表紙
市場調查報告書
商品編碼
1074185

財富管理平台的全球市場(2022年∼2029年)

Global Wealth Management Platform Market - 2022-2029

出版日期: | 出版商: DataM Intelligence | 英文 208 Pages | 商品交期: 約2個工作天內

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  • 全貌
  • 簡介
  • 目錄
簡介

本報告提供全球財富管理平台市場相關調查分析,提供市場動態,產業分析,市場分析,競爭情形等系統性資訊。

目錄

第1章 全球財富管理平台的調查手法和範圍

  • 調查手法
  • 調查的目的和調查範圍

第2章 全球財富管理平台市場-市場定義和概要

第3章 全球財富管理平台市場-摘要整理

  • 市場明細:各諮詢模型
  • 市場明細:各部門
  • 市場明細:各部署模型
  • 市場明細:各終端用戶
  • 市場明細:各地區

第4章 全球財富管理平台市場動態

  • 影響市場的要素
    • 促進因素
    • 阻礙因素
    • 市場機會
    • 影響分析

第5章 全球財富管理平台市場-產業分析

  • 波特的五力分析
  • 供應鏈分析
  • 價格分析
  • 法規分析

第6章 全球財富管理平台市場-COVID-19分析

  • 市場上的COVID-19分析
    • COVID-19前的市場方案
    • 目前COVID-19市場方案
    • COVID-19後的市場方案/未來市場方案
  • COVID-19的價格的動態
  • 需求與供給的頻譜
  • 政府在COVID-19疫情下的市場相關措施
  • 製造商策略性舉措
  • 結論

第7章 全球財富管理平台市場:各諮詢模型

  • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%):各諮詢模型
    • 市場魅力指數:各諮詢模型
  • 人工諮詢*
    • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%)
  • 機器人諮詢
  • 混合

第8章 全球財富管理平台市場:各部門

  • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%):各部門
    • 市場魅力指數:各部門
  • 財務建議管理*
    • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%)
  • 組合,會計及交易管理
  • 效能管理
  • 風險與遵守管理
  • 報告
  • 其他

第9章 全球財富管理平台市場:各部署模型

  • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%):各部署模型
    • 市場魅力指數:各部署模型
  • 雲端*
    • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%)
  • 內部部署

第10章 全球財富管理平台市場:各終端用戶

  • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%):各終端用戶
    • 市場魅力指數:各終端用戶
  • 銀行*
    • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%)
  • 投資運用企業
  • 貿易及交易所
  • 證券企業
  • 其他

第11章 全球財富管理平台市場:各地區

  • 簡介
    • 市場規模分析及與前一年同期比較成長分析(%):各地區
    • 市場魅力指數:各地區
  • 北美
  • 歐洲
  • 南美
  • 亞太地區
  • 中東和非洲

第12章 全球財富管理平台市場-競爭情形

  • 競爭模式
  • 市場定位/佔有率分析
  • 合併和收購的分析

第13章 全球財富管理平台市場-企業簡介概要

  • SS&C Technologies, Inc.*
    • 企業概要
    • 產品系列及說明
    • 主要亮點
    • 財務概要
  • Fidelity National Information Services
  • Fiserv, Inc.
  • Profile Software
  • Broadridge Financial Solutions, Inc.
  • InvestEdge, Inc.
  • Temenos Group AG
  • InvestCloud, Inc.
  • SEI Investments Company
  • Comarch SA

第14章 全球財富管理平台市場-重要考察

第15章 全球財富管理平台市場-DataM

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目錄
Product Code: DMICT4959

Market Overview

The global wealth management platform market has reached US$ XX million in 2021 and is expected to reach US$ XX million by 2029, growing at a CAGR of XX% during the forecast period 2022-2029.

A wealth management platform is a front-to-mid program that combines all functions into a single system with a high level of usability. It provides a solution for all advisory network's needs by offering an effective advisory network with great client involvement while maintaining regulatory compliance.

An extensive range of digital channels, such as tablets, smartphones and browsers, are supported by sophisticated wealth management platforms. It facilitates cross-channel encounters that decrease friction between financial institutions' consumers and financial advisors, resulting in more efficient operations. Further, several platforms include AI components like machine learning, natural language processing and digital process automation to eliminate exceptions and make the onboarding process paperless.

Market Dynamics

The growing adoption of paperless and automation for better finances drive the global wealth management platform market. However, preliminary technical skills resulting in less familiarity with wealth management solutions are expected to impede the market.

The growing adoption of paperless and automation for better finances

For many broker-dealers and RIAs, moving to a paperless workplace is a long-term aim. Most businesses have embraced paperless processes, but few have fully implemented a paperless office approach. For instance, using the platform reduces the use of paper and auxiliary applications during the advice process. It results in immediate cost savings on office supplies, system maintenance and support fees for applications that the new system replaces. The average cost reduction amount for each bank is 10%.

Wealth management organizations can use digital document services to make it easier for advisers to open accounts and onboard new clients. It can import client data from CRMs and other paperless document systems. The information is then automatically populated in all relevant fields, significantly decreasing the amount of human labor required of advisers.

Therefore, the growing demand and adoption have resulted in companies investing in the business. For instance, in February 2022, Savvy, a next-generation wealth management firm that supercharges wealth managers with upgraded software, sales and marketing automation and back-office servicing, raised US$ 7.3 million in seed funding from Thrive Capital and Index Ventures.

Preliminary technical skills resulting in less familiarity with wealth management solutions

One of the most significant drawbacks is that the wealth management platform market faces considerable hurdles due to a lack of knowledge of wealth management solutions and technical skills among company experts. In addition, the cost of asset management services is another restraint for the market. There may be various wealth management fees, which might eat into your profits. Therefore, prospective clients should acquire complete estimates detailing all related expenses before signing up for an asset management service.

COVID-19 Impact Analysis

COVID-19 had a negative impact on the wealth management platform market. The global economy was shaken by the virus's rapid spread, owing to the closure of factories and businesses due to social distancing measures. The unexpected circumstances impacted both investors and wealth management organizations. Given the initial market declines and historically high levels of volatility, investors noticed direct effects on their portfolios. Transactional revenues increased as trading volumes increased, while total net interest income and fees connected to assets under management (AUM) decreased with market performance.

Segment Analysis

Based on end-user, the global wealth management platform market is segmented into banks, investment management firms, trading and exchange firms, brokerage firms and others.

Investment management is the process of experts managing financial assets and investments on behalf of clients, usually through strategies and executing trades within a portfolio due to technological improvements such as automation and digitalization. Portfolio managers have been compelled to employ sophisticated strategies such as wealth management platforms due to low yields and greater volatility.

Further, the global regulation has become much more prevalent on the buy side, posing operational and compliance issues for investment managers. Therefore, firms are being pushed to modify their procedures and replace conventional technology. The issues push asset management organizations to use wealth management platforms and related solutions.

Moreover, fintech businesses are introducing wealth management platforms that deliver wealth managers with the insights and data they need to understand and service the needs of different customers. For example, Fidelity National Information Services Inc. introduced FIS Unity in 2020, an open application programming interface (API) to help wealth managers get a complete, integrated view of a client's financial assets across several financial providers.

Besides, several startups are receiving large sums of money to develop investment management solutions. For instance, Vise, an AI-powered investment management platform allowing advising firms to design and manage portfolios, announced the closing of its US$ 45 million Series B funding round in 2020, increasing Vise's total capital raised since its establishment to over US$ 60 million.

Geographical Analysis

Based on geography, the global wealth management platform market is segmented into North America, Europe, South America, Asia-Pacific and Middle East & Africa.

North America is likely to hold a major market during the forecast period, owing to the early acceptance of new technologies and expanding data. U.S. is one of the world's largest economies and a major market for wealth management systems. Several trends are assisting the expansion of the analyzed market in the region, including the introduction of blockchain, natural language processing, machine learning, digital process automation to eliminate exceptions and a drive toward digitalization.

Wealth management solutions are becoming increasingly important in acquiring and maintaining profitable retail consumers. For example, rich mass customers account for a considerable portion of retail banks' net profits. Their partnership with a wealth management service provider is supposed to be their most important financial relationship.

For instance, in July 2020, Apex Clearing, based in New York, established a new strategic relationship with Marstone, a digital wealth management platform. The company will assist investment management firms, insurance companies and organizations with big financial services operations which confront a need from their clients for digital experiences and capabilities.

Competitive Landscape

The global wealth management platform market is competitive and moderately consolidated with multinational and local brands. Major companies include SS&C Technologies, Inc., Fidelity National Information Services, Fiserv, Inc., Profile Software, Broadridge Financial Solutions, Inc., InvestEdge, Inc., Temenos Group AG, InvestCloud, Inc., SEI Investments Company and Comarch SA, among others. Further, product development, technological advancement, acquisition, merger and collaboration are the primary growth methods these companies use to improve their geographical presence to address the growing demand for wealth management platforms.

Fiserv, Inc.

Overview: Fiserv, Inc. is a U.S.-based global company that provides financial services, technology and payments solutions. The company provides products and solutions in the following categories: Payments, Processing Services, Customer & Channel Management, Risk & Compliance and Insights & Optimization.

Product Portfolio: Fiserv, Inc. offers a unified wealth platform that combines front, middle and back-office wealth management technology into a single platform that can be utilized by large enterprises with multiple business lines, functions and users.

Key Development:

In December 2019, Fiserv, Inc. and Motive Partners, a private equity firm focused on technology-enabled financial services companies, have reached an agreement under which Motive Partners-led investors would purchase up to 60% of Fiserv's Investment Services business.

Why Purchase the Report?

To visualize the global wealth management platform market segmentation by advisory model, business function, deployment model, end-user and region and understand key commercial assets and players.

Identify commercial opportunities in the global wealth management platform market by analyzing trends and co-development.

Excel data sheet with numerous data points of wealth management platform market-level with four segments.

PDF report consisting of cogently put together market analysis after exhaustive qualitative interviews and in-depth market study.

Product mapping available in excel consists of key products of all the major market players

The global wealth management platform market report would provide approximately 69 tables, 66 figures and almost 208 pages.

Target Audience 2022

Service Providers/ Buyers

Industry Investors/Investment Bankers

IT Companies

Research Professionals

Software Business

Table of Contents

1. Global Wealth Management Platform Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Global Wealth Management Platform Market - Market Definition and Overview

3. Global Wealth Management Platform Market - Executive Summary

  • 3.1. Market Snippet by Advisory Model
  • 3.2. Market Snippet by Business Function
  • 3.3. Market Snippet by Deployment Model
  • 3.4. Market Snippet by End-User
  • 3.5. Market Snippet by Region

4. Global Wealth Management Platform Market-Market Dynamics

  • 4.1. Market Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. The growing adoption of paperless and automation for better finances
      • 4.1.1.2. XX
    • 4.1.2. Restraints
      • 4.1.2.1. Preliminary technical skills resulting in less familiarity with wealth management solutions
    • 4.1.3. Opportunity
      • 4.1.3.1. XX
    • 4.1.4. Impact Analysis

5. Global Wealth Management Platform Market - Industry Analysis

  • 5.1. Porter's Five Forces Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis

6. Global Wealth Management Platform Market - COVID-19 Analysis

  • 6.1. Analysis of COVID-19 on the Market
    • 6.1.1. Before COVID-19 Market Scenario
    • 6.1.2. Present COVID-19 Market Scenario
    • 6.1.3. After COVID-19 or Future Scenario
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. Global Wealth Management Platform Market - By Advisory Model

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Advisory Model
    • 7.1.2. Market Attractiveness Index, By Advisory Model
  • 7.2. Human advisory*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Robo advisory
  • 7.4. Hybrid

8. Global Wealth Management Platform Market - By Business Function

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Business Function
    • 8.1.2. Market Attractiveness Index, By Business Function
  • 8.2. Financial advice management*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Portfolio, accounting and trading management
  • 8.4. Performance management
  • 8.5. Risk and compliance management
  • 8.6. Reporting
  • 8.7. Others

9. Global Wealth Management Platform Market - By Deployment Model

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Deployment Model
    • 9.1.2. Market Attractiveness Index, By Deployment Model
  • 9.2. Cloud*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. On-premises

10. Global Wealth Management Platform Market - By End-User

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 10.1.2. Market Attractiveness Index, By End-User
  • 10.2. Banks*
    • 10.2.1. Introduction
    • 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 10.3. Investment management firms
  • 10.4. Trading and exchange firms
  • 10.5. Brokerage firms
  • 10.6. Others

11. Global Wealth Management Platform Market - By Region

  • 11.1. Introduction
    • 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 11.1.2. Market Attractiveness Index, By Region
  • 11.2. North America
    • 11.2.1. Introduction
    • 11.2.2. Key Region-Specific Dynamics
    • 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Advisory Model
    • 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Business Function
    • 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Deployment Model
    • 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.2.7.1. U.S.
      • 11.2.7.2. Canada
      • 11.2.7.3. Mexico
  • 11.3. Europe
    • 11.3.1. Introduction
    • 11.3.2. Key Region-Specific Dynamics
    • 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Advisory Model
    • 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Business Function
    • 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Deployment Model
    • 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.3.7.1. Germany
      • 11.3.7.2. UK
      • 11.3.7.3. France
      • 11.3.7.4. Italy
      • 11.3.7.5. Russia
      • 11.3.7.6. Rest of Europe
  • 11.4. South America
    • 11.4.1. Introduction
    • 11.4.2. Key Region-Specific Dynamics
    • 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Advisory Model
    • 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Business Function
    • 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Deployment Model
    • 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.4.7.1. Brazil
      • 11.4.7.2. Argentina
      • 11.4.7.3. Rest of South America
  • 11.5. Asia-Pacific
    • 11.5.1. Introduction
    • 11.5.2. Key Region-Specific Dynamics
    • 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Advisory Model
    • 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Business Function
    • 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Deployment Model
    • 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.5.7.1. China
      • 11.5.7.2. India
      • 11.5.7.3. Japan
      • 11.5.7.4. Australia
      • 11.5.7.5. Rest of Asia-Pacific
  • 11.6. Middle East and Africa
    • 11.6.1. Introduction
    • 11.6.2. Key Region-Specific Dynamics
    • 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Advisory Model
    • 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Business Function
    • 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Deployment Model
    • 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

12. Global Wealth Management Platform Market - Competitive Landscape

  • 12.1. Competitive Scenario
  • 12.2. Market Positioning/Share Analysis
  • 12.3. Mergers and Acquisitions Analysis

13. Global Wealth Management Platform Market- Company Profiles

  • 13.1. SS&C Technologies, Inc.*
    • 13.1.1. Company Overview
    • 13.1.2. Product Portfolio and Description
    • 13.1.3. Key Highlights
    • 13.1.4. Financial Overview
  • 13.2. Fidelity National Information Services
  • 13.3. Fiserv, Inc.
  • 13.4. Profile Software
  • 13.5. Broadridge Financial Solutions, Inc.
  • 13.6. InvestEdge, Inc.
  • 13.7. Temenos Group AG
  • 13.8. InvestCloud, Inc.
  • 13.9. SEI Investments Company
  • 13.10. Comarch SA

LIST NOT EXHAUSTIVE

14. Global Wealth Management Platform Market - Premium Insights

15. Global Wealth Management Platform Market - DataM

  • 15.1. Appendix
  • 15.2. About Us and Services
  • 15.3. Contact Us