives taken by the foremost market participants are presented in the report for comprehending the competitive scenario and forte of the market
KEY MARKET SEGMENTS
The report segments the global market into end use vertical ,organization size ,deployment mode ,advisory model ,business function .
- End Use Vertical: Banks, Brokerage Firms, Investment Management Firms, Trading and Exchange Firms, Others
- Organization Size: Small and Medium-sized Enterprises (SMEs), Large Enterprises
- Deployment Mode: Cloud, On-premise
- Advisory Model: Hybrid, Robo Advisory, Human Advisory
- Business Function: Reporting, Performance Management, Financial Advice Management, Risk and Compliance Management, Portfolio, Accounting, and Trading Management, Others
- Based on region, the report explores the global market across North America, Europe, Asia Pacific, and LAMEA.
- North America is further classified across countries including the U.S., Canada, and Mexico
- Europe is further classified across countries including Germany, the U.K., France, Spain, Italy, and Rest of Europe
- Asia Pacific is further categorized across countries including Japan, China, India, Australia, and Rest of Asia-Pacific
- LAMEA is further classifies across countries including Brazil, Saudi Arabia, South Africa, South Korea, and Rest of LAMEA
KEY PLAYERS
The top players profiled in the report are SEI Investments Company, Temenos Headquarters SA., Objectway S.p.A., Fiserv, Inc.. The report offers details about these players such as the business overview including financial and yearly performance, cutting-edge strategic plans & developments, product line, and SWOT analysis.
1. Comarch SA
2. Dorsum Ltd.
3. Fidelity National Information Services, Inc.
4. Finantix S.p.A
5. Fiserv, Inc.
6. Objectway S.p.A.
7. Profile Software
8. SEI Investments Company
9. SS&C Technologies Holdings, Inc.
10. Temenos Headquarters SA.
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1. RESEARCH METHODOLOGY
1.1. Desk Research
1.2. Real time insights and validation
1.3. Forecast model
1.4. Assumptions and forecast parameters
1.5. Market size estimation
1.5.1. Top-down approach
1.5.2. Bottom-up approach
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2. REPORT SCOPE
2.1. Market definition
2.2. Key objectives of the study
2.3. Report overview
2.4. Market segmentation
2.5. Overview of the impact of COVID-19 on Global Wealth Management Platform Market
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3. EXECUTIVE SUMMARY
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4. MARKET OVERVIEW
4.1. Introduction
4.2. Growth impact forces
4.2.1. Drivers
4.2.2. Restraints
4.2.3. Opportunities
4.3. Market value chain analysis
4.3.1. List of raw material suppliers
4.3.2. List of manufacturers
4.3.3. List of distributors
4.4. Innovation & sustainability matrices
4.4.1. Technology matrix
4.4.2. Regulatory matrix
4.5. Porter’s five forces analysis
4.5.1. Bargaining power of suppliers
4.5.2. Bargaining power of consumers
4.5.3. Threat of substitutes
4.5.4. Threat of new entrants
4.5.5. Competitive rivalry intensity
4.6. PESTLE analysis
4.6.1. Political
4.6.2. Economical
4.6.3. Social
4.6.4. Technological
4.6.5. Environmental
4.7. Impact of COVID-19 on Wealth Management Platform Market
4.7.1. Pre-covid market scenario
4.7.2. Post-covid market scenario
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5. Wealth Management Platform Market, By Type
5.1. Overview
5.2 Banks
5.2.1 Definition, key trends, growth factors, and opportunities
5.2.2 Market size analysis, by region, 2020-2027
5.2.3 Market share analysis, by country, 2020-2027
5.3 Brokerage Firms
5.3.1 Definition, key trends, growth factors, and opportunities
5.3.2 Market size analysis, by region, 2020-2027
5.3.3 Market share analysis, by country, 2020-2027
5.4 Investment Management Firms
5.4.1 Definition, key trends, growth factors, and opportunities
5.4.2 Market size analysis, by region, 2020-2027
5.4.3 Market share analysis, by country, 2020-2027
5.5 Trading and Exchange Firms
5.5.1 Definition, key trends, growth factors, and opportunities
5.5.2 Market size analysis, by region, 2020-2027
5.5.3 Market share analysis, by country, 2020-2027
5.6 Others
5.6.1 Definition, key trends, growth factors, and opportunities
5.6.2 Market size analysis, by region, 2020-2027
5.6.3 Market share analysis, by country, 2020-2027
5.7 Research Dive Exclusive Insights
5.7.1 Market attractiveness
5.7.2 Competition heatmap
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6. Wealth Management Platform Market, By Deployment
6.1. Overview
6.2 Small and Medium-sized Enterprises (SMEs)
6.2.1 Definition, key trends, growth factors, and opportunities
6.2.2 Market size analysis, by region, 2020-2027
6.2.3 Market share analysis, by country, 2020-2027
6.3 Large Enterprises
6.3.1 Definition, key trends, growth factors, and opportunities
6.3.2 Market size analysis, by region, 2020-2027
6.3.3 Market share analysis, by country, 2020-2027
6.4 Research Dive Exclusive Insights
6.4.1 Market attractiveness
6.4.2 Competition heatmap
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7. Wealth Management Platform Market, By Vertical
7.1. Overview
7.2 Cloud
7.2.1 Definition, key trends, growth factors, and opportunities
7.2.2 Market size analysis, by region, 2020-2027
7.2.3 Market share analysis, by country, 2020-2027
7.3 On-premise
7.3.1 Definition, key trends, growth factors, and opportunities
7.3.2 Market size analysis, by region, 2020-2027
7.3.3 Market share analysis, by country, 2020-2027
7.4 Research Dive Exclusive Insights
7.4.1 Market attractiveness
7.4.2 Competition heatmap
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8. Wealth Management Platform Market, By Function
8.1. Overview
8.2 Hybrid
8.2.1 Definition, key trends, growth factors, and opportunities
8.2.2 Market size analysis, by region, 2020-2027
8.2.3 Market share analysis, by country, 2020-2027
8.3 Robo Advisory
8.3.1 Definition, key trends, growth factors, and opportunities
8.3.2 Market size analysis, by region, 2020-2027
8.3.3 Market share analysis, by country, 2020-2027
8.4 Human Advisory
8.4.1 Definition, key trends, growth factors, and opportunities
8.4.2 Market size analysis, by region, 2020-2027
8.4.3 Market share analysis, by country, 2020-2027
8.5 Research Dive Exclusive Insights
8.5.1 Market attractiveness
8.5.2 Competition heatmap
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9. Wealth Management Platform Market, By Speed Limit
9.1. Overview
9.2 Reporting
9.2.1 Definition, key trends, growth factors, and opportunities
9.2.2 Market size analysis, by region, 2020-2027
9.2.3 Market share analysis, by country, 2020-2027
9.3 Performance Management
9.3.1 Definition, key trends, growth factors, and opportunities
9.3.2 Market size analysis, by region, 2020-2027
9.3.3 Market share analysis, by country, 2020-2027
9.4 Financial Advice Management
9.4.1 Definition, key trends, growth factors, and opportunities
9.4.2 Market size analysis, by region, 2020-2027
9.4.3 Market share analysis, by country, 2020-2027
9.5 Risk and Compliance Management
9.5.1 Definition, key trends, growth factors, and opportunities
9.5.2 Market size analysis, by region, 2020-2027
9.5.3 Market share analysis, by country, 2020-2027
9.6 Portfolio, Accounting, and Trading Management
9.6.1 Definition, key trends, growth factors, and opportunities
9.6.2 Market size analysis, by region, 2020-2027
9.6.3 Market share analysis, by country, 2020-2027
9.7 Others
9.7.1 Definition, key trends, growth factors, and opportunities
9.7.2 Market size analysis, by region, 2020-2027
9.7.3 Market share analysis, by country, 2020-2027
9.8 Research Dive Exclusive Insights
9.8.1 Market attractiveness
9.8.2 Competition heatmap
10. Wealth Management Platform Market, By Region
10.1 North America
10.1.1 U.S
10.1.1.1 Market size analysis, By Type, 2020-2027
10.1.1.2 Market size analysis, By Deployment, 2020-2027
10.1.1.3 Market size analysis, By Vertical, 2020-2027
10.1.1.4 Market size analysis, By Function, 2020-2027
10.1.1.5 Market size analysis, By Speed Limit, 2020-2027
10.1.2 Canada
10.1.2.1 Market size analysis, By Type, 2020-2027
10.1.2.2 Market size analysis, By Deployment, 2020-2027
10.1.2.3 Market size analysis, By Vertical, 2020-2027
10.1.2.4 Market size analysis, By Function, 2020-2027
10.1.2.5 Market size analysis, By Speed Limit, 2020-2027
10.1.3 Mexico
10.1.3.1 Market size analysis, By Type, 2020-2027
10.1.3.2 Market size analysis, By Deployment, 2020-2027
10.1.3.3 Market size analysis, By Vertical, 2020-2027
10.1.3.4 Market size analysis, By Function, 2020-2027
10.1.3.5 Market size analysis, By Speed Limit, 2020-2027
10.1.4 Research Dive Exclusive Insights
10.1.4.1 Market attractiveness
10.1.4.2 Competition heatmap
10.2 Europe
10.2.1 Germany
10.2.1.1 Market size analysis, By Type, 2020-2027
10.2.1.2 Market size analysis, By Deployment, 2020-2027
10.2.1.3 Market size analysis, By Vertical, 2020-2027
10.2.1.4 Market size analysis, By Function, 2020-2027
10.2.1.5 Market size analysis, By Speed Limit, 2020-2027
10.2.2 UK
10.2.2.1 Market size analysis, By Type, 2020-2027
10.2.2.2 Market size analysis, By Deployment, 2020-2027
10.2.2.3 Market size analysis, By Vertical, 2020-2027
10.2.2.4 Market size analysis, By Function, 2020-2027
10.2.2.5 Market size analysis, By Speed Limit, 2020-2027
10.2.3 France
10.2.3.1 Market size analysis, By Type, 2020-2027
10.2.3.2 Market size analysis, By Deployment, 2020-2027
10.2.3.3 Market size analysis, By Vertical, 2020-2027
10.2.3.4 Market size analysis, By Function, 2020-2027
10.2.3.5 Market size analysis, By Speed Limit, 2020-2027
10.2.4 Spain
10.2.4.1 Market size analysis, By Type, 2020-2027
10.2.4.2 Market size analysis, By Deployment, 2020-2027
10.2.4.3 Market size analysis, By Vertical, 2020-2027
10.2.4.4 Market size analysis, By Function, 2020-2027
10.2.4.5 Market size analysis, By Speed Limit, 2020-2027
10.2.5 Italy
10.2.5.1 Market size analysis, By Type, 2020-2027
10.2.5.2 Market size analysis, By Deployment, 2020-2027
10.2.5.3 Market size analysis, By Vertical, 2020-2027
10.2.5.4 Market size analysis, By Function, 2020-2027
10.2.5.5 Market size analysis, By Speed Limit, 2020-2027
10.2.6 Rest of Europe
10.2.6.1 Market size analysis, By Type, 2020-2027
10.2.6.2 Market size analysis, By Deployment, 2020-2027
10.2.6.3 Market size analysis, By Vertical, 2020-2027
10.2.6.4 Market size analysis, By Function, 2020-2027
10.2.6.5 Market size analysis, By Speed Limit, 2020-2027
10.2.7 Research Dive Exclusive Insights
10.2.7.1 Market attractiveness
10.2.7.2 Competition heatmap
10.3 Asia-Pacific
10.3.1 China
10.3.1.1 Market size analysis, By Type, 2020-2027
10.3.1.2 Market size analysis, By Deployment, 2020-2027
10.3.1.3 Market size analysis, By Vertical, 2020-2027
10.3.1.4 Market size analysis, By Function, 2020-2027
10.3.1.5 Market size analysis, By Speed Limit, 2020-2027
10.3.2 Japan
10.3.2.1 Market size analysis, By Type, 2020-2027
10.3.2.2 Market size analysis, By Deployment, 2020-2027
10.3.2.3 Market size analysis, By Vertical, 2020-2027
10.3.2.4 Market size analysis, By Function, 2020-2027
10.3.2.5 Market size analysis, By Speed Limit, 2020-2027
10.3.3 India
10.3.3.1 Market size analysis, By Type, 2020-2027
10.3.3.2 Market size analysis, By Deployment, 2020-2027
10.3.3.3 Market size analysis, By Vertical, 2020-2027
10.3.3.4 Market size analysis, By Function, 2020-2027
10.3.3.5 Market size analysis, By Speed Limit, 2020-2027
10.3.4 Australia
10.3.4.1 Market size analysis, By Type, 2020-2027
10.3.4.2 Market size analysis, By Deployment, 2020-2027
10.3.4.3 Market size analysis, By Vertical, 2020-2027
10.3.4.4 Market size analysis, By Function, 2020-2027
10.3.4.5 Market size analysis, By Speed Limit, 2020-2027
10.3.5 South Korea
10.3.5.1 Market size analysis, By Type, 2020-2027
10.3.5.2 Market size analysis, By Deployment, 2020-2027
10.3.5.3 Market size analysis, By Vertical, 2020-2027
10.3.5.4 Market size analysis, By Function, 2020-2027
10.3.5.5 Market size analysis, By Speed Limit, 2020-2027
10.3.6 Rest of Asia-Pacific
10.3.6.1 Market size analysis, By Type, 2020-2027
10.3.6.2 Market size analysis, By Deployment, 2020-2027
10.3.6.3 Market size analysis, By Vertical, 2020-2027
10.3.6.4 Market size analysis, By Function, 2020-2027
10.3.6.5 Market size analysis, By Speed Limit, 2020-2027
10.3.7 Research Dive Exclusive Insights
10.3.7.1 Market attractiveness
10.3.7.2 Competition heatmap
10.4 LAMEA
10.4.1 Brazil
10.4.1.1 Market size analysis, By Type, 2020-2027
10.4.1.2 Market size analysis, By Deployment, 2020-2027
10.4.1.3 Market size analysis, By Vertical, 2020-2027
10.4.1.4 Market size analysis, By Function, 2020-2027
10.4.1.5 Market size analysis, By Speed Limit, 2020-2027
10.4.2 Saudi Arabia
10.4.2.1 Market size analysis, By Type, 2020-2027
10.4.2.2 Market size analysis, By Deployment, 2020-2027
10.4.2.3 Market size analysis, By Vertical, 2020-2027
10.4.2.4 Market size analysis, By Function, 2020-2027
10.4.2.5 Market size analysis, By Speed Limit, 2020-2027
10.4.3 UAE
10.4.3.1 Market size analysis, By Type, 2020-2027
10.4.3.2 Market size analysis, By Deployment, 2020-2027
10.4.3.3 Market size analysis, By Vertical, 2020-2027
10.4.3.4 Market size analysis, By Function, 2020-2027
10.4.3.5 Market size analysis, By Speed Limit, 2020-2027
10.4.4 South Africa
10.4.4.1 Market size analysis, By Type, 2020-2027
10.4.4.2 Market size analysis, By Deployment, 2020-2027
10.4.4.3 Market size analysis, By Vertical, 2020-2027
10.4.4.4 Market size analysis, By Function, 2020-2027
10.4.4.5 Market size analysis, By Speed Limit, 2020-2027
10.4.5 Rest of LAMEA
10.4.5.1 Market size analysis, By Type, 2020-2027
10.4.5.2 Market size analysis, By Deployment, 2020-2027
10.4.5.3 Market size analysis, By Vertical, 2020-2027
10.4.5.4 Market size analysis, By Function, 2020-2027
10.4.5.5 Market size analysis, By Speed Limit, 2020-2027
10.4.6 Research Dive Exclusive Insights
10.4.6.1 Market attractiveness
10.4.6.2 Competition heatmap
11. Competitive Landscape
11.1 Top winning strategies, 2020-2027
11.1.1 By strategy
11.1.2 By year
11.2 Strategic overview
11.3 Market share analysis, 2020-2027
12. Company Profiles
12.1 Comarch SA
12.1.1 Overview
12.1.2 Business segments
12.1.3 Product portfolio
12.1.4 Financial performance
12.1.5 Recent developments
12.1.6 SWOT analysis
12.2 Dorsum Ltd.
12.2.1 Overview
12.2.2 Business segments
12.2.3 Product portfolio
12.2.4 Financial performance
12.2.5 Recent developments
12.2.6 SWOT analysis
12.3 Fidelity National Information Services, Inc.
12.3.1 Overview
12.3.2 Business segments
12.3.3 Product portfolio
12.3.4 Financial performance
12.3.5 Recent developments
12.3.6 SWOT analysis
12.4 Finantix S.p.A
12.4.1 Overview
12.4.2 Business segments
12.4.3 Product portfolio
12.4.4 Financial performance
12.4.5 Recent developments
12.4.6 SWOT analysis
12.5 Fiserv, Inc.
12.5.1 Overview
12.5.2 Business segments
12.5.3 Product portfolio
12.5.4 Financial performance
12.5.5 Recent developments
12.5.6 SWOT analysis
12.6 Objectway S.p.A.
12.6.1 Overview
12.6.2 Business segments
12.6.3 Product portfolio
12.6.4 Financial performance
12.6.5 Recent developments
12.6.6 SWOT analysis
12.7 Profile Software
12.7.1 Overview
12.7.2 Business segments
12.7.3 Product portfolio
12.7.4 Financial performance
12.7.5 Recent developments
12.7.6 SWOT analysis
12.8 SEI Investments Company
12.8.1 Overview
12.8.2 Business segments
12.8.3 Product portfolio
12.8.4 Financial performance
12.8.5 Recent developments
12.8.6 SWOT analysis
12.9 SS&C Technologies Holdings, Inc.
12.9.1 Overview
12.9.2 Business segments
12.9.3 Product portfolio
12.9.4 Financial performance
12.9.5 Recent developments
12.9.6 SWOT analysis
12.10 Temenos Headquarters SA.
12.10.1 Overview
12.10.2 Business segments
12.10.3 Product portfolio
12.10.4 Financial performance
12.10.5 Recent developments
12.10.6 SWOT analysis
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