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Wealth Management Software Market, by Deployment (Cloud, On-premises), End User (Banks, Investment management firms, Trading and exchange firms, Brokerage firms, Others), Implementation (Human advisory, Robo advisor, Hybrid), Security (Financial advice management, Portfolio, accounting, and trading manageme, ”Performance management, Risk and compliance management, Reporting, Others): Global Opportunity Analysis and Industry Forecast, 2020-2027

IC20116055

Pages: 365

May 2023

The global wealth management software market is estimated to surpass $16,780.5 million by 2027, exhibiting a CAGR of 14.4% from 2020 to 2027.

OFFERINGS OF THE REPORT:

The report offers comprehensive analysis of the global wealth management software market by thoroughly studying different aspects of the market including major segments, market statistics, market dynamics, regional market outlook, investment opportunities, and top players working towards the growth of the market.

The report also sheds light on present scenario and upcoming trends and developments that are contributing in the growth of the market. In addition, key market boomers and opportunities driving the market growth are provided in the report. Besides, restraints and challenges that hold power to obstruct the market growth are also profiled in the report. The report also offers Porter’s five forces analysis of the market to elucidate factors such as competitive landscape, bargaining power of buyers and suppliers, threats of new players, and emergence of substitutes in the market.

Based on the key forces molding the market, the report offers future perspective and growth outlook of the global market. The report offers market size and forecast by keenly evaluating every segment of the global wealth management software market. Regional market breakdown of these segments is also offered in the report. The report divides the global wealth management software market into four main regions including Europe, North America, Asia-Pacific, and LAMEA. Furthermore, these regions are sub-divided to profile detailed panorama of the wealth management software market across major countries in specific regions. Moreover, the report reveals some of the recent developments, trends, and forthcoming opportunities in every region.

HIGHLIGHTS OF THE MARKET

  • The report offers market size and forecast for the period from 2019 to 2027
  • This report highlights trends, innovations, and new developments along with a detailed quantitative analysis of the wealth management software market during the period of forecast
  • The prevailing and upcoming opportunities along with the tactical assessment of the global wealth management software market growth is provided
  • The market size and estimations are based on a comprehensive analysis of market drivers and restraints and key innovations in the wealth management software market
  • Information on leading market players, Porter’s Five Analysis, and top winning business strategies is offered
  • The development plans and initiatives undertaken by the top market players are highlighted to understand the competitive landscape of the market

KEY MARKET SEGMENTS

The report segments the global market into deployment ,end user ,implementation ,security

  • Deployment: Cloud, On-premises
  • End User: Banks, Investment management firms, Trading and exchange firms, Brokerage firms, Others
  • Implementation: Human advisory, Robo advisor, Hybrid
  • Security: Financial advice management, Portfolio, accounting, and trading manageme,
  • 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

  • 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 Software Market

  • 3. EXECUTIVE SUMMARY

  • 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 Software Market

      • 4.7.1. Pre-covid market scenario

      • 4.7.2. Post-covid market scenario

  • 5. Wealth Management Software Market, By Technology

    • 5.1. Overview

    • 5.2 Cloud

      • 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 On-premises

      • 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 Research Dive Exclusive Insights

      • 5.4.1 Market attractiveness

      • 5.4.2 Competition heatmap

  • 6. Wealth Management Software Market, By Vertical

    • 6.1. Overview

    • 6.2 Banks

      • 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 Investment management firms

      • 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 Trading and exchange firms

      • 6.4.1 Definition, key trends, growth factors, and opportunities

      • 6.4.2 Market size analysis, by region, 2020-2027

      • 6.4.3 Market share analysis, by country, 2020-2027

    • 6.5 Brokerage firms

      • 6.5.1 Definition, key trends, growth factors, and opportunities

      • 6.5.2 Market size analysis, by region, 2020-2027

      • 6.5.3 Market share analysis, by country, 2020-2027

    • 6.6 Others

      • 6.6.1 Definition, key trends, growth factors, and opportunities

      • 6.6.2 Market size analysis, by region, 2020-2027

      • 6.6.3 Market share analysis, by country, 2020-2027

    • 6.7 Research Dive Exclusive Insights

      • 6.7.1 Market attractiveness

      • 6.7.2 Competition heatmap

  • 7. Wealth Management Software Market, By Distribution Channel

    • 7.1. Overview

    • 7.2 Human advisory

      • 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 Robo advisor

      • 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 Hybrid

      • 7.4.1 Definition, key trends, growth factors, and opportunities

      • 7.4.2 Market size analysis, by region, 2020-2027

      • 7.4.3 Market share analysis, by country, 2020-2027

    • 7.5 Research Dive Exclusive Insights

      • 7.5.1 Market attractiveness

      • 7.5.2 Competition heatmap

  • 8. Wealth Management Software Market, By Access Equipment

    • 8.1. Overview

    • 8.2 Financial advice management

      • 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 Portfolio

      • 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 accounting

      • 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 and trading manageme

      • 8.5.1 Definition, key trends, growth factors, and opportunities

      • 8.5.2 Market size analysis, by region, 2020-2027

      • 8.5.3 Market share analysis, by country, 2020-2027

    • 8.6 ”Performance management

      • 8.6.1 Definition, key trends, growth factors, and opportunities

      • 8.6.2 Market size analysis, by region, 2020-2027

      • 8.6.3 Market share analysis, by country, 2020-2027

    • 8.7 Risk and compliance management

      • 8.7.1 Definition, key trends, growth factors, and opportunities

      • 8.7.2 Market size analysis, by region, 2020-2027

      • 8.7.3 Market share analysis, by country, 2020-2027

    • 8.8 Reporting

      • 8.8.1 Definition, key trends, growth factors, and opportunities

      • 8.8.2 Market size analysis, by region, 2020-2027

      • 8.8.3 Market share analysis, by country, 2020-2027

    • 8.9 Others

      • 8.9.1 Definition, key trends, growth factors, and opportunities

      • 8.9.2 Market size analysis, by region, 2020-2027

      • 8.9.3 Market share analysis, by country, 2020-2027

    • 8.10 Research Dive Exclusive Insights

      • 8.10.1 Market attractiveness

      • 8.10.2 Competition heatmap

  • 9. Wealth Management Software Market, By Region

    • 9.1 North America

      • 9.1.1 U.S

        • 9.1.1.1 Market size analysis, By Technology, 2020-2027

        • 9.1.1.2 Market size analysis, By Vertical, 2020-2027

        • 9.1.1.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.1.1.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.1.2 Canada

        • 9.1.2.1 Market size analysis, By Technology, 2020-2027

        • 9.1.2.2 Market size analysis, By Vertical, 2020-2027

        • 9.1.2.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.1.2.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.1.3 Mexico

        • 9.1.3.1 Market size analysis, By Technology, 2020-2027

        • 9.1.3.2 Market size analysis, By Vertical, 2020-2027

        • 9.1.3.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.1.3.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.1.4 Research Dive Exclusive Insights

        • 9.1.4.1 Market attractiveness

        • 9.1.4.2 Competition heatmap

    • 9.2 Europe

      • 9.2.1 Germany

        • 9.2.1.1 Market size analysis, By Technology, 2020-2027

        • 9.2.1.2 Market size analysis, By Vertical, 2020-2027

        • 9.2.1.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.2.1.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.2.2 UK

        • 9.2.2.1 Market size analysis, By Technology, 2020-2027

        • 9.2.2.2 Market size analysis, By Vertical, 2020-2027

        • 9.2.2.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.2.2.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.2.3 France

        • 9.2.3.1 Market size analysis, By Technology, 2020-2027

        • 9.2.3.2 Market size analysis, By Vertical, 2020-2027

        • 9.2.3.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.2.3.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.2.4 Spain

        • 9.2.4.1 Market size analysis, By Technology, 2020-2027

        • 9.2.4.2 Market size analysis, By Vertical, 2020-2027

        • 9.2.4.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.2.4.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.2.5 Italy

        • 9.2.5.1 Market size analysis, By Technology, 2020-2027

        • 9.2.5.2 Market size analysis, By Vertical, 2020-2027

        • 9.2.5.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.2.5.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.2.6 Rest of Europe

        • 9.2.6.1 Market size analysis, By Technology, 2020-2027

        • 9.2.6.2 Market size analysis, By Vertical, 2020-2027

        • 9.2.6.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.2.6.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.2.7 Research Dive Exclusive Insights

        • 9.2.7.1 Market attractiveness

        • 9.2.7.2 Competition heatmap

    • 9.3 Asia-Pacific

      • 9.3.1 China

        • 9.3.1.1 Market size analysis, By Technology, 2020-2027

        • 9.3.1.2 Market size analysis, By Vertical, 2020-2027

        • 9.3.1.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.3.1.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.3.2 Japan

        • 9.3.2.1 Market size analysis, By Technology, 2020-2027

        • 9.3.2.2 Market size analysis, By Vertical, 2020-2027

        • 9.3.2.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.3.2.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.3.3 India

        • 9.3.3.1 Market size analysis, By Technology, 2020-2027

        • 9.3.3.2 Market size analysis, By Vertical, 2020-2027

        • 9.3.3.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.3.3.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.3.4 Australia

        • 9.3.4.1 Market size analysis, By Technology, 2020-2027

        • 9.3.4.2 Market size analysis, By Vertical, 2020-2027

        • 9.3.4.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.3.4.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.3.5 South Korea

        • 9.3.5.1 Market size analysis, By Technology, 2020-2027

        • 9.3.5.2 Market size analysis, By Vertical, 2020-2027

        • 9.3.5.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.3.5.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.3.6 Rest of Asia-Pacific

        • 9.3.6.1 Market size analysis, By Technology, 2020-2027

        • 9.3.6.2 Market size analysis, By Vertical, 2020-2027

        • 9.3.6.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.3.6.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.3.7 Research Dive Exclusive Insights

        • 9.3.7.1 Market attractiveness

        • 9.3.7.2 Competition heatmap

    • 9.4 LAMEA

      • 9.4.1 Brazil

        • 9.4.1.1 Market size analysis, By Technology, 2020-2027

        • 9.4.1.2 Market size analysis, By Vertical, 2020-2027

        • 9.4.1.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.4.1.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.4.2 Saudi Arabia

        • 9.4.2.1 Market size analysis, By Technology, 2020-2027

        • 9.4.2.2 Market size analysis, By Vertical, 2020-2027

        • 9.4.2.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.4.2.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.4.3 UAE

        • 9.4.3.1 Market size analysis, By Technology, 2020-2027

        • 9.4.3.2 Market size analysis, By Vertical, 2020-2027

        • 9.4.3.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.4.3.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.4.4 South Africa

        • 9.4.4.1 Market size analysis, By Technology, 2020-2027

        • 9.4.4.2 Market size analysis, By Vertical, 2020-2027

        • 9.4.4.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.4.4.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.4.5 Rest of LAMEA

        • 9.4.5.1 Market size analysis, By Technology, 2020-2027

        • 9.4.5.2 Market size analysis, By Vertical, 2020-2027

        • 9.4.5.3 Market size analysis, By Distribution Channel, 2020-2027

        • 9.4.5.4 Market size analysis, By Access Equipment, 2020-2027

      • 9.4.6 Research Dive Exclusive Insights

        • 9.4.6.1 Market attractiveness

        • 9.4.6.2 Competition heatmap

  • 10. Competitive Landscape

    • 10.1 Top winning strategies, 2020-2027

      • 10.1.1 By strategy

      • 10.1.2 By year

    • 10.2 Strategic overview

    • 10.3 Market share analysis, 2020-2027

  • 11. Company Profiles

    • 11.1 SS&C Technologies

      • 11.1.1 Overview

      • 11.1.2 Business segments

      • 11.1.3 Product portfolio

      • 11.1.4 Financial performance

      • 11.1.5 Recent developments

      • 11.1.6 SWOT analysis

    • 11.2 Inc. (US)

      • 11.2.1 Overview

      • 11.2.2 Business segments

      • 11.2.3 Product portfolio

      • 11.2.4 Financial performance

      • 11.2.5 Recent developments

      • 11.2.6 SWOT analysis

    • 11.3 Fiserv

      • 11.3.1 Overview

      • 11.3.2 Business segments

      • 11.3.3 Product portfolio

      • 11.3.4 Financial performance

      • 11.3.5 Recent developments

      • 11.3.6 SWOT analysis

    • 11.4 Inc. (US)

      • 11.4.1 Overview

      • 11.4.2 Business segments

      • 11.4.3 Product portfolio

      • 11.4.4 Financial performance

      • 11.4.5 Recent developments

      • 11.4.6 SWOT analysis

    • 11.5 Fidelity National Information Services (US)

      • 11.5.1 Overview

      • 11.5.2 Business segments

      • 11.5.3 Product portfolio

      • 11.5.4 Financial performance

      • 11.5.5 Recent developments

      • 11.5.6 SWOT analysis

    • 11.6 Profile Software (UK)

      • 11.6.1 Overview

      • 11.6.2 Business segments

      • 11.6.3 Product portfolio

      • 11.6.4 Financial performance

      • 11.6.5 Recent developments

      • 11.6.6 SWOT analysis

    • 11.7 Broadridge Financial Solutions

      • 11.7.1 Overview

      • 11.7.2 Business segments

      • 11.7.3 Product portfolio

      • 11.7.4 Financial performance

      • 11.7.5 Recent developments

      • 11.7.6 SWOT analysis

    • 11.8 Inc. (US)

      • 11.8.1 Overview

      • 11.8.2 Business segments

      • 11.8.3 Product portfolio

      • 11.8.4 Financial performance

      • 11.8.5 Recent developments

      • 11.8.6 SWOT analysis

    • 11.9 InvestEdge

      • 11.9.1 Overview

      • 11.9.2 Business segments

      • 11.9.3 Product portfolio

      • 11.9.4 Financial performance

      • 11.9.5 Recent developments

      • 11.9.6 SWOT analysis

    • 11.10 Inc. (US)

      • 11.10.1 Overview

      • 11.10.2 Business segments

      • 11.10.3 Product portfolio

      • 11.10.4 Financial performance

      • 11.10.5 Recent developments

      • 11.10.6 SWOT analysis

    • 11.11 Temenos Group AG (Switzerland)

      • 11.11.1 Overview

      • 11.11.2 Business segments

      • 11.11.3 Product portfolio

      • 11.11.4 Financial performance

      • 11.11.5 Recent developments

      • 11.11.6 SWOT analysis

    • 11.12 Finantix S.p.A. (Italy)

      • 11.12.1 Overview

      • 11.12.2 Business segments

      • 11.12.3 Product portfolio

      • 11.12.4 Financial performance

      • 11.12.5 Recent developments

      • 11.12.6 SWOT analysis

    • 11.13 SEI Investments Company (US)

      • 11.13.1 Overview

      • 11.13.2 Business segments

      • 11.13.3 Product portfolio

      • 11.13.4 Financial performance

      • 11.13.5 Recent developments

      • 11.13.6 SWOT analysis

    • 11.14 Comarch SA (Poland)

      • 11.14.1 Overview

      • 11.14.2 Business segments

      • 11.14.3 Product portfolio

      • 11.14.4 Financial performance

      • 11.14.5 Recent developments

      • 11.14.6 SWOT analysis

    • 11.15 Objectway S.p.A. (Italy)

      • 11.15.1 Overview

      • 11.15.2 Business segments

      • 11.15.3 Product portfolio

      • 11.15.4 Financial performance

      • 11.15.5 Recent developments

      • 11.15.6 SWOT analysis

    • 11.16 and Dorsum Ltd. (Hungary)

      • 11.16.1 Overview

      • 11.16.2 Business segments

      • 11.16.3 Product portfolio

      • 11.16.4 Financial performance

      • 11.16.5 Recent developments

      • 11.16.6 SWOT analysis

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