Global Wealth Management Platform Market 2018 by Manufacturers, Countries, Type and Application, Forecast to 2023

  • receipt Report ID : 150313
  • calendar_today Published On: Apr, 2019
  • file_copy Pages: 124
  • list Business Services

A Wealth Management Platform is a software system designed to help people track their investment portfolios and research new investments.

Scope of the Report:

The rapid adoption of cloud solutions can be observed in the wealth management platform market, owing to the advantages of the cloud technology over that of the on-premises solutions, such as agility, scalability, reduced operational costs, flexible payment options, easy access to data, and self-service capabilities.

The global Wealth Management Platform market is valued at xx million USD in 2017 and is expected to reach xx million USD by the end of 2023, growing at a CAGR of xx% between 2017 and 2023.

The Asia-Pacific will occupy for more market share in following years, especially in China, also fast growing India and Southeast Asia regions.

North America, especially The United States, will still play an important role which cannot be ignored. Any changes from United States might affect the development trend of Wealth Management Platform.

Europe also play important roles in global market, with market size of xx million USD in 2017 and will be xx million USD in 2023, with a CAGR of xx%.

This report studies the Wealth Management Platform market status and outlook of Global and major regions, from angles of players, countries, product types and end industries; this report analyzes the top players in global market, and splits the Wealth Management Platform market by product type and applications/end industries.

Market Segment by Companies, this report covers

SS and C

Fiserv

Broadridge

FIS

Profile Software

Temenos

SEI Investments

Investedge

Finantix

Comarch

Objectway

Dorsum

Market Segment by Regions, regional analysis covers

North America (United States, Canada and Mexico)

Europe (Germany, France, UK, Russia and Italy)

Asia-Pacific (China, Japan, Korea, India and Southeast Asia)

South America (Brazil, Argentina, Colombia)

Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)

Market Segment by Type, covers

Human advisory

Robo advisory

Hybrid

Market Segment by Applications, can be divided into

Banks

Investment management firms

Trading and exchange firms

Brokerage firms

Others

Frequently Asked Questions

The base year for the study has been considered 2019, historic year 2014 and 2018, the forecast period considered is from 2020 to 2027. The regions analyzed for the market include North America, Europe, South America, Asia Pacific, and Middle East and Africa. These regions are further analyzed at the country-level. The study also includes attractiveness analysis of type, application and regions which are benchmarked based on their market size, growth rate and attractiveness in terms of present and future opportunity for understanding the future growth of the market.

Market is segmented on the basis:

  • By Type
  • By Application
  • By Region
  • By Country
  • By Manufacturer

The report offers in-depth analysis of driving factors, opportunities, restraints, and challenges for gaining the key insight of the market. The report emphasizes on all the key trends that play a vital role in the enlargement of the market from 2019 to 2026.

The report provides company profile of the key players operating in the market and a comparative analysis based on their business overviews industry offering, segment market share, regional presence, business strategies, innovations, mergers & acquisitions, recent developments, joint venture, collaborations, partnerships, SWOT analysis, and key financial information.

Table of Contents

1 Wealth Management Platform Market Overview

1.1 Product Overview and Scope of Wealth Management Platform

1.2 Classification of Wealth Management Platform by Types

1.2.1 Global Wealth Management Platform Revenue Comparison by Types (2017-2023)

1.2.2 Global Wealth Management Platform Revenue Market Share by Types in 2017

1.2.3 Human advisory

1.2.4 Robo advisory

1.2.5 Hybrid

1.3 Global Wealth Management Platform Market by Application

1.3.1 Global Wealth Management Platform Market Size and Market Share Comparison by Applications (2013-2023)

1.3.2 Banks

1.3.3 Investment management firms

1.3.4 Trading and exchange firms

1.3.5 Brokerage firms

1.3.6 Others

1.4 Global Wealth Management Platform Market by Regions

1.4.1 Global Wealth Management Platform Market Size (Million USD) Comparison by Regions (2013-2023)

1.4.1 North America (USA, Canada and Mexico) Wealth Management Platform Status and Prospect (2013-2023)

1.4.2 Europe (Germany, France, UK, Russia and Italy) Wealth Management Platform Status and Prospect (2013-2023)

1.4.3 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Wealth Management Platform Status and Prospect (2013-2023)

1.4.4 South America (Brazil, Argentina, Colombia) Wealth Management Platform Status and Prospect (2013-2023)

1.4.5 Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Wealth Management Platform Status and Prospect (2013-2023)

1.5 Global Market Size of Wealth Management Platform (2013-2023)

2 Manufacturers Profiles

2.1 SS and C

2.1.1 Business Overview

2.1.2 Wealth Management Platform Type and Applications

2.1.2.1 Product A

2.1.2.2 Product B

2.1.3 SS and C Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.2 Fiserv

2.2.1 Business Overview

2.2.2 Wealth Management Platform Type and Applications

2.2.2.1 Product A

2.2.2.2 Product B

2.2.3 Fiserv Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.3 Broadridge

2.3.1 Business Overview

2.3.2 Wealth Management Platform Type and Applications

2.3.2.1 Product A

2.3.2.2 Product B

2.3.3 Broadridge Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.4 FIS

2.4.1 Business Overview

2.4.2 Wealth Management Platform Type and Applications

2.4.2.1 Product A

2.4.2.2 Product B

2.4.3 FIS Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.5 Profile Software

2.5.1 Business Overview

2.5.2 Wealth Management Platform Type and Applications

2.5.2.1 Product A

2.5.2.2 Product B

2.5.3 Profile Software Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.6 Temenos

2.6.1 Business Overview

2.6.2 Wealth Management Platform Type and Applications

2.6.2.1 Product A

2.6.2.2 Product B

2.6.3 Temenos Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.7 SEI Investments

2.7.1 Business Overview

2.7.2 Wealth Management Platform Type and Applications

2.7.2.1 Product A

2.7.2.2 Product B

2.7.3 SEI Investments Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.8 Investedge

2.8.1 Business Overview

2.8.2 Wealth Management Platform Type and Applications

2.8.2.1 Product A

2.8.2.2 Product B

2.8.3 Investedge Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.9 Finantix

2.9.1 Business Overview

2.9.2 Wealth Management Platform Type and Applications

2.9.2.1 Product A

2.9.2.2 Product B

2.9.3 Finantix Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.10 Comarch

2.10.1 Business Overview

2.10.2 Wealth Management Platform Type and Applications

2.10.2.1 Product A

2.10.2.2 Product B

2.10.3 Comarch Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.11 Objectway

2.11.1 Business Overview

2.11.2 Wealth Management Platform Type and Applications

2.11.2.1 Product A

2.11.2.2 Product B

2.11.3 Objectway Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

2.12 Dorsum

2.12.1 Business Overview

2.12.2 Wealth Management Platform Type and Applications

2.12.2.1 Product A

2.12.2.2 Product B

2.12.3 Dorsum Wealth Management Platform Revenue, Gross Margin and Market Share (2016-2017)

3 Global Wealth Management Platform Market Competition, by Players

3.1 Global Wealth Management Platform Revenue and Share by Players (2013-2018)

3.2 Market Concentration Rate

3.2.1 Top 5 Wealth Management Platform Players Market Share

3.2.2 Top 10 Wealth Management Platform Players Market Share

3.3 Market Competition Trend

4 Global Wealth Management Platform Market Size by Regions

4.1 Global Wealth Management Platform Revenue and Market Share by Regions

4.2 North America Wealth Management Platform Revenue and Growth Rate (2013-2018)

4.3 Europe Wealth Management Platform Revenue and Growth Rate (2013-2018)

4.4 Asia-Pacific Wealth Management Platform Revenue and Growth Rate (2013-2018)

4.5 South America Wealth Management Platform Revenue and Growth Rate (2013-2018)

4.6 Middle East and Africa Wealth Management Platform Revenue and Growth Rate (2013-2018)

5 North America Wealth Management Platform Revenue by Countries

5.1 North America Wealth Management Platform Revenue by Countries (2013-2018)

5.2 USA Wealth Management Platform Revenue and Growth Rate (2013-2018)

5.3 Canada Wealth Management Platform Revenue and Growth Rate (2013-2018)

5.4 Mexico Wealth Management Platform Revenue and Growth Rate (2013-2018)

6 Europe Wealth Management Platform Revenue by Countries

6.1 Europe Wealth Management Platform Revenue by Countries (2013-2018)

6.2 Germany Wealth Management Platform Revenue and Growth Rate (2013-2018)

6.3 UK Wealth Management Platform Revenue and Growth Rate (2013-2018)

6.4 France Wealth Management Platform Revenue and Growth Rate (2013-2018)

6.5 Russia Wealth Management Platform Revenue and Growth Rate (2013-2018)

6.6 Italy Wealth Management Platform Revenue and Growth Rate (2013-2018)

7 Asia-Pacific Wealth Management Platform Revenue by Countries

7.1 Asia-Pacific Wealth Management Platform Revenue by Countries (2013-2018)

7.2 China Wealth Management Platform Revenue and Growth Rate (2013-2018)

7.3 Japan Wealth Management Platform Revenue and Growth Rate (2013-2018)

7.4 Korea Wealth Management Platform Revenue and Growth Rate (2013-2018)

7.5 India Wealth Management Platform Revenue and Growth Rate (2013-2018)

7.6 Southeast Asia Wealth Management Platform Revenue and Growth Rate (2013-2018)

8 South America Wealth Management Platform Revenue by Countries

8.1 South America Wealth Management Platform Revenue by Countries (2013-2018)

8.2 Brazil Wealth Management Platform Revenue and Growth Rate (2013-2018)

8.3 Argentina Wealth Management Platform Revenue and Growth Rate (2013-2018)

8.4 Colombia Wealth Management Platform Revenue and Growth Rate (2013-2018)

9 Middle East and Africa Revenue Wealth Management Platform by Countries

9.1 Middle East and Africa Wealth Management Platform Revenue by Countries (2013-2018)

9.2 Saudi Arabia Wealth Management Platform Revenue and Growth Rate (2013-2018)

9.3 UAE Wealth Management Platform Revenue and Growth Rate (2013-2018)

9.4 Egypt Wealth Management Platform Revenue and Growth Rate (2013-2018)

9.5 Nigeria Wealth Management Platform Revenue and Growth Rate (2013-2018)

9.6 South Africa Wealth Management Platform Revenue and Growth Rate (2013-2018)

10 Global Wealth Management Platform Market Segment by Type

10.1 Global Wealth Management Platform Revenue and Market Share by Type (2013-2018)

10.2 Global Wealth Management Platform Market Forecast by Type (2018-2023)

10.3 Human advisory Revenue Growth Rate (2013-2023)

10.4 Robo advisory Revenue Growth Rate (2013-2023)

10.5 Hybrid Revenue Growth Rate (2013-2023)

11 Global Wealth Management Platform Market Segment by Application

11.1 Global Wealth Management Platform Revenue Market Share by Application (2013-2018)

11.2 Wealth Management Platform Market Forecast by Application (2018-2023)

11.3 Banks Revenue Growth (2013-2018)

11.4 Investment management firms Revenue Growth (2013-2018)

11.5 Trading and exchange firms Revenue Growth (2013-2018)

11.6 Brokerage firms Revenue Growth (2013-2018)

11.7 Others Revenue Growth (2013-2018)

12 Global Wealth Management Platform Market Size Forecast (2018-2023)

12.1 Global Wealth Management Platform Market Size Forecast (2018-2023)

12.2 Global Wealth Management Platform Market Forecast by Regions (2018-2023)

12.3 North America Wealth Management Platform Revenue Market Forecast (2018-2023)

12.4 Europe Wealth Management Platform Revenue Market Forecast (2018-2023)

12.5 Asia-Pacific Wealth Management Platform Revenue Market Forecast (2018-2023)

12.6 South America Wealth Management Platform Revenue Market Forecast (2018-2023)

12.7 Middle East and Africa Wealth Management Platform Revenue Market Forecast (2018-2023)

13 Research Findings and Conclusion

14 Appendix

14.1 Methodology

14.2 Data Source

List of Tables and Figures

Figure Wealth Management Platform Picture

Table Product Specifications of Wealth Management Platform

Table Global Wealth Management Platform and Revenue (Million USD) Marke

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