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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

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

Constant rise in the number of global High Net Worth Individuals (HNWIs) and compliance with stringent industry regulations are expected to drive the wealth management platform market
The global wealth management platform market size is expected to grow from USD 1.70 billion in 2017 to USD 3.20 billion by 2022, at a Compound Annual Growth Rate (CAGR) of 13.4% during the forecast period. The constant rise in the number of global HNWIs, compliance with stringent industry regulations and digitalization, and process automation are expected to be the major factors in fueling the growth of the wealth management platform market. However, a higher dependency on the traditional methods is expected to act as a major restraining factor for the growth of the market.

Financial advice management business function is expected to hold the largest market size during the forecast period
Among the business functions, the financial advice management segment is the majorly adopted, as it serves clients with the best financial advice. HNWIs are always in need of securely and properly managing their wealth and financial assets, and hence, they approach the financial advisors. Further, with the advent of the robo advisory and hybrid advisory models, customers have frequently managed to use wealth management platform services, thereby boosting the growth of the financial advice platforms. Investment management firms generally offer passive investments as opposed to that of active management, which is provided by a human adviser.

Asia Pacific (APAC) is projected to grow at the highest rate during the forecast period
The wealth management platform market growth in the APAC region has gained momentum and expected to record the highest rate in the coming years. Japan, Australia, New Zealand, China, and India are using wealth management platforms across end-user industries. The rapid growth of the wealth management platform market in the APAC region can be attributed to the massive growth in the business deals, such as mergers and acquisitions, across the APAC region. Moreover, the rapid expansion of domestic enterprises as well as the higher development of infrastructure are expected to drive the growth of the wealth management platform market in APAC.

In the process of determining and verifying the market size for several segments and subsegments gathered through secondary research, extensive primary interviews were conducted with key people. The break-up of the profiles of the primary participants is given below:
• By Company: Tier 1: 55%, Tier 2: 20%, and Tier 3: 25%
• By Designation: C-level: 60%, Director level: 25%, and Others: 15%
• By Region: North America: 10%, Europe: 20%, RoW: 30%, and APAC: 40%

The following key vendors are profiled in the report:
• SS&C (US)
• Fiserv (US)
• FIS (US)
• Profile Software (UK)
• Broadridge (US)
• InvestEdge (US)
• Temenos (Switzerland)
• Finantix (Italy)
• SEI Investments Company (US)
• Comarch (Poland)
• Objectway (Italy)
• Dorsum (Hungary)

Research Coverage
The report has segmented the wealth management platform market based on advisory models, which are further segmented into 3 segments, namely, human advisory, robo advisory, and hybrid. It has then been segmented by business function, which is further fragmented into financial advice management, portfolio, accounting and trading management, performance management, risk and compliance management, reporting, and others (billing and benchmarking). Based on deployment models, the market has been segmented into on-premises and cloud. Further, according to end-user industries, the market has been segmented into banks, investment management firms, trading and exchange firms, brokerage firms, and others (asset management firms, and custody and compliance providers). The market by region has been segmented into North America, Europe, APAC, Latin America, and Middle East and Africa (MEA). Moreover, the regions have further been segmented into various countries. North America comprises the US and Canada; Europe has been fragmented into the UK, Germany, Italy, and the rest of Europe. On the other hand, APAC has been segmented into China, Japan, India, and the rest of APAC; and MEA has been divided into Middle East and Africa. Similarly, Latin America has been divided into Brazil, Mexico, and the rest of Latin America.

Reasons to Buy the Report
The report would help the market leaders/new entrants in this market in the following ways:
1. This report segments the wealth management platform market comprehensively and provides the closest approximations of the revenue numbers for the overall market and subsegments across different industry verticals and regions.
2. The report helps stakeholders understand the pulse of the market and provides them with information on the key market drivers, restraints, challenges, and opportunities.
3. This report would help stakeholders better understand the competitors and gain more insights to enhance their position in the business. The competitive landscape section includes new product launches/developments; partnerships and collaborations; mergers and acquisitions; and expansions.


  • INTRODUCTION
    • OBJECTIVES OF THE STUDY
    • MARKET DEFINITION
    • MARKET SCOPE
    • YEARS CONSIDERED FOR THE STUDY
    • CURRENCY
    • STAKEHOLDERS
  • RESEARCH METHODOLOGY
    • RESEARCH DATA
      • SECONDARY DATA
      • PRIMARY DATA
    • MARKET SIZE ESTIMATION
    • RESEARCH ASSUMPTIONS AND LIMITATIONS
    • LIMITATIONS
  • EXECUTIVE SUMMARY
    • Table WEALTH MANAGEMENT PLATFORM MARKET SIZE AND GROWTH RATE, 2015-2022 (USD MILLION, Y-O-Y %)
  • PREMIUM INSIGHTS
    • ATTRACTIVE MARKET OPPORTUNITIES IN THE WEALTH MANAGEMENT PLATFORM MARKET
    • WEALTH MANAGEMENT PLATFORM MARKET, BY REGION
    • WEALTH MANAGEMENT PLATFORM MARKET, TOP 4 END-USER INDUSTRIES AND REGIONS
    • LIFE CYCLE ANALYSIS, BY REGION, 2017
  • MARKET OVERVIEW AND INDUSTRY TRENDS
    • MARKET OVERVIEW
      • INTRODUCTION
    • MARKET DYNAMICS
      • DRIVERS
      • RESTRAINTS
      • OPPORTUNITIES
      • CHALLENGES
    • INDUSTRY TRENDS
      • USE CASES
    • REGULATIONS FOR THE WEALTH MANAGEMENT INDUSTRY
      • MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE (MIFID)
      • ALTERNATIVE INVESTMENT FUND MANAGERS DIRECTIVE (AIFMD)
      • FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)
      • DODD-FRANK WALL STREET REFORM AND CONSUMER PROTECTION ACT
      • EUROPEAN MARKET INFRASTRUCTURE REGULATION (EMIR)
      • ANTI-MONEY LAUNDERING DIRECTIVE 2015/849/EU (AMLD)
    • INNOVATION SPOTLIGHT
      • INTEGRATION OF AI IN WEALTH MANAGEMENT
      • INTRODUCTION OF BLOCKCHAIN IN WEALTH MANAGEMENT PRACTICES
  • WEALTH MANAGEMENT PLATFORM MARKET, BY ADVISORY MODEL
    • INTRODUCTION
      • Table WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
    • HUMAN ADVISORY
      • Table HUMAN ADVISORY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • ROBO ADVISORY
      • Table ROBO ADVISORY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • HYBRID
      • Table HYBRID: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • WEALTH MANAGEMENT PLATFORM MARKET, BY BUSINESS FUNCTION
    • INTRODUCTION
      • Table WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
    • FINANCIAL ADVICE MANAGEMENT
      • Table FINANCIAL ADVICE MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • PORTFOLIO, ACCOUNTING, AND TRADING MANAGEMENT
      • Table PORTFOLIO, ACCOUNTING, AND TRADING MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • PERFORMANCE MANAGEMENT
      • Table PERFORMANCE MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • RISK AND COMPLIANCE MANAGEMENT
      • Table RISK AND COMPLIANCE MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • REPORTING
      • Table REPORTING: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • OTHERS
      • Table OTHERS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • WEALTH MANAGEMENT PLATFORM MARKET, BY DEPLOYMENT MODEL
    • INTRODUCTION
      • Table WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
    • ON-PREMISES
      • Table ON-PREMISES: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • CLOUD
      • Table CLOUD: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • WEALTH MANAGEMENT PLATFORM MARKET, BY END-USER INDUSTRY
    • INTRODUCTION
      • Table WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
    • BANKS
      • Table BANKS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • INVESTMENT MANAGEMENT FIRMS
      • Table INVESTMENT MANAGEMENT FIRMS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • TRADING AND EXCHANGE FIRMS
      • Table TRADING AND EXCHANGE FIRMS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • BROKERAGE FIRMS
      • Table BROKERAGE FIRMS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • OTHERS
      • Table OTHERS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • WEALTH MANAGEMENT PLATFORM MARKET, BY REGION
    • INTRODUCTION
      • Table WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
    • NORTH AMERICA
      • BY ADVISORY MODEL
        • Table NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
      • BY BUSINESS FUNCTION
        • Table NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
      • BY DEPLOYMENT MODEL
        • Table NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
      • BY END-USER INDUSTRY
        • Table NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
      • BY COUNTRY
        • Table NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
        • Table UNITED STATES: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table CANADA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
    • EUROPE
      • BY ADVISORY MODEL
        • Table EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
      • BY BUSINESS FUNCTION
        • Table EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
      • BY DEPLOYMENT MODEL
        • Table EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
      • BY END-USER INDUSTRY
        • Table EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
      • BY COUNTRY
        • Table EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
        • Table GERMANY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table ITALY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table UNITED KINGDOM: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table REST OF EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
    • ASIA PACIFIC
      • BY ADVISORY MODEL
        • Table ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
      • BY BUSINESS FUNCTION
        • Table ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
      • BY DEPLOYMENT MODEL
        • Table ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
      • BY END-USER INDUSTRY
        • Table ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
      • BY COUNTRY
        • Table ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
        • Table CHINA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table JAPAN: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table INDIA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table REST OF ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
    • LATIN AMERICA
      • BY ADVISORY MODEL
        • Table LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
      • BY BUSINESS FUNCTION
        • Table LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
      • BY DEPLOYMENT MODEL
        • Table LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
      • BY END-USER INDUSTRY
        • Table LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
      • BY COUNTRY
        • Table LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
        • Table BRAZIL: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table MEXICO: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table REST OF LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
    • MIDDLE EAST AND AFRICA
      • BY ADVISORY MODEL
        • Table MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
      • BY BUSINESS FUNCTION
        • Table MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
      • BY DEPLOYMENT MODEL
        • Table MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
      • BY END-USER INDUSTRY
        • Table MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
      • BY SUBREGION
        • Table MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY SUBREGION, 2015-2022 (USD MILLION)
        • Table MIDDLE EAST: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
        • Table AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • COMPETITIVE LANDSCAPE
    • OVERVIEW
    • PROMINENT PLAYERS IN THE WEALTH MANAGEMENT PLATFORM MARKET
    • COMPETITIVE SCENARIO
      • NEW PRODUCT LAUNCHES AND PRODUCT UPGRADATIONS
        • Table NEW PRODUCT LAUNCHES AND PRODUCT UPGRADATIONS, 2017
      • PARTNERSHIPS AND COLLABORATIONS
        • Table PARTNERSHIPS AND COLLABORATIONS, 2015-2017
      • BUSINESS EXPANSIONS
        • Table BUSINESS EXPANSIONS, 2015-2017
      • ACQUISITIONS
        • Table ACQUISITIONS, 2015-2017
  • COMPANY PROFILES
    • SS&C
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • SWOT ANALYSIS
      • MNM VIEW
    • FISERV
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • SWOT ANALYSIS
      • MNM VIEW
    • BROADRIDGE
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • SWOT ANALYSIS
      • MNM VIEW
    • FIS
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • SWOT ANALYSIS
      • MNM VIEW
    • PROFILE SOFTWARE
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • SWOT ANALYSIS
      • MNM VIEW
    • TEMENOS
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • MNM VIEW
    • SEI INVESTMENTS COMPANY
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • MNM VIEW
    • INVESTEDGE
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • MNM VIEW
    • FINANTIX
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • MNM VIEW
    • COMARCH
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • MNM VIEW
    • OBJECTWAY
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • RECENT DEVELOPMENTS
      • MNM VIEW
    • DORSUM
      • BUSINESS OVERVIEW
      • SOLUTIONS OFFERED
      • MNM VIEW
  • APPENDIX
    • KEY INSIGHTS OF INDUSTRY EXPERTS
    • DISCUSSION GUIDE
    • KNOWLEDGE STORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
    • INTRODUCING RT: REAL-TIME MARKET INTELLIGENCE
    • AVAILABLE CUSTOMIZATION
    • RELATED REPORTS
    • AUTHOR DETAILS

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