Report Content
Chapter 1 Methodology & Scope
1.1 Scope & definitions
1.2 Base estimates and calculations
1.3 Forecast calculations
1.4 Data Sources
1.4.1 Primary
1.4.2 Secondary
1.4.2.1 Paid sources
1.4.2.2 Public sources
Chapter 2 Executive Summary
2.1 Wealth management platform industry 360º synopsis, 2018 – 2032
2.2 Business trends
2.2.1 Total Addressable Market
2.3 Regional trends
2.4 Advisory mode trends
2.5 Deployment model trends
2.6 Application trends
2.7 End use trends
Chapter 3 Wealth Management Platform Industry Insights
3.1 Introduction
3.1.1 Global outlook
3.1.2 North America
3.1.3 Europe
3.1.4 Asia Pacific
3.1.5 Latin America
3.1.6 Middle East & Africa
3.2 Impact of Russia-Ukraine conflict
3.3 Wealth management platform industry ecosystem analysis
3.3.1 Platfiorm provider
3.3.2 Cloud service providers
3.3.3 Government authorities
3.3.4 End users
3.3.5 Profit margin analysis
3.3.6 Vendor matrix
3.4 Industry evolution
3.5 Technology & innovation landscape
3.5.1 Predictive analytics
3.5.2 Blockchain
3.5.3 Human digital interface
3.6 Investment portfolio
3.7 Key initiatives and news
3.8 Regulatory landscape
3.8.1 North America
3.8.1.1 Gramm-Leach-Bliley Act of 1999, U.S.
3.8.1.2 The Sarbanes-Oxley Act of 2022
3.8.1.3 Federal Information Security Management Act (FISMA)
3.8.1.4 Dodd–Frank Wall Street Reform and Consumer Protection Act
3.8.2 Europe
3.8.2.1 The General Data Protection Regulation (GDPR) (EU)
3.8.2.2 European Market Infrastructure Regulation (EMIR)
3.8.2.3 Anti-Money Laundering Directive 2015/849/EU (AMLD)
3.8.3 Asia Pacific
3.8.3.1 Cybersecurity Law, China
3.8.4 LAMEA
3.8.4.1 Cyber Security Framework, Saudi Arabian Monetary Authority (SAMA)
3.9 Industry impact forces
3.9.1 Growth drivers
3.9.1.1 Increase in number of HNWIs across the globe
3.9.1.2 Growing digitalization across the financial sector
3.9.1.3 Rising adoption of AI and blockchain technology across wealth management solutions
3.9.1.4 Stringent government compliances related to financial sector
3.9.2 Industry pitfalls & challenges
3.9.2.1 Data safety & security issues
3.9.2.2 Higher dependency on traditional wealth management methods
3.10 Growth potential analysis
3.11 Porter’s analysis
3.12 PESTEL analysis
Chapter 4 Competitive Landscape
4.1 Introduction
4.2 Company market share analysis, 2022
4.3 Competive analysis of key market players, 2022
4.3.1 Chart key
4.3.2 SS&C Technologies Holdings, Inc.
4.3.3 Fiserv Inc.
4.3.4 FIS Global
4.3.5 Broadridge
4.3.6 Avaloq
4.3.7 Prometeia
4.3.8 InvestCloud
4.4 Competive analysis of innovative market players, 2022
4.4.1 SEI
4.4.2 Comarch
4.4.3 Temenos
4.4.4 Backbase
4.5 Competitive positioning matrix, 2022
4.6 Strategic outlook matrix, 2022
Chapter 5 Wealth Management Platform Market, By Advisory Mode
5.1 Key trends, by advisory mode
5.2 Human advisory
5.2.1 Market estimates and forecast, 2018 – 2032
5.3 Robo advisory
5.3.1 Market estimates and forecast, 2018 – 2032
5.4 Hybrid
5.4.1 Market estimates and forecast, 2018 – 2032
Chapter 6 Wealth Management Platform Market, By Deployment Model
6.1 Key trends, by deployment model
6.2 Cloud
6.2.1 Market estimates and forecast, 2018 – 2032
6.3 On-premise
6.3.1 Market estimates and forecast, 2018 – 2032
Chapter 7 Wealth Management Platform Market, By Application
7.1 Key trends, by application
7.2 Financial advice & management
7.2.1 Market estimates and forecast, 2018 – 2032
7.3 Portfolio, accounting, & trading management
7.3.1 Market estimates and forecast, 2018 – 2032
7.4 Performance management
7.4.1 Market estimates and forecast, 2018 – 2032
7.5 Risk & compliance management
7.5.1 Market estimates and forecast, 2018 – 2032
7.6 Reporting
7.6.1 Market estimates and forecast, 2018 – 2032
7.7 Others
7.7.1 Market estimates and forecast, 2018 – 2032
Chapter 8 Wealth Management Platform Market, By End-Use
8.1 Key trends, by end-use
8.2 Banking
8.2.1 Market estimates and forecast, 2018 – 2032
8.3 Investment management firms
8.3.1 Market estimates and forecast, 2018 – 2032
8.4 Trading & exchange firms
8.4.1 Market estimates and forecast, 2018 – 2032
8.5 Brokerage firms
8.5.1 Market estimates and forecast, 2018 – 2032
8.6 Others
8.6.1 Market estimates and forecast, 2018 – 2032
Chapter 9 Wealth Management Platform Market, By Region
9.1 Key trends by region
9.2 North America
9.2.1 Market estimates and forecast, 2018 – 2032
9.2.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.2.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.2.4 Market estimates and forecast, by application, 2018 – 2032
9.2.5 Market estimates and forecast, by end-use, 2018 – 2032
9.2.6 U.S.
9.2.6.1 Market estimates and forecast, 2018 – 2032
9.2.6.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.2.6.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.2.6.4 Market estimates and forecast, by application, 2018 – 2032
9.2.6.5 Market estimates and forecast, by end-use, 2018 – 2032
9.2.7 Canada
9.2.7.1 Market estimates and forecast, 2018 – 2032
9.2.7.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.2.7.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.2.7.4 Market estimates and forecast, by application, 2018 – 2032
9.2.7.5 Market estimates and forecast, by end-use, 2018 – 2032
9.3 Europe
9.3.1 Market estimates and forecast, 2018 – 2032
9.3.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.3.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.3.4 Market estimates and forecast, by application, 2018 – 2032
9.3.5 Market estimates and forecast, by end-use, 2018 – 2032
9.3.6 UK
9.3.6.1 Market estimates and forecast, 2018 – 2032
9.3.6.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.3.6.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.3.6.4 Market estimates and forecast, by application, 2018 – 2032
9.3.6.5 Market estimates and forecast, by end-use, 2018 – 2032
9.3.7 Germany
9.3.7.1 Market estimates and forecast, 2018 – 2032
9.3.7.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.3.7.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.3.7.4 Market estimates and forecast, by application, 2018 – 2032
9.3.7.5 Market estimates and forecast, by end-use, 2018 – 2032
9.3.8 France
9.3.8.1 Market estimates and forecast, 2018 – 2032
9.3.8.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.3.8.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.3.8.4 Market estimates and forecast, by application, 2018 – 2032
9.3.8.5 Market estimates and forecast, by end-use, 2018 – 2032
9.3.9 Italy
9.3.9.1 Market estimates and forecast, 2018 – 2032
9.3.9.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.3.9.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.3.9.4 Market estimates and forecast, by application, 2018 – 2032
9.3.9.5 Market estimates and forecast, by end-use, 2018 – 2032
9.3.10 Spain
9.3.10.1 Market estimates and forecast, 2018 – 2032
9.3.10.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.3.10.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.3.10.4 Market estimates and forecast, by application, 2018 – 2032
9.3.10.5 Market estimates and forecast, by end-use, 2018 – 2032
9.4 Asia Pacific
9.4.1 Market estimates and forecast, 2018 – 2032
9.4.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.4.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.4.4 Market estimates and forecast, by application, 2018 – 2032
9.4.5 Market estimates and forecast, by end-use, 2018 – 2032
9.4.6 China
9.4.6.1 Market estimates and forecast, 2018 – 2032
9.4.6.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.4.6.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.4.6.4 Market estimates and forecast, by application, 2018 – 2032
9.4.6.5 Market estimates and forecast, by end-use, 2018 – 2032
9.4.7 India
9.4.7.1 Market estimates and forecast, 2018 – 2032
9.4.7.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.4.7.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.4.7.4 Market estimates and forecast, by application, 2018 – 2032
9.4.7.5 Market estimates and forecast, by end-use, 2018 – 2032
9.4.8 Japan
9.4.8.1 Market estimates and forecast, 2018 – 2032
9.4.8.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.4.8.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.4.8.4 Market estimates and forecast, by application, 2018 – 2032
9.4.8.5 Market estimates and forecast, by end-use, 2018 – 2032
9.4.9 South Korea
9.4.9.1 Market estimates and forecast, 2018 – 2032
9.4.9.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.4.9.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.4.9.4 Market estimates and forecast, by application, 2018 – 2032
9.4.9.5 Market estimates and forecast, by end-use, 2018 – 2032
9.4.10 Australia & New Zealand
9.4.10.1 Market estimates and forecast, 2018 – 2032
9.4.10.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.4.10.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.4.10.4 Market estimates and forecast, by application, 2018 – 2032
9.4.10.5 Market estimates and forecast, by end-use, 2018 – 2032
9.5 Latin America
9.5.1 Market estimates and forecast, 2018 – 2032
9.5.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.5.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.5.4 Market estimates and forecast, by application, 2018 – 2032
9.5.5 Market estimates and forecast, by end-use, 2018 – 2032
9.5.6 Brazil
9.5.6.1 Market estimates and forecast, 2018 – 2032
9.5.6.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.5.6.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.5.6.4 Market estimates and forecast, by application, 2018 – 2032
9.5.6.5 Market estimates and forecast, by end-use, 2018 – 2032
9.5.7 Mexico
9.5.7.1 Market estimates and forecast, 2018 – 2032
9.5.7.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.5.7.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.5.7.4 Market estimates and forecast, by application, 2018 – 2032
9.5.7.5 Market estimates and forecast, by end-use, 2018 – 2032
9.5.8 Argentina
9.5.8.1 Market estimates and forecast, 2018 – 2032
9.5.8.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.5.8.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.5.8.4 Market estimates and forecast, by application, 2018 – 2032
9.5.8.5 Market estimates and forecast, by end-use, 2018 – 2032
9.6 MEA
9.6.1 Market estimates and forecast, 2018 – 2032
9.6.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.6.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.6.4 Market estimates and forecast, by application, 2018 – 2032
9.6.5 Market estimates and forecast, by end-use, 2018 – 2032
9.6.6 UAE
9.6.6.1 Market estimates and forecast, 2018 – 2032
9.6.6.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.6.6.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.6.6.4 Market estimates and forecast, by application, 2018 – 2032
9.6.6.5 Market estimates and forecast, by end-use, 2018 – 2032
9.6.7 Saudi Arabia
9.6.7.1 Market estimates and forecast, 2018 – 2032
9.6.7.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.6.7.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.6.7.4 Market estimates and forecast, by application, 2018 – 2032
9.6.7.5 Market estimates and forecast, by end-use, 2018 – 2032
9.6.8 South Africa
9.6.8.1 Market estimates and forecast, 2018 – 2032
9.6.8.2 Market estimates and forecast, by advisory mode, 2018 – 2032
9.6.8.3 Market estimates and forecast, by deployment model, 2018 – 2032
9.6.8.4 Market estimates and forecast, by application, 2018 – 2032
9.6.8.5 Market estimates and forecast, by end-use, 2018 – 2032
Chapter 10 Company Profiles
10.1 Addepar, Inc.
10.1.1 Business Overview
10.1.2 Financial Data
10.1.3 Product Landscape
10.1.4 Strategic Outlook
10.1.5 SWOT Analysis
10.2 Avaloq Group AG
10.2.1 Business Overview
10.2.2 Financial Data
10.2.3 Product Landscape
10.2.4 Strategic Outlook
10.2.5 SWOT Analysis
10.3 Backbase B.V.
10.3.1 Business Overview
10.3.2 Financial Data
10.3.3 Product Landscape
10.3.4 Strategic Outlook
10.3.5 SWOT Analysis
10.4 Broadridge Financial Solutions, Inc.
10.4.1 Business Overview
10.4.2 Financial Data
10.4.3 Product Landscape
10.4.4 Strategic Outlook
10.4.5 SWOT Analysis
10.5 Comarch SA
10.5.1 Business Overview
10.5.2 Financial Data
10.5.3 Product Landscape
10.5.4 Strategic Outlook
10.5.5 SWOT Analysis
10.6 Dorsum Limited
10.6.1 Business Overview
10.6.2 Financial Data
10.6.3 Product Landscape
10.6.4 Strategic Outlook
10.6.5 SWOT Analysis
10.7 Fidelity National Information Services, (FIS) Inc.
10.7.1 Business Overview
10.7.2 Financial Data
10.7.3 Product Landscape
10.7.4 Strategic Outlook
10.7.5 SWOT Analysis
10.8 Fiserv Inc.
10.8.1 Business Overview
10.8.2 Financial Data
10.8.3 Product Landscape
10.8.4 Strategic Outlook
10.8.5 SWOT Analysis
10.9 InvestCloud, Inc.
10.9.1 Business Overview
10.9.2 Financial Data
10.9.3 Product Landscape
10.9.4 Strategic Outlook
10.9.5 SWOT Analysis
10.10 InvestEdge, Inc.
10.10.1 Business Overview
10.10.2 Financial Data
10.10.3 Product Landscape
10.10.4 Strategic Outlook
10.10.5 SWOT Analysis
10.11 Miles Software
10.11.1 Business Overview
10.11.2 Financial Data
10.11.3 Product Landscape
10.11.4 Strategic Outlook
10.11.5 SWOT Analysis
10.12 ObjectWay
10.12.1 Business Overview
10.12.2 Financial Data
10.12.3 Product Landscape
10.12.4 Strategic Outlook
10.12.5 SWOT Analysis
10.13 PROFILE SOFTWARE S.A
10.13.1 Business Overview
10.13.2 Financial Data
10.13.3 Product Landscape
10.13.4 Strategic Outlook
10.13.5 SWOT Analysis
10.14 Prometeia
10.14.1 Business Overview
10.14.2 Financial Data
10.14.3 Product Landscape
10.14.4 Strategic Outlook
10.14.5 SWOT Analysis
10.15 SEI
10.15.1 Business Overview
10.15.2 Financial Data
10.15.3 Product Landscape
10.15.4 Strategic Outlook
10.15.5 SWOT Analysis
10.16 SS&C Technologies Holdings, Inc.
10.16.1 Business Overview
10.16.2 Financial Data
10.16.3 Product Landscape
10.16.4 Strategic Outlook
10.16.5 SWOT Analysis
10.17 Refinitiv
10.17.1 Business Overview
10.17.2 Financial Data
10.17.3 Product Landscape
10.17.4 Strategic Outlook
10.17.5 SWOT Analysis
10.18 RobustWealth
10.18.1 Business Overview
10.18.2 Financial Data
10.18.3 Product Landscape
10.18.4 Strategic Outlook
10.18.5 SWOT Analysis
10.19 Temenos AG.
10.19.1 Business Overview
10.19.2 Financial Data
10.19.3 Product Landscape
10.19.4 Strategic Outlook
10.19.5 SWOT Analysis
