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Market Research Report
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1073871

Global Wealth Management Software Market Size study, by Advisory Model, by Deployment Model, by Application, by End-User Industry and Regional Forecasts 2022-2028

Published: | Bizwit Research & Consulting LLP | Delivery time: 2-3 business days

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Global Wealth Management Software Market Size study, by Advisory Model, by Deployment Model, by Application, by End-User Industry and Regional Forecasts 2022-2028
Published: April 30, 2022
Bizwit Research & Consulting LLP
Delivery time: 2-3 business days
  • Description
  • Table of Contents
  • List of Tables

Global Wealth Management Software Market is valued at approximately USD 3.8 billion in 2021 and is anticipated to grow with a healthy growth rate of more than 13.9 % over the forecast period 2022-2028. Wealth Management Software is a financial agreement between a bank and an insurance company that allows the bank to generate additional revenue and profit. This setup permits the sale of a wide range of insurance products, including annuities, mortgages, and health and life insurance. Rise in the number of HNWIs, rise in technological advancements in wealth management, rising digital revolution and automation and rising mergers and acquisitions among key players has driven the adoption of Wealth Management Software across the projected period. For Instance: Die Software Peter Fitzon GmbH (DSW), a provider of core banking solutions in Germany, was acquired by ObjectWay S.p.A. in August 2021. With a broad and stable core banking infrastructure, ObjectWay S.p.A. anticipates the purchase to boost its wealth and asset management products. Also, utilization of AI and blockchain system in wealth management software is most likely to boost the overall growth of the Wealth Management Software market. However, extensive dependency on conventional methods, lack of awareness and lack of technical expertise can obstruct the market's expansion over the projection period of 2022-2028.

The key regions considered for the Global Wealth Management Software Market study include Asia Pacific, North America, Europe, Latin America and Rest of the World. North America is the leading region across the world. Rapid adoption of new technologies is driving the market growth in North America. Whereas, Asia Pacific is also anticipated to exhibit the highest growth rate over the forecast period 2022-2028. The market is expected to grow during the projected period due to rising mergers and acquisitions.

Major market players included in this report are:

Comarch SA

Dorsum Ltd.

Fidelity National Information Services Inc.

Finantix

Fiserv Inc.

ObjectWay S.p.a

Profile Software

SEI Investments Companies

SS&C Technologies Holdings, Inc.

Temenos Headquarters SA

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:

By Advisory Model:

Human Advisory

Robo Advisory

Hybrid

By Deployment Type:

On-Premises

Cloud

By Application:

Financial Advice Management

Portfolio, Accounting, and Trading Management

Electrical and Electronics Industry Performance Management

Risk and Compliance Management

Reporting

Others

By End-User Industry:

Banks

Investment Management Firms

Trading and Exchange Firms

Brokerage Firms

Others

By Region:

North America

U.S.

Canada

Europe

UK

Germany

France

Spain

Italy

ROE

Asia Pacific

China

India

Japan

Australia

South Korea

RoAPAC

Latin America

Brazil

Mexico

Rest of the World

Furthermore, years considered for the study are as follows:

Historical year - 2018, 2019, 2020

Base year - 2021

Forecast period - 2022 to 2028

Target Audience of the Global Wealth Management Software Market in Market Study:

Key Consulting Companies & Advisors

Large, medium-sized, and small enterprises

Venture capitalists

Value-Added Resellers (VARs)

Third-party knowledge providers

Investment bankers

Investors

Table of Contents

Chapter 1. Executive Summary

  • 1.1. Market Snapshot
  • 1.2. Global & Segmental Market Estimates & Forecasts, 2020-2028 (USD Billion)
    • 1.2.1. Wealth Management Software Market, by Region, 2020-2028 (USD Billion)
    • 1.2.2. Wealth Management Software Market, by Advisory Model, 2020-2028 (USD Billion)
    • 1.2.3. Wealth Management Software Market, by Deployment Model, 2020-2028 (USD Billion)
    • 1.2.4. Wealth Management Software Market, by Application, 2020-2028 (USD Billion)
    • 1.2.5. Wealth Management Software Market, by End-User Industry, 2020-2028 (USD Billion)
  • 1.3. Key Trends
  • 1.4. Estimation Methodology
  • 1.5. Research Assumption

Chapter 2. Global Wealth Management Software Market Definition and Scope

  • 2.1. Objective of the Study
  • 2.2. Market Definition & Scope
    • 2.2.1. Scope of the Study
    • 2.2.2. Industry Evolution
  • 2.3. Years Considered for the Study
  • 2.4. Currency Conversion Rates

Chapter 3. Global Wealth Management Software Market Dynamics

  • 3.1. Wealth Management Software Market Impact Analysis (2020-2028)
    • 3.1.1. Market Drivers
      • 3.1.1.1. Rise in number of HNWIs
      • 3.1.1.2. Rise in technological advancements in wealth management
      • 3.1.1.3. Rising digital revolution and automation
      • 3.1.1.4. Rising mergers and acquisitions among key players
    • 3.1.2. Market Challenges
      • 3.1.2.1. Extensive dependency on conventional methods
      • 3.1.2.2. Lack of awareness
      • 3.1.2.3. Lack of technical expertise
    • 3.1.3. Market Opportunities
      • 3.1.3.1. Utilization of AI and blockchain system in wealth management software

Chapter 4. Global Wealth Management Software Market Industry Analysis

  • 4.1. Porter's 5 Force Model
    • 4.1.1. Bargaining Power of Suppliers
    • 4.1.2. Bargaining Power of Buyers
    • 4.1.3. Threat of New Entrants
    • 4.1.4. Threat of Substitutes
    • 4.1.5. Competitive Rivalry
    • 4.1.6. Futuristic Approach to Porter's 5 Force Model (2019-2028)
  • 4.2. PEST Analysis
    • 4.2.1. Political
    • 4.2.2. Economical
    • 4.2.3. Social
    • 4.2.4. Technological
  • 4.3. Investment Adoption Model
  • 4.4. Analyst Recommendation & Conclusion
  • 4.5. Top investment opportunity
  • 4.6. Top winning strategies

Chapter 5. Risk Assessment: COVID-19 Impact

    • 5.1.1. Assessment of the overall impact of COVID-19 on the industry
    • 5.1.2. Pre COVID-19 and post COVID-19 market scenario

Chapter 6. Global Wealth Management Software Market, by Advisory Model

  • 6.1. Market Snapshot
  • 6.2. Global Wealth Management Software Market by Advisory Model, Performance - Potential Analysis
  • 6.3. Global Wealth Management Software Market Estimates & Forecasts by Advisory Model, 2019-2028 (USD Billion)
  • 6.4. Wealth Management Software Market, Sub Segment Analysis
  • 6.4.1 Human Advisory
  • 6.4.2 Robo Advisory
  • 6.4.3 Hybrid

Chapter 7. Global Wealth Management Software Market, by Deployment Model

  • 7.1. Market Snapshot
  • 7.2. Global Wealth Management Software Market by Deployment Model, Performance - Potential Analysis
  • 7.3. Global Wealth Management Software Market Estimates & Forecasts by Deployment Model, 2019-2028 (USD Billion)
  • 7.4. Wealth Management Software Market, Sub Segment Analysis
  • 7.4.1 On-Premises
  • 7.4.2 Cloud

Chapter 8. Global Wealth Management Software Market, by Application

  • 8.1. Market Snapshot
  • 8.2. Global Wealth Management Software Market by Application, Performance - Potential Analysis
  • 8.3. Global Wealth Management Software Market Estimates & Forecasts by Application, 2019-2028 (USD Billion)
  • 8.4. Wealth Management Software Market, Sub Segment Analysis
  • 8.4.1 Financial Advice Management
  • 8.4.2 Portfolio, Accounting, and Trading Management
  • 8.4.3 Electrical and Electronics Industry Performance Management
  • 8.4.4 Risk and Compliance Management
  • 8.4.5 Reporting
  • 8.4.6 Others

Chapter 9. Global Wealth Management Software Market, by End-User Industry

  • 9.1. Market Snapshot
  • 9.2. Global Wealth Management Software Market by End-User Industry, Performance - Potential Analysis
  • 9.3. Global Wealth Management Software Market Estimates & Forecasts by End-User Industry, 2019-2028 (USD Billion)
  • 9.4. Wealth Management Software Market, Sub Segment Analysis
  • 9.4.1 Banks
  • 9.4.2 Investment Management Firms
  • 9.4.3 Trading and Exchange Firms
  • 9.4.4 Brokerage Firms
  • 9.4.5 Others

Chapter 10. Global Wealth Management Software Market, Regional Analysis

  • 10.1. Wealth Management Software Market, Regional Market Snapshot
  • 10.2. North America Wealth Management Software Market
    • 10.2.1. U.S. Wealth Management Software Market
      • 10.2.1.1. Advisory Model breakdown estimates & forecasts, 2019-2028
      • 10.2.1.2. Deployment Model breakdown estimates & forecasts, 2019-2028
      • 10.2.1.3. Application breakdown estimates & forecasts, 2019-2028
      • 10.2.1.4. End-User Industry breakdown estimates & forecasts, 2019-2028
    • 10.2.2. Canada Wealth Management Software Market
  • 10.3. Europe Wealth Management Software Market Snapshot
    • 10.3.1. U.K. Wealth Management Software Market
    • 10.3.2. Germany Wealth Management Software Market
    • 10.3.3. France Wealth Management Software Market
    • 10.3.4. Spain Wealth Management Software Market
    • 10.3.5. Italy Wealth Management Software Market
    • 10.3.6. Rest of Europe Wealth Management Software Market
  • 10.4. Asia-Pacific Wealth Management Software Market Snapshot
    • 10.4.1. China Wealth Management Software Market
    • 10.4.2. India Wealth Management Software Market
    • 10.4.3. Japan Wealth Management Software Market
    • 10.4.4. Australia Wealth Management Software Market
    • 10.4.5. South Korea Wealth Management Software Market
    • 10.4.6. Rest of Asia Pacific Wealth Management Software Market
  • 10.5. Latin America Wealth Management Software Market Snapshot
    • 10.5.1. Brazil Wealth Management Software Market
    • 10.5.2. Mexico Wealth Management Software Market
  • 10.6. Rest of The World Wealth Management Software Market

Chapter 11. Competitive Intelligence

  • 11.1. Top Market Strategies
  • 11.2. Company Profiles
  • 11.2.1 Comarch SA
    • 11.2.1.1 Key Information
    • 11.2.1.2 Overview
    • 11.2.1.3 Financial (Subject to Data Availability)
    • 11.2.1.4 Product Summary
    • 11.2.1.5 Recent Developments
  • 11.2.2 Dorsum Ltd.
  • 11.2.3 Fidelity National Information Services Inc.
  • 11.2.4 Finantix
  • 11.2.5 Fiserv Inc.
  • 11.2.6 ObjectWay S.p.a
  • 11.2.7 Profile Software
  • 11.2.8 SEI Investments Companies
  • 11.2.9 SS&C Technologies Holdings, Inc.
  • 11.2.10 Temenos Headquarters SA

Chapter 12. Research Process

12.1 Research Process

  • 12.1.1 Data Mining
  • 12.1.2 Analysis
  • 12.1.3 Market Estimation
  • 12.1.4 Validation
  • 12.1.5 Publishing

12.2 Research Attributes

12.3 Research Assumption

LIST OF TABLES

  • TABLE 1. Global Wealth Management Software Market, report scope
  • TABLE 2. Global Wealth Management Software Market estimates & forecasts by Region 2019-2028 (USD Billion)
  • TABLE 3. Global Wealth Management Software Market estimates & forecasts by Advisory Model 2019-2028 (USD Billion)
  • TABLE 4. Global Wealth Management Software Market estimates & forecasts by Deployment Model 2019-2028 (USD Billion)
  • TABLE 5. Global Wealth Management Software Market estimates & forecasts by Application 2019-2028 (USD Billion)
  • TABLE 6. Global Wealth Management Software Market estimates & forecasts by End-User Industry 2019-2028 (USD Billion)
  • TABLE 7. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 8. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 9. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 10. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 11. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 12. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 13. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 14. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 15. Global Wealth Management Software Market by segment, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 16. Global Wealth Management Software Market by region, estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 17. U.S. Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 18. U.S. Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 19. U.S. Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 20. Canada Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 21. Canada Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 22. Canada Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 23. UK Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 24. UK Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 25. UK Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 26. Germany Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 27. Germany Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 28. Germany Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 29. RoE Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 30. RoE Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 31. RoE Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 32. China Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 33. China Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 34. China Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 35. India Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 36. India Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 37. India Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 38. Japan Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 39. Japan Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 40. Japan Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 41. RoAPAC Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 42. RoAPAC Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 43. RoAPAC Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 44. Brazil Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 45. Brazil Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 46. Brazil Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 47. Mexico Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 48. Mexico Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 49. Mexico Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 50. RoLA Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 51. RoLA Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 52. RoLA Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 53. Row Wealth Management Software Market estimates & forecasts, 2019-2028 (USD Billion)
  • TABLE 54. Row Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 55. Row Wealth Management Software Market estimates & forecasts by segment 2019-2028 (USD Billion)
  • TABLE 56. List of secondary sources, used in the study of global Wealth Management Software Market
  • TABLE 57. List of primary sources, used in the study of global Wealth Management Software Market
  • TABLE 58. Years considered for the study
  • TABLE 59. Exchange rates considered

LIST OF FIGURES

List of figures

  • FIG 1. Global Wealth Management Software Market, research methodology
  • FIG 2. Global Wealth Management Software Market, market estimation techniques
  • FIG 3. Global market size estimates & forecast methods
  • FIG 4. Global Wealth Management Software Market, key trends 2021
  • FIG 5. Global Wealth Management Software Market, growth prospects 2022-2028
  • FIG 6. Global Wealth Management Software Market, porters 5 force model
  • FIG 7. Global Wealth Management Software Market, pest analysis
  • FIG 8. Global Wealth Management Software Market, value chain analysis
  • FIG 9. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
  • FIG 10. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
  • FIG 11. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
  • FIG 12. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
  • FIG 13. Global Wealth Management Software Market by segment, 2019 & 2028 (USD Billion)
  • FIG 14. Global Wealth Management Software Market, regional snapshot 2019 & 2028
  • FIG 15. North America Wealth Management Software Market 2019 & 2028 (USD Billion)
  • FIG 16. Europe Wealth Management Software Market 2019 & 2028 (USD Billion)
  • FIG 17. Asia pacific Wealth Management Software Market 2019 & 2028 (USD Billion)
  • FIG 18. Latin America Wealth Management Software Market 2019 & 2028 (USD Billion)
  • FIG 19. Global Wealth Management Software Market, company market share analysis (2021)