Global Wealth Management Software

Wealth Management Software Comprehensive Study by Application (Financial Advice Management, Portfolio, Accounting, And Trading Management, Performance Management, Risk And Compliance Management, Reporting, Others (Billing and Benchmarking)), End Use (Banks, Investment Management Firms, Trading And Exchange Firms, Brokerage Firms, Others), Deployment (Cloud, On-premises), Advisory Model (Human advisory, Robo advisory, Hybrid) Players and Region - Global Market Outlook to 2028

Wealth Management Software Market by XX Submarkets | Forecast Years 2023-2028  

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  • Summary
  • Market Segments
  • Table of Content
  • List of Table & Figures
  • Players Profiled
Wealth Management Software Market Scope
Wealth managers have traditionally benefited from substantial increase in high net worth (HNW) client wealth, which has concealed operating model inefficiencies and offset falling revenue margins. Wealth Managers must move now to prepare their businesses for development in the "new normal" with this tailwind gone for the foreseeable future. With changing customer needs and dwindling topline growth prospects, Covid-19 has radically altered the Wealth Management business. Wealth Managers, on the other hand, have shown to be a solid anchor to group values, and they may continue to earn a high multiple relative to other Financial Services sectors if management teams have the correct approach. Wealth Managers should be at the forefront of top banking executives' discussions on the future structure of their companies.

AttributesDetails
Study Period2018-2028
Base Year2022
UnitValue (USD Million)
Key Companies ProfiledSS&C Technologies, Inc. (United States), Fiserv, Inc. (United States), Fidelity National Information Services (United States), Profile Software (United Kingdom), Broadridge Financial Solutions, Inc. (United States), InvestEdge, Inc. (United States), Temenos Group AG (Switzerland), Finantix S.p.A. (Italy), SEI Investments Company (United States) and Comarch SA (Poland)
CAGR%


The companies are exploring the market by adopting mergers & acquisitions, expansions, investments, new service launches and collaborations as their preferred strategies. The players are exploring new geographies through expansions and acquisitions to avail a competitive advantage through combined synergies. Research Analyst at AMA estimates that United States Players will contribute to the maximum growth of Global Wealth Management Software market throughout the predicted period.

SS&C Technologies, Inc. (United States), Fiserv, Inc. (United States), Fidelity National Information Services (United States), Profile Software (United Kingdom), Broadridge Financial Solutions, Inc. (United States), InvestEdge, Inc. (United States), Temenos Group AG (Switzerland), Finantix S.p.A. (Italy), SEI Investments Company (United States) and Comarch SA (Poland) are some of the key players that are part of study coverage. Additionally, the Players which are also part of the research are Objectway S.p.A. (Italy), Dorsum Ltd. (Hungary), MoneyGuide, Inc. (Envestnet) (United States), Moneytree, Inc. (United States) and Advicent Solutions (United States).

About Approach
The research aims to propose a patent-based approach in searching for potential technology partners as a supporting tool for enabling open innovation. The study also proposes a systematic searching process of technology partners as a preliminary step to select the emerging and key players that are involved in implementing market estimations. While patent analysis is employed to overcome the aforementioned data- and process-related limitations, as expenses occurred in that technology allows us to estimate the market size by evolving segments as target market from the total available market.

Segmentation Overview
The study have segmented the market of Global Wealth Management Software market by Type , by Application (Financial Advice Management, Portfolio, Accounting, And Trading Management, Performance Management, Risk And Compliance Management, Reporting and Others (Billing and Benchmarking)) and Region with country level break-up.

On the basis of geography, the market of Wealth Management Software has been segmented into South America (Brazil, Argentina, Rest of South America), Asia Pacific (China, Japan, India, South Korea, Taiwan, Australia, Rest of Asia-Pacific), Europe (Germany, France, Italy, United Kingdom, Netherlands, Rest of Europe), MEA (Middle East, Africa), North America (United States, Canada, Mexico). region held largest market share in the year 2022.

Market Leaders and their expansionary development strategies
On 29th July, 2020 - Refinitiv Acquired Advisor Software Inc. The Acquisition is Aimed to Further Expand Refinitiv’s Digital Capabilities for the Wealth Management industry with Addition of Key Digital Functionalities to Refinitiv’s Wealth Management Offering Including Enhanced Digital Advice Capabilities and Digital Portfolio Analysis. and On 18 July, 2019 - FNZ Completed its Acquisition of JHC (Emerging Wealth Management Software Firm). By Bringing Together FNZ's And JHC's Respective Current Clients in This Area, The United Group Will Become One of The Leading Broking Platforms in the UK.
On 13th April, 2021 - Wealth Dynamix Launched Cloud-based Client Lifecycle Management (CLM) SaaS Solution for Wealth Management Firms. The New CLM Was Created with Mid-Tier Discretionary Fund and Investment Managers in Mind, As Well As Their Needs and Budgets. and On 16th June, 2021 - Informa Connect Introduced its Wealth Management EDGE Experience. The EDGE is Designed Re-Define the Role of Conferences for Wealth Managers and Drive the Community's Growth by Providing a Unique Event Experience for Advisors and Industry Leaders.


Influencing Trend:
Integration with Blockchain and AI to Wealth Management Platforms

Market Growth Drivers:
Digitalization and Process Automation in Wealth Management, Rising Number of HNWIs and Lack of Basic Financial Literacy

Challenges:
Market Penetration Across New Regions and Technical Glitches and Errors

Restraints:
Shift From Traditional Methods to Software Based and Lack of Awareness

Opportunities:
High R&D Investments in Fintech industry and Growing Demand Across Emerging Regions

Key Target Audience
Wealth Management Software Developers, New Entrants and Investors, Venture Capitalists, Government Bodies, Corporate Entities, Government and Private Research Organizations and Others

Report Objectives / Segmentation Covered

By Application
  • Financial Advice Management
  • Portfolio, Accounting, And Trading Management
  • Performance Management
  • Risk And Compliance Management
  • Reporting
  • Others (Billing and Benchmarking)
By End Use
  • Banks
  • Investment Management Firms
  • Trading And Exchange Firms
  • Brokerage Firms
  • Others

By Deployment
  • Cloud
  • On-premises

By Advisory Model
  • Human advisory
  • Robo advisory
  • Hybrid

By Regions
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Taiwan
    • Australia
    • Rest of Asia-Pacific
  • Europe
    • Germany
    • France
    • Italy
    • United Kingdom
    • Netherlands
    • Rest of Europe
  • MEA
    • Middle East
    • Africa
  • North America
    • United States
    • Canada
    • Mexico
  • 1. Market Overview
    • 1.1. Introduction
    • 1.2. Scope/Objective of the Study
      • 1.2.1. Research Objective
  • 2. Executive Summary
    • 2.1. Introduction
  • 3. Market Dynamics
    • 3.1. Introduction
    • 3.2. Market Drivers
      • 3.2.1. Digitalization and Process Automation in Wealth Management
      • 3.2.2. Rising Number of HNWIs
      • 3.2.3. Lack of Basic Financial Literacy
    • 3.3. Market Challenges
      • 3.3.1. Market Penetration Across New Regions
      • 3.3.2. Technical Glitches and Errors
    • 3.4. Market Trends
      • 3.4.1. Integration with Blockchain and AI to Wealth Management Platforms
  • 4. Market Factor Analysis
    • 4.1. Porters Five Forces
    • 4.2. Supply/Value Chain
    • 4.3. PESTEL analysis
    • 4.4. Market Entropy
    • 4.5. Patent/Trademark Analysis
  • 5. Global Wealth Management Software, by Application, End Use, Deployment, Advisory Model and Region (value) (2017-2022)
    • 5.1. Introduction
    • 5.2. Global Wealth Management Software (Value)
      • 5.2.1. Global Wealth Management Software by: Application (Value)
        • 5.2.1.1. Financial Advice Management
        • 5.2.1.2. Portfolio, Accounting, And Trading Management
        • 5.2.1.3. Performance Management
        • 5.2.1.4. Risk And Compliance Management
        • 5.2.1.5. Reporting
        • 5.2.1.6. Others (Billing and Benchmarking)
      • 5.2.2. Global Wealth Management Software by: End Use (Value)
        • 5.2.2.1. Banks
        • 5.2.2.2. Investment Management Firms
        • 5.2.2.3. Trading And Exchange Firms
        • 5.2.2.4. Brokerage Firms
        • 5.2.2.5. Others
      • 5.2.3. Global Wealth Management Software by: Deployment (Value)
        • 5.2.3.1. Cloud
        • 5.2.3.2. On-premises
      • 5.2.4. Global Wealth Management Software by: Advisory Model (Value)
        • 5.2.4.1. Human advisory
        • 5.2.4.2. Robo advisory
        • 5.2.4.3. Hybrid
      • 5.2.5. Global Wealth Management Software Region
        • 5.2.5.1. South America
          • 5.2.5.1.1. Brazil
          • 5.2.5.1.2. Argentina
          • 5.2.5.1.3. Rest of South America
        • 5.2.5.2. Asia Pacific
          • 5.2.5.2.1. China
          • 5.2.5.2.2. Japan
          • 5.2.5.2.3. India
          • 5.2.5.2.4. South Korea
          • 5.2.5.2.5. Taiwan
          • 5.2.5.2.6. Australia
          • 5.2.5.2.7. Rest of Asia-Pacific
        • 5.2.5.3. Europe
          • 5.2.5.3.1. Germany
          • 5.2.5.3.2. France
          • 5.2.5.3.3. Italy
          • 5.2.5.3.4. United Kingdom
          • 5.2.5.3.5. Netherlands
          • 5.2.5.3.6. Rest of Europe
        • 5.2.5.4. MEA
          • 5.2.5.4.1. Middle East
          • 5.2.5.4.2. Africa
        • 5.2.5.5. North America
          • 5.2.5.5.1. United States
          • 5.2.5.5.2. Canada
          • 5.2.5.5.3. Mexico
  • 6. Wealth Management Software: Manufacturers/Players Analysis
    • 6.1. Competitive Landscape
      • 6.1.1. Market Share Analysis
        • 6.1.1.1. Top 3
        • 6.1.1.2. Top 5
    • 6.2. Peer Group Analysis (2022)
    • 6.3. BCG Matrix
    • 6.4. Company Profile
      • 6.4.1. SS&C Technologies, Inc. (United States)
        • 6.4.1.1. Business Overview
        • 6.4.1.2. Products/Services Offerings
        • 6.4.1.3. Financial Analysis
        • 6.4.1.4. SWOT Analysis
      • 6.4.2. Fiserv, Inc. (United States)
        • 6.4.2.1. Business Overview
        • 6.4.2.2. Products/Services Offerings
        • 6.4.2.3. Financial Analysis
        • 6.4.2.4. SWOT Analysis
      • 6.4.3. Fidelity National Information Services (United States)
        • 6.4.3.1. Business Overview
        • 6.4.3.2. Products/Services Offerings
        • 6.4.3.3. Financial Analysis
        • 6.4.3.4. SWOT Analysis
      • 6.4.4. Profile Software (United Kingdom)
        • 6.4.4.1. Business Overview
        • 6.4.4.2. Products/Services Offerings
        • 6.4.4.3. Financial Analysis
        • 6.4.4.4. SWOT Analysis
      • 6.4.5. Broadridge Financial Solutions, Inc. (United States)
        • 6.4.5.1. Business Overview
        • 6.4.5.2. Products/Services Offerings
        • 6.4.5.3. Financial Analysis
        • 6.4.5.4. SWOT Analysis
      • 6.4.6. InvestEdge, Inc. (United States)
        • 6.4.6.1. Business Overview
        • 6.4.6.2. Products/Services Offerings
        • 6.4.6.3. Financial Analysis
        • 6.4.6.4. SWOT Analysis
      • 6.4.7. Temenos Group AG (Switzerland)
        • 6.4.7.1. Business Overview
        • 6.4.7.2. Products/Services Offerings
        • 6.4.7.3. Financial Analysis
        • 6.4.7.4. SWOT Analysis
      • 6.4.8. Finantix S.p.A. (Italy)
        • 6.4.8.1. Business Overview
        • 6.4.8.2. Products/Services Offerings
        • 6.4.8.3. Financial Analysis
        • 6.4.8.4. SWOT Analysis
      • 6.4.9. SEI Investments Company (United States)
        • 6.4.9.1. Business Overview
        • 6.4.9.2. Products/Services Offerings
        • 6.4.9.3. Financial Analysis
        • 6.4.9.4. SWOT Analysis
      • 6.4.10. Comarch SA (Poland)
        • 6.4.10.1. Business Overview
        • 6.4.10.2. Products/Services Offerings
        • 6.4.10.3. Financial Analysis
        • 6.4.10.4. SWOT Analysis
  • 7. Global Wealth Management Software Sale, by Application, End Use, Deployment, Advisory Model and Region (value) (2023-2028)
    • 7.1. Introduction
    • 7.2. Global Wealth Management Software (Value)
      • 7.2.1. Global Wealth Management Software by: Application (Value)
        • 7.2.1.1. Financial Advice Management
        • 7.2.1.2. Portfolio, Accounting, And Trading Management
        • 7.2.1.3. Performance Management
        • 7.2.1.4. Risk And Compliance Management
        • 7.2.1.5. Reporting
        • 7.2.1.6. Others (Billing and Benchmarking)
      • 7.2.2. Global Wealth Management Software by: End Use (Value)
        • 7.2.2.1. Banks
        • 7.2.2.2. Investment Management Firms
        • 7.2.2.3. Trading And Exchange Firms
        • 7.2.2.4. Brokerage Firms
        • 7.2.2.5. Others
      • 7.2.3. Global Wealth Management Software by: Deployment (Value)
        • 7.2.3.1. Cloud
        • 7.2.3.2. On-premises
      • 7.2.4. Global Wealth Management Software by: Advisory Model (Value)
        • 7.2.4.1. Human advisory
        • 7.2.4.2. Robo advisory
        • 7.2.4.3. Hybrid
      • 7.2.5. Global Wealth Management Software Region
        • 7.2.5.1. South America
          • 7.2.5.1.1. Brazil
          • 7.2.5.1.2. Argentina
          • 7.2.5.1.3. Rest of South America
        • 7.2.5.2. Asia Pacific
          • 7.2.5.2.1. China
          • 7.2.5.2.2. Japan
          • 7.2.5.2.3. India
          • 7.2.5.2.4. South Korea
          • 7.2.5.2.5. Taiwan
          • 7.2.5.2.6. Australia
          • 7.2.5.2.7. Rest of Asia-Pacific
        • 7.2.5.3. Europe
          • 7.2.5.3.1. Germany
          • 7.2.5.3.2. France
          • 7.2.5.3.3. Italy
          • 7.2.5.3.4. United Kingdom
          • 7.2.5.3.5. Netherlands
          • 7.2.5.3.6. Rest of Europe
        • 7.2.5.4. MEA
          • 7.2.5.4.1. Middle East
          • 7.2.5.4.2. Africa
        • 7.2.5.5. North America
          • 7.2.5.5.1. United States
          • 7.2.5.5.2. Canada
          • 7.2.5.5.3. Mexico
  • 8. Appendix
    • 8.1. Acronyms
  • 9. Methodology and Data Source
    • 9.1. Methodology/Research Approach
      • 9.1.1. Research Programs/Design
      • 9.1.2. Market Size Estimation
      • 9.1.3. Market Breakdown and Data Triangulation
    • 9.2. Data Source
      • 9.2.1. Secondary Sources
      • 9.2.2. Primary Sources
    • 9.3. Disclaimer
List of Tables
  • Table 1. Wealth Management Software: by Application(USD Million)
  • Table 2. Wealth Management Software Financial Advice Management , by Region USD Million (2017-2022)
  • Table 3. Wealth Management Software Portfolio, Accounting, And Trading Management , by Region USD Million (2017-2022)
  • Table 4. Wealth Management Software Performance Management , by Region USD Million (2017-2022)
  • Table 5. Wealth Management Software Risk And Compliance Management , by Region USD Million (2017-2022)
  • Table 6. Wealth Management Software Reporting , by Region USD Million (2017-2022)
  • Table 7. Wealth Management Software Others (Billing and Benchmarking) , by Region USD Million (2017-2022)
  • Table 8. Wealth Management Software: by End Use(USD Million)
  • Table 9. Wealth Management Software Banks , by Region USD Million (2017-2022)
  • Table 10. Wealth Management Software Investment Management Firms , by Region USD Million (2017-2022)
  • Table 11. Wealth Management Software Trading And Exchange Firms , by Region USD Million (2017-2022)
  • Table 12. Wealth Management Software Brokerage Firms , by Region USD Million (2017-2022)
  • Table 13. Wealth Management Software Others , by Region USD Million (2017-2022)
  • Table 14. Wealth Management Software: by Deployment(USD Million)
  • Table 15. Wealth Management Software Cloud , by Region USD Million (2017-2022)
  • Table 16. Wealth Management Software On-premises , by Region USD Million (2017-2022)
  • Table 17. Wealth Management Software: by Advisory Model(USD Million)
  • Table 18. Wealth Management Software Human advisory , by Region USD Million (2017-2022)
  • Table 19. Wealth Management Software Robo advisory , by Region USD Million (2017-2022)
  • Table 20. Wealth Management Software Hybrid , by Region USD Million (2017-2022)
  • Table 21. South America Wealth Management Software, by Country USD Million (2017-2022)
  • Table 22. South America Wealth Management Software, by Application USD Million (2017-2022)
  • Table 23. South America Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 24. South America Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 25. South America Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 26. Brazil Wealth Management Software, by Application USD Million (2017-2022)
  • Table 27. Brazil Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 28. Brazil Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 29. Brazil Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 30. Argentina Wealth Management Software, by Application USD Million (2017-2022)
  • Table 31. Argentina Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 32. Argentina Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 33. Argentina Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 34. Rest of South America Wealth Management Software, by Application USD Million (2017-2022)
  • Table 35. Rest of South America Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 36. Rest of South America Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 37. Rest of South America Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 38. Asia Pacific Wealth Management Software, by Country USD Million (2017-2022)
  • Table 39. Asia Pacific Wealth Management Software, by Application USD Million (2017-2022)
  • Table 40. Asia Pacific Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 41. Asia Pacific Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 42. Asia Pacific Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 43. China Wealth Management Software, by Application USD Million (2017-2022)
  • Table 44. China Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 45. China Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 46. China Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 47. Japan Wealth Management Software, by Application USD Million (2017-2022)
  • Table 48. Japan Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 49. Japan Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 50. Japan Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 51. India Wealth Management Software, by Application USD Million (2017-2022)
  • Table 52. India Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 53. India Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 54. India Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 55. South Korea Wealth Management Software, by Application USD Million (2017-2022)
  • Table 56. South Korea Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 57. South Korea Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 58. South Korea Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 59. Taiwan Wealth Management Software, by Application USD Million (2017-2022)
  • Table 60. Taiwan Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 61. Taiwan Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 62. Taiwan Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 63. Australia Wealth Management Software, by Application USD Million (2017-2022)
  • Table 64. Australia Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 65. Australia Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 66. Australia Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 67. Rest of Asia-Pacific Wealth Management Software, by Application USD Million (2017-2022)
  • Table 68. Rest of Asia-Pacific Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 69. Rest of Asia-Pacific Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 70. Rest of Asia-Pacific Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 71. Europe Wealth Management Software, by Country USD Million (2017-2022)
  • Table 72. Europe Wealth Management Software, by Application USD Million (2017-2022)
  • Table 73. Europe Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 74. Europe Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 75. Europe Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 76. Germany Wealth Management Software, by Application USD Million (2017-2022)
  • Table 77. Germany Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 78. Germany Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 79. Germany Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 80. France Wealth Management Software, by Application USD Million (2017-2022)
  • Table 81. France Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 82. France Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 83. France Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 84. Italy Wealth Management Software, by Application USD Million (2017-2022)
  • Table 85. Italy Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 86. Italy Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 87. Italy Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 88. United Kingdom Wealth Management Software, by Application USD Million (2017-2022)
  • Table 89. United Kingdom Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 90. United Kingdom Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 91. United Kingdom Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 92. Netherlands Wealth Management Software, by Application USD Million (2017-2022)
  • Table 93. Netherlands Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 94. Netherlands Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 95. Netherlands Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 96. Rest of Europe Wealth Management Software, by Application USD Million (2017-2022)
  • Table 97. Rest of Europe Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 98. Rest of Europe Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 99. Rest of Europe Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 100. MEA Wealth Management Software, by Country USD Million (2017-2022)
  • Table 101. MEA Wealth Management Software, by Application USD Million (2017-2022)
  • Table 102. MEA Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 103. MEA Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 104. MEA Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 105. Middle East Wealth Management Software, by Application USD Million (2017-2022)
  • Table 106. Middle East Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 107. Middle East Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 108. Middle East Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 109. Africa Wealth Management Software, by Application USD Million (2017-2022)
  • Table 110. Africa Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 111. Africa Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 112. Africa Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 113. North America Wealth Management Software, by Country USD Million (2017-2022)
  • Table 114. North America Wealth Management Software, by Application USD Million (2017-2022)
  • Table 115. North America Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 116. North America Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 117. North America Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 118. United States Wealth Management Software, by Application USD Million (2017-2022)
  • Table 119. United States Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 120. United States Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 121. United States Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 122. Canada Wealth Management Software, by Application USD Million (2017-2022)
  • Table 123. Canada Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 124. Canada Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 125. Canada Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 126. Mexico Wealth Management Software, by Application USD Million (2017-2022)
  • Table 127. Mexico Wealth Management Software, by End Use USD Million (2017-2022)
  • Table 128. Mexico Wealth Management Software, by Deployment USD Million (2017-2022)
  • Table 129. Mexico Wealth Management Software, by Advisory Model USD Million (2017-2022)
  • Table 130. Company Basic Information, Sales Area and Its Competitors
  • Table 131. Company Basic Information, Sales Area and Its Competitors
  • Table 132. Company Basic Information, Sales Area and Its Competitors
  • Table 133. Company Basic Information, Sales Area and Its Competitors
  • Table 134. Company Basic Information, Sales Area and Its Competitors
  • Table 135. Company Basic Information, Sales Area and Its Competitors
  • Table 136. Company Basic Information, Sales Area and Its Competitors
  • Table 137. Company Basic Information, Sales Area and Its Competitors
  • Table 138. Company Basic Information, Sales Area and Its Competitors
  • Table 139. Company Basic Information, Sales Area and Its Competitors
  • Table 140. Wealth Management Software: by Application(USD Million)
  • Table 141. Wealth Management Software Financial Advice Management , by Region USD Million (2023-2028)
  • Table 142. Wealth Management Software Portfolio, Accounting, And Trading Management , by Region USD Million (2023-2028)
  • Table 143. Wealth Management Software Performance Management , by Region USD Million (2023-2028)
  • Table 144. Wealth Management Software Risk And Compliance Management , by Region USD Million (2023-2028)
  • Table 145. Wealth Management Software Reporting , by Region USD Million (2023-2028)
  • Table 146. Wealth Management Software Others (Billing and Benchmarking) , by Region USD Million (2023-2028)
  • Table 147. Wealth Management Software: by End Use(USD Million)
  • Table 148. Wealth Management Software Banks , by Region USD Million (2023-2028)
  • Table 149. Wealth Management Software Investment Management Firms , by Region USD Million (2023-2028)
  • Table 150. Wealth Management Software Trading And Exchange Firms , by Region USD Million (2023-2028)
  • Table 151. Wealth Management Software Brokerage Firms , by Region USD Million (2023-2028)
  • Table 152. Wealth Management Software Others , by Region USD Million (2023-2028)
  • Table 153. Wealth Management Software: by Deployment(USD Million)
  • Table 154. Wealth Management Software Cloud , by Region USD Million (2023-2028)
  • Table 155. Wealth Management Software On-premises , by Region USD Million (2023-2028)
  • Table 156. Wealth Management Software: by Advisory Model(USD Million)
  • Table 157. Wealth Management Software Human advisory , by Region USD Million (2023-2028)
  • Table 158. Wealth Management Software Robo advisory , by Region USD Million (2023-2028)
  • Table 159. Wealth Management Software Hybrid , by Region USD Million (2023-2028)
  • Table 160. South America Wealth Management Software, by Country USD Million (2023-2028)
  • Table 161. South America Wealth Management Software, by Application USD Million (2023-2028)
  • Table 162. South America Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 163. South America Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 164. South America Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 165. Brazil Wealth Management Software, by Application USD Million (2023-2028)
  • Table 166. Brazil Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 167. Brazil Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 168. Brazil Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 169. Argentina Wealth Management Software, by Application USD Million (2023-2028)
  • Table 170. Argentina Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 171. Argentina Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 172. Argentina Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 173. Rest of South America Wealth Management Software, by Application USD Million (2023-2028)
  • Table 174. Rest of South America Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 175. Rest of South America Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 176. Rest of South America Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 177. Asia Pacific Wealth Management Software, by Country USD Million (2023-2028)
  • Table 178. Asia Pacific Wealth Management Software, by Application USD Million (2023-2028)
  • Table 179. Asia Pacific Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 180. Asia Pacific Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 181. Asia Pacific Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 182. China Wealth Management Software, by Application USD Million (2023-2028)
  • Table 183. China Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 184. China Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 185. China Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 186. Japan Wealth Management Software, by Application USD Million (2023-2028)
  • Table 187. Japan Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 188. Japan Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 189. Japan Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 190. India Wealth Management Software, by Application USD Million (2023-2028)
  • Table 191. India Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 192. India Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 193. India Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 194. South Korea Wealth Management Software, by Application USD Million (2023-2028)
  • Table 195. South Korea Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 196. South Korea Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 197. South Korea Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 198. Taiwan Wealth Management Software, by Application USD Million (2023-2028)
  • Table 199. Taiwan Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 200. Taiwan Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 201. Taiwan Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 202. Australia Wealth Management Software, by Application USD Million (2023-2028)
  • Table 203. Australia Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 204. Australia Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 205. Australia Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 206. Rest of Asia-Pacific Wealth Management Software, by Application USD Million (2023-2028)
  • Table 207. Rest of Asia-Pacific Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 208. Rest of Asia-Pacific Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 209. Rest of Asia-Pacific Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 210. Europe Wealth Management Software, by Country USD Million (2023-2028)
  • Table 211. Europe Wealth Management Software, by Application USD Million (2023-2028)
  • Table 212. Europe Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 213. Europe Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 214. Europe Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 215. Germany Wealth Management Software, by Application USD Million (2023-2028)
  • Table 216. Germany Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 217. Germany Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 218. Germany Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 219. France Wealth Management Software, by Application USD Million (2023-2028)
  • Table 220. France Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 221. France Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 222. France Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 223. Italy Wealth Management Software, by Application USD Million (2023-2028)
  • Table 224. Italy Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 225. Italy Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 226. Italy Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 227. United Kingdom Wealth Management Software, by Application USD Million (2023-2028)
  • Table 228. United Kingdom Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 229. United Kingdom Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 230. United Kingdom Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 231. Netherlands Wealth Management Software, by Application USD Million (2023-2028)
  • Table 232. Netherlands Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 233. Netherlands Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 234. Netherlands Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 235. Rest of Europe Wealth Management Software, by Application USD Million (2023-2028)
  • Table 236. Rest of Europe Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 237. Rest of Europe Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 238. Rest of Europe Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 239. MEA Wealth Management Software, by Country USD Million (2023-2028)
  • Table 240. MEA Wealth Management Software, by Application USD Million (2023-2028)
  • Table 241. MEA Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 242. MEA Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 243. MEA Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 244. Middle East Wealth Management Software, by Application USD Million (2023-2028)
  • Table 245. Middle East Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 246. Middle East Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 247. Middle East Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 248. Africa Wealth Management Software, by Application USD Million (2023-2028)
  • Table 249. Africa Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 250. Africa Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 251. Africa Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 252. North America Wealth Management Software, by Country USD Million (2023-2028)
  • Table 253. North America Wealth Management Software, by Application USD Million (2023-2028)
  • Table 254. North America Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 255. North America Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 256. North America Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 257. United States Wealth Management Software, by Application USD Million (2023-2028)
  • Table 258. United States Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 259. United States Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 260. United States Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 261. Canada Wealth Management Software, by Application USD Million (2023-2028)
  • Table 262. Canada Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 263. Canada Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 264. Canada Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 265. Mexico Wealth Management Software, by Application USD Million (2023-2028)
  • Table 266. Mexico Wealth Management Software, by End Use USD Million (2023-2028)
  • Table 267. Mexico Wealth Management Software, by Deployment USD Million (2023-2028)
  • Table 268. Mexico Wealth Management Software, by Advisory Model USD Million (2023-2028)
  • Table 269. Research Programs/Design for This Report
  • Table 270. Key Data Information from Secondary Sources
  • Table 271. Key Data Information from Primary Sources
List of Figures
  • Figure 1. Porters Five Forces
  • Figure 2. Supply/Value Chain
  • Figure 3. PESTEL analysis
  • Figure 4. Global Wealth Management Software: by Application USD Million (2017-2022)
  • Figure 5. Global Wealth Management Software: by End Use USD Million (2017-2022)
  • Figure 6. Global Wealth Management Software: by Deployment USD Million (2017-2022)
  • Figure 7. Global Wealth Management Software: by Advisory Model USD Million (2017-2022)
  • Figure 8. South America Wealth Management Software Share (%), by Country
  • Figure 9. Asia Pacific Wealth Management Software Share (%), by Country
  • Figure 10. Europe Wealth Management Software Share (%), by Country
  • Figure 11. MEA Wealth Management Software Share (%), by Country
  • Figure 12. North America Wealth Management Software Share (%), by Country
  • Figure 13. Global Wealth Management Software share by Players 2022 (%)
  • Figure 14. Global Wealth Management Software share by Players (Top 3) 2022(%)
  • Figure 15. Global Wealth Management Software share by Players (Top 5) 2022(%)
  • Figure 16. BCG Matrix for key Companies
  • Figure 17. SS&C Technologies, Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 18. SS&C Technologies, Inc. (United States) Revenue: by Geography 2022
  • Figure 19. Fiserv, Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 20. Fiserv, Inc. (United States) Revenue: by Geography 2022
  • Figure 21. Fidelity National Information Services (United States) Revenue, Net Income and Gross profit
  • Figure 22. Fidelity National Information Services (United States) Revenue: by Geography 2022
  • Figure 23. Profile Software (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 24. Profile Software (United Kingdom) Revenue: by Geography 2022
  • Figure 25. Broadridge Financial Solutions, Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 26. Broadridge Financial Solutions, Inc. (United States) Revenue: by Geography 2022
  • Figure 27. InvestEdge, Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 28. InvestEdge, Inc. (United States) Revenue: by Geography 2022
  • Figure 29. Temenos Group AG (Switzerland) Revenue, Net Income and Gross profit
  • Figure 30. Temenos Group AG (Switzerland) Revenue: by Geography 2022
  • Figure 31. Finantix S.p.A. (Italy) Revenue, Net Income and Gross profit
  • Figure 32. Finantix S.p.A. (Italy) Revenue: by Geography 2022
  • Figure 33. SEI Investments Company (United States) Revenue, Net Income and Gross profit
  • Figure 34. SEI Investments Company (United States) Revenue: by Geography 2022
  • Figure 35. Comarch SA (Poland) Revenue, Net Income and Gross profit
  • Figure 36. Comarch SA (Poland) Revenue: by Geography 2022
  • Figure 37. Global Wealth Management Software: by Application USD Million (2023-2028)
  • Figure 38. Global Wealth Management Software: by End Use USD Million (2023-2028)
  • Figure 39. Global Wealth Management Software: by Deployment USD Million (2023-2028)
  • Figure 40. Global Wealth Management Software: by Advisory Model USD Million (2023-2028)
  • Figure 41. South America Wealth Management Software Share (%), by Country
  • Figure 42. Asia Pacific Wealth Management Software Share (%), by Country
  • Figure 43. Europe Wealth Management Software Share (%), by Country
  • Figure 44. MEA Wealth Management Software Share (%), by Country
  • Figure 45. North America Wealth Management Software Share (%), by Country
List of companies from research coverage that are profiled in the study
  • SS&C Technologies, Inc. (United States)
  • Fiserv, Inc. (United States)
  • Fidelity National Information Services (United States)
  • Profile Software (United Kingdom)
  • Broadridge Financial Solutions, Inc. (United States)
  • InvestEdge, Inc. (United States)
  • Temenos Group AG (Switzerland)
  • Finantix S.p.A. (Italy)
  • SEI Investments Company (United States)
  • Comarch SA (Poland)
Additional players considered in the study are as follows:
Objectway S.p.A. (Italy) , Dorsum Ltd. (Hungary) , MoneyGuide, Inc. (Envestnet) (United States) , Moneytree, Inc. (United States) , Advicent Solutions (United States)
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May 2023 220 Pages 79 Tables Base Year: 2022 Coverage: 15+ Companies; 18 Countries

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Global Wealth Management Software Quantitative research analysis
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Frequently Asked Questions (FAQ):

The key segments that are playing vital role in Wealth Management Software Market are by end use application [Financial Advice Management, Portfolio, Accounting, And Trading Management, Performance Management, Risk And Compliance Management, Reporting and Others (Billing and Benchmarking)].
The Wealth Management Software Market is gaining popularity and expected to see strong valuation by 2028.
  • Digitalization and Process Automation in Wealth Management
  • Rising Number of HNWIs
  • Lack of Basic Financial Literacy

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