資産管理ソフトウェア市場規模、シェア、動向分析レポート：アドバイザリーモード別、展開別、企業規模別、用途別、最終用途別、地域別、およびセグメント予測、2025年～2030年

資産管理ソフトウェア市場の成長と動向

Grand View Research, Inc.の最新レポートによると、世界の資産管理ソフトウェア市場規模は、2025～2030年にかけて14.0％のCAGRを記録し、2030年までに120億7,000万米ドルに達する見込みです。

同市場の成長は、顧客のニーズを効果的に理解し、それに応じて顧客の財務管理を合理化するために、ファイナンシャルアドバイザーから資産管理ソフトウェアへの需要が高まっていることに起因しています。会計や投資管理から財産設計や退職後の生活設計まで、資産管理ソフトウェアの対象範囲が広がっていることは、市場の成長にとって良い兆候です。技術の進歩と資産管理への最新技術の採用拡大により、従来型企業と非従来型企業の競合が激化すると予想されます。

世界中のいくつかの資産管理企業は、人工知能（AI）ベースのアプリケーションを使用して、顧客にパーソナライズされたソリューションを提供しています。特に、投資に関する大量のデータを分析し、将来の動向を予測するために、AIや機械学習（ML）別の予測分析ツールを採用する企業が増えています。世界中の富裕層（HNWI）の増加は、予測期間中、製品採用を促進するニッチな役割を果たすと予想されます。HNWIは、投資管理サービス、税務アドバイス、請求書作成サービス、ポートフォリオ管理サービスなど、さまざまなサービスを必要としています。

資産管理ソリューションは、富裕層や投資管理会社がHNWIの投資管理を強化しながら手作業のプロセスを削減するのに役立つ可能性があります。COVID-19パンデミックの発生は、予測期間中、市場に新たな成長機会をもたらすと予想されます。パンデミックの発生を受け、複数の企業や個人が資産管理サービス・プロバイダーに投資アドバイスを求め、適切な投資計画を立てています。そのため、市場参入企業は顧客の要求の変化に対応し、顧客の会計、財産計画、投資計画、退職計画を管理するためのソリューションやサービスを多様化しています。

ロボアドバイザリーセグメントは、顧客の収入、リスク・パラメーター、その他の投資マンデート別のポートフォリオ作成を自動化するロボ・アドバイザリープラットフォームの採用が拡大しているため、予測期間中に最も速いCAGRを記録すると予想されます。また、ロボアドバイザリープラットフォームは、人間によるアドバイザリーサービスに代わる費用対効果の高いサービスを提供し、同セグメントの成長に寄与しています。世界中のいくつかの企業は、データへの容易なアクセスを確保し、顧客にパーソナライズされたサービスを提供するために、クラウドベースのソリューションの導入に注力しています。クラウドベースのソリューションには、決済の柔軟性、運用コストの削減、システムの拡大性など、いくつかの利点があります。

資産管理ソフトウェア市場レポートハイライト

• 人的アドバイザリーモードセグメントは、2024年に57.31%の最大収益シェアを占めました。セキュリティ上の懸念から、世界中の富裕層が人的アドバイザリーを第一優先としています。
• 2024年には、クラウドセグメントが最大の市場を占めました。同セグメントはCAGR最速でさらに拡大し、予測期間を通じて主導的地位を維持すると予測されます。
• 2024年の市場は、大企業セグメントが最大の収益シェアを占めました。世界中の大企業は、新しい技術機能、ストレージと処理技術の導入に注力しています。
• ポートフォリオ・会計・取引管理セグメントが2024年の市場を独占しました。ポートフォリオ管理とトレイディングソリューションの需要が高まっている現在、ポートフォリオ・会計・取引管理ソリューションは、取引マネジャーが共同作業に集中し、より良い方法で顧客にサービスを提供することを可能にしています。
• 2024年の市場は銀行セグメントが最大の収益シェアを占めました。世界経済が緩やかな回復基調を続けるなか、銀行は増大する個人の資産と富の管理において重要な役割を果たすと予想されます。
• 北米の資産管理ソフトウェア市場は、2024年に37.22%の最大シェアを占めました。同地域の富裕層（HNWI）の数は継続的に増加しています。
• アジア太平洋の資産管理ソフトウェア市場は、予測期間中にCAGR 15.2%で成長すると予測されます。

目次

第1章 調査手法と範囲

第2章 エグゼクティブサマリー

第3章 資産管理ソフトウェア市場の変数、動向、範囲

• 市場系統の展望
• 市場力学
  • 市場促進要因分析
  • 市場抑制要因分析
  • 産業の課題
• 資産管理ソフトウェア市場分析ツール
  • 産業分析-ポーターのファイブフォース分析
  • PESTEL分析
• 問題点分析

第4章 資産管理ソフトウェア市場：アドバイザリーモード、推定・動向分析

• セグメントダッシュボード
• 資産管理ソフトウェア市場：アドバイザリーモード変動分析、100万米ドル、2024年と2030年
• 人的
• ロボ
• ハイブリッド

第5章 資産管理ソフトウェア市場：展開、推定・動向分析

• セグメントダッシュボード
• 資産管理ソフトウェア市場：展開変動分析、100万米ドル、2024年と2030年
• クラウド
• オンプレミス

第6章 資産管理ソフトウェア市場：企業規模、推定・動向分析

• セグメントダッシュボード
• 資産管理ソフトウェア市場：企業規模変動分析、100万米ドル、2024年と2030年
• 大企業
• 中小企業
  • 中小企業の収益推定と予測、2018～2030年

第7章 資産管理ソフトウェア市場：用途、推定・動向分析

• セグメントダッシュボード
• 資産管理ソフトウェア市場：用途変動分析、100万米ドル、2024年と2030年
• 財務アドバイスと管理
• ポートフォリオ・会計・取引管理
• パフォーマンス管理
• リスクとコンプライアンス管理
• 報告
• その他

第8章 資産管理ソフトウェア市場：最終用途別、推定・動向分析

• セグメントダッシュボード
• 資産管理ソフトウェア市場：用途変動分析、100万米ドル、2024年と2030年
• 銀行
• 投資運用会社
• 取引・為替会社
• 証券会社
• その他

第9章 資産管理ソフトウェア市場：地域別、推定・動向分析

• 資産管理ソフトウェア市場シェア、地域別、2024年と2030年、100万米ドル
• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • 英国
  • ドイツ
  • フランス
• アジア太平洋
  • 中国
  • 日本
  • インド
  • 韓国
  • オーストラリア
• ラテンアメリカ
  • ブラジル
• 中東・アフリカ
  • アラブ首長国連邦
  • サウジアラビア
  • 南アフリカ

第10章 競合情勢

• 企業分類
• 企業の市場ポジショニング
• 企業ヒートマップ分析
• 企業プロファイル/上場企業
  • Comarch SA
  • Dorsum Ltd.
  • Fidelity National Information Services, Inc.
  • Finantix
  • Fiserv, Inc.
  • Objectway SpA
  • Profile Software
  • SEI Investments Company
  • SS&C Technologies Holdings, Inc.
  • Temenos Headquarters SA

List of Tables

• Table 1 Global Wealth Management Software market size estimates & forecasts 2018 - 2030 (USD Million)
• Table 2 Global Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 3 Global Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 4 Global Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 5 Global Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 6 Global Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 7 Global Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 8 Human Advisory Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 9 Robo Advisory Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 10 Hybrid Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 11 Cloud Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 12 On-premise Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 13 Large Enterprises Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 14 Small & Medium Enterprises Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 15 Financial Advice & Management Software market, by region 2018 - 2030 (USD Million)
• Table 16 Portfolio, Accounting, & Trading Software market, by region 2018 - 2030 (USD Million)
• Table 17 Performance Management Software market, by region 2018 - 2030 (USD Million)
• Table 18 Risk & Compliance Management Software market, by region 2018 - 2030 (USD Million)
• Table 19 Reporting wealth management Software market, by region 2018 - 2030 (USD Million)
• Table 20 Others Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 21 Banks Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 22 Investment Management Firms Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 23 Trading & Exchange Firms Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 24 Brokerage Firms Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 25 Others Wealth Management Software market, by region 2018 - 2030 (USD Million)
• Table 26 North America Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 27 North America Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 28 North America Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 29 North America Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 30 North America Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 31 U.S. Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 32 U.S. Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 33 U.S. Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 34 U.S. Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 35 U.S. Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 36 Canada Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 37 Canada Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 38 Canada Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 39 Canada Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 40 Canada Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 41 Mexico Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 42 Mexico Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 43 Mexico Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 44 Mexico Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 45 Mexico Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 46 Europe Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 47 Europe Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 48 Europe Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 49 Europe Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 50 Europe Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 51 U.K. Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 52 U.K. Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 53 U.K. Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 54 U.K. Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 55 U.K. Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 56 Germany Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 57 Germany Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 58 Germany Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 59 Germany Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 60 Germany Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 61 France Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 62 France Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 63 France Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 64 France Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 65 France Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 66 Asia Pacific Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 67 Asia Pacific Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 68 Asia Pacific Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 69 Asia Pacific Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 70 Asia Pacific Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 71 China Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 72 China Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 73 China Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 74 China Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 75 China Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 76 India Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 77 India Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 78 India Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 79 India Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 80 India Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 81 Japan Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 82 Japan Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 83 Japan Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 84 Japan Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 85 Japan Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 86 South Korea Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 87 South Korea Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 88 South Korea Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 89 South Korea Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 90 South Korea Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 91 Australia Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 92 Australia Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 93 Australia Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 94 Australia Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 95 Australia Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 96 Latin America Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 97 Latin America Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 98 Latin America Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 99 Latin America Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 100 Latin America Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 101 Brazil Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 102 Brazil Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 103 Brazil Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 104 Brazil Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 105 Brazil Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 106 MEA Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 107 MEA Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 108 MEA Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 109 MEA Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 110 MEA Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 111 UAE Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 112 UAE Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 113 UAE Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 114 UAE Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 115 UAE Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 116 KSA Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 117 KSA Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 118 KSA Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 119 KSA Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 120 KSA Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
• Table 121 South Africa Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
• Table 122 South Africa Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
• Table 123 South Africa Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
• Table 124 South Africa Wealth Management Software market, by Application 2018 - 2030 (USD Million)
• Table 125 South Africa Wealth Management Software market, by End Use 2018 - 2030 (USD Million)

List of Figures

• Fig. 1 Wealth Management Software market segmentation
• Fig. 2 Market research process
• Fig. 3 Information procurement
• Fig. 4 Primary research pattern
• Fig. 5 Market research approaches
• Fig. 6 Value chain-based sizing & forecasting
• Fig. 7 Parent market analysis
• Fig. 8 Market formulation & validation
• Fig. 9 Wealth Management Software market snapshot
• Fig. 10 Wealth Management Software market segment snapshot
• Fig. 11 Wealth Management Software market competitive landscape snapshot
• Fig. 12 Market research process
• Fig. 13 Market driver relevance analysis (Current & future impact)
• Fig. 14 Market restraint relevance analysis (Current & future impact)
• Fig. 15 Wealth Management Software market, Advisory Mode outlook key takeaways (USD Million)
• Fig. 16 Wealth Management Software market, Advisory Mode movement analysis 2024 & 2030 (USD Million)
• Fig. 17 Human Advisory market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 18 Robo Advisory market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 19 Hybrid market revenue estimates and forecasts, 2018 - 2030 (USD Million) market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 20 Wealth Management Software market: Deployment outlook key takeaways (USD Million)
• Fig. 21 Wealth Management Software market: Deployment movement analysis 2024 & 2030 (USD Million)
• Fig. 22 Cloud market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 23 On-premise market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 24 Wealth Management Software market: Enterprise Size outlook key takeaways (USD Million)
• Fig. 25 Wealth Management Software market: Enterprise Size movement analysis 2024 & 2030 (USD Million)
• Fig. 26 Large Enterprises market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 27 Small & Medium Enterprises revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 28 Wealth Management Software market: Application outlook key takeaways (USD Million)
• Fig. 29 Wealth Management Software market: Application movement analysis 2024 & 2030 (USD Million)
• Fig. 30 Financial Advice & Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 31 Portfolio, Accounting, & Trading Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 32 Performance Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 33 Risk & Compliance Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 34 Reporting market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 35 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 36 Wealth Management Software market: End Use outlook key takeaways (USD Million)
• Fig. 37 Wealth Management Software market: End Use movement analysis 2024 & 2030 (USD Million)
• Fig. 38 Banks market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 39 Investment Management Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 40 Trading & Exchange Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 41 Brokerage Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 42 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 43 Regional marketplace: Key takeaways
• Fig. 44 Wealth Management Software market: Regional outlook, 2024 & 2030, USD Million
• Fig. 45 North America Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 46 U.S. Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 47 Canada Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 48 Mexico Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 49 Europe Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 50 U.K. Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 51 Germany Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 52 France Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 53 Asia Pacific Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 54 Japan Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 55 China Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 56 India Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 57 Japan Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million) Million)
• Fig. 58 Australia Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 59 South Korea Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 60 Latin America Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 61 Brazil Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 62 MEA Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 63 KSA Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 64 UAE Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 65 South Africa Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
• Fig. 66 Strategy framework
• Fig. 67 Company Categorization

Wealth Management Software Market Growth & Trends:

The global wealth management software market size is expected to reach USD 12.07 billion by 2030, registering a CAGR of 14.0% from 2025 to 2030, according to a new report by Grand View Research, Inc. The growth of the market can be attributed to the increasing demand for wealth management software from financial advisors to effectively understand the needs of their clients and streamline the financial management of their clients accordingly. The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market. Advances in technology and the growing adoption of the latest technologies for wealth management are expected to intensify the competition between traditional and non-traditional firms.

Several wealth management firms across the globe are using Artificial Intelligence (AI)-based applications to offer personalized solutions to their clients. Businesses are particularly adopting predictive analytics tools based on AI and Machine Learning (ML) to analyze the large volumes of data related to investments and forecast future trends. The increasing number of High-Net-Worth Individuals (HNWIs) across the globe is expected to play a niche role in driving product adoption over the forecast period. HNWIs require various services, including investment management services, tax advice, billing services, and portfolio management services, among others.

Wealth management solutions can potentially help wealth and investment management firms in reducing the manual processes while enhancing investment management for HNWIs. The outbreak of the COVID-19 pandemic is expected to open new growth opportunities for the market over the forecast period. Several businesses and individuals are approaching wealth management service providers to seek investment advice and plan their investments appropriately in the wake of the outbreak of the pandemic. As such, market players are responding to the changing requirements of their clients and diversifying their solutions and services to manage the accounting, estate planning, investment planning, and retirement planning of their clients.

The robo advisory segment is expected to witness the fastest CAGR over the forecast period due to the growing adoption of the robo advisory platform to automate portfolio creation based on the income, risk parameters, and other facets of a client's investment mandate. Robo advisory platform also offers a cost-effective alternative to human advisory services, thereby contributing to the growth of the segment. Several businesses across the globe are focusing on deploying cloud-based solutions to ensure easy access to data and deliver personalized services to their clients. Cloud-based solutions provide several benefits, such as flexibility in payments, reduction in operational costs, and scalability of the system, among others.

Wealth Management Software Market Report Highlights:

• The human advisory mode segment accounted for the largest revenue share of 57.31% in 2024. Human advisory remains the first preference for several HNWIs across the globe owing to security concerns.
• The cloud segment held the largest market in 2024. The segment is estimated to expand further at the fastest CAGR retaining the leading position throughout the forecast period.
• The large enterprises segment dominated the market in 2024 with the largest revenue share. Large enterprises across the globe are focusing on implementing new technical functionalities, and storage and processing technologies.
• The portfolio, accounting, & trading management segment dominated the market in 2024. At a time when the demand for portfolio management and trading solutions is increasing; portfolio, accounting, & trading management solutions are allowing trading managers to concentrate on collaborative activities and serve their customers in a better manner.
• The banks segment dominated the market in 2024 with the largest revenue share. As the global economy continues to strengthen gradually, banks are anticipated to play a key role in managing the growing assets and wealth of individuals.
• North America wealth management software market held the largest share of 37.22% in 2024. The number of High-Net-Worth Individuals (HNWIs) in the region is growing continuously.
• The Asia Pacific wealth management software market is anticipated to grow at a CAGR of 15.2% during the forecast period.

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation and Scope
• 1.2. Research Methodology
  • 1.2.1. Information Procurement
• 1.3. Information or Data Analysis
• 1.4. Methodology
• 1.5. Research Scope and Assumptions
• 1.6. Market Formulation & Validation
• 1.7. Country Based Segment Share Calculation
• 1.8. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Outlook
• 2.2. Segment Outlook
• 2.3. Competitive Insights

Chapter 3. Wealth Management Software Market Variables, Trends, & Scope

• 3.1. Market Lineage Outlook
• 3.2. Market Dynamics
  • 3.2.1. Market Driver Analysis
  • 3.2.2. Market Restraint Analysis
  • 3.2.3. Industry Challenge
• 3.3. Wealth Management Software Market Analysis Tools
  • 3.3.1. Industry Analysis - Porter's
    • 3.3.1.1. Bargaining power of the suppliers
    • 3.3.1.2. Bargaining power of the buyers
    • 3.3.1.3. Threats of substitution
    • 3.3.1.4. Threats from new entrants
    • 3.3.1.5. Competitive rivalry
  • 3.3.2. PESTEL Analysis
    • 3.3.2.1. Political landscape
    • 3.3.2.2. Economic and social landscape
    • 3.3.2.3. Technological landscape
• 3.4. Pain Point Analysis

Chapter 4. Wealth Management Software Market: Advisory Mode Estimates & Trend Analysis

• 4.1. Segment Dashboard
• 4.2. Wealth Management Software Market: Advisory Mode Movement Analysis, USD Million, 2024 & 2030
• 4.3. Human Advisory
  • 4.3.1. Human Advisory Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 4.4. Robo Advisory
  • 4.4.1. Robo Advisory Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 4.5. Hybrid
  • 4.5.1. Hybrid Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 5. Wealth Management Software Market: Deployment Estimates & Trend Analysis

• 5.1. Segment Dashboard
• 5.2. Wealth Management Software Market: Deployment Movement Analysis, USD Million, 2024 & 2030
• 5.3. Cloud
  • 5.3.1. Cloud Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 5.4. On-premise
  • 5.4.1. On-premise Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 6. Wealth Management Software Market: Enterprise Size Estimates & Trend Analysis

• 6.1. Segment Dashboard
• 6.2. Wealth Management Software Market: Enterprise Size Movement Analysis, USD Million, 2024 & 2030
• 6.3. Large Enterprises
  • 6.3.1. Large Enterprises Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 6.4. Small & Medium Enterprises
  • 6.4.1. Small & Medium Enterprises Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 7. Wealth Management Software Market: Application Estimates & Trend Analysis

• 7.1. Segment Dashboard
• 7.2. Wealth Management Software Market: Application Movement Analysis, USD Million, 2024 & 2030
• 7.3. Financial Advice & Management
  • 7.3.1. Financial Advice & Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 7.4. Portfolio, Accounting, & Trading Management
  • 7.4.1. Portfolio, Accounting, & Trading Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 7.5. Performance Management
  • 7.5.1. Performance Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 7.6. Risk & Compliance Management
  • 7.6.1. Risk & Compliance Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 7.7. Reporting
  • 7.7.1. Reporting Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 7.8. Others
  • 7.8.1. Others Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 8. Wealth Management Software Market: End use Estimates & Trend Analysis

• 8.1. Segment Dashboard
• 8.2. Wealth Management Software Market: Application Movement Analysis, USD Million, 2024 & 2030
• 8.3. Banks
  • 8.3.1. Banks Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 8.4. Investment Management Firms
  • 8.4.1. Investment Management Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 8.5. Trading & Exchange Firms
  • 8.5.1. Trading & Exchange Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 8.6. Brokerage Firms
  • 8.6.1. Brokerage Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
• 8.7. Others
  • 8.7.1. Others Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 9. Wealth Management Software Market: Regional Estimates & Trend Analysis

• 9.1. Wealth Management Software Market Share, By Region, 2024 & 2030, USD Million
• 9.2. North America
  • 9.2.1. North America Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.2.2. U.S.
    • 9.2.2.1. U.S. Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.2.3. Canada
    • 9.2.3.1. Canada Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.2.4. Mexico
    • 9.2.4.1. Mexico Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
• 9.3. Europe
  • 9.3.1. Europe Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.3.2. U.K.
    • 9.3.2.1. U.K. Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.3.3. Germany
    • 9.3.3.1. Germany Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.3.4. France
    • 9.3.4.1. France Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
• 9.4. Asia Pacific
  • 9.4.1. Asia Pacific Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.4.2. China
    • 9.4.2.1. China Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.4.3. Japan
    • 9.4.3.1. Japan Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.4.4. India
    • 9.4.4.1. India Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.4.5. South Korea
    • 9.4.5.1. South Korea Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.4.6. Australia
    • 9.4.6.1. Australia Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
• 9.5. Latin America
  • 9.5.1. Latin America Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.5.2. Brazil
    • 9.5.2.1. Brazil Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
• 9.6. Middle East and Africa
  • 9.6.1. Middle East and Africa Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.6.2. UAE
    • 9.6.2.1. UAE Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.6.3. KSA
    • 9.6.3.1. KSA Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
  • 9.6.4. South Africa
    • 9.6.4.1. South Africa Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)

Chapter 10. Competitive Landscape

• 10.1. Company Categorization
• 10.2. Company Market Positioning
• 10.3. Company Heat Map Analysis
• 10.4. Company Profiles/Listing
  • 10.4.1. Comarch SA
    • 10.4.1.1. Participant's Overview
    • 10.4.1.2. Financial Performance
    • 10.4.1.3. Product Benchmarking
    • 10.4.1.4. Strategic Initiatives
  • 10.4.2. Dorsum Ltd.
    • 10.4.2.1. Participant's Overview
    • 10.4.2.2. Financial Performance
    • 10.4.2.3. Product Benchmarking
    • 10.4.2.4. Strategic Initiatives
  • 10.4.3. Fidelity National Information Services, Inc.
    • 10.4.3.1. Participant's Overview
    • 10.4.3.2. Financial Performance
    • 10.4.3.3. Product Benchmarking
    • 10.4.3.4. Strategic Initiatives
  • 10.4.4. Finantix
    • 10.4.4.1. Participant's Overview
    • 10.4.4.2. Financial Performance
    • 10.4.4.3. Product Benchmarking
    • 10.4.4.4. Strategic Initiatives
  • 10.4.5. Fiserv, Inc.
    • 10.4.5.1. Participant's Overview
    • 10.4.5.2. Financial Performance
    • 10.4.5.3. Product Benchmarking
    • 10.4.5.4. Strategic Initiatives
  • 10.4.6. Objectway S.p.A.
    • 10.4.6.1. Participant's Overview
    • 10.4.6.2. Financial Performance
    • 10.4.6.3. Product Benchmarking
    • 10.4.6.4. Strategic Initiatives
  • 10.4.7. Profile Software
    • 10.4.7.1. Participant's Overview
    • 10.4.7.2. Financial Performance
    • 10.4.7.3. Product Benchmarking
    • 10.4.7.4. Strategic Initiatives
  • 10.4.8. SEI Investments Company
    • 10.4.8.1. Participant's Overview
    • 10.4.8.2. Financial Performance
    • 10.4.8.3. Product Benchmarking
    • 10.4.8.4. Strategic Initiatives
  • 10.4.9. SS&C Technologies Holdings, Inc.
    • 10.4.9.1. Participant's Overview
    • 10.4.9.2. Financial Performance
    • 10.4.9.3. Product Benchmarking
    • 10.4.9.4. Strategic Initiatives
  • 10.4.10. Temenos Headquarters SA
    • 10.4.10.1. Participant's Overview
    • 10.4.10.2. Financial Performance
    • 10.4.10.3. Product Benchmarking
    • 10.4.10.4. Strategic Initiatives