市場調査レポート

商品コード

1610778

資産管理プラットフォームの市場規模、シェア、成長分析、アドバイザリーモデル別、ビジネスファンクション別、展開別、エンドユーザー別、地域別 - 産業予測、2024年～2031年

Wealth Management Platform Market Size, Share, Growth Analysis, By Advisory Model, By Business Function, By Deployment, By End User, By Region -Industry Forecast 2024-2031

出版日: 2024年12月11日
発行: SkyQuest
ページ情報: 英文 176 Pages
納期: 3～5営業日

価格

PDF & Excel (Single User License)

USD 5,300 760,921円

レポートPDF・Excelを1 名様のみがご利用頂けるライセンスです。PDF・Excell内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します

PDF & Excel (Multiple User License)

USD 6,200 890,134円

レポートPDF・Excel2-5名様までがご利用頂けるライセンスです。PDF・Excel内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します。

PDF & Excel (Enterprise License)

USD 7,100 1,019,347円

レポートPDF・Excelを同一企業に所属の全世界の方にご使用頂けるライセンスです。PDF・Excel内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します。

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本日の銀行送金レート: 1USD=143.57円

全表示
概要
目次

概要

サンプル依頼リストに入れる

資産管理プラットフォームの世界市場規模は、2022年に29億5,000万米ドルと評価され、2023年の33億1,000万米ドルから2031年には84億5,000万米ドルに成長し、予測期間（2024-2031年）のCAGRは12.5%で成長する見通しです。

資産管理プラットフォーム市場は、自動化された資産管理ソリューションに対する需要の高まりによって、大きな成長を遂げると思われます。これらのプラットフォームは、費用対効果の高い資産運用を目指す顧客に手頃な価格を提供します。富裕層（HNWI）は、財務の安定性、分散投資、個人的な目標の達成を優先するが、基本的な投資知識に苦慮することが多いため、多くのウェルス・マネージャーがオーダーメイドのサービスを提供するためにこうしたプラットフォームを導入しています。デジタル資産管理ソリューションへの関心の高まりは、特にパンデミック後、企業が損失を回復し金融セクターへの投資を強化する中で、主要な市場促進要因となっています。インドでは、HNIやUHNWI層の増加とともにウェルス・マネジメント・サービスに対する需要が急増しています。高度なアナリティクスとアドバイザーのテクノロジーは、世界中のウェルス・マネジメントの顧客基盤の複雑なニーズに対応するプラットフォームを位置づけ、支持を集めています。

北米
- 米国
- カナダ
欧州
- 英国
- ドイツ
- スペイン
- フランス
- イタリア
- その他欧州地域
アジア太平洋地域
- 中国
- インド
- 日本
- 韓国
- その他アジア太平洋地域
ラテンアメリカ
- ブラジル
- その他ラテンアメリカ地域
中東・アフリカ
- GCC諸国
- 南アフリカ
- その他中東・アフリカ

競合情報

上位5社の比較
主要企業の市場ポジショニング（2023年）
主な市場企業が採用した戦略
市場の最近の動向
企業の市場シェア分析（2023年）
主要企業の企業プロファイル
- 会社概要
- 製品ポートフォリオ分析
- セグメント別シェア分析
- 収益の前年比比較（2021-2023）

主要企業プロファイル

Comarch SA
Dorsum Ltd.
Fidelity National Information Services, Inc.
Finantix
Fiserv, Inc.
Objectway S.p.A.
Profile Software
SEI Investments Company
SS&C Technologies Holdings, Inc.
Temenos Headquarters SA

結論と推奨事項

Product Code: SQMIG45A2389

Global Wealth Management Platform Market size was valued at USD 2.95 Billion in 2022 and is poised to grow from USD 3.31 Billion in 2023 to USD 8.45 Billion by 2031, growing at a CAGR of 12.5% in the forecast period (2024-2031).

The wealth management platform market is set for significant growth, driven by an increasing demand for automated asset management solutions. These platforms offer affordability for clients targeting cost-effective wealth management. High-net-worth individuals (HNWIs) prioritize financial stability, diversification, and personal goal fulfillment but often struggle with basic investment knowledge, leading many wealth managers to adopt these platforms for tailored services. Growing interest in digital wealth management solutions is a key market driver, especially following the pandemic, as firms recover losses and enhance investments in the financial sector. In India, the demand for wealth management services has surged alongside the growth of HNI and UHNWI demographics. Advanced analytics and adviser technologies are gaining traction, positioning platforms to meet the complex needs of wealth management client bases globally.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Wealth Management Platform market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Wealth Management Platform Market Segmental Analysis

Global Wealth Management Platform Market is segmented by Advisory Model, by Business Function, by Deployment Model, by End User and by Region. Based on Advisory Model, the market is segmented into Human advisory, Robo advisory, Hybrid. Based on Business Function, the market is segmented into Financial advice management, Portfolio, accounting, and trading management, Performance management, Risk and compliance management, Reporting, Others (billing and benchmarking). Based on Deployment Model, the market is segmented into Cloud, On-premises. Based on End User, the market is segmented into Banks, Investment management firms, Trading and exchange firms, Brokerage firms, Others (asset management firms, and custody and compliance providers). Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Global Wealth Management Platform Market

A key driver of growth in the Global Wealth Management Platform market is the escalating demand for digital solutions. Consumers increasingly seek seamless and intuitive experiences, making enhanced digital capabilities in wealth management platforms essential. This shift towards online services compels firms to improve client interaction, streamline operations, and offer personalized investment guidance tailored to diverse client segments. As a result, businesses are increasingly adopting innovative wealth management solutions to meet the evolving expectations of their customers, thereby fueling market expansion and enhancing service delivery across the industry. This trend underscores the critical nature of digital transformation in wealth management.

Restraints in the Global Wealth Management Platform Market

One significant constraint facing the global wealth management platform market is the substantial installation cost associated with implementing these technological solutions. This barrier poses a particular challenge for small and medium enterprises (SMEs), as the expenses related to acquiring dedicated software, necessary infrastructure, and ongoing maintenance can be prohibitively high. Consequently, SMEs often find it difficult to access these platforms, which puts them at a competitive disadvantage compared to larger firms that have the financial capacity to invest more heavily in advanced technologies and high-quality wealth management solutions. This cost disparity can hinder market participation for smaller players.

Market Trends of the Global Wealth Management Platform Market

The Global Wealth Management Platform market is witnessing a significant trend towards the integration of machine learning (ML) and artificial intelligence (AI) technologies. This evolution enhances automation, enabling wealth managers to improve risk assessment capabilities and tailor services to individual client needs more effectively. AI-driven analytics are becoming pivotal in identifying lucrative investment opportunities and optimizing portfolios, fostering a more responsive and efficient wealth management experience. As firms increasingly adopt these advanced technologies, the demand for sophisticated, data-driven solutions is expected to grow, shaping the future landscape of the wealth management industry and driving competitive differentiation.

Introduction

Objectives of the Study
Scope of the Report
Definitions

Research Methodology

Information Procurement
Secondary & Primary Data Methods
Market Size Estimation
Market Assumptions & Limitations

Executive Summary

Global Market Outlook
Supply & Demand Trend Analysis
Segmental Opportunity Analysis

Market Dynamics & Outlook

Market Overview
Market Size
Market Dynamics
- Driver & Opportunities
- Restraints & Challenges
Porters Analysis & Impact
- Competitive rivalry
- Threat of substitute
- Bargaining power of buyers
- Threat of new entrants
- Bargaining power of suppliers

Key Market Insights

Key Success Factors
Degree of Competition
Top Investment Pockets
Market Ecosystem
Market Attractiveness Index, 2023
PESTEL Analysis
Macro-Economic Indicators
Value Chain Analysis
Pricing Analysis
Technological Advancement
Regulatory Landscape
Case Studies

Global Wealth Management Platform Market Size by Advisory Model & CAGR (2024-2031)

Human advisory
Robo advisory
Hybrid

Global Wealth Management Platform Market Size by Business Function & CAGR (2024-2031)

Financial advice management
Portfolio, accounting, and trading management
Performance management
Risk and compliance management
Reporting
Others
- Billing
- Benchmarking

Global Wealth Management Platform Market Size by Deployment Model & CAGR (2024-2031)

Cloud
On-premises

Global Wealth Management Platform Market Size by End User & CAGR (2024-2031)

Banks
Investment management firms
Trading and exchange firms
Brokerage firms
Others
- Asset management firms
- Custody
- Compliance providers

Global Wealth Management Platform Market Size by Region & CAGR (2024-2031)

North America, (by Advisory Model, by Business Function, by Deployment Model, by End User)
- US
- Canada
Europe, (by Advisory Model, by Business Function, by Deployment Model, by End User)
- UK
- Germany
- Spain
- France
- Italy
- Rest of Europe
Asia-Pacific, (by Advisory Model, by Business Function, by Deployment Model, by End User)
- China
- India
- Japan
- South Korea
- Rest of Asia Pacific
Latin America, (by Advisory Model, by Business Function, by Deployment Model, by End User)
- Brazil
- Rest of Latin America
Middle East & Africa, (by Advisory Model, by Business Function, by Deployment Model, by End User)
- GCC Countries
- South Africa
- Rest of Middle East & Africa

Competitive Intelligence

Top 5 Player Comparison
Market Positioning of Key Players, 2023
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2023
Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

Comarch SA
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Dorsum Ltd.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Fidelity National Information Services, Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Finantix
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Fiserv, Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Objectway S.p.A.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Profile Software
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
SEI Investments Company
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
SS&C Technologies Holdings, Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Temenos Headquarters SA
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments

資産管理プラットフォームの市場規模、シェア、成長分析、アドバイザリーモデル別、ビジネスファンクション別、展開別、エンドユーザー別、地域別 - 産業予測、2024年～2031年

Wealth Management Platform Market Size, Share, Growth Analysis, By Advisory Model, By Business Function, By Deployment, By End User, By Region -Industry Forecast 2024-2031

目次

イントロダクション

調査手法

エグゼクティブサマリー

市場力学と見通し

主な市場の考察

資産管理プラットフォーム市場規模：アドバイザリーモデル& CAGR（2024-2031）

資産管理プラットフォーム市場規模：ビジネスファンクション別& CAGR（2024-2031）

資産管理プラットフォーム市場規模：展開モデル別& CAGR（2024-2031）

資産管理プラットフォーム市場規模：エンドユーザー別& CAGR（2024-2031）

資産管理プラットフォーム市場規模：地域別& CAGR（2024-2031）