A wealth management platform represents a software application that is deployed for analyzing, planning, monitoring, and controlling specialized financial services. It primarily involves legal and tax advice, financial goal planning, estate planning, complete wealth overview, personal retail banking services, portfolio management features, investment management services, etc. Wealth management platforms assist in reducing manual processes and improving investment decisions, creativity, production cycles, cost-effectiveness, etc. Consequently, they are extensively utilized by banks, investment management companies, trading firms, etc., for streamlining operations, delivering consistent advice across channels, and managing complex investment programs.
Report Metric
Historical: 2016-2021
Base Year: 2021
Forecast Year: 2022-2027
According to the latest report by IMARC Group, titled "Global Wealth Management Platform System Market Share, Size, Industry Trends, Growth, Opportunity and Forecast 2022-2027", The global wealth management platform market reached a value of US$ 3.8 Billion in 2021. Looking forward, IMARC Group expects the market to reach a value of US$ 8.25 Billion by 2027 exhibiting a CAGR of 13.10% during 2022-2027.
Wealth Management Platform Market Trends and Drivers:
The elevating digitalization levels across the banking, financial services and insurance (BFSI) sector are primarily driving the wealth management platform market. Additionally, the widespread product adoption as an investment advisory service that combines various financial offerings to address the needs of affluent clients is further catalyzing the market growth.
Besides this, the increasing utilization of wealth management platforms by trading and exchange firms for analyzing financial portfolios, managing numerous clients efficiently, accessing trading accounts, etc., is acting as another significant growth-inducing factor.
Moreover, the launch of digital wealth management platforms that are integrated with the latest data-driven analytical tools is also augmenting the global market. In line with this, several technological advancements, including the integration of artificial intelligence (AI), Internet of Things (IoT), predictive analytics, etc., to efficiently track expenditures and offer curated advice for the clients, are anticipated to fuel the wealth management platform market over the forecasted period.
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Note: We are regularly tracking the direct effect of COVID-19 on the market, along with the indirect influence of associated industries. These observations will be integrated into the report.
Global Wealth Management Platform Market 2022-2027 Analysis and Segmentation:
The report has segmented the market on the basis of region, advisory model, deployment mode, business function, enterprise size and end use industry.
Breakup by Advisory Model:
Hybrid
Robo Advisory
Human Advisory
Breakup by Deployment Mode:
On-premises
Cloud-based
Breakup by Business Function:
Reporting
Performance Management
Financial Advice Management
Risk and Compliance Management
Portfolio, Accounting and Trading Management
Others
Breakup by Enterprise Size:
Large Enterprises
Small and Medium-sized Enterprises
Breakup by End Use Industry:
Banks
Brokerage Firms
Investment Management Firms
Trading and Exchange Firms
Others
Breakup by Region:
North America: (United States, Canada)
Asia Pacific: (China, Japan,India, South Korea, Australia, Indonesia, Others)
Europe: (Germany, France,United Kingdom, Italy, Spain, Russia, Others)
Latin America: (Brazil, Mexico, Others)
Middle East and Africa
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Competitive Landscape:
The competitive landscape of the market has been studied in the report with the detailed profiles of the key players operating in the market.
Avaloq (NEC Corporation)
Backbase
Broadridge Financial Solutions Inc.
Comarch SA
Crealogix AG
Fidelity National Information Services Inc.
Fiserv Inc.
Infosys Limited
Profile Systems and Software S.A.
Prometeia S.p.A
SEI Investments Company
SS&C Technologies Inc.
Tata Consultancy Services Limited
Temenos Headquarters SA.
Key highlights of the report:
Market Performance (2016-2021)
Market Outlook (2022- 2027)
Porter’s Five Forces Analysis
Market Drivers and Success Factors
SWOT Analysis
Value Chain
Comprehensive Mapping of the Competitive Landscape
If you need specific information that is not currently within the scope of the report, we can provide it to you as a part of the customization.
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IMARC Group is a leading market research company that offers management strategy and market research worldwide. We partner with clients in all sectors and regions to identify their highest-value opportunities, address their most critical challenges, and transform their businesses.
IMARC’s information products include major market, scientific, economic and technological developments for business leaders in pharmaceutical, industrial, and high technology organizations. Market forecasts and industry analysis for biotechnology, advanced materials, pharmaceuticals, food and beverage, travel and tourism, nanotechnology and novel processing methods are at the top of the company’s expertise.
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