Wealth Management Software Market Size to Worth Around USD 6,724.5 Million by 2027
The report analyzes and forecasts the Wealth Management Software Market at global and regional levels. The market has been forecast based on volume (Tons) and value (US$ Mn) from 2022 to 2030. The study includes drivers and restraints of the global market. It covers the impact of these drivers and restraints on the demand during the forecast period. The report also highlights opportunities in the market at the global level.
The report comprises a detailed value chain analysis, which provides a comprehensive view of the global Wealth Management Software Market. The Porter’s Five Forces model has also been included to help understand the competitive landscape of the market. The study encompasses market attractiveness analysis, wherein various applications have been benchmarked based on their market size, growth rate, and general attractiveness.
The study provides a decisive view of the Wealth Management Software Market by segmenting it in terms of form and application. The segment has been analyzed based on the present and future trends. Regional segmentation includes the current and projected demand in North America, Europe, Asia Pacific, Latin America, and Middle East & Africa.
The report provides size (in terms of volume and value) of Wealth Management Software Market for the base year 2020 and the forecast between 2021 and 2028. Market numbers have been estimated based on form and application. Market size and forecast for each application segment have been provided for the global and regional market.
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In-depth interviews and discussions were conducted with several key market participants and opinion leaders to compile the research report. Primary research represents a bulk of research efforts, supplemented by extensive secondary research. Annual reports, press releases, and relevant documents of key players operating in various application areas have been reviewed for competition analysis and market understanding. Secondary research also includes recent trends, technical writing, Internet sources, and statistical data from government websites, trade associations, and agencies. These have proved to be reliable, effective, and successful approaches for obtaining precise market data, capturing market participants’ insights, and recognizing business opportunities.
Market Players as below:
The prominent players involved in global wealth management software market involve SS&C Technologies, Inc., Fiserv, Inc., Fidelity National Information Services, Profile Software, Broadridge Financial Solutions, InvestEdge, Inc., Temenos AG, Finantix, SEI Investments Company, Comarch, ObjectWay SpA, Dorsum, and among others
The major market segments of Wealth Management Software Market are as below:
Market By Advisory Model
Human advisory
Robo advisory
Hybrid
Market By Business Function
Financial advice management
Portfolio, accounting, and trading management
Performance management
Risk and compliance management
Reporting
Others (billing and benchmarking)
Market By Size of Deployment Model
Cloud
On-premises
Market By Size of Organization
Large Enterprise
SMEs
Market By End-User
Banks
Investment management firms
Trading and exchange firms
Brokerage firms
Others (asset management firms, and custody and compliance providers)
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Table Of Contents:
CHAPTER 1. Industry Overview of Wealth Management Software
1.1. Definition and Scope
1.1.1. Definition of Wealth Management Software
1.1.2. Market Segmentation
1.1.3. Years Considered for the Study
1.1.4. Assumptions and Acronyms Used
1.1.4.1. Market Assumptions and Market Forecast
1.1.4.2. Acronyms Used in Global Wealth Management Software Market
1.2. Summary
1.2.1. Executive Summary
1.2.2. Wealth Management Software Market By Advisory Model
1.2.3. Wealth Management Software Market By Business Function
1.2.4. Wealth Management Software Market By Deployment Model
1.2.5. Wealth Management Software Market By Size of Organization
1.2.6. Wealth Management Software Market By End-User
1.2.7. Wealth Management Software Market by Regions
CHAPTER 2. Research Approach
2.1. Methodology
2.1.1. Research Programs
2.1.2. Market Size Estimation
2.1.3. Market Breakdown and Data Triangulation
2.2. Data Source
2.2.1. Secondary Sources
2.2.2. Primary Sources
CHAPTER 3. Market Dynamics And Competition Analysis
3.1. Market Drivers
3.1.1. Driver 1
3.1.2. Driver 2
3.2. Restraints and Challenges
3.2.1. Restrain 1
3.2.2. Restrain 2
3.3. Growth Opportunities
3.3.1. Opportunity 1
3.3.2. Opportunity 2
3.4. Porter’s Five Forces Analysis
3.4.1. Bargaining Power of Suppliers
3.4.2. Bargaining Power of Buyers
3.4.3. Threat of Substitute
3.4.4. Threat of New Entrants
3.4.5. Degree of Competition
3.5. Regulatory Compliance
3.6. Competitive Landscape, 2019
3.6.1. Player Positioning Analysis
3.6.2. Key Strategies Adopted By Leading Players
CHAPTER 4. Wealth Management Software Market By Advisory Model
4.1. Introduction
4.2. Wealth Management Software Revenue By Advisory Model
4.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast, By Advisory Model, 2016-2027
4.2.2. Human advisory
4.2.2.1. Human advisory Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
4.2.3. Robo advisory
4.2.3.1. Robo advisory Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
4.2.4. Hybrid
4.2.4.1. Hybrid Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
CHAPTER 5. Wealth Management Software Market Revenue By Business Function
5.1. Introduction
5.2. Wealth Management Software Revenue (US$ Mn) By Business Function
5.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
5.2.2. Financial advice management
5.2.2.1. Financial advice management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.3. Portfolio, accounting, and trading management
5.2.3.1. Portfolio, accounting, and trading management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.4. Performance management
5.2.4.1. Performance management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.5. Risk and compliance management
5.2.5.1. Risk and compliance management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.6. Reporting
5.2.6.1. Reporting Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.7. Others (billing and benchmarking)
5.2.7.1. Others (billing and benchmarking) Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
CHAPTER 6. Wealth Management Software Market By Deployment Model
6.1. Introduction
6.2. Wealth Management Software Revenue (US$ Mn) By Deployment Model
6.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
6.2.2. Cloud
6.2.2.1. Cloud Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
6.2.3. On-premises
6.2.3.1. On-premises Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
CHAPTER 7. Wealth Management Software Market By Size of Organization
7.1. Introduction
7.2. Wealth Management Software Revenue (US$) By Size of Organization
7.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
7.3. Large Enterprise
7.3.1. Large Enterprise Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
7.4. SMEs
7.4.1. SMEs Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
CHAPTER 8. Wealth Management Software Market By End-User
8.1. Introduction
8.2. Wealth Management Software Revenue (US$) By End-User
8.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
8.3. Banks
8.3.1. Banks Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.4. Investment management firms
8.4.1. Investment management firms Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.5. Trading and exchange firms
8.5.1. Trading and exchange firms Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.6. Brokerage firms
8.6.1. Brokerage firms Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.7. Others (asset management firms, and custody and compliance providers)
8.7.1. Others (asset management firms, and custody and compliance providers) Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
CHAPTER 9. North America Wealth Management Software Market By Country
9.1. North America Wealth Management Software Overview
9.2. U.S.
9.2.1. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
9.2.2. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
9.2.3. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
9.2.4. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
9.2.5. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
9.3. Canada
9.3.1. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
9.3.2. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
9.3.3. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
9.3.4. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
9.3.5. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
9.4. North America PEST Analysis
CHAPTER 10. Europe Wealth Management Software Market By Country
10.1. Europe Wealth Management Software Market Overview
10.2. U.K.
10.2.1. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.2.2. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.2.3. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.2.4. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.2.5. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.3. Germany
10.3.1. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.3.2. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.3.3. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.3.4. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.3.5. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.4. France
10.4.1. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.4.2. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.4.3. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.4.4. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.4.5. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.5. Spain
10.5.1. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.5.2. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.5.3. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.5.4. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.5.5. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.6. Rest of Europe
10.6.1. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.6.2. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.6.3. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.6.4. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.6.5. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.7. Europe PEST Analysis
CHAPTER 11. Asia Pacific Wealth Management Software Market By Country
11.1. Asia Pacific Wealth Management Software Market Overview
11.2. China
11.2.1. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
11.2.2. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
11.2.3. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
11.2.4. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
11.2.5. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.3. Japan
11.3.1. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
11.3.2. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
11.3.3. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
11.3.4. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
11.3.5. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.4. India
11.4.1. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
11.4.2. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
11.4.3. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
11.4.4. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
11.4.5. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.5. Australia
11.5.1. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
11.5.2. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
11.5.3. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
11.5.4. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
11.5.5. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.6. South Korea
11.6.1. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
11.6.2. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
11.6.3. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
11.6.4. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
11.6.5. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.7. Rest of Asia-Pacific
11.7.1. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
11.7.2. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
11.7.3. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
11.7.4. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
11.7.5. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.8. Asia Pacific PEST Analysis
CHAPTER 12. Latin America Wealth Management Software Market By Country
12.1. Latin America Wealth Management Software Market Overview
12.2. Brazil
12.2.1. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
12.2.2. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
12.2.3. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
12.2.4. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
12.2.5. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
12.3. Mexico
12.3.1. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
12.3.2. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
12.3.3. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
12.3.4. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
12.3.5. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
12.4. Rest of Latin America
12.4.1. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
12.4.2. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
12.4.3. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
12.4.4. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
12.4.5. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
12.5. Latin America PEST Analysis
CHAPTER 13. Middle East & Africa Wealth Management Software Market By Country
13.1. Middle East & Africa Wealth Management Software Market Overview
13.2. Saudi Arabia
13.2.1. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
13.2.2. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
13.2.3. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
13.2.4. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
13.2.5. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
13.3. UAE
13.3.1. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
13.3.2. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
13.3.3. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
13.3.4. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
13.3.5. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
13.4. Rest of Middle East & Africa
13.4.1. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 – 2027
13.4.2. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 – 2027
13.4.3. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 – 2027
13.4.4. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 – 2027
13.4.5. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
13.5. Middle East & Africa PEST Analysis
CHAPTER 14. Player Analysis Of Wealth Management Software
14.1. Wealth Management Software Market Company Share Analysis
14.2. Competition Matrix
14.2.1. Competitive Benchmarking of key players by price, presence, market share, and R&D investment
14.2.2. New Product Launches and Product Enhancements
14.2.3. Mergers And Acquisition In Global Wealth Management Software Market
14.2.4. Partnership, Joint Ventures and Strategic Alliances/ Sales Agreements
CHAPTER 15. Company Profile
15.1. SS&C Technologies, Inc.
15.1.1. Company Snapshot
15.1.2. Business Overview
15.1.3. Financial Overview
15.1.3.1. Revenue (US$ Mn), 2019
15.1.3.2. SS&C Technologies, Inc. 2019 Wealth Management Software Business Regional Distribution
15.1.4. Product/ Service and Specification
15.1.5. Recent Developments & Business Strategy
15.1.6. Manufacturing Plant Footprint Analysis
15.2. Fiserv, Inc.
15.3. Fidelity National Information Services Profile Software
15.4. Broadridge Financial Solutions
15.5. InvestEdge, Inc.
15.6. Temenos AG
15.7. Finantix
15.8. SEI Investments Company
15.9. Comarch
15.10. ObjectWay SpA
15.11. Dorsum
15.12. Others
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