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資産管理プラットフォームの世界市場：市場規模（アドバイザリーモデル別・事業機能別・エンドユーザー産業別・地域別）、将来予測

Global Wealth Management Platform Market Size By Advisory Model (Human Advisory, Robo Advisory), By Business Function (Financial Advice Management, Portfolio), By End-User Industry (Banks, Investment Management Firms), By Geographic Scope And Forecast

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英文 202 Pages
納期
2～3営業日
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価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=144.76円
資産管理プラットフォームの世界市場：市場規模（アドバイザリーモデル別・事業機能別・エンドユーザー産業別・地域別）、将来予測
出版日: 2025年05月09日
発行: Verified Market Research
ページ情報: 英文 202 Pages
納期: 2～3営業日
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概要

資産管理プラットフォームの市場規模と予測

資産管理プラットフォームの市場規模は、2024年に34億7,000万米ドルと評価され、2026年から2032年にかけて13.55%のCAGRで成長し、2032年には96億米ドルに達すると予測されます。

  • 資産管理プラットフォームは、ファイナンシャル・アドバイザーとその顧客の投資管理、ファイナンシャル・プランニング、総合的な資産戦略を支援するために設計された包括的なデジタル・ソリューションです。
  • 一般的に、ポートフォリオ管理、リスク評価、財務報告、顧客関係管理など、さまざまなサービスがユーザーフレンドリーなインターフェイス内に統合されています。データを一元化し、プロセスを自動化することで、これらのプラットフォームは効率を高め、顧客エンゲージメントを向上させます。
  • 実際、資産管理プラットフォームは、個々の顧客の目標やリスク許容度に合わせたパーソナライズされた投資戦略を促進します。多くの場合、高度な分析と人工知能を活用して市場動向に関する洞察を提供し、アドバイザーが十分な情報に基づいた意思決定を行えるようにしています。
  • 顧客は、ポートフォリオ、ファイナンシャル・プラン、教育リソースへのリアルタイム・アクセスから恩恵を受け、よりインタラクティブで透明性の高いアドバイザリー・リレーションシップを育むことができます。

世界の資産管理プラットフォーム市場の力学

世界の資産管理プラットフォーム市場を形成している主な市場力学は以下の通り：

主な市場促進要因

  • パーソナライゼーションに対する需要の高まり：資産管理プラットフォーム市場では、個別化された金融サービスへの需要が高まっています。顧客は自分に合った投資戦略を求めており、企業はエンゲージメントを高めるために革新的なソリューションを採用しています。2023年のCapgemini World Wealth Reportによると、富裕層（HNWI）の74%がパーソナライズされたサービスや商品に関心があると回答しています。
  • 拡大するデジタル変革：金融セクターにおけるデジタルトランスフォーメーションの高まりは、先進テクノロジーの採用に拍車をかけています。資産管理会社は自動化やAIを活用して業務効率を高め、顧客体験を向上させています。2023年のPwC調査によると、資産管理会社の65%が、DX (デジタルトランスフォーメーション) の予算を前年より増加させました。
  • 富裕層の拡大：世界の富裕層の増加が市場拡大の原動力となっています。富の蓄積に伴い、多様な投資ニーズに対応する高度な運用ソリューションへの需要が高まっています。クレディ・スイスの世界・ウェルス・レポート2024によると、富裕層が保有する総資産は2023年に8.4%増加し、84兆ドルを突破しました。
  • 持続可能な投資への注目の高まり：持続可能な投資への関心の高まりが、資産管理プラットフォーム市場を形成しています。顧客の環境意識が高まるにつれ、ESGオプションを提供するプラットフォームの人気が高まっています。2024年のモルガン・スタンレーの調査では、個人投資家の85%がサステナブル投資に関心を持っており、2021年の71%から上昇しています。

主な課題

  • 高まる規制課題：資産管理プラットフォームが拡大するにつれ、規制機関からの監視の目が厳しくなっています。進化する規制を遵守することは、運用に多大なコストと複雑さを課す可能性があります。
  • 競合の激化：市場には、新規参入企業やフィンテック・ソリューションの流入が増加しています。競争の激化は、既存企業に継続的な技術革新を迫り、市場シェアを失うリスクをもたらします。
  • 顧客の期待の高まり：デジタル・ソリューションの台頭により、顧客はよりパーソナライズされたシームレスな体験を求めるようになっています。こうした期待の高まりに応えるには、絶え間ない適応とテクノロジーへの投資が必要となります。
  • 高まるサイバーセキュリティの脅威：プラットフォームがサービスをデジタル化するにつれ、サイバーセキュリティリスクの高まりに直面しています。増大する脅威から機密性の高い金融データを保護することは、資産管理会社にとって重要な課題です。

主要動向

  • AIと自動化の採用拡大：資産管理プラットフォームでは、AIと自動化技術の統合が進んでいます。この動向は効率を高め、データ主導の洞察を通じて顧客にオーダーメイドの投資戦略を提供します。例えば、2024年3月、チャールズ・シュワブは、より正確なポートフォリオ予測とリスク評価を提供することを目的として、AIを活用した高度な予測分析ツールを資産管理プラットフォームに統合することを発表しました。
  • ESG投資への需要の高まり：投資家の間では、ポートフォリオにおいて環境・社会・ガバナンス（ESG）への配慮を求める声が高まっています。資産管理プラットフォームは、社会的意識の高い顧客を惹きつけるため、ESG指標を取り入れる傾向を強めています。2024年のCFAインスティテュートの調査によると、投資専門家の85％が投資分析にESG要素を利用しており、2022年の73％から増加しています。
  • デジタル・ツールの利用増加：資産管理セクターでは、デジタル・ツールやモバイル・アプリケーションへのシフトが進んでいます。この動向は、投資ポートフォリオへのシームレスなオンライン・アクセスを好むハイテクに精通した顧客に対応しています。2024年のJ.D. Powerの調査では、資産管理の顧客の71％が、デジタル・チャネルを通じてアドバイザーと対話することを好むようになり、2022年の60％から増加していることが明らかになりました。

目次

第1章 世界の資産管理プラットフォーム市場：イントロダクション

  • 市場概要
  • 分析範囲
  • 前提条件

第2章 エグゼクティブサマリー

第3章 VERIFIED MARKET RESEARCHの分析手法

  • データマイニング
  • バリデーション
  • 一次資料
  • データソース一覧

第4章 世界の資産管理プラットフォーム市場の展望

  • 概要
  • 市場力学
    • 促進要因
    • 抑制要因
    • 機会
  • ポーターのファイブフォースモデル
  • バリューチェーン分析

第5章 世界の資産管理プラットフォーム市場：アドバイザーモデル別

  • 概要
  • ヒューマンアドバイザリー
  • ロボアドバイザリー
  • ハイブリッド

第6章 資産管理プラットフォームの世界市場：事業機能別

  • 概要
  • 財務アドバイザリー管理
  • 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・コンプライアンス管理
  • その他

第7章 資産管理プラットフォームの世界市場：エンドユーザー産業別

  • 概要
  • 銀行
  • 投資運用会社
  • 取引所
  • 証券会社
  • その他

第8章 資産管理プラットフォームの世界市場：地域別

  • 概要
  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • その他欧州
  • アジア太平洋
    • 中国
    • 日本
    • インド
    • その他アジア太平洋
  • 世界のその他の地域
    • ラテンアメリカ
    • 中東・アフリカ

第9章 世界の資産管理プラットフォーム市場の競合情勢

  • 概要
  • 各社の市場ランキング
  • 主な発展戦略

第10章 企業プロファイル

  • Broadridge Financial Solutions, Inc.
  • Comarch SA
  • Dorsum
  • FIS
  • Fiserv Inc.
  • InvestEdge Inc
  • Profile Software S.A
  • SEI Investments Company
  • SS&C Technologies
  • Temenos Headquarters SA
  • Avaloq（NEC Corporation）
  • Backbase
  • Broadridge Financial Solutions, Inc.,
  • Fidelity National Information Services, Inc
  • Infosys Limited
  • Profile Systems and Software S.A.
  • Prometeia S.p.A
  • SS&C Technologies, Inc.
  • Tata Consultancy Services Limited

第11章 付録

  • 関連調査
目次
Product Code: 55149

Wealth Management Platform Market Size And Forecast

Wealth Management Platform Market size was valued at USD 3.47 Billion in 2024 and is projected to reach USD 9.6 Billion by 2032, growing at a CAGR of 13.55% from 2026 to 2032.

  • A Wealth Management Platform is a comprehensive digital solution designed to assist financial advisors and their clients in managing investments, financial planning, and overall wealth strategies.
  • It typically integrates various services, including portfolio management, risk assessment, financial reporting, and client relationship management, all within a user-friendly interface. By centralizing data and automating processes, these platforms enhance efficiency and improve client engagement.
  • In practice, wealth management platforms facilitate personalized investment strategies tailored to individual client goals and risk tolerances. They often leverage advanced analytics and artificial intelligence to provide insights into market trends, enabling advisors to make informed decisions.
  • Clients benefit from real-time access to their portfolios, financial plans, and educational resources, fostering a more interactive and transparent advisory relationship.

Global Wealth Management Platform Market Dynamics

The key market dynamics that are shaping the global wealth management platform market include:

Key Market Drivers

  • Increasing Demand for Personalization: The wealth management platform market is witnessing growing demand for personalized financial services. As clients seek tailored investment strategies, firms are adopting innovative solutions to enhance engagement. According to a 2023 Capgemini World Wealth Report, 74% of high-net-worth individuals (HNWIs) reported interest in personalized services and products.
  • Growing Digital Transformation: Rising digital transformation in the financial sector is fueling the adoption of advanced technologies. Wealth management firms are leveraging automation and AI to boost operational efficiency and improve client experiences. A 2023 PwC survey revealed that 65% of wealth management firms increased their digital transformation budgets compared to the previous year.
  • Expanding High-Net-Worth Population: The increasing number of high-net-worth individuals worldwide is driving market expansion. As wealth accumulates, there is a stronger demand for sophisticated management solutions to address diverse investment needs. According to Credit Suisse Global Wealth Report 2024, the total wealth held by HNWIs increased by 8.4% in 2023, surpassing $84 trillion.
  • Rising Focus on Sustainable Investing: The growing focus on sustainable investing is shaping the Wealth Management Platform market. As clients become more environmentally conscious, platforms offering ESG options are experiencing rising popularity. A 2024 Morgan Stanley survey found that 85% of individual investors were interested in sustainable investing, up from 71% in 2021.

Key Challenges:

  • Growing Regulatory Challenges: As wealth management platforms expand, they face increasing scrutiny from regulatory bodies. Compliance with evolving regulations can impose significant operational costs and complexities.
  • Rising Competition: The market is witnessing a growing influx of new entrants and fintech solutions. This rising competition can pressure established firms to innovate continuously or risk losing market share.
  • Increasing Customer Expectations: With the rise of digital solutions, customers are demanding more personalized and seamless experiences. Meeting these increasing expectations requires constant adaptation and investment in technology.
  • Growing Cybersecurity Threats: As platforms digitize their services, they face rising cybersecurity risks. Protecting sensitive financial data from increasing threats is a critical challenge for wealth management firms.

Key Trends

  • Growing Adoption of AI and Automation: Wealth management platforms are experiencing a growing integration of AI and automation technologies. This trend enhances efficiency and provides clients with tailored investment strategies through data-driven insights. For instance, in March 2024, Charles Schwab announced the integration of an advanced AI-powered predictive analytics tool into its wealth management platform, aiming to provide more accurate portfolio forecasting and risk assessment.
  • Rising Demand for ESG Investments: There is a rising demand among investors for environmental, social, and governance (ESG) considerations in their portfolios. Wealth management platforms are increasingly incorporating ESG metrics to attract socially conscious clients. A 2024 CFA Institute survey found that 85% of investment professionals now use ESG factors in their investment analysis, up from 73% in 2022.
  • Increasing Use of Digital Tools: The wealth management sector is seeing an increasing shift towards digital tools and mobile applications. This trend caters to tech-savvy clients who prefer seamless online access to their investment portfolios. A 2024 J.D. Power study revealed that 71% of wealth management clients now prefer to interact with their advisors through digital channels, up from 60% in 2022.

Global Wealth Management Platform Market Regional Analysis

Here is a more detailed regional analysis of the global wealth management platform market:

North America

  • North America has established itself as the dominant force in the wealth management platform market, driven by the region's robust financial infrastructure and tech-savvy population.
  • The United States, in particular, has seen a surge in demand for digital wealth management solutions, with the Securities and Exchange Commission reporting that as of 2023, over 60% of US investors use at least one digital platform for managing their finances. This trend has been further accelerated by the COVID-19 pandemic, which prompted a shift towards remote financial services and digital-first solutions.
  • The region's market leadership is bolstered by the presence of major financial institutions and innovative fintech startups that continually push the boundaries of wealth management technology. According to Statistics Canada, the adoption rate of digital wealth management tools among Canadian households increased by 27% between 2019 and 2023, indicating a growing appetite for these platforms across North America. This rapid adoption has led to fierce competition among key players, driving innovation and improving the overall quality of services offered to clients.

Asia Pacific

  • The Asia Pacific region is experiencing rapid growth in the Wealth Management Platform Market, driven by increasing digitalization, rising affluence, and a growing middle class across countries like China, India, and Southeast Asian nations. This surge is particularly noticeable in emerging economies, where digital adoption is leapfrogging traditional financial services.
  • According to the Monetary Authority of Singapore, the assets under management (AUM) in Singapore grew by 17% in 2023, reaching SGD 5.4 trillion, with a significant portion attributed to digital wealth management platforms.
  • The market's expansion is further fueled by favorable government policies promoting fintech innovation and financial inclusion. In countries like Japan and South Korea, established financial institutions are partnering with tech companies to modernize their wealth management offerings.
  • The China Banking and Insurance Regulatory Commission reported that the number of registered users on digital wealth management platforms in China increased by 35% between 2022 and 2024, highlighting the region's massive potential for growth.

Global Wealth Management Platform Market: Segmentation Analysis

The Global Wealth Management Platform Market is segmented based on Advisory Model, Business Function, End-User Industry, And Geography.

Wealth Management Platform Market, By Advisory Model

  • Human Advisory
  • Robo Advisory

Based on Advisory Model, the Global Wealth Management Platform Market is bifurcated into Human Advisory, Robo Advisory. In the Wealth Management Platform Market, the human advisory model currently dominates, as many clients still prefer personalized interactions and tailored financial guidance from experienced advisors. However, the robo-advisory segment is rapidly growing, driven by advancements in technology and a rising demand for cost-effective, automated investment solutions. As younger investors seek convenience and accessibility, robo-advisors are increasingly appealing, suggesting a significant shift in the advisory landscape.

Wealth Management Platform Market, By Business Function

  • Financial Advice Management
  • Portfolio
  • Accounting & Trading Management

Based on Business Function, the Global Wealth Management Platform Market is bifurcated into Financial Advice Management, Portfolio, and Accounting & Trading Management. In the Wealth Management Platform Market, the portfolio management segment currently dominates due to its critical role in helping clients optimize their investment strategies and performance. However, financial advice management is rapidly growing, driven by the increasing emphasis on personalized financial planning and advisory services. As clients seek more tailored solutions, the demand for advanced tools in financial advice management is expected to accelerate, shaping the future of wealth management.

Wealth Management Platform Market, By End-User Industry

  • Banks
  • Investment Management Firms
  • Trading & Exchange Firms

Based on End-User Industry, the Global Wealth Management Platform Market is bifurcated into Banks, Investment Management Firms, and Trading & Exchange Firms. In the Wealth Management Platform Market, banks currently dominate the segment due to their extensive customer bases and established trust in providing financial services. However, investment management firms are experiencing rapid growth, fueled by the increasing demand for tailored investment solutions and advanced analytics. This trend highlights a shift towards more specialized wealth management services, positioning investment management firms as a key player in the evolving market landscape.

Wealth Management Platform Market, By Geography

  • North America
  • Europe
  • Asia Pacific
  • Rest of the World

Based on Geography, the Global Wealth Management Platform Market is classified into North America, Europe, Asia Pacific, and the Rest of the World. In the Wealth Management Platform Market, North America currently dominates due to its established financial services sector and high adoption of advanced technologies. However, the Asia Pacific region is experiencing rapid growth, driven by increasing wealth among the middle class, a surge in digital adoption, and the rising demand for personalized financial solutions. This combination positions Asia Pacific as a key area for future expansion in the wealth management sector.

Key Players

The "Global Wealth Management Platform Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are 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.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with its product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

Global Wealth Management Platform Market Key Developments

  • In January 2021, Fidelity Investments announced the launch of its new digital wealth management platform, which integrates AI-driven analytics to provide personalized investment recommendations and enhance client engagement.
  • In March 2022, Charles Schwab expanded its wealth management services by acquiring a leading fintech company, aiming to enhance its digital offerings and streamline financial planning processes for clients.

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL WEALTH MANAGEMENT PLATFORM MARKET

  • 1.1 Overview of the Market
  • 1.2 Scope of Report
  • 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

  • 3.1 Data Mining
  • 3.2 Validation
  • 3.3 Primary Interviews
  • 3.4 List of Data Sources

4 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET OUTLOOK

  • 4.1 Overview
  • 4.2 Market Dynamics
    • 4.2.1 Drivers
    • 4.2.2 Restraints
    • 4.2.3 Opportunities
  • 4.3 Porters Five Force Model
  • 4.4 Value Chain Analysis

5 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY ADVISORY MODEL

  • 5.1 Overview
  • 5.2 Human advisory
  • 5.3 Robo advisory
  • 5.4 Hybrid

6 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY BUSINESS FUNCTION

  • 6.1 Overview
  • 6.2 Financial advice management
  • 6.3 Portfolio, accounting, and trading management
  • 6.4 Performance management
  • 6.5 Risk and compliance management
  • 6.6 Others

7 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY END-USER INDUSTRY

  • 7.1 Overview
  • 7.2 Banks
  • 7.3 Investment management firms
  • 7.4 Trading and exchange firms
  • 7.5 Brokerage firms
  • 7.6 Others

8 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY GEOGRAPHY

  • 8.1 Overview
  • 8.2 North America
    • 8.2.1 U.S.
    • 8.2.2 Canada
    • 8.2.3 Mexico
  • 8.3 Europe
    • 8.3.1 Germany
    • 8.3.2 U.K.
    • 8.3.3 France
    • 8.3.4 Rest of Europe
  • 8.4 Asia Pacific
    • 8.4.1 China
    • 8.4.2 Japan
    • 8.4.3 India
    • 8.4.4 Rest of Asia Pacific
  • 8.5 Rest of the World
    • 8.5.1 Latin America
    • 8.5.2 Middle East & Africa

9 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET COMPETITIVE LANDSCAPE

  • 9.1 Overview
  • 9.2 Company Market ranking
  • 9.3 Key Development Strategies

10 COMPANY PROFILES

  • 10.1 Broadridge Financial Solutions, Inc.
    • 10.1.1 Overview
    • 10.1.2 Financial Performance
    • 10.1.3 Product Outlook
    • 10.1.4 Key Developments
  • 10.2 Comarch SA
    • 10.2.1 Overview
    • 10.2.2 Financial Performance
    • 10.2.3 Product Outlook
    • 10.2.4 Key Developments
  • 10.3 Dorsum
    • 10.3.1 Overview
    • 10.3.2 Financial Performance
    • 10.3.3 Product Outlook
    • 10.3.4 Key Developments
  • 10.4 FIS
    • 10.4.1 Overview
    • 10.4.2 Financial Performance
    • 10.4.3 Product Outlook
    • 10.4.4 Key Developments
  • 10.5 Fiserv Inc.
    • 10.5.1 Overview
    • 10.5.2 Financial Performance
    • 10.5.3 Product Outlook
    • 10.5.4 Key Developments
  • 10.6 InvestEdge Inc
    • 10.6.1 Overview
    • 10.6.2 Financial Performance
    • 10.6.3 Product Outlook
    • 10.6.4 Key Developments
  • 10.7 Profile Software S.A
    • 10.7.1 Overview
    • 10.7.2 Financial Performance
    • 10.7.3 Product Outlook
    • 10.7.4 Key Developments
  • 10.8 SEI Investments Company
    • 10.8.1 Overview
    • 10.8.2 Financial Performance
    • 10.8.3 Product Outlook
    • 10.8.4 Key Developments
  • 10.9 SS&C Technologies
    • 10.9.1 Overview
    • 10.9.2 Financial Performance
    • 10.9.3 Product Outlook
    • 10.9.4 Key Developments
  • 10.10 Temenos Headquarters SA
    • 10.10.1 Overview
    • 10.10.2 Financial Performance
    • 10.10.3 Product Outlook
    • 10.10.4 Key Developments
  • 10.11 Avaloq (NEC Corporation)
    • 10.11.1 Overview
    • 10.11.2 Financial Performance
    • 10.11.3 Product Outlook
    • 10.11.4 Key Developments
  • 10.12 Backbase
    • 10.12.1 Overview
    • 10.12.2 Financial Performance
    • 10.12.3 Product Outlook
    • 10.12.4 Key Developments
  • 10.13 Broadridge Financial Solutions, Inc.,
    • 10.13.1 Overview
    • 10.13.2 Financial Performance
    • 10.13.3 Product Outlook
    • 10.13.4 Key Developments
  • 10.14 Fidelity National Information Services, Inc
    • 10.14.1 Overview
    • 10.14.2 Financial Performance
    • 10.14.3 Product Outlook
    • 10.14.4 Key Developments
  • 10.14 Infosys Limited
    • 10.14.1 Overview
    • 10.14.2 Financial Performance
    • 10.14.3 Product Outlook
    • 10.14.4 Key Developments
  • 10.15 Profile Systems and Software S.A.
    • 10.15.1 Overview
    • 10.15.2 Financial Performance
    • 10.15.3 Product Outlook
    • 10.15.4 Key Developments
  • 10.16 Prometeia S.p.A
    • 10.16.1 Overview
    • 10.16.2 Financial Performance
    • 10.16.3 Product Outlook
    • 10.16.4 Key Developments
  • 10.17 SS&C Technologies, Inc.
    • 10.17.1 Overview
    • 10.17.2 Financial Performance
    • 10.17.3 Product Outlook
    • 10.17.4 Key Developments
  • 10.18 Tata Consultancy Services Limited
    • 10.18.1 Overview
    • 10.18.2 Financial Performance
    • 10.18.3 Product Outlook
    • 10.18.4 Key Developments

11 APPENDIX

  • 11.1 Related Research