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Global Wealth Management Platform Market Report and Forecast 2023-2028
Market Report I 2023-03-28 I 109 Pages I EMR Inc.
Global Wealth Management Platform Market Report and Forecast 2023-2028
Market Outlook
According to the report by Expert Market Research (EMR), the global wealth management platform market attained a value of USD 5356.9 million in 2022. Aided by the increasing adoption of digital technologies in the financial sector and the growing need for personalised wealth management solutions, the market is further projected to grow at a CAGR of 14.0% between 2023 and 2028 to reach a value of USD 11696.23 million by 2028.
Wealth management platforms are software solutions that help financial advisors and wealth management firms provide investment advice, portfolio management, financial planning, and other wealth management services to their clients. These platforms enable efficient management of clients' assets and help in delivering personalised financial advice by leveraging data analytics, artificial intelligence (AI), and other advanced technologies. The growing need for personalised wealth management solutions is a key driver for the wealth management platform market. As the number of high-net-worth individuals (HNWIs) and affluent investors grows, the demand for customised financial advice and services also increases. Wealth management platforms enable advisors to provide personalised investment strategies and financial plans based on clients' individual risk profiles, financial goals, and investment preferences.
Another significant factor propelling the growth of the wealth management platform market is the increasing adoption of digital technologies in the financial sector. The digital transformation of the financial industry has led to the development of advanced wealth management platforms that offer seamless user experiences, data-driven insights, and advanced analytics capabilities. This has made it easier for advisors to manage clients' portfolios and provide more accurate investment advice.
In addition to digital transformation, the growing need for regulatory compliance is driving the adoption of wealth management platforms. Financial firms are required to comply with various regulations and guidelines concerning transparency, data protection, and anti-money laundering. Wealth management platforms can help firms meet these regulatory requirements by automating processes, maintaining accurate records, and providing advanced reporting capabilities.
The integration of AI and machine learning in wealth management platforms is another trend shaping the wealth management platform market. These advanced technologies enable platforms to analyse vast amounts of data, identify trends, and generate insights that can help advisors make more informed investment decisions. AI-powered wealth management platforms can also offer personalised financial advice, risk analysis, and portfolio optimisation, further enhancing the overall client experience. Such advantages are fuelling the growth of the wealth management platform market.
Market Segmentation?
The market can be divided on the basis of deployment type, end use, and region.
Market Division by Deployment Type:
- On-Premises
- Cloud
Market Breakup by End Use:
- Banks
- Trading Firms
- Brokerage Firms
- Investment Management Firms
- Others
Market Segregation by Region:
- North America
- Europe
- Asia Pacific
- Latin America
- Middle East and Africa
Competitive Landscape?
The EMR report looks into the market shares, plant turnarounds, capacities, investments, and acquisitions and mergers, among other major developments, of the global wealth management platform companies. Some of the major key players explored in the report by Expert Market Research are as follows:???
- Avaloq Group AG
- Temenos AG
- Fidelity National Information Services, Inc.
- Prometeia S.p.A
- Backbase B.V
- Others
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*We at Expert Market Research always strive to give you the latest information. The numbers in the article are only indicative and may be different from the actual report.?
1 Preface
2 Report Coverage - Key Segmentation and Scope
3 Report Description
3.1 Market Definition and Outlook
3.2 Properties and Applications
3.3 Market Analysis
3.4 Key Players
4 Key Assumptions
5 Executive Summary
5.1 Overview
5.2 Key Drivers
5.3 Key Developments
5.4 Competitive Structure
5.5 Key Industrial Trends
6 Snapshot
6.1 Global
6.2 Regional
7 Opportunities and Challenges in the Market
8 Global Wealth Management Platform Market Analysis
8.1 Key Industry Highlights
8.2 Global Wealth Management Platform Historical Market (2018-2022)
8.3 Global Wealth Management Platform Market Forecast (2023-2028)
8.4 Global Wealth Management Platform Market by Deployment Type
8.4.1 On-Premises
8.4.1.1 Market Share
8.4.1.2 Historical Trend (2018-2022)
8.4.1.3 Forecast Trend (2023-2028)
8.4.2 Cloud
8.4.2.1 Market Share
8.4.2.2 Historical Trend (2018-2022)
8.4.2.3 Forecast Trend (2023-2028)
8.5 Global Wealth Management Platform Market by End Use
8.5.1 Banks
8.5.1.1 Market Share
8.5.1.2 Historical Trend (2018-2022)
8.5.1.3 Forecast Trend (2023-2028)
8.5.2 Trading Firms
8.5.2.1 Market Share
8.5.2.2 Historical Trend (2018-2022)
8.5.2.3 Forecast Trend (2023-2028)
8.5.3 Brokerage Firms
8.5.3.1 Market Share
8.5.3.2 Historical Trend (2018-2022)
8.5.3.3 Forecast Trend (2023-2028)
8.5.4 Investment Management Firms
8.5.4.1 Market Share
8.5.4.2 Historical Trend (2018-2022)
8.5.4.3 Forecast Trend (2023-2028)
8.5.5 Others
8.6 Global Wealth Management Platform Market by Region
8.6.1 North America
8.6.1.1 Market Share
8.6.1.2 Historical Trend (2018-2022)
8.6.1.3 Forecast Trend (2023-2028)
8.6.2 Europe
8.6.2.1 Market Share
8.6.2.2 Historical Trend (2018-2022)
8.6.2.3 Forecast Trend (2023-2028)
8.6.3 Asia Pacific
8.6.3.1 Market Share
8.6.3.2 Historical Trend (2018-2022)
8.6.3.3 Forecast Trend (2023-2028)
8.6.4 Latin America
8.6.4.1 Market Share
8.6.4.2 Historical Trend (2018-2022)
8.6.4.3 Forecast Trend (2023-2028)
8.6.5 Middle East and Africa
8.6.5.1 Market Share
8.6.5.2 Historical Trend (2018-2022)
8.6.5.3 Forecast Trend (2023-2028)
9 North America Wealth Management Platform Market Analysis
9.1 United States of America
9.1.1 Market Share
9.1.2 Historical Trend (2018-2022)
9.1.3 Forecast Trend (2023-2028)
9.2 Canada
9.2.1 Market Share
9.2.2 Historical Trend (2018-2022)
9.2.3 Forecast Trend (2023-2028)
10 Europe Wealth Management Platform Market Analysis
10.1 United Kingdom
10.1.1 Market Share
10.1.2 Historical Trend (2018-2022)
10.1.3 Forecast Trend (2023-2028)
10.2 Germany
10.2.1 Market Share
10.2.2 Historical Trend (2018-2022)
10.2.3 Forecast Trend (2023-2028)
10.3 France
10.3.1 Market Share
10.3.2 Historical Trend (2018-2022)
10.3.3 Forecast Trend (2023-2028)
10.4 Italy
10.4.1 Market Share
10.4.2 Historical Trend (2018-2022)
10.4.3 Forecast Trend (2023-2028)
10.5 Others
11 Asia Pacific Wealth Management Platform Market Analysis
11.1 China
11.1.1 Market Share
11.1.2 Historical Trend (2018-2022)
11.1.3 Forecast Trend (2023-2028)
11.2 Japan
11.2.1 Market Share
11.2.2 Historical Trend (2018-2022)
11.2.3 Forecast Trend (2023-2028)
11.3 India
11.3.1 Market Share
11.3.2 Historical Trend (2018-2022)
11.3.3 Forecast Trend (2023-2028)
11.4 ASEAN
11.4.1 Market Share
11.4.2 Historical Trend (2018-2022)
11.4.3 Forecast Trend (2023-2028)
11.5 Australia
11.5.1 Market Share
11.5.2 Historical Trend (2018-2022)
11.5.3 Forecast Trend (2023-2028)
11.6 Others
12 Latin America Wealth Management Platform Market Analysis
12.1 Brazil
12.1.1 Market Share
12.1.2 Historical Trend (2018-2022)
12.1.3 Forecast Trend (2023-2028)
12.2 Argentina
12.2.1 Market Share
12.2.2 Historical Trend (2018-2022)
12.2.3 Forecast Trend (2023-2028)
12.3 Mexico
12.3.1 Market Share
12.3.2 Historical Trend (2018-2022)
12.3.3 Forecast Trend (2023-2028)
12.4 Others
13 Middle East and Africa Wealth Management Platform Market Analysis
13.1 Saudi Arabia
13.1.1 Market Share
13.1.2 Historical Trend (2018-2022)
13.1.3 Forecast Trend (2023-2028)
13.2 United Arab Emirates
13.2.1 Market Share
13.2.2 Historical Trend (2018-2022)
13.2.3 Forecast Trend (2023-2028)
13.3 Nigeria
13.3.1 Market Share
13.3.2 Historical Trend (2018-2022)
13.3.3 Forecast Trend (2023-2028)
13.4 South Africa
13.4.1 Market Share
13.4.2 Historical Trend (2018-2022)
13.4.3 Forecast Trend (2023-2028)
13.5 Others
14 Market Dynamics
14.1 SWOT Analysis
14.1.1 Strengths
14.1.2 Weaknesses
14.1.3 Opportunities
14.1.4 Threats
14.2 Porter's Five Forces Analysis
14.2.1 Supplier's Power
14.2.2 Buyer's Power
14.2.3 Threat of New Entrants
14.2.4 Degree of Rivalry
14.2.5 Threat of Substitutes
14.3 Key Indicators for Demand
14.4 Key Indicators for Price
15 Competitive Landscape
15.1 Market Structure
15.2 Company Profiles
11.2.1 Avaloq Group AG
11.2.1.1 Company Overview
11.2.1.2 Product Portfolio
11.2.1.3 Demographic Reach and Achievements
11.2.1.4 Certifications
11.2.2 Temenos AG
11.2.2.1 Company Overview
11.2.2.2 Product Portfolio
11.2.2.3 Demographic Reach and Achievements
11.2.2.4 Certifications
11.2.3 Fidelity National Information Services, Inc.
11.2.3.1 Company Overview
11.2.3.2 Product Portfolio
11.2.3.3 Demographic Reach and Achievements
11.2.3.4 Certifications
11.2.4 Prometeia S.p.A
11.2.4.1 Company Overview
11.2.4.2 Product Portfolio
11.2.4.3 Demographic Reach and Achievements
11.2.4.4 Certifications
11.2.5 Backbase B.V
11.2.5.1 Company Overview
11.2.5.2 Product Portfolio
11.2.5.3 Demographic Reach and Achievements
11.2.5.4 Certifications
11.2.6 Others
16 Key Trends and Developments in the Market
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