Wealth Management Platform Market by Advisory Model (Human Advisory, Robo Advisory, and Hybrid), Business Function (Reporting, Portfolio, Accounting, and Trading Management), Deployment Model, End-User Industry, and Region - Global Forecast to 2022
Table of Contents
1 Introduction
1.1 Objectives of the Study
1.2 Market Definition
1.3 Market Scope
1.4 Years Considered for the Study
1.5 Currency
1.6 Stakeholders
2 Research Methodology
2.1 Research Data
2.1.1 Secondary Data
2.1.2 Primary Data
2.1.2.1 Breakdown of Primaries
2.1.2.2 Key Industry Insights
2.2 Market Size Estimation
2.3 Research Assumptions and Limitations
2.4 Limitations
3 Executive Summary
4 Premium Insights
4.1 Attractive Market Opportunities in the Market
4.2 Wealth Management Platform Market, By Region
4.3 Market Top 4 End-User Industries and Regions
4.4 Life Cycle Analysis, By Region, 2017
5 Market Overview and Industry Trends
5.1 Market Overview
5.2 Introduction
5.3 Market Dynamics
5.3.1 Drivers
5.3.1.1 Digitalization and Process Automation Optimizes Wealth Management Practices
5.3.1.2 Constant Rise in Global Hnwis
5.3.1.3 Compliance With Stringent Industry Regulations
5.3.2 Restraints
5.3.2.1 Higher Dependency on Traditional Methods
5.3.3 Opportunities
5.3.3.1 Rising Innovations in the Fintech Industry
5.3.3.2 Adoption of Blockchain and AI in the Wealth Management Platform Market
5.3.4 Challenges
5.3.4.1 Lack of Awareness About Wealth Management Solutions and Inadequate Technical Expertise Among Enterprise Professionals
5.4 Industry Trends
5.4.1 Use Cases
5.4.1.1 Introduction
5.4.1.2 Use Case 1: Streamlining Operations With the Wealth Management Platform
5.4.1.3 Use Case 2: Generating Up-To-Date Reports in Minimal Time and Enhancing the Customer Relationship
5.4.1.4 Use Case 3: Easily Managing Customer Portfolios With the Wealth Management Platform
5.5 Regulations for the Wealth Management Industry
5.5.1 Markets in Financial Instruments Directive (MIFID)
5.5.2 Alternative Investment Fund Managers Directive (AIFMD)
5.5.3 Foreign Account Tax Compliance Act (FATCA)
5.5.4 Dodd–Frank Wall Street Reform and Consumer Protection Act
5.5.5 European Market Infrastructure Regulation (EMIR)
5.5.6 Anti-Money Laundering Directive 2015/849/EU (AMLD)
5.6 Innovation Spotlight
5.6.1 Integration of AI in Wealth Management
5.6.2 Introduction of Blockchain in Wealth Management Practices
6 Wealth Management Platform Market, By Advisory Model
6.1 Introduction
6.2 Human Advisory
6.3 Robo Advisory
6.4 Hybrid
7 Market By Business Function
7.1 Introduction
7.2 Financial Advice Management
7.3 Portfolio, Accounting, and Trading Management
7.4 Performance Management
7.5 Risk and Compliance Management
7.6 Reporting
7.7 Others
8 Market By Deployment Model
8.1 Introduction
8.2 On-Premises
8.3 Cloud
9 Wealth Management Platform Market, By End-User Industry
9.1 Introduction
9.2 Banks
9.3 Investment Management Firms
9.4 Trading and Exchange Firms
9.5 Brokerage Firms
9.6 Others
10 Wealth Management Platform Market, By Region
10.1 Introduction
10.2 North America
10.2.1 By Advisory Model
10.2.2 By Business Function
10.2.3 By Deployment Model
10.2.4 By End-User Industry
10.2.5 By Country
10.2.5.1 United States
10.2.5.2 Canada
10.3 Europe
10.3.1 By Advisory Model
10.3.2 By Business Function
10.3.3 By Deployment Model
10.3.4 By End-User Industry
10.3.5 By Country
10.3.5.1 Germany
10.3.5.2 Italy
10.3.5.3 United Kingdom
10.3.5.4 Rest of Europe
10.4 Asia Pacific
10.4.1 By Advisory Model
10.4.2 By Business Function
10.4.3 By Deployment Model
10.4.4 By End-User Industry
10.4.5 By Country
10.4.5.1 China
10.4.5.2 Japan
10.4.5.3 India
10.4.5.4 Rest of Asia Pacific
10.5 Latin America
10.5.1 By Advisory Model
10.5.2 By Business Function
10.5.3 By Deployment Model
10.5.4 By End-User Industry
10.5.5 By Country
10.5.5.1 Brazil
10.5.5.2 Mexico
10.5.5.3 Rest of Latin America
10.6 Middle East and Africa
10.6.1 By Advisory Model
10.6.2 By Business Function
10.6.3 By Deployment Model
10.6.4 By End-User Industry
10.6.5 By Subregion
10.6.5.1 Middle East
10.6.5.2 Africa
11 Competitive Landscape
11.1 Overview
11.2 Prominent Players in the Wealth Management Platform Market
11.3 Competitive Scenario
11.3.1 New Product Launches and Product Upgradations
11.3.2 Partnerships and Collaborations
11.3.3 Business Expansions
11.3.4 Acquisitions
12 Company Profiles
(Business Overview, Products Offered & Services Strategies, Key Insights, Recent Developments, MnM View)*
12.1 SS&C
12.2 Fiserv
12.3 Broadridge
12.4 FIS
12.5 Profile Software
12.6 Temenos
12.7 SEI Investments Company
12.8 Investedge
12.9 Finantix
12.10 Comarch
12.11 Objectway
12.12 Dorsum
*Details on Business Overview, Products Offered & Services Strategies, Key Insights, Recent Developments, MnM View Might Not Be Captured in Case of Unlisted Companies.
13 Appendix
13.1 Key Insights of Industry Experts
13.2 Discussion Guide
13.3 Knowledge Store: Marketsandmarkets’ Subscription Portal
13.4 Introducing RT: Real-Time Market Intelligence
13.5 Available Customization
13.6 Related Reports
13.7 Author Details
List of Tables
Table 1 Wealth Management Platform Market Size and Growth Rate, 2015–2022 (USD Million, Y-O-Y %)
Table 2 Market Size By Advisory Model, 2015–2022 (USD Million)
Table 3 Human Advisory: Market Size By Region, 2015–2022 (USD Million)
Table 4 Robo Advisory: Market Size By Region, 2015–2022 (USD Million)
Table 5 Hybrid: Market Size By Region, 2015–2022 (USD Million)
Table 6 Wealth Management Platform Market Size, By Business Function, 2015–2022 (USD Million)
Table 7 Financial Advice Management: Market Size By Region, 2015–2022 (USD Million)
Table 8 Portfolio, Accounting, and Trading Management: Market Size By Region, 2015–2022 (USD Million)
Table 9 Performance Management: Market Size By Region, 2015–2022 (USD Million)
Table 10 Risk and Compliance Management: Market Size By Region, 2015–2022 (USD Million)
Table 11 Reporting: Market Size By Region, 2015–2022 (USD Million)
Table 12 Others: Market Size By Region, 2015–2022 (USD Million)
Table 13 Wealth Management Platform Market Size, By Deployment Model, 2015–2022 (USD Million)
Table 14 On-Premises: Market Size By Region, 2015–2022 (USD Million)
Table 15 Cloud: Market Size By Region, 2015–2022 (USD Million)
Table 16 Wealth Management Platform Market Size, By End-User Industry, 2015–2022 (USD Million)
Table 17 Banks: Market Size By Region, 2015–2022 (USD Million)
Table 18 Investment Management Firms: Market Size By Region, 2015–2022 (USD Million)
Table 19 Trading and Exchange Firms: Market Size By Region, 2015–2022 (USD Million)
Table 20 Brokerage Firms: Market Size By Region, 2015–2022 (USD Million)
Table 21 Others: Market Size By Region, 2015–2022 (USD Million)
Table 22 Wealth Management Platform Market Size, By Region, 2015–2022 (USD Million)
Table 23 North America: Market Size By Advisory Model, 2015–2022 (USD Million)
Table 24 North America: Market Size By Business Function, 2015–2022 (USD Million)
Table 25 North America: Market Size By Deployment Model, 2015–2022 (USD Million)
Table 26 North America: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 27 North America: Market Size By Country, 2015–2022 (USD Million)
Table 28 United States: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 29 Canada: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 30 Europe: Market Size By Advisory Model, 2015–2022 (USD Million)
Table 31 Europe: Market Size By Business Function, 2015–2022 (USD Million)
Table 32 Europe: Market Size By Deployment Model, 2015–2022 (USD Million)
Table 33 Europe: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 34 Europe: Market Size By Country, 2015–2022 (USD Million)
Table 35 Germany: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 36 Italy: Wealth Management Platform Market Size, By End-User Industry, 2015–2022 (USD Million)
Table 37 United Kingdom: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 38 Rest of Europe: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 39 Asia Pacific: Market Size By Advisory Model, 2015–2022 (USD Million)
Table 40 Asia Pacific: Market Size By Business Function, 2015–2022 (USD Million)
Table 41 Asia Pacific: Market Size By Deployment Model, 2015–2022 (USD Million)
Table 42 Asia Pacific: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 43 Asia Pacific: Market Size By Country, 2015–2022 (USD Million)
Table 44 China: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 45 Japan: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 46 India: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 47 Rest of Asia Pacific: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 48 Latin America: Market Size By Advisory Model, 2015–2022 (USD Million)
Table 49 Latin America: Market Size By Business Function, 2015–2022 (USD Million)
Table 50 Latin America: Market Size By Deployment Model, 2015–2022 (USD Million)
Table 51 Latin America: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 52 Latin America: Market Size By Country, 2015–2022 (USD Million)
Table 53 Brazil: Wealth Management Platform Market Size, By End-User Industry, 2015–2022 (USD Million)
Table 54 Mexico: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 55 Rest of Latin America: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 56 Middle East and Africa: Market Size By Advisory Model, 2015–2022 (USD Million)
Table 57 Middle East and Africa: Market Size By Business Function, 2015–2022 (USD Million)
Table 58 Middle East and Africa: Market Size By Deployment Model, 2015–2022 (USD Million)
Table 59 Middle East and Africa: Market Size By End-User Industry, 2015–2022 (USD Million)
Table 60 Middle East and Africa: Market Size By Subregion, 2015–2022 (USD Million)
Table 61 Middle East: Market Size, By End-User Industry, 2015–2022 (USD Million)
Table 62 Africa: Wealth Management Platform Market Size, By End-User Industry, 2015–2022 (USD Million)
Table 63 New Product Launches and Product Upgradations, 2017
Table 64 Partnerships and Collaborations, 2015–2017
Table 65 Business Expansions, 2015–2017
Table 66 Acquisitions, 2015–2017
List of Figures
Figure 1 Wealth Management Platform Market Segmentation
Figure 2 Regional Scope
Figure 3 Market Research Design
Figure 4 Breakdown of Primary Interviews: By Company, Designation, and Region
Figure 5 Data Triangulation
Figure 6 Market Size Estimation Methodology: Bottom-Up Approach
Figure 7 Market Size Estimation Methodology: Top-Down Approach
Figure 8 Wealth Management Platform Market: Assumptions
Figure 9 Wealth Management Platform Market is Expected to Witness Significant Growth in the Global Market During the Forecast Period
Figure 10 Market Snapshot By Advisory Model, 2017 vs 2022
Figure 11 Market Snapshot By Business Function, 2017–2022
Figure 12 Market Snapshot By Deployment Model, 2017–2022
Figure 13 Market Snapshot By End-User Industry, 2017–2022
Figure 14 The Wealth Management Platform Market Growth is Driven By the Constant Rise in the Global Hnwi and Implications of AI in the Wealth Management Industry
Figure 15 North America is Estimated to Have the Largest Market Share in 2017
Figure 16 Investment Management Firms End-User Industry, and North America are Estimated to Have the Largest Market Shares in 2017
Figure 17 Asia Pacific is Expected to Enter the Growth Phase During 2017–2022
Figure 18 Wealth Management Platform Market: Drivers, Restraints, Opportunities, and Challenges
Figure 19 Number of High Net Worth Individuals, By Region, 2016
Figure 20 Human Advisory Segment is Expected to Have the Largest Market Size During the Forecast Period
Figure 21 Financial Advice Management Business Function is Expected to Have the Largest Market Size During the Forecast Period
Figure 22 On-Premises Deployment Model is Expected to Have the Larger Market Size During the Forecast Period
Figure 23 Trading and Exchange Firms End-User Industry is Expected to Grow at the Highest CAGR During the Forecast Period
Figure 24 Asia Pacific is Expected to Register the Highest CAGR During the Forecast Period
Figure 25 North America is Expected to Have the Largest Market Size During the Forecast Period
Figure 26 North America: Market Snapshot
Figure 27 Asia Pacific: Market Snapshot
Figure 28 Key Developments By the Leading Players in the Wealth Management Platform Market, 2015–2017
Figure 29 Market Evaluation Framework
Figure 30 SS&C: Company Snapshot
Figure 31 SS&C: SWOT Analysis
Figure 32 Fiserv: Company Snapshot
Figure 33 Fiserv: SWOT Analysis
Figure 34 Broadridge: Company Snapshot
Figure 35 Broadridge: SWOT Analysis
Figure 36 FIS: Company Snapshot
Figure 37 FIS: SWOT Analysis
Figure 38 Profile Software: SWOT Analysis
Figure 39 Temenos: Company Snapshot
Figure 40 SEI Investments Company: Company Snapshot
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