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Wealth Management Platform Market

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 : July 15, 2024
Author : Straits Research
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Table Of Content

  1. Executive Summary
    1. Research Objectives
    2. Limitations & Assumptions
    3. Market Scope & Segmentation
    4. Currency & Pricing Considered
    1. Emerging Regions / Countries
    2. Emerging Companies
    3. Emerging Applications / End Use
    1. Drivers
    2. Market Warning Factors
    3. Latest Macro Economic Indicators
    4. Geopolitical Impact
    5. Technology Factors
    1. Porters Five Forces Analysis
    2. Value Chain Analysis
    1. North America
    2. Europe
    3. APAC
    4. Middle East and Africa
    5. LATAM
  2. ESG Trends
    1. Global Wealth Management Platform Market Introduction
    2. By Advisory Mode
      1. Introduction
        1. Advisory Mode By Value
      2. Human advisory
        1. By Value
      3. Robo advisory
        1. By Value
      4. Hybrid
        1. By Value
    3. By Deployment Type
      1. Introduction
        1. Deployment Type By Value
      2. On-premises
        1. By Value
      3. Cloud
        1. By Value
    4. By Business Function
      1. Introduction
        1. Business Function By Value
      2. Financial advice management
        1. By Value
      3. Portfolio, accounting, and trading management
        1. By Value
      4. Performance management
        1. By Value
      5. Risk and compliance management
        1. By Value
      6. Reporting
        1. By Value
      7. Others (billing and benchmarking)
        1. By Value
    5. By End-user
      1. Introduction
        1. End-user By Value
      2. Banks
        1. By Value
      3. Trading Firms
        1. By Value
      4. Brokerage Firms
        1. By Value
      5. Investment Management Firms
        1. By Value
      6. Others
        1. By Value
    1. Introduction
    2. By Advisory Mode
      1. Introduction
        1. Advisory Mode By Value
      2. Human advisory
        1. By Value
      3. Robo advisory
        1. By Value
      4. Hybrid
        1. By Value
    3. By Deployment Type
      1. Introduction
        1. Deployment Type By Value
      2. On-premises
        1. By Value
      3. Cloud
        1. By Value
    4. By Business Function
      1. Introduction
        1. Business Function By Value
      2. Financial advice management
        1. By Value
      3. Portfolio, accounting, and trading management
        1. By Value
      4. Performance management
        1. By Value
      5. Risk and compliance management
        1. By Value
      6. Reporting
        1. By Value
      7. Others (billing and benchmarking)
        1. By Value
    5. By End-user
      1. Introduction
        1. End-user By Value
      2. Banks
        1. By Value
      3. Trading Firms
        1. By Value
      4. Brokerage Firms
        1. By Value
      5. Investment Management Firms
        1. By Value
      6. Others
        1. By Value
    6. U.S.
      1. By Advisory Mode
        1. Introduction
          1. Advisory Mode By Value
        2. Human advisory
          1. By Value
        3. Robo advisory
          1. By Value
        4. Hybrid
          1. By Value
      2. By Deployment Type
        1. Introduction
          1. Deployment Type By Value
        2. On-premises
          1. By Value
        3. Cloud
          1. By Value
      3. By Business Function
        1. Introduction
          1. Business Function By Value
        2. Financial advice management
          1. By Value
        3. Portfolio, accounting, and trading management
          1. By Value
        4. Performance management
          1. By Value
        5. Risk and compliance management
          1. By Value
        6. Reporting
          1. By Value
        7. Others (billing and benchmarking)
          1. By Value
      4. By End-user
        1. Introduction
          1. End-user By Value
        2. Banks
          1. By Value
        3. Trading Firms
          1. By Value
        4. Brokerage Firms
          1. By Value
        5. Investment Management Firms
          1. By Value
        6. Others
          1. By Value
    7. Canada
    1. Introduction
    2. By Advisory Mode
      1. Introduction
        1. Advisory Mode By Value
      2. Human advisory
        1. By Value
      3. Robo advisory
        1. By Value
      4. Hybrid
        1. By Value
    3. By Deployment Type
      1. Introduction
        1. Deployment Type By Value
      2. On-premises
        1. By Value
      3. Cloud
        1. By Value
    4. By Business Function
      1. Introduction
        1. Business Function By Value
      2. Financial advice management
        1. By Value
      3. Portfolio, accounting, and trading management
        1. By Value
      4. Performance management
        1. By Value
      5. Risk and compliance management
        1. By Value
      6. Reporting
        1. By Value
      7. Others (billing and benchmarking)
        1. By Value
    5. By End-user
      1. Introduction
        1. End-user By Value
      2. Banks
        1. By Value
      3. Trading Firms
        1. By Value
      4. Brokerage Firms
        1. By Value
      5. Investment Management Firms
        1. By Value
      6. Others
        1. By Value
    6. U.K.
      1. By Advisory Mode
        1. Introduction
          1. Advisory Mode By Value
        2. Human advisory
          1. By Value
        3. Robo advisory
          1. By Value
        4. Hybrid
          1. By Value
      2. By Deployment Type
        1. Introduction
          1. Deployment Type By Value
        2. On-premises
          1. By Value
        3. Cloud
          1. By Value
      3. By Business Function
        1. Introduction
          1. Business Function By Value
        2. Financial advice management
          1. By Value
        3. Portfolio, accounting, and trading management
          1. By Value
        4. Performance management
          1. By Value
        5. Risk and compliance management
          1. By Value
        6. Reporting
          1. By Value
        7. Others (billing and benchmarking)
          1. By Value
      4. By End-user
        1. Introduction
          1. End-user By Value
        2. Banks
          1. By Value
        3. Trading Firms
          1. By Value
        4. Brokerage Firms
          1. By Value
        5. Investment Management Firms
          1. By Value
        6. Others
          1. By Value
    7. Germany
    8. France
    9. Spain
    10. Italy
    11. Russia
    12. Nordic
    13. Benelux
    14. Rest of Europe
    1. Introduction
    2. By Advisory Mode
      1. Introduction
        1. Advisory Mode By Value
      2. Human advisory
        1. By Value
      3. Robo advisory
        1. By Value
      4. Hybrid
        1. By Value
    3. By Deployment Type
      1. Introduction
        1. Deployment Type By Value
      2. On-premises
        1. By Value
      3. Cloud
        1. By Value
    4. By Business Function
      1. Introduction
        1. Business Function By Value
      2. Financial advice management
        1. By Value
      3. Portfolio, accounting, and trading management
        1. By Value
      4. Performance management
        1. By Value
      5. Risk and compliance management
        1. By Value
      6. Reporting
        1. By Value
      7. Others (billing and benchmarking)
        1. By Value
    5. By End-user
      1. Introduction
        1. End-user By Value
      2. Banks
        1. By Value
      3. Trading Firms
        1. By Value
      4. Brokerage Firms
        1. By Value
      5. Investment Management Firms
        1. By Value
      6. Others
        1. By Value
    6. China
      1. By Advisory Mode
        1. Introduction
          1. Advisory Mode By Value
        2. Human advisory
          1. By Value
        3. Robo advisory
          1. By Value
        4. Hybrid
          1. By Value
      2. By Deployment Type
        1. Introduction
          1. Deployment Type By Value
        2. On-premises
          1. By Value
        3. Cloud
          1. By Value
      3. By Business Function
        1. Introduction
          1. Business Function By Value
        2. Financial advice management
          1. By Value
        3. Portfolio, accounting, and trading management
          1. By Value
        4. Performance management
          1. By Value
        5. Risk and compliance management
          1. By Value
        6. Reporting
          1. By Value
        7. Others (billing and benchmarking)
          1. By Value
      4. By End-user
        1. Introduction
          1. End-user By Value
        2. Banks
          1. By Value
        3. Trading Firms
          1. By Value
        4. Brokerage Firms
          1. By Value
        5. Investment Management Firms
          1. By Value
        6. Others
          1. By Value
    7. Korea
    8. Japan
    9. India
    10. Australia
    11. Taiwan
    12. South East Asia
    13. Rest of Asia-Pacific
    1. Introduction
    2. By Advisory Mode
      1. Introduction
        1. Advisory Mode By Value
      2. Human advisory
        1. By Value
      3. Robo advisory
        1. By Value
      4. Hybrid
        1. By Value
    3. By Deployment Type
      1. Introduction
        1. Deployment Type By Value
      2. On-premises
        1. By Value
      3. Cloud
        1. By Value
    4. By Business Function
      1. Introduction
        1. Business Function By Value
      2. Financial advice management
        1. By Value
      3. Portfolio, accounting, and trading management
        1. By Value
      4. Performance management
        1. By Value
      5. Risk and compliance management
        1. By Value
      6. Reporting
        1. By Value
      7. Others (billing and benchmarking)
        1. By Value
    5. By End-user
      1. Introduction
        1. End-user By Value
      2. Banks
        1. By Value
      3. Trading Firms
        1. By Value
      4. Brokerage Firms
        1. By Value
      5. Investment Management Firms
        1. By Value
      6. Others
        1. By Value
    6. UAE
      1. By Advisory Mode
        1. Introduction
          1. Advisory Mode By Value
        2. Human advisory
          1. By Value
        3. Robo advisory
          1. By Value
        4. Hybrid
          1. By Value
      2. By Deployment Type
        1. Introduction
          1. Deployment Type By Value
        2. On-premises
          1. By Value
        3. Cloud
          1. By Value
      3. By Business Function
        1. Introduction
          1. Business Function By Value
        2. Financial advice management
          1. By Value
        3. Portfolio, accounting, and trading management
          1. By Value
        4. Performance management
          1. By Value
        5. Risk and compliance management
          1. By Value
        6. Reporting
          1. By Value
        7. Others (billing and benchmarking)
          1. By Value
      4. By End-user
        1. Introduction
          1. End-user By Value
        2. Banks
          1. By Value
        3. Trading Firms
          1. By Value
        4. Brokerage Firms
          1. By Value
        5. Investment Management Firms
          1. By Value
        6. Others
          1. By Value
    7. Turkey
    8. Saudi Arabia
    9. South Africa
    10. Egypt
    11. Nigeria
    12. Rest of MEA
    1. Introduction
    2. By Advisory Mode
      1. Introduction
        1. Advisory Mode By Value
      2. Human advisory
        1. By Value
      3. Robo advisory
        1. By Value
      4. Hybrid
        1. By Value
    3. By Deployment Type
      1. Introduction
        1. Deployment Type By Value
      2. On-premises
        1. By Value
      3. Cloud
        1. By Value
    4. By Business Function
      1. Introduction
        1. Business Function By Value
      2. Financial advice management
        1. By Value
      3. Portfolio, accounting, and trading management
        1. By Value
      4. Performance management
        1. By Value
      5. Risk and compliance management
        1. By Value
      6. Reporting
        1. By Value
      7. Others (billing and benchmarking)
        1. By Value
    5. By End-user
      1. Introduction
        1. End-user By Value
      2. Banks
        1. By Value
      3. Trading Firms
        1. By Value
      4. Brokerage Firms
        1. By Value
      5. Investment Management Firms
        1. By Value
      6. Others
        1. By Value
    6. Brazil
      1. By Advisory Mode
        1. Introduction
          1. Advisory Mode By Value
        2. Human advisory
          1. By Value
        3. Robo advisory
          1. By Value
        4. Hybrid
          1. By Value
      2. By Deployment Type
        1. Introduction
          1. Deployment Type By Value
        2. On-premises
          1. By Value
        3. Cloud
          1. By Value
      3. By Business Function
        1. Introduction
          1. Business Function By Value
        2. Financial advice management
          1. By Value
        3. Portfolio, accounting, and trading management
          1. By Value
        4. Performance management
          1. By Value
        5. Risk and compliance management
          1. By Value
        6. Reporting
          1. By Value
        7. Others (billing and benchmarking)
          1. By Value
      4. By End-user
        1. Introduction
          1. End-user By Value
        2. Banks
          1. By Value
        3. Trading Firms
          1. By Value
        4. Brokerage Firms
          1. By Value
        5. Investment Management Firms
          1. By Value
        6. Others
          1. By Value
    7. Mexico
    8. Argentina
    9. Chile
    10. Colombia
    11. Rest of LATAM
    1. Wealth Management Platform Market Share By Players
    2. M&A Agreements & Collaboration Analysis
    1. Avaloq Group AG
      1. Overview
      2. Business Information
      3. Revenue
      4. ASP
      5. SWOT Analysis
      6. Recent Developments
    2. Fidelity National Information Services Inc. (FIS)
    3. Temenos Headquarters SA
    4. Prometeia SpA
    5. Backbase Inc.
    6. Tata Consultancy Services Limited
    7. Fiserv Inc.
    8. InvestCloud Inc.
    9. EdgeVerve Systems Limited
    10. CREALOGIX AG
    11. Broadridge Financial Solutions Inc.
    1. Research Data
      1. Secondary Data
        1. Major secondary sources
        2. Key data from secondary sources
      2. Primary Data
        1. Key data from primary sources
        2. Breakdown of primaries
      3. Secondary And Primary Research
        1. Key industry insights
    2. Market Size Estimation
      1. Bottom-Up Approach
      2. Top-Down Approach
      3. Market Projection
    3. Research Assumptions
      1. Assumptions
    4. Limitations
    5. Risk Assessment
    1. Discussion Guide
    2. Customization Options
    3. Related Reports
  3. Disclaimer

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