Market Research Report

Global Wealth Management Software Market Report 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) And By Regions - Industry Trends, Size, Share, Growth, Estimation and Forecast, 2021-2028

ID:VMR11219090
September 2022
Report Formats: Electronic (PDF), MS EXCEL
The global demand for Wealth Management Software Market is presumed to reach the market size of nearly USD XX MN by 2028 from USD XX MN in 2021 with a CAGR of XX% under the study period 2022 - 2028.

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.

Global Wealth Management Software Market Share by Region (Representative Graph)

Global Wealth Management Software Market Share
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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Frequently Asked Questions (FAQs) about this Report

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
       5.1. Impact Analysis of Covid-19 Outbreak
           5.1.1. Direct Impact on Production
           5.1.2. Supply Chain and Market Disruption
           5.1.3. Financial Impact on Firms and Financial Markets
       5.2. COVID-19 Impact Analysis by Production, Import, Export and Demand
       5.3. Market: Pre V/S Post COVID-19
       5.4. Estimated Impact of the Coronavirus (COVID-19) Epidemic 
       5.5. COVID-19: Micro and Macro Factor Analysis
 
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
  •  COVID-19 Impact Analysis by Production, Import, Export and Demand
  •  Pre V/S Post COVID-19
  •  Estimated Impact Of The Coronavirus (Covid-19) Epidemic
  •  COVID-19: Micro and Macro Factor Analysis
  •  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.

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Objectives of Study

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  • Analyze competitive developments

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