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 : July 15, 2024
Author : Straits Research
Starting From
USD 2300
Buy Now

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

Related Reports

Global Report
The global bispecific antibodies market size was valued at USD 8.2 billion in 2023 and is projected to reach a value of USD 224.6 billion by 2032, registering a CAGR of 44.4% during the forecast period (2024-2032). The rise in cancer incidence is a c
Buy Now
Global Report
The global X-Ray Inspection System Market size was valued at USD 734.5 Million in 2022 and is projected to reach USD 1231.3 Million by 2031, registering a CAGR of 6.6% during the forecast period (2023-2031). The rising awareness of the bene
Buy Now
Global Report
Inflight Catering Market Size and Trends The global inflight catering market size was valued at USD 13.62 billion in 2023. It is projected to reach from USD 15.16 billion in 2024 to USD 35.75 billion by 2032, growing at a CAGR of 11.32% during the f
Buy Now
Global Report
Bladder Scanners Market Size The global bladder scanners market size was valued at USD 149.28 million in 2024 and is projected to grow from USD 162.36 million in 2025 to reach USD 270.46 million by 2033, exhibiting a CA
Buy Now
Global Report
Hair Removal Wax Market Size The global hair removal wax market size was valued at USD 14426.26 million in 2024 and is projected to reach from USD 15133.14 million in 2025 to USD 22188.76 million by 2033, growing at a CAGR of 4.9% during t
Buy Now

Purchase Benefits

  • Eligible for a free updated report next year
  • Completely customizable scope
  • 30% discount on your next purchase
  • Dedicated account manager
  • Query resolution within 24 hours
  • Permission to print the report


We are featured on :