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市場調查報告書

財富管理平台的全球市場的預測 (∼2022年):人員諮詢、機器人諮詢、混合

Wealth Management Platform Market by Advisory Model (Human Advisory, Robo Advisory, and Hybrid), Business Function (Reporting, Portfolio, Accounting, and Trading Management), Deployment Model, End-User Industry, and Region - Global Forecast to 2022

出版商 MarketsandMarkets 商品編碼 613489
出版日期 內容資訊 英文 138 Pages
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財富管理平台的全球市場的預測 (∼2022年):人員諮詢、機器人諮詢、混合 Wealth Management Platform Market by Advisory Model (Human Advisory, Robo Advisory, and Hybrid), Business Function (Reporting, Portfolio, Accounting, and Trading Management), Deployment Model, End-User Industry, and Region - Global Forecast to 2022
出版日期: 2018年03月09日內容資訊: 英文 138 Pages
簡介

全球財富管理平台的市場在預測期間內預計以13.4%的年複合成長率發展,從2017年的17億美元,成長到2022年的32億美元的規模。富裕階級 (HNWI) 人口的全球性增加,嚴格的產業相關法規與對數位化的遵守,流程自動化等要素預計促進該市場的成長。

本報告提供全球財富管理平台的市場調查,市場定義和概要,市場成長的各種影響因素及市場機會分析,利用案例,相關法律,關注的革新,各諮詢模式、業務、引進模式、終端用戶、地區/主要國家趨勢與市場規模的變化與預測,競爭環境,主要企業簡介等彙整。

第1章 簡介

第2章 調查手法

第3章 摘要整理

第4章 重要考察

第5章 市場概要、產業趨勢

  • 市場概要
  • 簡介
  • 市場動態
    • 促進因素
    • 阻礙因素
    • 市場機會
    • 課題
  • 產業趨勢
    • 利用案例
  • 相關法律
  • 關注的革新
    • AI的整合
    • 塊環鏈的引進

第6章 按市場分析、預測:諮詢模式

  • 簡介
  • 人員諮詢
  • 機器人諮詢
  • 混合

第7章 市場分析、預測:各業務

  • 簡介
  • 財務建議管理
  • 組合、會計、交易管理
  • 效能管理
  • 風險&遵守管理
  • 匯報
  • 其他

第8章 市場分析、預測:各引進模式

  • 簡介
  • 內部部署
  • 雲端

第9章 市場分析、預測:各最終用途產業

  • 簡介
  • 銀行
  • 投資管理公司
  • 貿易、外為
  • 證券會社
  • 其他

第10章 地區分析

  • 簡介
  • 北美
  • 歐洲
  • 亞太地區
  • 南美
  • 中東、非洲

第11章 競爭環境

  • 概要
  • 主要企業
  • 競爭模式

第12章 企業簡介

  • SS&C
  • FISERV
  • BROADRIDGE
  • FIS
  • PROFILE SOFTWARE
  • TEMENOS
  • SEI INVESTMENTS COMPANY
  • INVESTEDGE
  • FINANTIX
  • COMARCH
  • OBJECTWAY
  • DORSUM

第13章 附錄

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目錄
Product Code: TC 6080

"Constant rise in the number of global High Net Worth Individuals (HNWIs) and compliance with stringent industry regulations are expected to drive the wealth management platform market"

The global wealth management platform market size is expected to grow from USD 1.70 billion in 2017 to USD 3.20 billion by 2022, at a Compound Annual Growth Rate (CAGR) of 13.4% during the forecast period. The constant rise in the number of global HNWIs, compliance with stringent industry regulations and digitalization, and process automation are expected to be the major factors in fueling the growth of the wealth management platform market. However, a higher dependency on the traditional methods is expected to act as a major restraining factor for the growth of the market.

Financial advice management business function is expected to hold the largest market size during the forecast period

Among the business functions, the financial advice management segment is the majorly adopted, as it serves clients with the best financial advice. HNWIs are always in need of securely and properly managing their wealth and financial assets, and hence, they approach the financial advisors. Further, with the advent of the robo advisory and hybrid advisory models, customers have frequently managed to use wealth management platform services, thereby boosting the growth of the financial advice platforms. Investment management firms generally offer passive investments as opposed to that of active management, which is provided by a human adviser.

Asia Pacific (APAC) is projected to grow at the highest rate during the forecast period

The wealth management platform market growth in the APAC region has gained momentum and expected to record the highest rate in the coming years. Japan, Australia, New Zealand, China, and India are using wealth management platforms across end-user industries. The rapid growth of the wealth management platform market in the APAC region can be attributed to the massive growth in the business deals, such as mergers and acquisitions, across the APAC region. Moreover, the rapid expansion of domestic enterprises as well as the higher development of infrastructure are expected to drive the growth of the wealth management platform market in APAC.

In the process of determining and verifying the market size for several segments and subsegments gathered through secondary research, extensive primary interviews were conducted with key people.

The break-up of the profiles of the primary participants is given below:

  • By Company: Tier 1: 55%, Tier 2: 20%, and Tier 3: 25%
  • By Designation: C-level: 60%, Director level: 25%, and Others: 15%
  • By Region: North America: 10%, Europe: 20%, RoW: 30%, and APAC: 40%

The following key vendors are profiled in the report:

  • SS&C (US)
  • Fiserv (US)
  • FIS (US)
  • Profile Software (UK)
  • Broadridge (US)
  • InvestEdge (US)
  • Temenos (Switzerland)
  • Finantix (Italy)
  • SEI Investments Company (US)
  • Comarch (Poland)
  • Objectway (Italy)
  • Dorsum (Hungary)

Research Coverage:

The report has segmented the wealth management platform market based on advisory models, which are further segmented into 3 segments, namely, human advisory, robo advisory, and hybrid. It has then been segmented by business function, which is further fragmented into financial advice management, portfolio, accounting and trading management, performance management, risk and compliance management, reporting, and others (billing and benchmarking). Based on deployment models, the market has been segmented into on-premises and cloud. Further, according to end-user industries, the market has been segmented into banks, investment management firms, trading and exchange firms, brokerage firms, and others (asset management firms, and custody and compliance providers). The market by region has been segmented into North America, Europe, APAC, Latin America, and Middle East and Africa (MEA). Moreover, the regions have further been segmented into various countries. North America comprises the US and Canada; Europe has been fragmented into the UK, Germany, Italy, and the rest of Europe. On the other hand, APAC has been segmented into China, Japan, India, and the rest of APAC; and MEA has been divided into Middle East and Africa. Similarly, Latin America has been divided into Brazil, Mexico, and the rest of Latin America.

Reasons to Buy the Report:

The report would help the market leaders/new entrants in this market in the following ways:

  • 1. This report segments the wealth management platform market comprehensively and provides the closest approximations of the revenue numbers for the overall market and subsegments across different industry verticals and regions.
  • 2. The report helps stakeholders understand the pulse of the market and provides them with information on the key market drivers, restraints, challenges, and opportunities.
  • 3. This report would help stakeholders better understand the competitors and gain more insights to enhance their position in the business. The competitive landscape section includes new product launches/developments; partnerships and collaborations; mergers and acquisitions; and expansions.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 OBJECTIVES OF THE STUDY
  • 1.2 MARKET DEFINITION
  • 1.3 MARKET SCOPE
  • 1.4 YEARS CONSIDERED FOR THE STUDY
  • 1.5 CURRENCY
  • 1.6 STAKEHOLDERS

2 RESEARCH METHODOLOGY

  • 2.1 RESEARCH DATA
    • 2.1.1 SECONDARY DATA
    • 2.1.2 PRIMARY DATA
      • 2.1.2.1 Breakdown of primaries
      • 2.1.2.2 Key industry insights
  • 2.2 MARKET SIZE ESTIMATION
  • 2.3 ASSUMPTIONS FOR THE STUDY
  • 2.4 LIMITATIONS OF THE STUDY

3 EXECUTIVE SUMMARY

4 PREMIUM INSIGHTS

  • 4.1 ATTRACTIVE MARKET OPPORTUNITIES IN THE WEALTH MANAGEMENT PLATFORM MARKET
  • 4.2 WEALTH MANAGEMENT PLATFORM MARKET, BY REGION
  • 4.3 WEALTH MANAGEMENT PLATFORM MARKET, TOP 4 END-USER INDUSTRIES AND REGIONS
  • 4.4 LIFE CYCLE ANALYSIS, BY REGION, 2017

5 MARKET OVERVIEW AND INDUSTRY TRENDS

  • 5.1 INTRODUCTION
  • 5.2 MARKET DYNAMICS
    • 5.2.1 DRIVERS
      • 5.2.1.1 Digitalization and process automation optimizes wealth management practices
      • 5.2.1.2 Constant rise in global HNWIs
      • 5.2.1.3 Compliance with stringent industry regulations
    • 5.2.2 RESTRAINTS
      • 5.2.2.1 Higher dependency on traditional methods
    • 5.2.3 OPPORTUNITIES
      • 5.2.3.1 Rising innovations in the fintech industry
      • 5.2.3.2 Adoption of blockchain and AI in the wealth management platform market
    • 5.2.4 CHALLENGES
      • 5.2.4.1 Lack of awareness about wealth management solutions and inadequate technical expertise among enterprise professionals
  • 5.3 USE CASES
    • 5.3.1 USE CASE 1: STREAMLINING OPERATIONS WITH THE WEALTH MANAGEMENT PLATFORM
    • 5.3.2 USE CASE 2: GENERATING UP-TO-DATE REPORTS IN MINIMAL TIME AND ENHANCING THE CUSTOMER RELATIONSHIP
    • 5.3.3 USE CASE 3: EASILY MANAGING CUSTOMER PORTFOLIOS WITH THE WEALTH MANAGEMENT PLATFORM
  • 5.4 REGULATIONS FOR THE WEALTH MANAGEMENT INDUSTRY
    • 5.4.1 MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE (MIFID)
    • 5.4.2 ALTERNATIVE INVESTMENT FUND MANAGERS DIRECTIVE (AIFMD)
    • 5.4.3 FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)
    • 5.4.4 DODD-FRANK WALL STREET REFORM AND CONSUMER PROTECTION ACT
    • 5.4.5 EUROPEAN MARKET INFRASTRUCTURE REGULATION (EMIR)
    • 5.4.6 ANTI-MONEY LAUNDERING DIRECTIVE 2015/849/EU (AMLD)
  • 5.5 INNOVATION SPOTLIGHT
    • 5.5.1 INTEGRATION OF AI IN WEALTH MANAGEMENT
    • 5.5.2 INTRODUCTION OF BLOCKCHAIN IN WEALTH MANAGEMENT PRACTICES

6 WEALTH MANAGEMENT PLATFORM MARKET, BY ADVISORY MODEL

  • 6.1 INTRODUCTION
  • 6.2 HUMAN ADVISORY
  • 6.3 ROBO ADVISORY
  • 6.4 HYBRID

7 WEALTH MANAGEMENT PLATFORM MARKET, BY BUSINESS FUNCTION

  • 7.1 INTRODUCTION
  • 7.2 FINANCIAL ADVICE MANAGEMENT
  • 7.3 PORTFOLIO, ACCOUNTING, AND TRADING MANAGEMENT
  • 7.4 PERFORMANCE MANAGEMENT
  • 7.5 RISK AND COMPLIANCE MANAGEMENT
  • 7.6 REPORTING
  • 7.7 OTHERS

8 WEALTH MANAGEMENT PLATFORM MARKET, BY DEPLOYMENT MODEL

  • 8.1 INTRODUCTION
  • 8.2 ON-PREMISES
  • 8.3 CLOUD

9 WEALTH MANAGEMENT PLATFORM MARKET, BY END-USER INDUSTRY

  • 9.1 INTRODUCTION
  • 9.2 BANKS
  • 9.3 INVESTMENT MANAGEMENT FIRMS
  • 9.4 TRADING AND EXCHANGE FIRMS
  • 9.5 BROKERAGE FIRMS
  • 9.6 OTHERS

10 WEALTH MANAGEMENT PLATFORM MARKET, BY REGION

  • 10.1 INTRODUCTION
  • 10.2 NORTH AMERICA
    • 10.2.1 BY ADVISORY MODEL
    • 10.2.2 BY BUSINESS FUNCTION
    • 10.2.3 BY DEPLOYMENT MODEL
    • 10.2.4 BY END-USER INDUSTRY
    • 10.2.5 BY COUNTRY
      • 10.2.5.1 United States
      • 10.2.5.2 Canada
  • 10.3 EUROPE
    • 10.3.1 BY ADVISORY MODEL
    • 10.3.2 BY BUSINESS FUNCTION
    • 10.3.3 BY DEPLOYMENT MODEL
    • 10.3.4 BY END-USER INDUSTRY
    • 10.3.5 BY COUNTRY
      • 10.3.5.1 Germany
      • 10.3.5.2 Italy
      • 10.3.5.3 United Kingdom
      • 10.3.5.4 Rest of Europe
  • 10.4 ASIA PACIFIC
    • 10.4.1 BY ADVISORY MODEL
    • 10.4.2 BY BUSINESS FUNCTION
    • 10.4.3 BY DEPLOYMENT MODEL
    • 10.4.4 BY END-USER INDUSTRY
    • 10.4.5 BY COUNTRY
      • 10.4.5.1 China
      • 10.4.5.2 Japan
      • 10.4.5.3 India
      • 10.4.5.4 Rest of Asia Pacific
  • 10.5 LATIN AMERICA
    • 10.5.1 BY ADVISORY MODEL
    • 10.5.2 BY BUSINESS FUNCTION
    • 10.5.3 BY DEPLOYMENT MODEL
    • 10.5.4 BY END-USER INDUSTRY
    • 10.5.5 BY COUNTRY
      • 10.5.5.1 Brazil
      • 10.5.5.2 Mexico
      • 10.5.5.3 Rest of Latin America
  • 10.6 MIDDLE EAST AND AFRICA
    • 10.6.1 BY ADVISORY MODEL
    • 10.6.2 BY BUSINESS FUNCTION
    • 10.6.3 BY DEPLOYMENT MODEL
    • 10.6.4 BY END-USER INDUSTRY
    • 10.6.5 BY SUBREGION
      • 10.6.5.1 Middle East
      • 10.6.5.2 Africa

11 COMPETITIVE LANDSCAPE

  • 11.1 INTRODUCTION
  • 11.2 PROMINENT PLAYERS IN THE WEALTH MANAGEMENT PLATFORM MARKET
  • 11.3 COMPETITIVE SCENARIO
    • 11.3.1 NEW PRODUCT LAUNCHES AND PRODUCT UPGRADATIONS
    • 11.3.2 PARTNERSHIPS AND COLLABORATIONS
    • 11.3.3 BUSINESS EXPANSIONS
    • 11.3.4 ACQUISITIONS

12 COMPANY PROFILES

(Business Overview, Solutions & Platform, Key Insights, Recent Developments, SWOT Analysis, MnM View)*

  • 12.1 SS&C
  • 12.2 FISERV
  • 12.3 BROADRIDGE
  • 12.4 FIS
  • 12.5 PROFILE SOFTWARE
  • 12.6 TEMENOS
  • 12.7 SEI INVESTMENTS COMPANY
  • 12.8 INVESTEDGE
  • 12.9 FINANTIX
  • 12.10 COMARCH
  • 12.11 OBJECTWAY
  • 12.12 DORSUM

Details on Business Overview, Solutions & Platform, Key Insights, Recent Developments, SWOT Analysis, MnM View might not be captured in case of unlisted companies.

13 APPENDIX

  • 13.1 KEY INSIGHTS OF INDUSTRY EXPERTS
  • 13.2 DISCUSSION GUIDE
  • 13.3 KNOWLEDGE STORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 13.4 AVAILABLE CUSTOMIZATION
  • 13.5 RELATED REPORTS
  • 13.6 AUTHOR DETAILS

LIST OF TABLES

  • TABLE 1: UNITED STATES DOLLAR EXCHANGE RATE, 2014-2016
  • TABLE 2: WEALTH MANAGEMENT PLATFORM MARKET: ASSUMPTIONS
  • TABLE 3: WEALTH MANAGEMENT PLATFORM MARKET SIZE AND GROWTH RATE, 2015-2022 (USD MILLION, Y-O-Y %)
  • TABLE 4: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
  • TABLE 5: HUMAN ADVISORY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 6: ROBO ADVISORY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 7: HYBRID: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 8: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
  • TABLE 9: FINANCIAL ADVICE MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 10: PORTFOLIO, ACCOUNTING, AND TRADING MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 11: PERFORMANCE MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 12: RISK AND COMPLIANCE MANAGEMENT: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 13: REPORTING: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 14: OTHERS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 15: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
  • TABLE 16: ON-PREMISES: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 17: CLOUD: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 18: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 19: BANKS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 20: INVESTMENT MANAGEMENT FIRMS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 21: TRADING AND EXCHANGE FIRMS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 22: BROKERAGE FIRMS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 23: OTHERS: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 24: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY REGION, 2015-2022 (USD MILLION)
  • TABLE 25: NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
  • TABLE 26: NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
  • TABLE 27: NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
  • TABLE 28: NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 29: NORTH AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
  • TABLE 30: UNITED STATES: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 31: CANADA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 32: EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
  • TABLE 33: EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
  • TABLE 34: EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
  • TABLE 35: EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 36: EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
  • TABLE 37: GERMANY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 38: ITALY: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 39: UNITED KINGDOM: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 40: REST OF EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 41: ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
  • TABLE 42: ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
  • TABLE 43: ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
  • TABLE 44: ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 45: ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
  • TABLE 46: CHINA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 47: JAPAN: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 48: INDIA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 49: REST OF ASIA PACIFIC: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 50: LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
  • TABLE 51: LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
  • TABLE 52: LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
  • TABLE 53: LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 54: LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION)
  • TABLE 55: BRAZIL: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 56: MEXICO: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 57: REST OF LATIN AMERICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 58: MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY ADVISORY MODEL, 2015-2022 (USD MILLION)
  • TABLE 59: MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY BUSINESS FUNCTION, 2015-2022 (USD MILLION)
  • TABLE 60: MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY DEPLOYMENT MODEL, 2015-2022 (USD MILLION)
  • TABLE 61: MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 62: MIDDLE EAST AND AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY SUBREGION, 2015-2022 (USD MILLION)
  • TABLE 63: MIDDLE EAST: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 64: AFRICA: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY END-USER INDUSTRY, 2015-2022 (USD MILLION)
  • TABLE 65: NEW PRODUCT LAUNCHES AND PRODUCT UPGRADATIONS, 2017
  • TABLE 66: PARTNERSHIPS AND COLLABORATIONS, 2015-2017
  • TABLE 67: BUSINESS EXPANSIONS, 2015-2017
  • TABLE 68: ACQUISITIONS, 2015-2017

LIST OF FIGURES

  • FIGURE 1: WEALTH MANAGEMENT PLATFORM MARKET: MARKET SEGMENTATION
  • FIGURE 2: REGIONAL SCOPE
  • FIGURE 3: WEALTH MANAGEMENT PLATFORM MARKET: RESEARCH DESIGN
  • FIGURE 4: BREAKDOWN OF PRIMARY INTERVIEWS: BY COMPANY, DESIGNATION, AND REGION
  • FIGURE 5: DATA TRIANGULATION
  • FIGURE 6: MARKET SIZE ESTIMATION METHODOLOGY: BOTTOM-UP APPROACH
  • FIGURE 7: MARKET SIZE ESTIMATION METHODOLOGY: TOP-DOWN APPROACH
  • FIGURE 8: WEALTH MANAGEMENT PLATFORM MARKET TO WITNESS SIGNIFICANT GROWTH IN THE GLOBAL MARKET DURING THE FORECAST PERIOD
  • FIGURE 9: WEALTH MANAGEMENT PLATFORM MARKET, BY ADVISORY MODEL, 2017 VS. 2022
  • FIGURE 10: WEALTH MANAGEMENT PLATFORM MARKET, BY BUSINESS FUNCTION, 2017-2022
  • FIGURE 11: WEALTH MANAGEMENT PLATFORM MARKET, BY DEPLOYMENT MODEL, 2017-2022
  • FIGURE 12: WEALTH MANAGEMENT PLATFORM MARKET, BY END-USER INDUSTRY, 2017-2022
  • FIGURE 13: CONSTANT RISE IN THE GLOBAL HIGH NET WORTH INDIVIDUAL TO DRIVE THE GROWTH OF WEALTH MANAGEMENT PLATFORM MARKET
  • FIGURE 14: NORTH AMERICA TO HAVE THE HIGHEST MARKET SHARE IN 2017
  • FIGURE 15: INVESTMENT MANAGEMENT FIRMS END-USER INDUSTRY, AND NORTH AMERICA TO HAVE THE HIGHEST MARKET SHARES IN 2017
  • FIGURE 16: ASIA PACIFIC TO ENTER THE GROWTH PHASE DURING 2017-2022
  • FIGURE 17: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES: WEALTH MANAGEMENT PLATFORM MARKET
  • FIGURE 18: NUMBER OF HIGH NET WORTH INDIVIDUALS, BY REGION, 2016
  • FIGURE 19: HUMAN ADVISORY SEGMENT TO HAVE THE LARGEST MARKET SIZE DURING THE FORECAST PERIOD
  • FIGURE 20: FINANCIAL ADVICE MANAGEMENT BUSINESS FUNCTION TO HAVE THE LARGEST MARKET SIZE DURING THE FORECAST PERIOD
  • FIGURE 21: ON-PREMISES DEPLOYMENT MODEL TO HAVE THE LARGER MARKET SIZE DURING THE FORECAST PERIOD
  • FIGURE 22: TRADING AND EXCHANGE FIRMS END-USER INDUSTRY TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD
  • FIGURE 23: ASIA PACIFIC TO REGISTER THE HIGHEST CAGR DURING THE FORECAST PERIOD
  • FIGURE 24: NORTH AMERICA TO HAVE THE LARGEST MARKET SIZE DURING THE FORECAST PERIOD
  • FIGURE 25: NORTH AMERICA: MARKET SNAPSHOT
  • FIGURE 26: ASIA PACIFIC: MARKET SNAPSHOT
  • FIGURE 27: KEY DEVELOPMENTS BY THE LEADING PLAYERS IN THE WEALTH MANAGEMENT PLATFORM MARKET, 2015-2017
  • FIGURE 28: MARKET EVALUATION FRAMEWORK
  • FIGURE 29: SS&C: COMPANY SNAPSHOT
  • FIGURE 30: SS&C: SWOT ANALYSIS
  • FIGURE 31: FISERV: COMPANY SNAPSHOT
  • FIGURE 32: FISERV: SWOT ANALYSIS
  • FIGURE 33: BROADRIDGE: COMPANY SNAPSHOT
  • FIGURE 34: BROADRIDGE: SWOT ANALYSIS
  • FIGURE 35: FIS: COMPANY SNAPSHOT
  • FIGURE 36: FIS: SWOT ANALYSIS
  • FIGURE 37: PROFILE SOFTWARE: SWOT ANALYSIS
  • FIGURE 38: TEMENOS: COMPANY SNAPSHOT
  • FIGURE 39: SEI INVESTMENTS COMPANY: COMPANY SNAPSHOT
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