Home Technology Wealth Management Platform Market Size, Trends, Share, Growth, Forecast 2032

Wealth Management Platform Market Size, Share & Trends Analysis Report By Advisory Mode (Human advisory, Robo advisory, Hybrid), By Deployment Type (On-premises, Cloud), By Business Function (Financial advice management, Portfolio, accounting, and trading management, Performance management, Risk and compliance management, Reporting, Others (billing and benchmarking)), By End-user (Banks, Trading Firms, Brokerage Firms, Investment Management Firms, Others) and By Region(North America, Europe, APAC, Middle East and Africa, LATAM) Forecasts, 2024-2032

Report Code: SRTE2424DR
Last Updated : Jul 15, 2024
Author : Straits Research
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Market Segmentation

  1. Wealth Management Platform Market, By Advisory Mode (2020-2032)
    1. Human advisory
    2. Robo advisory
    3. Hybrid
  2. Wealth Management Platform Market, By Deployment Type (2020-2032)
    1. On-premises
    2. Cloud
  3. Wealth Management Platform Market, By Business Function (2020-2032)
    1. Financial advice management
    2. Portfolio, accounting, and trading management
    3. Performance management
    4. Risk and compliance management
    5. Reporting
    6. Others (billing and benchmarking)
  4. Wealth Management Platform Market, By End-user (2020-2032)
    1. Banks
    2. Trading Firms
    3. Brokerage Firms
    4. Investment Management Firms
    5. Others
    1. North America
      1. North America Wealth Management Platform Market, By Advisory Mode
        1. Human advisory
          1. Robo advisory
            1. Hybrid
            2. North America Wealth Management Platform Market, By Deployment Type
              1. On-premises
                1. Cloud
                2. North America Wealth Management Platform Market, By Business Function
                  1. Financial advice management
                    1. Portfolio, accounting, and trading management
                      1. Performance management
                        1. Risk and compliance management
                          1. Reporting
                            1. Others (billing and benchmarking)
                            2. North America Wealth Management Platform Market, By End-user
                              1. Banks
                                1. Trading Firms
                                  1. Brokerage Firms
                                    1. Investment Management Firms
                                      1. Others
                                      2. U.S.
                                        1. U.S. Wealth Management Platform Market, By Advisory Mode
                                          1. Human advisory
                                            1. Robo advisory
                                              1. Hybrid
                                              2. U.S. Wealth Management Platform Market, By Deployment Type
                                                1. On-premises
                                                  1. Cloud
                                                  2. U.S. Wealth Management Platform Market, By Business Function
                                                    1. Financial advice management
                                                      1. Portfolio, accounting, and trading management
                                                        1. Performance management
                                                          1. Risk and compliance management
                                                            1. Reporting
                                                              1. Others (billing and benchmarking)
                                                              2. U.S. Wealth Management Platform Market, By End-user
                                                                1. Banks
                                                                  1. Trading Firms
                                                                    1. Brokerage Firms
                                                                      1. Investment Management Firms
                                                                        1. Others
                                                                      2. Canada
                                                                    2. Europe
                                                                      1. Europe Wealth Management Platform Market, By Advisory Mode
                                                                        1. Human advisory
                                                                          1. Robo advisory
                                                                            1. Hybrid
                                                                            2. Europe Wealth Management Platform Market, By Deployment Type
                                                                              1. On-premises
                                                                                1. Cloud
                                                                                2. Europe Wealth Management Platform Market, By Business Function
                                                                                  1. Financial advice management
                                                                                    1. Portfolio, accounting, and trading management
                                                                                      1. Performance management
                                                                                        1. Risk and compliance management
                                                                                          1. Reporting
                                                                                            1. Others (billing and benchmarking)
                                                                                            2. Europe Wealth Management Platform Market, By End-user
                                                                                              1. Banks
                                                                                                1. Trading Firms
                                                                                                  1. Brokerage Firms
                                                                                                    1. Investment Management Firms
                                                                                                      1. Others
                                                                                                      2. U.K.
                                                                                                        1. U.K. Wealth Management Platform Market, By Advisory Mode
                                                                                                          1. Human advisory
                                                                                                            1. Robo advisory
                                                                                                              1. Hybrid
                                                                                                              2. U.K. Wealth Management Platform Market, By Deployment Type
                                                                                                                1. On-premises
                                                                                                                  1. Cloud
                                                                                                                  2. U.K. Wealth Management Platform Market, By Business Function
                                                                                                                    1. Financial advice management
                                                                                                                      1. Portfolio, accounting, and trading management
                                                                                                                        1. Performance management
                                                                                                                          1. Risk and compliance management
                                                                                                                            1. Reporting
                                                                                                                              1. Others (billing and benchmarking)
                                                                                                                              2. U.K. Wealth Management Platform Market, By End-user
                                                                                                                                1. Banks
                                                                                                                                  1. Trading Firms
                                                                                                                                    1. Brokerage Firms
                                                                                                                                      1. Investment Management Firms
                                                                                                                                        1. Others
                                                                                                                                      2. Germany
                                                                                                                                      3. France
                                                                                                                                      4. Spain
                                                                                                                                      5. Italy
                                                                                                                                      6. Russia
                                                                                                                                      7. Nordic
                                                                                                                                      8. Benelux
                                                                                                                                      9. Rest of Europe
                                                                                                                                    2. APAC
                                                                                                                                      1. APAC Wealth Management Platform Market, By Advisory Mode
                                                                                                                                        1. Human advisory
                                                                                                                                          1. Robo advisory
                                                                                                                                            1. Hybrid
                                                                                                                                            2. APAC Wealth Management Platform Market, By Deployment Type
                                                                                                                                              1. On-premises
                                                                                                                                                1. Cloud
                                                                                                                                                2. APAC Wealth Management Platform Market, By Business Function
                                                                                                                                                  1. Financial advice management
                                                                                                                                                    1. Portfolio, accounting, and trading management
                                                                                                                                                      1. Performance management
                                                                                                                                                        1. Risk and compliance management
                                                                                                                                                          1. Reporting
                                                                                                                                                            1. Others (billing and benchmarking)
                                                                                                                                                            2. APAC Wealth Management Platform Market, By End-user
                                                                                                                                                              1. Banks
                                                                                                                                                                1. Trading Firms
                                                                                                                                                                  1. Brokerage Firms
                                                                                                                                                                    1. Investment Management Firms
                                                                                                                                                                      1. Others
                                                                                                                                                                      2. China
                                                                                                                                                                        1. China Wealth Management Platform Market, By Advisory Mode
                                                                                                                                                                          1. Human advisory
                                                                                                                                                                            1. Robo advisory
                                                                                                                                                                              1. Hybrid
                                                                                                                                                                              2. China Wealth Management Platform Market, By Deployment Type
                                                                                                                                                                                1. On-premises
                                                                                                                                                                                  1. Cloud
                                                                                                                                                                                  2. China Wealth Management Platform Market, By Business Function
                                                                                                                                                                                    1. Financial advice management
                                                                                                                                                                                      1. Portfolio, accounting, and trading management
                                                                                                                                                                                        1. Performance management
                                                                                                                                                                                          1. Risk and compliance management
                                                                                                                                                                                            1. Reporting
                                                                                                                                                                                              1. Others (billing and benchmarking)
                                                                                                                                                                                              2. China Wealth Management Platform Market, By End-user
                                                                                                                                                                                                1. Banks
                                                                                                                                                                                                  1. Trading Firms
                                                                                                                                                                                                    1. Brokerage Firms
                                                                                                                                                                                                      1. Investment Management Firms
                                                                                                                                                                                                        1. Others
                                                                                                                                                                                                      2. Korea
                                                                                                                                                                                                      3. Japan
                                                                                                                                                                                                      4. India
                                                                                                                                                                                                      5. Australia
                                                                                                                                                                                                      6. Taiwan
                                                                                                                                                                                                      7. South East Asia
                                                                                                                                                                                                      8. Rest of Asia-Pacific
                                                                                                                                                                                                    2. Middle East and Africa
                                                                                                                                                                                                      1. Middle East and Africa Wealth Management Platform Market, By Advisory Mode
                                                                                                                                                                                                        1. Human advisory
                                                                                                                                                                                                          1. Robo advisory
                                                                                                                                                                                                            1. Hybrid
                                                                                                                                                                                                            2. Middle East and Africa Wealth Management Platform Market, By Deployment Type
                                                                                                                                                                                                              1. On-premises
                                                                                                                                                                                                                1. Cloud
                                                                                                                                                                                                                2. Middle East and Africa Wealth Management Platform Market, By Business Function
                                                                                                                                                                                                                  1. Financial advice management
                                                                                                                                                                                                                    1. Portfolio, accounting, and trading management
                                                                                                                                                                                                                      1. Performance management
                                                                                                                                                                                                                        1. Risk and compliance management
                                                                                                                                                                                                                          1. Reporting
                                                                                                                                                                                                                            1. Others (billing and benchmarking)
                                                                                                                                                                                                                            2. Middle East and Africa Wealth Management Platform Market, By End-user
                                                                                                                                                                                                                              1. Banks
                                                                                                                                                                                                                                1. Trading Firms
                                                                                                                                                                                                                                  1. Brokerage Firms
                                                                                                                                                                                                                                    1. Investment Management Firms
                                                                                                                                                                                                                                      1. Others
                                                                                                                                                                                                                                      2. UAE
                                                                                                                                                                                                                                        1. UAE Wealth Management Platform Market, By Advisory Mode
                                                                                                                                                                                                                                          1. Human advisory
                                                                                                                                                                                                                                            1. Robo advisory
                                                                                                                                                                                                                                              1. Hybrid
                                                                                                                                                                                                                                              2. UAE Wealth Management Platform Market, By Deployment Type
                                                                                                                                                                                                                                                1. On-premises
                                                                                                                                                                                                                                                  1. Cloud
                                                                                                                                                                                                                                                  2. UAE Wealth Management Platform Market, By Business Function
                                                                                                                                                                                                                                                    1. Financial advice management
                                                                                                                                                                                                                                                      1. Portfolio, accounting, and trading management
                                                                                                                                                                                                                                                        1. Performance management
                                                                                                                                                                                                                                                          1. Risk and compliance management
                                                                                                                                                                                                                                                            1. Reporting
                                                                                                                                                                                                                                                              1. Others (billing and benchmarking)
                                                                                                                                                                                                                                                              2. UAE Wealth Management Platform Market, By End-user
                                                                                                                                                                                                                                                                1. Banks
                                                                                                                                                                                                                                                                  1. Trading Firms
                                                                                                                                                                                                                                                                    1. Brokerage Firms
                                                                                                                                                                                                                                                                      1. Investment Management Firms
                                                                                                                                                                                                                                                                        1. Others
                                                                                                                                                                                                                                                                      2. Turkey
                                                                                                                                                                                                                                                                      3. Saudi Arabia
                                                                                                                                                                                                                                                                      4. South Africa
                                                                                                                                                                                                                                                                      5. Egypt
                                                                                                                                                                                                                                                                      6. Nigeria
                                                                                                                                                                                                                                                                      7. Rest of MEA
                                                                                                                                                                                                                                                                    2. LATAM
                                                                                                                                                                                                                                                                      1. LATAM Wealth Management Platform Market, By Advisory Mode
                                                                                                                                                                                                                                                                        1. Human advisory
                                                                                                                                                                                                                                                                          1. Robo advisory
                                                                                                                                                                                                                                                                            1. Hybrid
                                                                                                                                                                                                                                                                            2. LATAM Wealth Management Platform Market, By Deployment Type
                                                                                                                                                                                                                                                                              1. On-premises
                                                                                                                                                                                                                                                                                1. Cloud
                                                                                                                                                                                                                                                                                2. LATAM Wealth Management Platform Market, By Business Function
                                                                                                                                                                                                                                                                                  1. Financial advice management
                                                                                                                                                                                                                                                                                    1. Portfolio, accounting, and trading management
                                                                                                                                                                                                                                                                                      1. Performance management
                                                                                                                                                                                                                                                                                        1. Risk and compliance management
                                                                                                                                                                                                                                                                                          1. Reporting
                                                                                                                                                                                                                                                                                            1. Others (billing and benchmarking)
                                                                                                                                                                                                                                                                                            2. LATAM Wealth Management Platform Market, By End-user
                                                                                                                                                                                                                                                                                              1. Banks
                                                                                                                                                                                                                                                                                                1. Trading Firms
                                                                                                                                                                                                                                                                                                  1. Brokerage Firms
                                                                                                                                                                                                                                                                                                    1. Investment Management Firms
                                                                                                                                                                                                                                                                                                      1. Others
                                                                                                                                                                                                                                                                                                      2. Brazil
                                                                                                                                                                                                                                                                                                        1. Brazil Wealth Management Platform Market, By Advisory Mode
                                                                                                                                                                                                                                                                                                          1. Human advisory
                                                                                                                                                                                                                                                                                                            1. Robo advisory
                                                                                                                                                                                                                                                                                                              1. Hybrid
                                                                                                                                                                                                                                                                                                              2. Brazil Wealth Management Platform Market, By Deployment Type
                                                                                                                                                                                                                                                                                                                1. On-premises
                                                                                                                                                                                                                                                                                                                  1. Cloud
                                                                                                                                                                                                                                                                                                                  2. Brazil Wealth Management Platform Market, By Business Function
                                                                                                                                                                                                                                                                                                                    1. Financial advice management
                                                                                                                                                                                                                                                                                                                      1. Portfolio, accounting, and trading management
                                                                                                                                                                                                                                                                                                                        1. Performance management
                                                                                                                                                                                                                                                                                                                          1. Risk and compliance management
                                                                                                                                                                                                                                                                                                                            1. Reporting
                                                                                                                                                                                                                                                                                                                              1. Others (billing and benchmarking)
                                                                                                                                                                                                                                                                                                                              2. Brazil Wealth Management Platform Market, By End-user
                                                                                                                                                                                                                                                                                                                                1. Banks
                                                                                                                                                                                                                                                                                                                                  1. Trading Firms
                                                                                                                                                                                                                                                                                                                                    1. Brokerage Firms
                                                                                                                                                                                                                                                                                                                                      1. Investment Management Firms
                                                                                                                                                                                                                                                                                                                                        1. Others
                                                                                                                                                                                                                                                                                                                                      2. Mexico
                                                                                                                                                                                                                                                                                                                                      3. Argentina
                                                                                                                                                                                                                                                                                                                                      4. Chile
                                                                                                                                                                                                                                                                                                                                      5. Colombia
                                                                                                                                                                                                                                                                                                                                      6. Rest of LATAM

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