PUBLISHER: Value Market Research | PRODUCT CODE: 1352784
PUBLISHER: Value Market Research | PRODUCT CODE: 1352784
Global Wealth Management Software Market Research Report - Industry Analysis, Size, Share, Growth, Trends and Forecast 2023 to 2030
The global demand for Wealth Management Software Market is presumed to reach the market size of nearly USD 22.91 BN by 2030 from USD 6.98 BN in 2022 with a CAGR of 16.02% under the study period 2023 - 2030.
Wealth Management Software is a CRM tool that guides customers on how to strategically plan their monetary objectives. The fluctuating nature of investments and the difference in clients' financial goals encourage wealth management service providers to take the help of digital solutions to properly manage their relationships with clients. Wealth management software is a digital solution that helps professionals to check every aspect of clients' financial accounts in a reliable and fast manner on a cloud-based platform. It cuts down the operational cost related to data collection and analysis and ensures fast processing of things. The benefit of this software is that it helps wealth management professionals to better manage their clients' finances by fulfilling the changing requirements. It also helps wealth managers to strengthen client relationships by providing great insights to deliver personalized advice whenever necessary.
MARKET DYNAMICS:
The wealth management software market shows a promising picture during the forecast period. The growing need for automated services in the field of wealth management is expected to drive the growth of the market in the projection period. Wealth management software is a cost-effective method to streamline the overall financial management process and helps businesses to better manage their client's investment requirements. These wealth management software solutions also help offer customer-specific and all-around investment services to clients and enable them to realize their financial goals fully. These factors are the primary drivers of the growth of the digital management software market. Integrating artificial intelligence and machine learning in this wealth management software system helps financial managers better analyze the data and create better strategies for their clients. The increasing preference for digital management software solutions among affluent individuals also fuels market growth. As wealthy individuals need more control and transparency in the process of management of their wealth, and they can achieve that by using multiple analytical tools offered under digital management software.
The research report covers Porter's Five Forces Model, Market Attractiveness Analysis, and Value Chain analysis. These tools help to get a clear picture of the industry's structure and evaluate the competition attractiveness at a global level. Additionally, these tools also give an inclusive assessment of each segment in the global market of wealth management software. The growth and trends of wealth management software industry provide a holistic approach to this study.
MARKET SEGMENTATION:
This section of the wealth management software market report provides detailed data on the segments at country and regional level, thereby assisting the strategist in identifying the target demographics for the respective product or services with the upcoming opportunities.
By Advisory Mode
- Human Advisory
- Robo Advisory
- Hybrid
By Deployment
- Cloud
- On-Premise
By Enterprise Size
- Large Enterprises
- Small & Medium Enterprises
By Application
- Financial Advice & Management
- Portfolio, Accounting, & Trading Management
- Performance Management
- Risk & Compliance Management
- Reporting
- Others
By End-Use
- Banks
- Investment Management Firms
- Trading & Exchange Firms
- Brokerage Firms
- Others
REGIONAL ANALYSIS:
This section covers the regional outlook, which accentuates current and future demand for the Wealth Management Software market across North America, Europe, Asia-Pacific, Latin America, and Middle East & Africa. Further, the report focuses on demand, estimation, and forecast for individual application segments across all the prominent regions.
The research report also covers the comprehensive profiles of the key players in the market and an in-depth view of the competitive landscape worldwide. The major players in the wealth management software market include Comarch SA, Dorsum Ltd., Fidelity National Information Services Inc., Finantix, Fiserv Inc., Objectway S.p.A., Profile Software, SEI Investments Company, SS&C Technologies Holdings Inc., Temenos Headquarters SA. This section consists of a holistic view of the competitive landscape that includes various strategic developments such as key mergers & acquisitions, future capacities, partnerships, financial overviews, collaborations, new product developments, new product launches, and other developments.
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TABLE OF CONTENTS
1 . PREFACE
- 1.1. Report Description
- 1.1.1. Objective
- 1.1.2. Target Audience
- 1.1.3. Unique Selling Proposition (USP) & offerings
- 1.2. Research Scope
- 1.3. Research Methodology
- 1.3.1. Market Research Process
- 1.3.2. Market Research Methodology
2 . EXECUTIVE SUMMARY
- 2.1. Highlights of Market
- 2.2. Global Market Snapshot
3 . WEALTH MANAGEMENT SOFTWARE - INDUSTRY ANALYSIS
- 3.1. Introduction - Market Dynamics
- 3.2. Market Drivers
- 3.3. Market Restraints
- 3.4. Opportunities
- 3.5. Industry Trends
- 3.6. Porter's Five Force Analysis
- 3.7. Market Attractiveness Analysis
- 3.7.1 Market Attractiveness Analysis By Advisory Mode
- 3.7.2 Market Attractiveness Analysis By Deployment
- 3.7.3 Market Attractiveness Analysis By Enterprise Size
- 3.7.4 Market Attractiveness Analysis By Application
- 3.7.5 Market Attractiveness Analysis By End-use
- 3.7.6 Market Attractiveness Analysis By Region
4 . VALUE CHAIN ANALYSIS
- 4.1. Value Chain Analysis
- 4.2. Raw Material Analysis
- 4.2.1. List of Raw Materials
- 4.2.2. Raw Material Manufactures List
- 4.2.3. Price Trend of Key Raw Materials
- 4.3. List of Potential Buyers
- 4.4. Marketing Channel
- 4.4.1. Direct Marketing
- 4.4.2. Indirect Marketing
- 4.4.3. Marketing Channel Development Trend
5. IMPACT ANALYSIS OF COVID-19 OUTBREAK
6 . GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET ANALYSIS BY ADVISORY MODE
- 6.1 Overview by Advisory Mode
- 6.2 Historical and Forecast Data
- 6.3 Analysis by Advisory Mode
- 6.4 Human Advisory Historic and Forecast Sales by Regions
- 6.5 Robo Advisory Historic and Forecast Sales by Regions
- 6.6 Hybrid Historic and Forecast Sales by Regions
7 . GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET ANALYSIS BY DEPLOYMENT
- 7.1 Overview by Deployment
- 7.2 Historical and Forecast Data
- 7.3 Analysis by Deployment
- 7.4 Cloud Historic and Forecast Sales by Regions
- 7.5 On-premise Historic and Forecast Sales by Regions
8 . GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET ANALYSIS BY ENTERPRISE SIZE
- 8.1 Overview by Enterprise Size
- 8.2 Historical and Forecast Data
- 8.3 Analysis by Enterprise Size
- 8.4 Large Enterprises Historic and Forecast Sales by Regions
- 8.5 Small & Medium Enterprises Historic and Forecast Sales by Regions
9 . GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET ANALYSIS BY APPLICATION
- 9.1 Overview by Application
- 9.2 Historical and Forecast Data
- 9.3 Analysis by Application
- 9.4 Financial Advice & Management Historic and Forecast Sales by Regions
- 9.5 Portfolio Accounting & Trading Management Historic and Forecast Sales by Regions
- 9.6 Performance Management Historic and Forecast Sales by Regions
- 9.7 Risk & Compliance Management Historic and Forecast Sales by Regions
- 9.8 Reporting Historic and Forecast Sales by Regions
- 9.9 Others Historic and Forecast Sales by Regions
10 . GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET ANALYSIS BY END-USE
- 10.1 Overview by End-use
- 10.2 Historical and Forecast Data
- 10.3 Analysis by End-use
- 10.4 Banks Historic and Forecast Sales by Regions
- 10.5 Investment Management Firms Historic and Forecast Sales by Regions
- 10.6 Trading & Exchange Firms Historic and Forecast Sales by Regions
- 10.7 Brokerage Firms Historic and Forecast Sales by Regions
- 10.8 Others Historic and Forecast Sales by Regions
11 . GLOBAL WEALTH MANAGEMENT SOFTWARE MARKET ANALYSIS BY GEOGRAPHY
- 11.1. Top Company Share Analysis
- 11.2. Introduction
- 11.3. North America Sales Analysis
- 11.3.1. Overview, Historic and Forecast Sales Analysis
- 11.3.2. North America By Segment Sales Analysis
- 11.3.3. North America By Country Sales Analysis
- 11.3.4. United State Sales Analysis
- 11.3.5. Canada Sales Analysis
- 11.3.6. Mexico Sales Analysis
- 11.4. Europe Sales Analysis
- 11.4.1. Overview, Historic and Forecast Sales Analysis
- 11.4.2. Europe by Segment Sales Analysis
- 11.4.3. Europe by Country Sales Analysis
- 11.4.4. United Kingdom Sales Analysis
- 11.4.5. France Sales Analysis
- 11.4.6. Germany Sales Analysis
- 11.4.7. Italy Sales Analysis
- 11.4.8. Russia Sales Analysis
- 11.4.9. Rest Of Europe Sales Analysis
- 11.5. Asia Pacific Sales Analysis
- 11.5.1. Overview, Historic and Forecast Sales Analysis
- 11.5.2. Asia Pacific by Segment Sales Analysis
- 11.5.3. Asia Pacific by Country Sales Analysis
- 11.5.4. China Sales Analysis
- 11.5.5. India Sales Analysis
- 11.5.6. Japan Sales Analysis
- 11.5.7. South Korea Sales Analysis
- 11.5.8. Australia Sales Analysis
- 11.5.9. Rest Of Asia Pacific Sales Analysis
- 11.6. Latin America Sales Analysis
- 11.6.1. Overview, Historic and Forecast Sales Analysis
- 11.6.2. Latin America by Segment Sales Analysis
- 11.6.3. Latin America by Country Sales Analysis
- 11.6.4. Brazil Sales Analysis
- 11.6.5. Argentina Sales Analysis
- 11.6.6. Peru Sales Analysis
- 11.6.7. Chile Sales Analysis
- 11.6.8. Rest of Latin America Sales Analysis
- 11.7. Middle East & Africa Sales Analysis
- 11.7.1. Overview, Historic and Forecast Sales Analysis
- 11.7.2. Middle East & Africa by Segment Sales Analysis
- 11.7.3. Middle East & Africa by Country Sales Analysis
- 11.7.4. Saudi Arabia Sales Analysis
- 11.7.5. UAE Sales Analysis
- 11.7.6. Israel Sales Analysis
- 11.7.7. South Africa Sales Analysis
- 11.7.8. Rest Of Middle East And Africa Sales Analysis
12 . COMPETITIVE LANDSCAPE OF THE WEALTH MANAGEMENT SOFTWARE COMPANIES
- 12.1. Wealth Management Software Market Competition
- 12.2. Partnership/Collaboration/Agreement
- 12.3. Merger And Acquisitions
- 12.4. New Product Launch
- 12.5. Other Developments
13 . COMPANY PROFILES OF WEALTH MANAGEMENT SOFTWARE INDUSTRY
- 13.1. Company Share Analysis
- 13.2. Market Concentration Rate
- 13.3. Comarch SA
- 13.3.1. Company Overview
- 13.3.2. Company Revenue
- 13.3.3. Products
- 13.3.4. Recent Developments
- 13.4. Dorsum Ltd.
- 13.4.1. Company Overview
- 13.4.2. Company Revenue
- 13.4.3. Products
- 13.4.4. Recent Developments
- 13.5. Fidelity National Information Services Inc.
- 13.5.1. Company Overview
- 13.5.2. Company Revenue
- 13.5.3. Products
- 13.5.4. Recent Developments
- 13.6. Finantix
- 13.6.1. Company Overview
- 13.6.2. Company Revenue
- 13.6.3. Products
- 13.6.4. Recent Developments
- 13.7. Fiserv Inc.
- 13.7.1. Company Overview
- 13.7.2. Company Revenue
- 13.7.3. Products
- 13.7.4. Recent Developments
- 13.8. Objectway S.p.A.
- 13.8.1. Company Overview
- 13.8.2. Company Revenue
- 13.8.3. Products
- 13.8.4. Recent Developments
- 13.9. Profile Software
- 13.9.1. Company Overview
- 13.9.2. Company Revenue
- 13.9.3. Products
- 13.9.4. Recent Developments
- 13.10. SEI Investments Company
- 13.10.1. Company Overview
- 13.10.2. Company Revenue
- 13.10.3. Products
- 13.10.4. Recent Developments
- 13.11. SS&C Technologies Holdings Inc.
- 13.11.1. Company Overview
- 13.11.2. Company Revenue
- 13.11.3. Products
- 13.11.4. Recent Developments
- 13.12. Temenos Headquarters SA
- 13.12.1. Company Overview
- 13.12.2. Company Revenue
- 13.12.3. Products
- 13.12.4. Recent Developments
Note - in company profiling, financial details and recent development are subject to availability or might not be covered in case of private companies
LIST OF TABLES
- Market Snapshot
- Drivers : Impact Analysis
- Restraints : Impact Analysis
- List of Raw Material
- List of Raw Material Manufactures
- List of Potential Buyers
- Analysis by Advisory Mode (USD MN)
- Human Advisory Market Sales by Geography (USD MN)
- Robo Advisory Market Sales by Geography (USD MN)
- Hybrid Market Sales by Geography (USD MN)
- Analysis Market by Deployment (USD MN)
- Cloud Market Sales by Geography (USD MN)
- On-premise Market Sales by Geography (USD MN)
- Analysis by Enterprise Size (USD MN)
- Large Enterprises Market Sales by Geography (USD MN)
- Small & Medium Enterprises Market Sales by Geography (USD MN)
- Analysis by Application (USD MN)
- Financial Advice & Management Market Sales by Geography (USD MN)
- Portfolio Accounting & Trading Management Market Sales by Geography (USD MN)
- Performance Management Market Sales by Geography (USD MN)
- Risk & Compliance Management Market Sales by Geography (USD MN)
- Reporting Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Analysis by End-use (USD MN)
- Banks Market Sales by Geography (USD MN)
- Investment Management Firms Market Sales by Geography (USD MN)
- Trading & Exchange Firms Market Sales by Geography (USD MN)
- Brokerage Firms Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Global Wealth Management Software Market Sales by Geography (USD MN)
- North America Market Analysis (USD MN)
- United State Market Analysis (USD MN)
- Canada Market Analysis (USD MN)
- Mexico Market Analysis (USD MN)
- Europe Market Analysis (USD MN)
- Europe Market Estimate by Country (USD MN)
- United Kingdom Market Analysis (USD MN)
- France Market Analysis (USD MN)
- Germany Market Analysis (USD MN)
- Italy Market Analysis (USD MN)
- Russia Market Analysis (USD MN)
- Spain Market Analysis (USD MN)
- Rest of Europe Market Analysis (USD MN)
- Asia Pacific Market Analysis (USD MN)
- China Market Analysis (USD MN)
- Japan Market Analysis (USD MN)
- India Market Analysis (USD MN)
- South Korea Market Analysis (USD MN)
- Australia Market Analysis (USD MN)
- Rest of Asia Pacific Market Analysis (USD MN)
- Latin America Market Analysis (USD MN)
- Brazil Market Analysis (USD MN)
- Argentina Market Analysis (USD MN)
- Peru Market Analysis (USD MN)
- Chile Market Analysis (USD MN)
- Rest of Latin America Market Analysis (USD MN)
- Middle East & Africa Market Analysis (USD MN)
- Saudi Arabia Market Analysis (USD MN)
- UAE Market Analysis (USD MN)
- Israel Market Analysis (USD MN)
- South Africa Market Analysis (USD MN)
- Rest of Middle East and Africa Market Analysis (USD MN)
- Partnership/Collaboration/Agreement
- Mergers And Acquisition
LIST OF FIGURES
- Research Scope of Wealth Management Software Report
- Market Research Process
- Market Research Methodology
- Global Wealth Management Software Market Size, by Region (USD MN)
- Porters Five Forces Analysis
- Market Attractiveness Analysis by Advisory Mode
- Market Attractiveness Analysis by Deployment
- Market Attractiveness Analysis by Enterprise Size
- Market Attractiveness Analysis by Application
- Market Attractiveness Analysis by End-use
- Market Attractiveness Analysis by Region
- Value Chain Analysis
- Global Market Analysis by Advisory Mode (USD MN)
- Human Advisory Market Sales by Geography (USD MN)
- Robo Advisory Market Sales by Geography (USD MN)
- Hybrid Market Sales by Geography (USD MN)
- Global Market Analysis by Deployment (USD MN)
- Cloud Market Sales by Geography (USD MN)
- On-premise Market Sales by Geography (USD MN)
- Global Market Analysis by Enterprise Size (USD MN)
- Large Enterprises Market Sales by Geography (USD MN)
- Small & Medium Enterprises Market Sales by Geography (USD MN)
- Global Market Analysis by Application (USD MN)
- Financial Advice & Management Market Sales by Geography (USD MN)
- Portfolio Accounting & Trading Management Market Sales by Geography (USD MN)
- Performance Management Market Sales by Geography (USD MN)
- Risk & Compliance Management Market Sales by Geography (USD MN)
- Reporting Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Global Market Analysis by End-use (USD MN)
- Banks Market Sales by Geography (USD MN)
- Investment Management Firms Market Sales by Geography (USD MN)
- Trading & Exchange Firms Market Sales by Geography (USD MN)
- Brokerage Firms Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Global Market by Revenue
- North America Market by Revenue
- Europe Market by Revenue
- Asia Pacific Market by Revenue
- Latin America Market by Revenue
- Middle East & Africa Market by Revenue
- Recent Development in Industry
- Top Company Share Analysis
Kindly note that the above listed are the basic tables and figures of the report and are not limited to the TOC.
