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市場調査レポート
商品コード
1519368
ウェルスマネジメント・プラットフォーム市場レポート：アドバイザリーモデル、展開モード、事業内容、企業規模、最終用途産業、地域別、2024年～2032年Wealth Management Platform Market Report by Advisory Model, Deployment Mode, Business Function, Enterprise Size, End Use Industry, and Region 2024-2032 |
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| ウェルスマネジメント・プラットフォーム市場レポート：アドバイザリーモデル、展開モード、事業内容、企業規模、最終用途産業、地域別、2024年～2032年 |
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出版日: 2024年07月01日
発行: IMARC
ページ情報: 英文 138 Pages
納期: 2～3営業日
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- 全表示
- 概要
- 図表
- 目次
世界のウェルスマネジメント・プラットフォーム市場規模は2023年に49億米ドルに達しました。今後、IMARC Groupは、2024年から2032年にかけての成長率（CAGR）は11.5％を示し、2032年までに同市場は133億米ドルに達すると予測しています。大幅な技術進歩、急速に変化する規制状況、顧客情勢の高まり、富裕層（HNWI）の増加、金融市場の国際化、自動化機能の統合、リアルタイム分析を提供するプラットフォームの広範な利用などは、市場を推進する主な要因の一部です。
ウェルス・マネジメント・プラットフォームとは、ファイナンシャル・アドバイザーや金融機関が顧客の資産を監督、分析、管理するのを支援するために設計された統合ソフトウェア・ソリューションのことです。ポートフォリオ管理、顧客関係管理（CRM）、コンプライアンス・ツールなどが含まれます。ウェルス・マネジメント・プラットフォームは、ポートフォリオ分析、リスク評価、ファイナンシャル・プラニング、税金最適化、レポーティング、遺産計画、退職金計画、目標ベースの投資、データ集計、クライアント・オンボーディングなど、幅広い用途を見出すことができます。業務の合理化、コンプライアンスの強化、データの一元化、投資戦略のカスタマイズを支援します。さらに、資産配分の正確性、データの安全性、透明性の高いコミュニケーションも提供します。
富裕層（HNWI）の増加に伴い、包括的な資産管理ソリューションに対する需要が高まっていることが、市場の成長を後押ししています。また、金融市場の国際化に伴い、国境を越えた投資や複数の通貨を管理できるプラットフォームが必要とされていることも、市場の成長に寄与しています。さらに、ファイナンシャル・アドバイザリー会社の増加により、競争上の優位性を得るための革新的なウェルス・マネジメント・プラットフォームの導入が促進されています。これに加えて、管理業務を合理化することで運用コストを削減する自動化機能の統合が、市場成長にプラスの影響を与えています。さらに、さまざまな分野でデジタル化が進み、金融機関が最先端のウェルス・マネジメント・プラットフォームを含むデジタルファーストのソリューションを採用するようになっていることも、成長を促す要因となっています。これに加え、リアルタイム分析や、変動する経済状況に対応できる適応性の高い投資戦略を提供するためのプラットフォームの活用が広がっていることも、市場の成長を後押ししています。
ウェルスマネジメント・プラットフォーム市場動向/促進要因：
著しい技術革新
技術革新はウェルス・マネジメント・プラットフォームの状況を劇的に変化させています。これに伴い、膨大なデータセットを閲覧し、人間の能力を凌駕するスピードと精度で金融市場の動向、異常、機会を特定する人工知能（AI）の導入が市場成長を後押ししています。さらに、予測精度の向上、ポートフォリオの最適化の促進、リスク評価能力の強化を目的とした機械学習（ML）アルゴリズムの採用が、もう一つの成長促進要因として作用しています。さらに、これらのテクノロジーによって、ウェルス・マネジメント・プラットフォームは、より微妙でパーソナライズされたファイナンシャル・アドバイスを提供できるようになり、業界の新たなスタンダードの確立に貢献しています。また、多くの手作業を自動化することで、アドバイザーは戦略的な業務や顧客との関係に集中できるようになり、ウェルス・マネジメント業務の全体的な効率が向上します。
急速に変化する規制状況
金融セクターの規制状況が急速に変化し、複雑さを増していることが、市場の成長を後押ししています。世界各地で法律が改正されたことで、規制コンプライアンスに対するより機敏で適応力のあるアプローチが必要とされています。これに伴い、コンプライアンス管理ツールを搭載したウェルス・マネジメント・プラットフォームは、新たな規制要件に合わせて自動的にアップデートできるため、金融機関が法的な影響を受けるリスクを低減できます。さらに、これらのプラットフォームは、リアルタイムのレポーティング、監査証跡、自動化されたコンプライアンス・チェックなどの機能を提供するため、企業は進化する規制を遵守しやすくなります。さらに、ウェルス・マネジメント・プラットフォームが規制の変更に難なく対応できることは、組織を厳しい罰則や評判の低下、顧客の信頼喪失から救うのに役立っています。
高まる顧客の期待
財務管理に対する顧客の期待は大きく変化しています。顧客は現在、自分のポートフォリオへのリアルタイムのアクセス、資金管理方法の完全な透明性、特定のニーズとリスク許容度に合わせた高度にパーソナライズされた投資戦略を求めています。さらに、現代の顧客は、ファイナンシャル・アドバイザーと純粋な取引関係ではなく、より協力的な関係を求めています。資産管理プラットフォームは、リアルタイムのパフォーマンス指標を備えた顧客ポータルを提供し、アドバイザーと顧客間の透明性の高いコミュニケーションを可能にすることで、これを促進します。これに加えて、個々のリスク・プロファイルや財務目標に合わせてデータ分析を活用し、投資戦略を高度にカスタマイズすることもできます。その結果、ウェルス・マネジメント・プラットフォームは、顧客の期待に応える上で重要な役割を果たしています。
目次
第1章 序文
第2章 調査範囲と調査手法
- 調査の目的
- ステークホルダー
- データソース
- 一次情報
- 二次情報
- 市場推定
- ボトムアップアプローチ
- トップダウンアプローチ
- 調査手法
第3章 エグゼクティブサマリー
第4章 イントロダクション
- 概要
- 主要業界動向
第5章 世界のウェルスマネジメント・プラットフォーム市場
- 市場概要
- 市場実績
- COVID-19の影響
- 市場予測
第6章 市場内訳：アドバイザリーモデル
- ハイブリッド
- 市場動向
- 市場予測
- ロボアドバイザー
- 市場動向
- 市場予測
- ヒューマンアドバイザリー
- 市場動向
- 市場予測
第7章 市場内訳：展開モード別
- オンプレミス
- 市場動向
- 市場予測
- クラウドベース
- 市場動向
- 市場予測
第8章 市場内訳：事業内容別
- 報告
- 市場動向
- 市場予測
- 実績管理
- 市場動向
- 市場予測
- 財務アドバイス管理
- 市場動向
- 市場予測
- リスクとコンプライアンス管理
- 市場動向
- 市場予測
- ポートフォリオ、会計、取引管理
- 市場動向
- 市場予測
- その他
- 市場動向
- 市場予測
第9章 市場内訳：企業規模別
- 大企業
- 市場動向
- 市場予測
- 中小企業
- 市場動向
- 市場予測
第10章 市場内訳：最終用途産業別
- 銀行
- 市場動向
- 市場予測
- 証券会社
- 市場動向
- 市場予測
- 投資運用会社
- 市場動向
- 市場予測
- 取引および為替会社
- 市場動向
- 市場予測
- その他
- 市場動向
- 市場予測
第11章 市場内訳：地域別
- 北米
- 米国
- カナダ
- アジア太平洋
- 中国
- 日本
- インド
- 韓国
- オーストラリア
- インドネシア
- その他
- 欧州
- ドイツ
- フランス
- 英国
- イタリア
- スペイン
- ロシア
- その他
- ラテンアメリカ
- ブラジル
- メキシコ
- その他
- 中東・アフリカ
- 市場動向
- 市場内訳：国別
- 市場予測
第12章 SWOT分析
- 概要
- 強み
- 弱み
- 機会
- 脅威
第13章 バリューチェーン分析
第14章 ポーターのファイブフォース分析
- 概要
- 買い手の交渉力
- 供給企業の交渉力
- 競合の程度
- 新規参入業者の脅威
- 代替品の脅威
第15章 価格分析
第16章 競合情勢
- 市場構造
- 主要企業
- 主要企業のプロファイル
- 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
List of Figures
- Figure 1: Global: Wealth Management Platform Market: Major Drivers and Challenges
- Figure 2: Global: Wealth Management Platform Market: Sales Value (in Billion US$), 2018-2023
- Figure 3: Global: Wealth Management Platform Market Forecast: Sales Value (in Billion US$), 2024-2032
- Figure 4: Global: Wealth Management Platform Market: Breakup by Advisory Model (in %), 2023
- Figure 5: Global: Wealth Management Platform Market: Breakup by Deployment Mode (in %), 2023
- Figure 6: Global: Wealth Management Platform Market: Breakup by Business Function (in %), 2023
- Figure 7: Global: Wealth Management Platform Market: Breakup by Enterprise Size (in %), 2023
- Figure 8: Global: Wealth Management Platform Market: Breakup by End Use Industry (in %), 2023
- Figure 9: Global: Wealth Management Platform Market: Breakup by Region (in %), 2023
- Figure 10: Global: Wealth Management Platform (Hybrid) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 11: Global: Wealth Management Platform (Hybrid) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 12: Global: Wealth Management Platform (Robo Advisory) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 13: Global: Wealth Management Platform (Robo Advisory) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 14: Global: Wealth Management Platform (Human Advisory) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 15: Global: Wealth Management Platform (Human Advisory) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 16: Global: Wealth Management Platform (On-premises) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 17: Global: Wealth Management Platform (On-premises) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 18: Global: Wealth Management Platform (Cloud-based) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 19: Global: Wealth Management Platform (Cloud-based) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 20: Global: Wealth Management Platform (Reporting) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 21: Global: Wealth Management Platform (Reporting) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 22: Global: Wealth Management Platform (Performance Management) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 23: Global: Wealth Management Platform (Performance Management) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 24: Global: Wealth Management Platform (Financial Advice Management) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 25: Global: Wealth Management Platform (Financial Advice Management) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 26: Global: Wealth Management Platform (Risk and Compliance Management) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 27: Global: Wealth Management Platform (Risk and Compliance Management) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 28: Global: Wealth Management Platform (Portfolio, Accounting and Trading Management) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 29: Global: Wealth Management Platform (Portfolio, Accounting and Trading Management) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 30: Global: Wealth Management Platform (Other Business Functions) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 31: Global: Wealth Management Platform (Other Business Functions) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 32: Global: Wealth Management Platform (Large Enterprises) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 33: Global: Wealth Management Platform (Large Enterprises) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 34: Global: Wealth Management Platform (Small and Medium-sized Enterprises) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 35: Global: Wealth Management Platform (Small and Medium-sized Enterprises) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 36: Global: Wealth Management Platform (Banks) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 37: Global: Wealth Management Platform (Banks) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 38: Global: Wealth Management Platform (Brokerage Firms) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 39: Global: Wealth Management Platform (Brokerage Firms) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 40: Global: Wealth Management Platform (Investment Management Firms) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 41: Global: Wealth Management Platform (Investment Management Firms) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 42: Global: Wealth Management Platform (Trading and Exchange Firms) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 43: Global: Wealth Management Platform (Trading and Exchange Firms) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 44: Global: Wealth Management Platform (Other End Use Industries) Market: Sales Value (in Million US$), 2018 & 2023
- Figure 45: Global: Wealth Management Platform (Other End Use Industries) Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 46: North America: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 47: North America: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 48: United States: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 49: United States: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 50: Canada: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 51: Canada: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 52: Asia-Pacific: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 53: Asia-Pacific: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 54: China: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 55: China: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 56: Japan: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 57: Japan: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 58: India: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 59: India: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 60: South Korea: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 61: South Korea: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 62: Australia: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 63: Australia: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 64: Indonesia: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 65: Indonesia: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 66: Others: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 67: Others: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 68: Europe: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 69: Europe: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 70: Germany: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 71: Germany: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 72: France: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 73: France: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 74: United Kingdom: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 75: United Kingdom: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 76: Italy: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 77: Italy: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 78: Spain: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 79: Spain: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 80: Russia: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 81: Russia: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 82: Others: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 83: Others: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 84: Latin America: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 85: Latin America: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 86: Brazil: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 87: Brazil: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 88: Mexico: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 89: Mexico: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 90: Others: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 91: Others: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 92: Middle East and Africa: Wealth Management Platform Market: Sales Value (in Million US$), 2018 & 2023
- Figure 93: Middle East and Africa: Wealth Management Platform Market: Breakup by Country (in %), 2023
- Figure 94: Middle East and Africa: Wealth Management Platform Market Forecast: Sales Value (in Million US$), 2024-2032
- Figure 95: Global: Wealth Management Platform Industry: SWOT Analysis
- Figure 96: Global: Wealth Management Platform Industry: Value Chain Analysis
- Figure 97: Global: Wealth Management Platform Industry: Porter's Five Forces Analysis
List of Tables
- Table 1: Global: Wealth Management Platform Market: Key Industry Highlights, 2023 and 2032
- Table 2: Global: Wealth Management Platform Market Forecast: Breakup by Advisory Model (in Million US$), 2024-2032
- Table 3: Global: Wealth Management Platform Market Forecast: Breakup by Deployment Mode (in Million US$), 2024-2032
- Table 4: Global: Wealth Management Platform Market Forecast: Breakup by Business Function (in Million US$), 2024-2032
- Table 5: Global: Wealth Management Platform Market Forecast: Breakup by Enterprise Size (in Million US$), 2024-2032
- Table 6: Global: Wealth Management Platform Market Forecast: Breakup by End Use Industry (in Million US$), 2024-2032
- Table 7: Global: Wealth Management Platform Market Forecast: Breakup by Region (in Million US$), 2024-2032
- Table 8: Global: Wealth Management Platform Market: Competitive Structure
- Table 9: Global: Wealth Management Platform Market: Key Players
The global wealth management platform market size reached US$ 4.9 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 13.3 Billion by 2032, exhibiting a growth rate (CAGR) of 11.5% during 2024-2032. The significant technological advancements, rapidly changing regulatory landscape, increasing customer expectation, rising number of high-net-worth-individuals (HNWIs), internationalization of financial market, integration of automation features, and widespread platform utilization to provide real-time analytics are some of the major factors propelling the market.
A wealth management platform refers to an integrated software solution designed to assist financial advisors and institutions in overseeing, analyzing, and managing client assets. It includes portfolio management, customer relationship management (CRM), and compliance tools. Wealth management platform finds extensive applications in portfolio analysis, risk assessment, financial planning, tax optimization, reporting, estate planning, retirement planning, goal-based investment, data aggregation, and client onboarding. It aids in streamlining operations, enhancing compliance, centralizing data, and customizing investment strategies. In addition, it offers precision in asset allocation, data security, and transparent communication.
The rising demand for comprehensive wealth management solutions owing to the increasing number of high-net-worth individuals (HNWIs) is propelling the market growth. Additionally, the internationalization of financial markets, which requires platforms that can manage cross-border investments and multiple currencies, is contributing to the market growth. Furthermore, the rising number of financial advisory firms is facilitating the adoption of innovative wealth management platforms to gain competitive advantages. Besides this, the integration of automation features to reduce operational costs by streamlining administrative tasks is positively influencing the market growth. Moreover, the ongoing digitization across various sectors, which is prompting financial firms to adopt digital-first solutions, including state-of-the-art wealth management platforms, is acting as another growth-inducing factor. Along with this, the widespread platform utilization to provide real-time analytics and adaptable investment strategies that can deal with fluctuating economic conditions is favoring the market growth.
Wealth Management Platform Market Trends/Drivers:
The significant technological advancements
Technological innovations are dramatically altering the landscape of wealth management platforms. In line with this, the incorporation of artificial intelligence (AI) to browse through massive datasets and identify trends, anomalies, and opportunities in financial markets with a level of speed and accuracy that outpaces human capabilities is propelling the market growth. Furthermore, the adoption of machine learning (ML) algorithms to improve predictive accuracy, facilitate portfolio optimization, and enhance risk assessment capabilities is acting as another growth-inducing factor. Additionally, these technologies enable wealth management platforms to offer more nuanced, personalized financial advice, which aids in setting a new standard in the industry. They also automate numerous manual tasks, freeing advisors to focus on strategic operations and client relationships, thereby increasing the overall efficiency of wealth management operations.
The rapidly changing regulatory landscape
The rapidly changing and increasingly complex regulatory landscape of the financial sector is boosting the market growth. Changes in laws across the globe have necessitated a more agile, adaptive approach to regulatory compliance. In line with this, wealth management platforms equipped with compliance management tools can automatically update to meet new regulatory requirements, thus reducing the risk of legal repercussions for financial institutions. Furthermore, these platforms offer features, such as real-time reporting, audit trails, and automated compliance checks, making it easier for firms to adhere to evolving regulations. Moreover, the ability of wealth management platforms to effortlessly adapt to regulatory changes aids in saving organizations from severe penalties, damaged reputation, and loss of client trust.
The increasing customer expectations
Customer expectations regarding financial management have undergone a significant transformation. Clients now demand real-time access to their portfolios, complete transparency in how their money is being managed, and a highly personalized investment strategy tailored to their specific needs and risk tolerance. Moreover, the modern customer seeks a more collaborative relationship with their financial advisors rather than a purely transactional one. Wealth management platforms facilitate this by offering client portals with real-time performance metrics, enabling transparent communication between the advisor and the client. Besides this, they also allow for a high degree of customization in investment strategies, leveraging data analytics to match individual risk profiles and financial goals. As a result, wealth management platforms play a crucial role in meeting customer expectations.
Wealth Management Platform Industry Segmentation:
IMARC Group provides an analysis of the key trends in each segment of the global wealth management platform market report, along with forecasts at the global, regional, and country levels for 2024-2032. Our report has categorized the market based on advisory model, deployment mode, business function, enterprise size, and end use industry.
Breakup by Advisory Model:
Hybrid
Robo Advisory
Human Advisory
Human advisory dominates the market
The report has provided a detailed breakup and analysis of the market based on advisory model. This includes hybrid, robo advisory, and human advisory. According to the report, human advisory represented the largest segment.
Human advisory is dominating the market due to the complexity of financial planning, which requires the nuanced understanding and emotional intelligence that only human advisors can provide. High-net-worth individuals (HNWIs) usually prefer a tailored approach to wealth management. They value the personalized service, strategic counsel, and confidentiality that human advisors can offer, which often cannot be replicated by automated systems. Additionally, human advisors can understand the psychological aspects of financial planning and offer reassurance. Moreover, the financial landscape is fraught with ethical dilemmas and complex legal considerations. Human advisors can navigate these challenges with a depth of understanding that is currently beyond the capabilities of automated systems.
Breakup by Deployment Mode:
On-premises
Cloud-based
Cloud-based holds the largest share in the market
A detailed breakup and analysis of the market based on deployment mode has also been provided in the report. This includes on-premises and cloud-based. According to the report, cloud-based represented the largest segment.
Cloud-based deployment offers unparalleled scalability, allowing financial firms to effortlessly expand their services as they acquire more clients or diversify their product offerings. Moreover, storing and managing data in the cloud significantly reduces the need for on-premises hardware and related operational costs. This results in efficient allocation of company resources and a reduced total cost of ownership. Besides this, reputable cloud providers adhere to strict security protocols, including regular updates and multi-layer encryption. This ensures that sensitive financial data is protected against cyber threats, a priority for both clients and wealth management firms.
Breakup by Business Function:
Reporting
Performance Management
Financial Advice Management
Risk and Compliance Management
Portfolio, Accounting and Trading Management
Others
A detailed breakup and analysis of the market based on business function has also been provided in the report. This includes reporting, performance management, financial advice management, risk and compliance management, portfolio, accounting and trading management, and others.
Reporting plays a vital role in complying with stringent financial regulations. An efficient reporting system not only ensures that all transactions are above board but also that they adhere to the continually changing regulatory landscape. Furthermore, clients often demand complete transparency in how their assets are managed. Comprehensive reporting tools allow for an open channel of communication between advisors and clients, thereby fostering trust. Moreover, regular reports on portfolio performance, risks, and market opportunities make the client feel more involved and informed.
Performance management within these platforms offers financial advisors an edge in demonstrating value to clients. Through accurate, easily understandable metrics, clients can effortlessly assess how well their portfolios are managed, thus boosting trust and increasing client retention rates. Furthermore, it allows for highly customized investment strategies, thereby enabling a more personalized client experience.
Breakup by Enterprise Size:
Large Enterprises
Small and Medium-sized Enterprises
A detailed breakup and analysis of the market based on the enterprise size has also been provided in the report. This includes large enterprises and small and medium-sized enterprises.
Large enterprises widely use wealth management platforms to enable real-time tracking and analysis of their assets, which aids in optimizing performance. Furthermore, these platforms can evaluate the financial risks associated with various investment options, thus helping large enterprises in the formulation of risk-mitigation strategies. Moreover, beyond immediate portfolio management, these platforms assist in long-term financial planning, enabling large enterprises to meet their future fiscal goals effectively.
Small and medium-sized enterprises (SMEs) widely use wealth management platforms to forecast revenue, manage cash flow, and plan for future growth. Furthermore, these platforms offer data-driven insights that can guide more informed investment decisions, thus helping SMEs optimize their returns. Moreover, SMEs are particularly vulnerable to market fluctuations and economic downturns. The risk assessment tools within these platforms provide critical data that help SMEs navigate potential financial pitfalls, thereby promoting business sustainability.
Breakup by End Use Industry:
Banks
Brokerage Firms
Investment Management Firms
Trading and Exchange Firms
Others
Banks holds the largest share in the market
A detailed breakup and analysis of the market based on end use industry has also been provided in the report. This includes banks, brokerage firms, investment management firms, trading and exchange firms, and others. According to the report, banks accounted for the largest market share.
Banks have a substantial, pre-existing customer base that trusts them for financial services, which makes it easier for them to introduce and promote their wealth management platforms to a captive audience. Furthermore, they have considerable financial resources, allowing them to invest heavily in technology and innovation, including wealth management platforms. Additionally, the established reputation of banks as trusted financial institutions grants them immediate credibility in offering wealth management services. Moreover, they can easily integrate wealth management platforms into their existing range of services, offering customers a one-stop solution for all their financial needs.
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
North America exhibits a clear dominance, accounting for the largest wealth management platform market share
The market research report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, North America accounted for the largest market share.
North America has a well-established and advanced financial services sector, which serves as fertile ground for wealth management platforms to grow. Additionally, the region has a significant number of high net-worth individuals (HNWIs), which is contributing to the demand for sophisticated wealth management platforms. Furthermore, North America leads in technology adoption, including big data and artificial intelligence (AI), which are integral parts of modern wealth management platforms. Besides this, the imposition of a strict and well-defined regulatory framework by the regional governments, which encourages trust in wealth management services, is supporting the market growth. Moreover, investors in North America are more financially literate and sophisticated, thus demanding more from their wealth management platforms. Along with this, the presence of a strong and resilient economy, which provides the necessary financial stability and confidence for both investors and wealth management service providers, is favoring the market growth.
Competitive Landscape:
Major companies are adopting the latest technologies to improve user experience and operational efficiency. Furthermore, they are investing in compliance tools and modules to maintain trust and avoid legal complications. Additionally, leading players are offering highly personalized wealth management solutions to differentiate themselves from their competitors. Besides this, they are providing educational content and resources to not only inform clients but also to establish themselves as thought leaders in the industry. Apart from this, top companies are actively expanding into emerging markets via partnerships or acquisitions to tap into growing affluent populations. Moreover, leading firms are implementing robust security solutions to prevent data breaches and cyber-attacks. Along with this, they are leveraging omnichannel strategies that allow clients to engage with the platform through multiple devices, thus improving customer experience and retention rates.
The report has provided a comprehensive analysis of the competitive landscape in the market. Detailed profiles of all major companies have also been provided. Some of the key players in the market include:
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.
Recent Developments:
In June 2023, Avaloq (NEC Corporation) partnered with BlackRock to provide integrated technology solutions for meeting the needs of wealth managers.
In June 2023, Backbase acquired digital wealth platform Nucoro to add end-to-end investing capabilities to its investment banking platform.
In January 2023, Broadridge Financial Solutions Inc. partnered with IG Wealth Management to optimize advisory team productivity and enrich client experience.
Key Questions Answered in This Report
- 1. What was the size of the global wealth management platform market in 2023?
- 2. What is the expected growth rate of the global wealth management platform market during 2024-2032?
- 3. What are the key factors driving the global wealth management platform market?
- 4. What has been the impact of COVID-19 on the global wealth management platform market?
- 5. What is the breakup of the global wealth management platform market based on the advisory model?
- 6. What is the breakup of the global wealth management platform market based on the deployment mode?
- 7. What is the breakup of the global wealth management platform market based on end use industry?
- 8. What are the key regions in the global wealth management platform market?
- 9. Who are the key players/companies in the global wealth management platform market?
Table of Contents
1 Preface
2 Scope and Methodology
- 2.1 Objectives of the Study
- 2.2 Stakeholders
- 2.3 Data Sources
- 2.3.1 Primary Sources
- 2.3.2 Secondary Sources
- 2.4 Market Estimation
- 2.4.1 Bottom-Up Approach
- 2.4.2 Top-Down Approach
- 2.5 Forecasting Methodology
3 Executive Summary
4 Introduction
- 4.1 Overview
- 4.2 Key Industry Trends
5 Global Wealth Management Platform Market
- 5.1 Market Overview
- 5.2 Market Performance
- 5.3 Impact of COVID-19
- 5.4 Market Forecast
6 Market Breakup by Advisory Model
- 6.1 Hybrid
- 6.1.1 Market Trends
- 6.1.2 Market Forecast
- 6.2 Robo Advisory
- 6.2.1 Market Trends
- 6.2.2 Market Forecast
- 6.3 Human Advisory
- 6.3.1 Market Trends
- 6.3.2 Market Forecast
7 Market Breakup by Deployment Mode
- 7.1 On-premises
- 7.1.1 Market Trends
- 7.1.2 Market Forecast
- 7.2 Cloud-based
- 7.2.1 Market Trends
- 7.2.2 Market Forecast
8 Market Breakup by Business Function
- 8.1 Reporting
- 8.1.1 Market Trends
- 8.1.2 Market Forecast
- 8.2 Performance Management
- 8.2.1 Market Trends
- 8.2.2 Market Forecast
- 8.3 Financial Advice Management
- 8.3.1 Market Trends
- 8.3.2 Market Forecast
- 8.4 Risk and Compliance Management
- 8.4.1 Market Trends
- 8.4.2 Market Forecast
- 8.5 Portfolio, Accounting and Trading Management
- 8.5.1 Market Trends
- 8.5.2 Market Forecast
- 8.6 Others
- 8.6.1 Market Trends
- 8.6.2 Market Forecast
9 Market Breakup by Enterprise Size
- 9.1 Large Enterprises
- 9.1.1 Market Trends
- 9.1.2 Market Forecast
- 9.2 Small and Medium-sized Enterprises
- 9.2.1 Market Trends
- 9.2.2 Market Forecast
10 Market Breakup by End Use Industry
- 10.1 Banks
- 10.1.1 Market Trends
- 10.1.2 Market Forecast
- 10.2 Brokerage Firms
- 10.2.1 Market Trends
- 10.2.2 Market Forecast
- 10.3 Investment Management Firms
- 10.3.1 Market Trends
- 10.3.2 Market Forecast
- 10.4 Trading and Exchange Firms
- 10.4.1 Market Trends
- 10.4.2 Market Forecast
- 10.5 Others
- 10.5.1 Market Trends
- 10.5.2 Market Forecast
11 Market Breakup by Region
- 11.1 North America
- 11.1.1 United States
- 11.1.1.1 Market Trends
- 11.1.1.2 Market Forecast
- 11.1.2 Canada
- 11.1.2.1 Market Trends
- 11.1.2.2 Market Forecast
- 11.1.1 United States
- 11.2 Asia-Pacific
- 11.2.1 China
- 11.2.1.1 Market Trends
- 11.2.1.2 Market Forecast
- 11.2.2 Japan
- 11.2.2.1 Market Trends
- 11.2.2.2 Market Forecast
- 11.2.3 India
- 11.2.3.1 Market Trends
- 11.2.3.2 Market Forecast
- 11.2.4 South Korea
- 11.2.4.1 Market Trends
- 11.2.4.2 Market Forecast
- 11.2.5 Australia
- 11.2.5.1 Market Trends
- 11.2.5.2 Market Forecast
- 11.2.6 Indonesia
- 11.2.6.1 Market Trends
- 11.2.6.2 Market Forecast
- 11.2.7 Others
- 11.2.7.1 Market Trends
- 11.2.7.2 Market Forecast
- 11.2.1 China
- 11.3 Europe
- 11.3.1 Germany
- 11.3.1.1 Market Trends
- 11.3.1.2 Market Forecast
- 11.3.2 France
- 11.3.2.1 Market Trends
- 11.3.2.2 Market Forecast
- 11.3.3 United Kingdom
- 11.3.3.1 Market Trends
- 11.3.3.2 Market Forecast
- 11.3.4 Italy
- 11.3.4.1 Market Trends
- 11.3.4.2 Market Forecast
- 11.3.5 Spain
- 11.3.5.1 Market Trends
- 11.3.5.2 Market Forecast
- 11.3.6 Russia
- 11.3.6.1 Market Trends
- 11.3.6.2 Market Forecast
- 11.3.7 Others
- 11.3.7.1 Market Trends
- 11.3.7.2 Market Forecast
- 11.3.1 Germany
- 11.4 Latin America
- 11.4.1 Brazil
- 11.4.1.1 Market Trends
- 11.4.1.2 Market Forecast
- 11.4.2 Mexico
- 11.4.2.1 Market Trends
- 11.4.2.2 Market Forecast
- 11.4.3 Others
- 11.4.3.1 Market Trends
- 11.4.3.2 Market Forecast
- 11.4.1 Brazil
- 11.5 Middle East and Africa
- 11.5.1 Market Trends
- 11.5.2 Market Breakup by Country
- 11.5.3 Market Forecast
12 SWOT Analysis
- 12.1 Overview
- 12.2 Strengths
- 12.3 Weaknesses
- 12.4 Opportunities
- 12.5 Threats
13 Value Chain Analysis
14 Porters Five Forces Analysis
- 14.1 Overview
- 14.2 Bargaining Power of Buyers
- 14.3 Bargaining Power of Suppliers
- 14.4 Degree of Competition
- 14.5 Threat of New Entrants
- 14.6 Threat of Substitutes
15 Price Analysis
16 Competitive Landscape
- 16.1 Market Structure
- 16.2 Key Players
- 16.3 Profiles of Key Players
- 16.3.1 Avaloq (NEC Corporation)
- 16.3.1.1 Company Overview
- 16.3.1.2 Product Portfolio
- 16.3.2 Backbase
- 16.3.2.1 Company Overview
- 16.3.2.2 Product Portfolio
- 16.3.3 Broadridge Financial Solutions Inc.
- 16.3.3.1 Company Overview
- 16.3.3.2 Product Portfolio
- 16.3.3.3 Financials
- 16.3.3.4 SWOT Analysis
- 16.3.4 Comarch SA
- 16.3.4.1 Company Overview
- 16.3.4.2 Product Portfolio
- 16.3.4.3 Financials
- 16.3.5 Crealogix AG
- 16.3.5.1 Company Overview
- 16.3.5.2 Product Portfolio
- 16.3.5.3 Financials
- 16.3.6 Fidelity National Information Services Inc.
- 16.3.6.1 Company Overview
- 16.3.6.2 Product Portfolio
- 16.3.6.3 Financials
- 16.3.6.4 SWOT Analysis
- 16.3.7 Fiserv Inc.
- 16.3.7.1 Company Overview
- 16.3.7.2 Product Portfolio
- 16.3.7.3 Financials
- 16.3.7.4 SWOT Analysis
- 16.3.8 Infosys Limited
- 16.3.8.1 Company Overview
- 16.3.8.2 Product Portfolio
- 16.3.8.3 Financials
- 16.3.8.4 SWOT Analysis
- 16.3.9 Profile Systems and Software S.A.
- 16.3.9.1 Company Overview
- 16.3.9.2 Product Portfolio
- 16.3.9.3 Financials
- 16.3.10 Prometeia S.p.A
- 16.3.10.1 Company Overview
- 16.3.10.2 Product Portfolio
- 16.3.11 SEI Investments Company
- 16.3.11.1 Company Overview
- 16.3.11.2 Product Portfolio
- 16.3.11.3 Financials
- 16.3.11.4 SWOT Analysis
- 16.3.12 SS&C Technologies Inc.
- 16.3.12.1 Company Overview
- 16.3.12.2 Product Portfolio
- 16.3.12.3 Financials
- 16.3.12.4 SWOT Analysis
- 16.3.13 Tata Consultancy Services Limited
- 16.3.13.1 Company Overview
- 16.3.13.2 Product Portfolio
- 16.3.13.3 Financials
- 16.3.13.4 SWOT Analysis
- 16.3.14 Temenos Headquarters SA
- 16.3.14.1 Company Overview
- 16.3.14.2 Product Portfolio
- 16.3.14.3 Financials
- 16.3.14.4 SWOT Analysis
- 16.3.1 Avaloq (NEC Corporation)
