Wealth Management Software Market Size & Analysis Report by Advisory Model, By Business Function, By Deployment Model, By End-user Industry and By Region – Global Opportunities & Forecast 2021-2028
Wealth Management Software Market Size & Analysis Report by Advisory Model (Human advisory, Robo advisory and Hybrid), By Business Function (Financial advice management, Portfolio, accounting, and trading management, Performance management, Risk and compliance management, Reporting and Others), By Deployment Model (Cloud and On-premises), By End-user Industry (Banks, Investment management firms, Trading and exchange firms, Brokerage firms and Others) and By Region
1. Executive Summary
1.1. Key Market Insights
2. Introduction
2.1. Study Objectives
2.2. Market Definition
2.2.1. Market Covered
2.2.2. Regional Coverage
2.2.3. Study Years & Currency
2.3. Market Stakeholders
2.4. Key Questions this Study will Answer
2.5. GMI Research’s Approach & Methodology
2.5.1. Research Data
2.5.2. Primary Data
2.5.3. Demand Side and Supply Side Analysis
2.5.4. Market Size Estimation
2.5.5. Research Assumptions
3. Global Wealth Management Software Market- Overview
3.1. Introduction
3.2. Market Segmentation
3.3. Value Chain Analysis
3.4. Market Drivers
3.5. Market Restraints
3.6. Market Trends
4. Global Wealth Management Software Market Revenue Forecast till 2028
5. Global Wealth Management Software Market by Advisory Model Revenue Forecast till 2028
5.1. Human advisory
5.2. Robo advisory
5.3. Hybrid
6. Global Wealth Management Software Market by Business Function Revenue Forecast till 2028
6.1. Financial advice management
6.2. Portfolio, accounting, and trading management
6.3. Performance management
6.4. Risk and compliance management
6.5. Reporting
6.6. Others
7. Global Wealth Management Software Market by Deployment Model Revenue Forecast till 2028
7.1. Cloud
7.2. On-premises
8. Global Wealth Management Software Market by End-user Industry Revenue Forecast till 2028
8.1. Banks
8.2. Investment management firms
8.3. Trading and exchange firms
8.4. Brokerage firms
8.5. Others
9. Global Wealth Management Software Market by Region Forecast till 2028
9.1. North America Wealth Management Software Market Revenue Forecast till 2028
(Option 1: As a part of the free 25% customization)
9.1.1. North America Wealth Management Software Market by Advisory Model
9.1.1.1. Human advisory
9.1.1.2. Robo advisory
9.1.1.3. Hybrid
9.1.2. North America Wealth Management Software Market by Business Function
9.1.2.1. Financial advice management
9.1.2.2. Portfolio, accounting, and trading management
9.1.2.3. Performance management
9.1.2.4. Risk and compliance management
9.1.2.5. Reporting
9.1.2.6. Others
9.1.3. North America Wealth Management Software Market by Deployment Model
9.1.3.1. Cloud
9.1.3.2. On-premises
9.1.4. North America Wealth Management Software Market by End-user Industry
9.1.4.1. Banks
9.1.4.2. Investment management firms
9.1.4.3. Trading and exchange firms
9.1.4.4. Brokerage firms
9.1.4.5. Others
9.1.5. US Wealth Management Software Market All-Up
9.1.6. Canada Wealth Management Software Market All-Up
9.2. Europe Wealth Management Software Market Revenue Forecast till 2028
(Option 2: As a part of the free 25% customization)
9.2.1. Europe Wealth Management Software Market by Advisory Model
9.2.1.1. Human advisory
9.2.1.2. Robo advisory
9.2.1.3. Hybrid
9.2.2. Europe Wealth Management Software Market by Business Function
9.2.2.1. Financial advice management
9.2.2.2. Portfolio, accounting, and trading management
9.2.2.3. Performance management
9.2.2.4. Risk and compliance management
9.2.2.5. Reporting
9.2.2.6. Others
9.2.3. Europe Wealth Management Software Market by Deployment Model
9.2.3.1. Cloud
9.2.3.2. On-premises
9.2.4. Europe Wealth Management Software Market by End-user Industry
9.2.4.1. Banks
9.2.4.2. Investment management firms
9.2.4.3. Trading and exchange firms
9.2.4.4. Brokerage firms
9.2.4.5. Others
9.2.5. UK Wealth Management Software Market All-Up
9.2.6. Germany Wealth Management Software Market All-Up
9.2.7. France Wealth Management Software Market All-Up
9.2.8. Spain Wealth Management Software Market All-Up
9.2.9. Rest of Europe Wealth Management Software Market All-Up
9.3. Asia-Pacific Wealth Management Software Market Revenue Forecast till 2028
(Option 3: As a part of the free 25% customization)
9.3.1. Asia-Pacific Wealth Management Software Market by Advisory Model
9.3.1.1. Human advisory
9.3.1.2. Robo advisory
9.3.1.3. Hybrid
9.3.2. Asia-Pacific Wealth Management Software Market by Business Function
9.3.2.1. Financial advice management
9.3.2.2. Portfolio, accounting, and trading management
9.3.2.3. Performance management
9.3.2.4. Risk and compliance management
9.3.2.5. Reporting
9.3.2.6. Others
9.3.3. Asia-Pacific Wealth Management Software Market by Deployment Model
9.3.3.1. Cloud
9.3.3.2. On-premises
9.3.4. Asia-Pacific Wealth Management Software Market by End-user Industry
9.3.4.1. Banks
9.3.4.2. Investment management firms
9.3.4.3. Trading and exchange firms
9.3.4.4. Brokerage firms
9.3.4.5. Others
9.3.5. China Wealth Management Software Market All-Up
9.3.6. India Wealth Management Software Market All-Up
9.3.7. Japan Wealth Management Software Market All-Up
9.3.8. Rest of APAC Wealth Management Software Market All-Up
9.4. RoW Wealth Management Software Market Revenue Forecast till 2028
(Option 4: As a part of the free 25% customization)
9.4.1. RoW Wealth Management Software Market by Advisory Model
9.4.1.1. Human advisory
9.4.1.2. Robo advisory
9.4.1.3. Hybrid
9.4.2. RoW Wealth Management Software Market by Business Function
9.4.2.1. Financial advice management
9.4.2.2. Portfolio, accounting, and trading management
9.4.2.3. Performance management
9.4.2.4. Risk and compliance management
9.4.2.5. Reporting
9.4.2.6. Others
9.4.3. RoW Wealth Management Software Market by Deployment Model
9.4.3.1. Cloud
9.4.3.2. On-premises
9.4.4. RoW Wealth Management Software Market by End-user Industry
9.4.4.1. Banks
9.4.4.2. Investment management firms
9.4.4.3. Trading and exchange firms
9.4.4.4. Brokerage firms
9.4.4.5. Others
9.4.5. Brazil Wealth Management Software Market All-Up
9.4.6. South Africa Wealth Management Software Market All-Up
9.4.7. Saudi Arabia Wealth Management Software Market All-Up
9.4.8. UAE Wealth Management Software Market All-Up
9.4.9. Rest of world (remaining countries of the LAMEA region) Wealth Management Software Market All-Up
10. Competitive Landscape Analysis
10.1. Porter’s Five Forces Analysis
10.2. Industry – Competitive Landscape
10.3. Market Presence (Intensity Mapping)
10.4. Key Strategic Market Developments
11. Company Profiles (Option 5: Free 25% Customization - Profiles of 5 Additional Companies of your Choice)
11.1. SS&C Technologies, Inc.
11.1.1. Company Overview
11.1.2. Key Executives
11.1.3. Footprint & Employee Strength
11.1.4. Product Offerings
11.1.5. Financials
11.1.6. Key Company Developments
11.2. Fiserv, Inc.
11.2.1. Company Overview
11.2.2. Key Executives
11.2.3. Footprint & Employee Strength
11.2.4. Product Offerings
11.2.5. Financials
11.2.6. Key Company Developments
11.3. FIS.
11.3.1. Company Overview
11.3.2. Key Executives
11.3.3. Footprint & Employee Strength
11.3.4. Product Offerings
11.3.5. Financials
11.3.6. Key Company Developments
11.4. Profile Software
11.4.1. Company Overview
11.4.2. Key Executives
11.4.3. Footprint & Employee Strength
11.4.4. Product Offerings
11.4.5. Financials
11.4.6. Key Company Developments
11.5. Broadridge Financial Solutions, Inc.
11.5.1. Company Overview
11.5.2. Key Executives
11.5.3. Footprint & Employee Strength
11.5.4. Product Offerings
11.5.5. Financials
11.5.6. Key Company Developments
11.6. InvestEdge, Inc.
11.6.1. Company Overview
11.6.2. Key Executives
11.6.3. Footprint & Employee Strength
11.6.4. Product Offerings
11.6.5. Financials
11.6.6. Key Company Developments
11.7. Temenos Headquarters SA
11.7.1. Company Overview
11.7.2. Key Executives
11.7.3. Footprint & Employee Strength
11.7.4. Product Offerings
11.7.5. Financials
11.7.6. Key Company Developments
11.8. SEI
11.8.1. Company Overview
11.8.2. Key Executives
11.8.3. Footprint & Employee Strength
11.8.4. Product Offerings
11.8.5. Financials
11.8.6. Key Company Developments
11.9. Comarch SA
11.9.1. Company Overview
11.9.2. Key Executives
11.9.3. Footprint & Employee Strength
11.9.4. Product Offerings
11.9.5. Financials
11.9.6. Key Company Developments
11.10. Objectway S.p.A.
11.10.1. Company Overview
11.10.2. Key Executives
11.10.3. Footprint & Employee Strength
11.10.4. Product Offerings
11.10.5. Financials
11.10.6. Key Company Developments
12. About GMI Research
*Details on Financials might not be available in case of unlisted/private companies.
*The list of companies is based on preliminary research in this sample report, the companies in the final report may change based on research findings.
- Published Date: Jul - 2021
- Report Format: Excel/PPT
- Report Code: UP2224-001001
Licensing Options
Single-User License:
The report is used by the purchaser (One Individual) only
Multi-User License:Report is shared with maximum 5 users (employees) including the purchaser of the purchasing corporation only
Corporate License:
Report is shared with unlimited user (employees) of the purchasing corporation only
The report is used by the purchaser (One Individual) only
Multi-User License:Report is shared with maximum 5 users (employees) including the purchaser of the purchasing corporation only
Corporate License:
Report is shared with unlimited user (employees) of the purchasing corporation only
Wealth Management Software Market Size & Analysis Report by Advisory Model, By Business Function, By Deployment Model, By End-user Industry and By Region – Global Opportunities & Forecast 2021-2028
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