Wealth Management Software Market Size, Share & Trends 2031

Wealth Management Software Market Size, Share & Trends 2031

Segments - Wealth Management Software Market by Advisory Mode (Human-advisory, Robo-advisory, and Hybrid), Deployment (Cloud and On-premise), Enterprise Size (Large Enterprises and Small & Medium Enterprises (SMEs)), Application (Financial Advice & Management Portfolio, Accounting & Trading Management, Performance Management, Risk & Compliance Management, Reporting, and Others), End Users (Trading & Exchange Firms, Brokerage Firms, Banks, Investment Management Firms, and Others), and Region (North America, Europe, Asia Pacific, Latin America, and Middle East & Africa) - Global Industry Analysis, Growth, Share, Size, Trends and, Forecast 2023 – 2031

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Author : Raksha Sharma
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Fact-checked by : Vineet Pandey
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Editor : Shruti Bhat

Upcoming | Report ID :ICT-SE-2636 | 4.8 Rating | 62 Reviews | 189 Pages | Format : PDF Excel PPT

Report Description


Market Outlook:

The global wealth management software market was valued at USD 4,172.9 Million in 2022 and is expected to reach USD 11,577.3 Million in 2031, expanding at a CAGR of 12.4% during the forecast period. A wealth management platform is a tool used for high-net-worth individuals (HNWIs) to manage wealth operations in a calibrated manner by leveraging technological innovations and strategies. The platform offers assistance to investors and wealth managers to plan and execute wealth objectives efficiently using several analytics methods. Wealth management software caters to the needs of financial advisors, asset managers, and finance management firms by providing tools for portfolio management, investment analysis, client relationship management, reporting, and compliance. The frontend components of a wealth management software include user interface (UI), user experience (UX), and client portal. The backend components include application server, business logic, and database management system.

Wealth Management Software Market Outlook

Macroeconomic Factors

Economic Growth

Economic growth increases the purchasing power and disposable income of consumers. High income levels and consumer spending indicate additional wealth creation and accumulation, which in turn increases the demand for wealth management software. Wealth management software helps high-income and high-spending consumers to manage their finances, plan their goals, diversify their investments. Additionally, economic growth leads to innovation and development of advanced and efficient software solutions for managing wealth. The following chart shows the economic growth in some regions.

Government Regulations

Governments of various nations have implemented stringent rules regarding wealth management. These regulations help protect investors, consumers, and the environment by setting standards for transparency, accountability, and sustainability. They also influence the demand, pricing, innovation, and competition of the wealth management software in the market. For instance, the Sarbanes-Oxley Act of 2002 in the US aimed to prevent corporate fraud and improve financial reporting by holding senior management responsible for the accuracy of their financial statements. The EU Sustainable Finance Disclosure Regulation of 2019 requires financial market participants to disclose information on how they integrate environmental, social, and governance (ESG) factors into their investment decisions and advice. These regulations increase investor confidence, enhance corporate reputation, and create new opportunities for wealth management software providers.

Market Dynamics

Market Driver- Integration with Artificial Intelligence (AI) and Machine Learning (ML)

The rising adoption of AI and ML are rapidly shaping the wealth management software market, as these technologies have the potential to revolutionize various aspects of the industry, from investment decision-making to client interactions. AI and ML algorithms analyze vast amounts of financial data and identify patterns, trends, and insights that human analysts miss. This helps wealth managers make informed investment decisions, optimize portfolios, and identify potential risks, boosting their demand among consumers. Furthermore, AI-powered chatbots and virtual assistants enhance client interactions by providing personalized recommendations, answering inquiries, and automating routine tasks. These factors are helping the market in gaining significant momentum, which in turn, is boosting the market significantly.

Market Restraint- Cybersecurity Threats

Wealth management systems handle a wealth of sensitive financial information, making them attractive targets for cybercriminals. These threats include data breaches, ransomware attacks, phishing attempts, and other sophisticated cyberattacks. Developing robust security measures to protect against these threats is crucial. This includes implementing strong encryption protocols, multi-factor authentication, intrusion detection systems, regular security audits, and staying updated with the latest security patches and technologies. Additionally, complying with regulatory frameworks such as General Data Protection Regulation (GDPR) or specific financial regulations adds complexity to the development process. These factors are restraining the global wealth management software market.

Market Opportunity- Trend toward Blockchain Technology

Blockchain, as a decentralized and immutable ledger, offers enhanced security, transparency, and efficiency in financial transactions. One prominent application of blockchain in wealth management is in the realm of smart contracts. Smart contracts automate and enforce terms of an agreement, such as asset transfers or investment contracts, removing the need for middlemen and lowering transaction costs. Blockchain also streamlines processes such as trade settlement, clearing, and reconciliation by providing a single source of truth for all parties involved. Moreover, adoption of blockchain technology improves the client onboarding process, by streamlining and securing the KYC and AML procedures, and providing a digital identity for client, which are projected to create numerous lucrative opportunities for the market expansion during the forecast period.

Scope of the Report

The report on the global Wealth Management Software market includes an assessment of the market, trends, segments, and regional markets. Overview and dynamics have also been included in the report.
 

Attributes

Details

Report Title

Wealth Management Software Market – Global Industry Analysis, Size, Share, Growth, Trends, and Forecast

Base Year

2022

Historic Data

2016-2021

Forecast Period

2023–2031

Segmentation

Advisory Mode (Human-advisory, Robo-advisory, and Hybrid), Deployment (Cloud and On-premise), Enterprise Size (Large Enterprises and Small & Medium Enterprises (SMEs)), Application (Financial Advice & Management Portfolio, Accounting & Trading Management, Performance Management, Risk & Compliance Management, Reporting, and Others), and End Users (Trading & Exchange Firms, Brokerage Firms, Banks, Investment Management Firms, and Others)

Regional Scope

North America, Europe, Asia Pacific, Latin America, and Middle East & Africa

Report Coverage

Company Share, Market Analysis and Size, Competitive Landscape, Growth Factors, and Trends, and Revenue Forecast

Key Players Covered

SEI, FNZ Group, FIS, Orion Advisor Solutions, Salesforce, Inc., Morningstar, Inc., SS&C Technologies, Inc., Temenos Headquarters SA, Fiserv, Inc., Avaloq Group AG, Addepar, Inc., Comarch SA, Investedge Inc., Orange Bank & Trust Company, AlternativeSoft, Dorsum, and GBST.

Segmental Outlook

The global wealth management software market is segmented on the basis of advisory mode, deployment, enterprise size, enterprise size, end users, and regions.

Based on advisory mode, the global wealth management software market is divided into human-advisory, robo-advisory, and hybrid. The human-advisory segment held a significant market share in 2022. Human advisory is preferred by several HNWIs globally, owing to security concerns. This mode utilizes specialized data analysis technologies that consider the distinctive financial backgrounds of customers while offering outcomes after being analyzed. The robo-advisory segment is projected to expand the at a significant CAGR during the forecast period, as robo-advisors are more efficient, accurate, and accessible than other options. Therefore, this mode is gradually emerging as a cost-effective option for many individual investors.

Wealth Management Software Market Advisory Mode

On the basis of deployment, the global wealth management software market is bifurcated into cloud and on-premise. The on-premise segment is expected to hold a substantial market share in 2022, as it offers several advantages such as high control, security, and customization of the software. Some users prefer the on-premises deployment, due to the sensitivity and confidentiality of their financial data as well as the compliance with the regulatory and industry standards. The cloud segment is projected to expand at a substantial CAGR during the forecast period, as the segment is gaining popularity among the users due to the increasing adoption of cloud computing and digital transformation in the financial services industry.

Based on enterprise size, the global wealth management software market is bifurcated into large enterprises and small & medium enterprises (SMEs). The large enterprises segment accounted for a dominant market share, as these enterprises typically have increasingly complex and diversified portfolios, requiring increasingly sophisticated and customized solutions. The small & medium enterprises (SMEs) segment is estimated to register a significant growth rate over the forecast period. The growing demand for wealth management software by SMEs to effectively meet the regulatory requirements and to condense the asset monitoring costs is boosting the segment. Moreover, the growing number of SMEs in emerging economies is also driving the demand for wealth management solutions.

In terms of application, the global wealth management software market is bifurcated into financial advice & management portfolio, accounting & trading management, performance management, risk & compliance management, reporting, and others. The accounting & trading management segment is projected to account for a substantial market share in 2022, as it offers features such as real-time data, automated rebalancing, tax optimization, and compliance management, which enhance the efficiency and accuracy of wealth management operations.

Based on end users, the global wealth management software market is divided into trading & exchange firms, brokerage firms, banks, investment management firms, and others. The banks segment is accounted for a substantial market share in 2022. Banks are expected to play an increasingly important role in managing individual assets and wealth during the forecast period, as the global economy gradually strengthens. Furthermore, banks are using wealth management software to maintain a customer-centric strategy. Numerous wealth management software suppliers are working on offering end-to-end wealth management and processing solutions to meet constantly evolving requirements of banks, drive efficiency throughout their operations, and assist banks in operating effectively in the global markets.

Regional Outlook

Based on region, the wealth management software market is segmented into North America, Europe, Asia Pacific, Latin America, and the Middle East & Africa. North America accounted for a significant market share in 2022, as the number of high-net-worth individuals in the region is steadily increasing. These HNWIs are increasingly turning to advanced financial consulting services. The US is the largest economy across the globe and a prominent market for wealth management systems in North America.

Wealth Management Software Market Regions

Key Benefits for Industry Participants & Stakeholders

  • In-depth Analysis of the global Wealth Management Software market

  • Historical, Current and Projected Market Size in terms of Value

  • Potential & Niche Segments and Regions Exhibiting Promising Growth Covered

  • Industry Drivers, Restraints and Opportunities Covered in the Study

  • Recent Industry Trends and Developments

  • Competitive Landscape & Strategies of Key Players

  • Neutral Perspective on Global Wealth Management Software Market Performance

Segments

By Advisory Mode

  • Human-advisory
  • Robo-advisory
  • Hybrid

By Deployment

  • Cloud
  • On-premise

By Enterprise Size

  • Large Enterprises
  • Small & Medium Enterprises (SMEs)

By Application

  • Financial Advice & Management
  • Portfolio, Accounting & Trading Management
  • Performance Management
  • Risk & Compliance Management
  • Reporting
  • Others

By End Users

  • Trading & Exchange Firms
  • Brokerage Firms
  • Banks
  • Investment Management Firms
  • Others

By Regions

  • North America
  • Europe
  • Asia Pacific
  • Latin America
  • Middle East & Africa

Key Market Players Profiled in the Report

  • SEI
  • FNZ Group
  • FIS
  • Orion Advisor Solutions
  • Salesforce, Inc.
  • Morningstar, Inc.
  • SS&C Technologies, Inc.
  • Temenos Headquarters SA
  • Fiserv, Inc.
  • Avaloq Group AG
  • Addepar, Inc.
  • Comarch SA
  • Investedge Inc.
  • Orange Bank & Trust Company
  • AlternativeSoft
  • Dorsum
  • GBST

Competitive Landscape

Top players in the market include SEI, FNZ Group, FIS, Orion Advisor Solutions, Salesforce, Inc., Morningstar, Inc., SS&C Technologies, Inc., Temenos Headquarters SA, Fiserv, Inc., Avaloq Group AG, Addepar, Inc., Comarch SA, Investedge Inc., Orange Bank & Trust Company, AlternativeSoft, Dorsum, and GBST. These companies are considered key manufacturers of the wealth management software market based on their revenue, product offerings, regional presence, and supply chain management system. The players are adopting key strategies such as acquisition, collaborations, and geographical expansion which offerthe potential opportunity for the wealth management software market.

Wealth Management Software Market Key Players

Frequently Asked Questions

Additional company profiles can be provided on request. For a discussion related to above findings, click Speak to Analyst

Factors such as competitive strength and market positioning are key areas considered while selecting top companies to be profiled.

Factors such as integration with artificial intelligence (AI) and machine learning (ML), constant rise in high-net-worth individuals (HNWIs), and compliance with stringent industry regulations are driving the market growth.

According to Growth Market Reports, the global wealth management software market is likely to register a CAGR of 12.4% during the forecast period 2023-2031, with an anticipated valuation of USD 11,577.3 Billion by the end of 2031.

The major applications of wealth management software are financial advice & management, portfolio, accounting & trading management, performance management, risk & compliance management, reporting, and others.

Factors such as economic growth, government regulations, R&D activities are analysed in the final report.

Major players operating in the market are SEI, FNZ Group, FIS, Orion Advisor Solutions, and Salesforce, Inc.

The COVID-19 pandemic had a negative impact on the global wealth management software market, as governments in several countries implemented public health regulations and social distancing guidelines. These measures lowered investor confidence in financial markets, and investors across the globe attempted to protect and increase liquidity.

In addition to market size (in USD Billion), Pricing Analysis, Current & Future Trends, Innovation & Technology Landscape, Investment Scenario, Regulatory Overview is provided.

The base year considered for the global wealth management software market report is 2022. The complete analysis period is 2016 to 2031, wherein, 2016-2021 is the historic period, 2022 is the base year, and a forecast is provided from 2023 to 2031.

Table Of Content

Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Wealth Management Software Market Overview
   4.1 Introduction
      4.1.1 Market Taxonomy
      4.1.2 Market Definition
      4.1.3 Macro-Economic Factors Impacting the Market Growth
   4.2 Wealth Management Software Market Dynamics
      4.2.1 Market Drivers
      4.2.2 Market Restraints
      4.2.3 Market Opportunity
   4.3 Wealth Management Software Market - Supply Chain Analysis
      4.3.1 List of Key Suppliers
      4.3.2 List of Key Distributors
      4.3.3 List of Key Consumers
   4.4 Key Forces Shaping the Wealth Management Software Market
      4.4.1 Bargaining Power of Suppliers
      4.4.2 Bargaining Power of Buyers
      4.4.3 Threat of Substitution
      4.4.4 Threat of New Entrants
      4.4.5 Competitive Rivalry
   4.5 Global Wealth Management Software Market Size & Forecast, 2016-2031
      4.5.1 Wealth Management Software Market Size and Y-o-Y Growth
      4.5.2 Wealth Management Software Market Absolute $ Opportunity
Chapter 5 Global Wealth Management Software Market Analysis and Forecast By Advisory Mode
   5.1 Introduction
      5.1.1 Key Market Trends & Growth Opportunities By Advisory Mode
      5.1.2 Basis Point Share (BPS) Analysis By Advisory Mode
      5.1.3 Absolute $ Opportunity Assessment By Advisory Mode
   5.2 Wealth Management Software Market Size Forecast By Advisory Mode
      5.2.1 Human-advisory
      5.2.2 Robo-advisory
      5.2.3 Hybrid
   5.3 Market Attractiveness Analysis By Advisory Mode
Chapter 6 Global Wealth Management Software Market Analysis and Forecast By Deployment
   6.1 Introduction
      6.1.1 Key Market Trends & Growth Opportunities By Deployment
      6.1.2 Basis Point Share (BPS) Analysis By Deployment
      6.1.3 Absolute $ Opportunity Assessment By Deployment
   6.2 Wealth Management Software Market Size Forecast By Deployment
      6.2.1 Cloud
      6.2.2 On-premise
   6.3 Market Attractiveness Analysis By Deployment
Chapter 7 Global Wealth Management Software Market Analysis and Forecast By Enterprise Size
   7.1 Introduction
      7.1.1 Key Market Trends & Growth Opportunities By Enterprise Size
      7.1.2 Basis Point Share (BPS) Analysis By Enterprise Size
      7.1.3 Absolute $ Opportunity Assessment By Enterprise Size
   7.2 Wealth Management Software Market Size Forecast By Enterprise Size
      7.2.1 Large Enterprises
      7.2.2 Small & Medium Enterprises (SMEs)
   7.3 Market Attractiveness Analysis By Enterprise Size
Chapter 8 Global Wealth Management Software Market Analysis and Forecast By Application
   8.1 Introduction
      8.1.1 Key Market Trends & Growth Opportunities By Application
      8.1.2 Basis Point Share (BPS) Analysis By Application
      8.1.3 Absolute $ Opportunity Assessment By Application
   8.2 Wealth Management Software Market Size Forecast By Application
      8.2.1 Financial Advice & Management
      8.2.2 Portfolio, Accounting & Trading Management
      8.2.3 Performance Management
      8.2.4 Risk & Compliance Management
      8.2.5 Reporting
      8.2.6 Others
   8.3 Market Attractiveness Analysis By Application
Chapter 9 Global Wealth Management Software Market Analysis and Forecast By End Users
   9.1 Introduction
      9.1.1 Key Market Trends & Growth Opportunities By End Users
      9.1.2 Basis Point Share (BPS) Analysis By End Users
      9.1.3 Absolute $ Opportunity Assessment By End Users
   9.2 Wealth Management Software Market Size Forecast By End Users
      9.2.1 Trading & Exchange Firms
      9.2.2 Brokerage Firms
      9.2.3 Banks
      9.2.4 Investment Management Firms
      9.2.5 Others
   9.3 Market Attractiveness Analysis By End Users
Chapter 10 Global Wealth Management Software Market Analysis and Forecast by Region
   10.1 Introduction
      10.1.1 Key Market Trends & Growth Opportunities by Region
      10.1.2 Basis Point Share (BPS) Analysis by Region
      10.1.3 Absolute $ Opportunity Assessment by Region
   10.2 Wealth Management Software Market Size Forecast by Region
      10.2.1 North America
      10.2.2 Europe
      10.2.3 Asia Pacific
      10.2.4 Latin America
      10.2.5 Middle East & Africa (MEA)
   10.3 Market Attractiveness Analysis by Region
Chapter 11 Coronavirus Disease (COVID-19) Impact
   11.1 Introduction
   11.2 Current & Future Impact Analysis
   11.3 Economic Impact Analysis
   11.4 Government Policies
   11.5 Investment Scenario
Chapter 12 North America Wealth Management Software Analysis and Forecast
   12.1 Introduction
   12.2 North America Wealth Management Software Market Size Forecast by Country
      12.2.1 U.S.
      12.2.2 Canada
   12.3 Basis Point Share (BPS) Analysis by Country
   12.4 Absolute $ Opportunity Assessment by Country
   12.5 Market Attractiveness Analysis by Country
   12.6 North America Wealth Management Software Market Size Forecast By Advisory Mode
      12.6.1 Human-advisory
      12.6.2 Robo-advisory
      12.6.3 Hybrid
   12.7 Basis Point Share (BPS) Analysis By Advisory Mode
   12.8 Absolute $ Opportunity Assessment By Advisory Mode
   12.9 Market Attractiveness Analysis By Advisory Mode
   12.10 North America Wealth Management Software Market Size Forecast By Deployment
      12.10.1 Cloud
      12.10.2 On-premise
   12.11 Basis Point Share (BPS) Analysis By Deployment
   12.12 Absolute $ Opportunity Assessment By Deployment
   12.13 Market Attractiveness Analysis By Deployment
   12.14 North America Wealth Management Software Market Size Forecast By Enterprise Size
      12.14.1 Large Enterprises
      12.14.2 Small & Medium Enterprises (SMEs)
   12.15 Basis Point Share (BPS) Analysis By Enterprise Size
   12.16 Absolute $ Opportunity Assessment By Enterprise Size
   12.17 Market Attractiveness Analysis By Enterprise Size
   12.18 North America Wealth Management Software Market Size Forecast By Application
      12.18.1 Financial Advice & Management
      12.18.2 Portfolio, Accounting & Trading Management
      12.18.3 Performance Management
      12.18.4 Risk & Compliance Management
      12.18.5 Reporting
      12.18.6 Others
   12.19 Basis Point Share (BPS) Analysis By Application
   12.20 Absolute $ Opportunity Assessment By Application
   12.21 Market Attractiveness Analysis By Application
   12.22 North America Wealth Management Software Market Size Forecast By End Users
      12.22.1 Trading & Exchange Firms
      12.22.2 Brokerage Firms
      12.22.3 Banks
      12.22.4 Investment Management Firms
      12.22.5 Others
   12.23 Basis Point Share (BPS) Analysis By End Users
   12.24 Absolute $ Opportunity Assessment By End Users
   12.25 Market Attractiveness Analysis By End Users
Chapter 13 Europe Wealth Management Software Analysis and Forecast
   13.1 Introduction
   13.2 Europe Wealth Management Software Market Size Forecast by Country
      13.2.1 Germany
      13.2.2 France
      13.2.3 Italy
      13.2.4 U.K.
      13.2.5 Spain
      13.2.6 Russia
      13.2.7 Rest of Europe
   13.3 Basis Point Share (BPS) Analysis by Country
   13.4 Absolute $ Opportunity Assessment by Country
   13.5 Market Attractiveness Analysis by Country
   13.6 Europe Wealth Management Software Market Size Forecast By Advisory Mode
      13.6.1 Human-advisory
      13.6.2 Robo-advisory
      13.6.3 Hybrid
   13.7 Basis Point Share (BPS) Analysis By Advisory Mode
   13.8 Absolute $ Opportunity Assessment By Advisory Mode
   13.9 Market Attractiveness Analysis By Advisory Mode
   13.10 Europe Wealth Management Software Market Size Forecast By Deployment
      13.10.1 Cloud
      13.10.2 On-premise
   13.11 Basis Point Share (BPS) Analysis By Deployment
   13.12 Absolute $ Opportunity Assessment By Deployment
   13.13 Market Attractiveness Analysis By Deployment
   13.14 Europe Wealth Management Software Market Size Forecast By Enterprise Size
      13.14.1 Large Enterprises
      13.14.2 Small & Medium Enterprises (SMEs)
   13.15 Basis Point Share (BPS) Analysis By Enterprise Size
   13.16 Absolute $ Opportunity Assessment By Enterprise Size
   13.17 Market Attractiveness Analysis By Enterprise Size
   13.18 Europe Wealth Management Software Market Size Forecast By Application
      13.18.1 Financial Advice & Management
      13.18.2 Portfolio, Accounting & Trading Management
      13.18.3 Performance Management
      13.18.4 Risk & Compliance Management
      13.18.5 Reporting
      13.18.6 Others
   13.19 Basis Point Share (BPS) Analysis By Application
   13.20 Absolute $ Opportunity Assessment By Application
   13.21 Market Attractiveness Analysis By Application
   13.22 Europe Wealth Management Software Market Size Forecast By End Users
      13.22.1 Trading & Exchange Firms
      13.22.2 Brokerage Firms
      13.22.3 Banks
      13.22.4 Investment Management Firms
      13.22.5 Others
   13.23 Basis Point Share (BPS) Analysis By End Users
   13.24 Absolute $ Opportunity Assessment By End Users
   13.25 Market Attractiveness Analysis By End Users
Chapter 14 Asia Pacific Wealth Management Software Analysis and Forecast
   14.1 Introduction
   14.2 Asia Pacific Wealth Management Software Market Size Forecast by Country
      14.2.1 China
      14.2.2 Japan
      14.2.3 South Korea
      14.2.4 India
      14.2.5 Australia
      14.2.6 South East Asia (SEA)
      14.2.7 Rest of Asia Pacific (APAC)
   14.3 Basis Point Share (BPS) Analysis by Country
   14.4 Absolute $ Opportunity Assessment by Country
   14.5 Market Attractiveness Analysis by Country
   14.6 Asia Pacific Wealth Management Software Market Size Forecast By Advisory Mode
      14.6.1 Human-advisory
      14.6.2 Robo-advisory
      14.6.3 Hybrid
   14.7 Basis Point Share (BPS) Analysis By Advisory Mode
   14.8 Absolute $ Opportunity Assessment By Advisory Mode
   14.9 Market Attractiveness Analysis By Advisory Mode
   14.10 Asia Pacific Wealth Management Software Market Size Forecast By Deployment
      14.10.1 Cloud
      14.10.2 On-premise
   14.11 Basis Point Share (BPS) Analysis By Deployment
   14.12 Absolute $ Opportunity Assessment By Deployment
   14.13 Market Attractiveness Analysis By Deployment
   14.14 Asia Pacific Wealth Management Software Market Size Forecast By Enterprise Size
      14.14.1 Large Enterprises
      14.14.2 Small & Medium Enterprises (SMEs)
   14.15 Basis Point Share (BPS) Analysis By Enterprise Size
   14.16 Absolute $ Opportunity Assessment By Enterprise Size
   14.17 Market Attractiveness Analysis By Enterprise Size
   14.18 Asia Pacific Wealth Management Software Market Size Forecast By Application
      14.18.1 Financial Advice & Management
      14.18.2 Portfolio, Accounting & Trading Management
      14.18.3 Performance Management
      14.18.4 Risk & Compliance Management
      14.18.5 Reporting
      14.18.6 Others
   14.19 Basis Point Share (BPS) Analysis By Application
   14.20 Absolute $ Opportunity Assessment By Application
   14.21 Market Attractiveness Analysis By Application
   14.22 Asia Pacific Wealth Management Software Market Size Forecast By End Users
      14.22.1 Trading & Exchange Firms
      14.22.2 Brokerage Firms
      14.22.3 Banks
      14.22.4 Investment Management Firms
      14.22.5 Others
   14.23 Basis Point Share (BPS) Analysis By End Users
   14.24 Absolute $ Opportunity Assessment By End Users
   14.25 Market Attractiveness Analysis By End Users
Chapter 15 Latin America Wealth Management Software Analysis and Forecast
   15.1 Introduction
   15.2 Latin America Wealth Management Software Market Size Forecast by Country
      15.2.1 Brazil
      15.2.2 Mexico
      15.2.3 Rest of Latin America (LATAM)
   15.3 Basis Point Share (BPS) Analysis by Country
   15.4 Absolute $ Opportunity Assessment by Country
   15.5 Market Attractiveness Analysis by Country
   15.6 Latin America Wealth Management Software Market Size Forecast By Advisory Mode
      15.6.1 Human-advisory
      15.6.2 Robo-advisory
      15.6.3 Hybrid
   15.7 Basis Point Share (BPS) Analysis By Advisory Mode
   15.8 Absolute $ Opportunity Assessment By Advisory Mode
   15.9 Market Attractiveness Analysis By Advisory Mode
   15.10 Latin America Wealth Management Software Market Size Forecast By Deployment
      15.10.1 Cloud
      15.10.2 On-premise
   15.11 Basis Point Share (BPS) Analysis By Deployment
   15.12 Absolute $ Opportunity Assessment By Deployment
   15.13 Market Attractiveness Analysis By Deployment
   15.14 Latin America Wealth Management Software Market Size Forecast By Enterprise Size
      15.14.1 Large Enterprises
      15.14.2 Small & Medium Enterprises (SMEs)
   15.15 Basis Point Share (BPS) Analysis By Enterprise Size
   15.16 Absolute $ Opportunity Assessment By Enterprise Size
   15.17 Market Attractiveness Analysis By Enterprise Size
   15.18 Latin America Wealth Management Software Market Size Forecast By Application
      15.18.1 Financial Advice & Management
      15.18.2 Portfolio, Accounting & Trading Management
      15.18.3 Performance Management
      15.18.4 Risk & Compliance Management
      15.18.5 Reporting
      15.18.6 Others
   15.19 Basis Point Share (BPS) Analysis By Application
   15.20 Absolute $ Opportunity Assessment By Application
   15.21 Market Attractiveness Analysis By Application
   15.22 Latin America Wealth Management Software Market Size Forecast By End Users
      15.22.1 Trading & Exchange Firms
      15.22.2 Brokerage Firms
      15.22.3 Banks
      15.22.4 Investment Management Firms
      15.22.5 Others
   15.23 Basis Point Share (BPS) Analysis By End Users
   15.24 Absolute $ Opportunity Assessment By End Users
   15.25 Market Attractiveness Analysis By End Users
Chapter 16 Middle East & Africa (MEA) Wealth Management Software Analysis and Forecast
   16.1 Introduction
   16.2 Middle East & Africa (MEA) Wealth Management Software Market Size Forecast by Country
      16.2.1 Saudi Arabia
      16.2.2 South Africa
      16.2.3 UAE
      16.2.4 Rest of Middle East & Africa (MEA)
   16.3 Basis Point Share (BPS) Analysis by Country
   16.4 Absolute $ Opportunity Assessment by Country
   16.5 Market Attractiveness Analysis by Country
   16.6 Middle East & Africa (MEA) Wealth Management Software Market Size Forecast By Advisory Mode
      16.6.1 Human-advisory
      16.6.2 Robo-advisory
      16.6.3 Hybrid
   16.7 Basis Point Share (BPS) Analysis By Advisory Mode
   16.8 Absolute $ Opportunity Assessment By Advisory Mode
   16.9 Market Attractiveness Analysis By Advisory Mode
   16.10 Middle East & Africa (MEA) Wealth Management Software Market Size Forecast By Deployment
      16.10.1 Cloud
      16.10.2 On-premise
   16.11 Basis Point Share (BPS) Analysis By Deployment
   16.12 Absolute $ Opportunity Assessment By Deployment
   16.13 Market Attractiveness Analysis By Deployment
   16.14 Middle East & Africa (MEA) Wealth Management Software Market Size Forecast By Enterprise Size
      16.14.1 Large Enterprises
      16.14.2 Small & Medium Enterprises (SMEs)
   16.15 Basis Point Share (BPS) Analysis By Enterprise Size
   16.16 Absolute $ Opportunity Assessment By Enterprise Size
   16.17 Market Attractiveness Analysis By Enterprise Size
   16.18 Middle East & Africa (MEA) Wealth Management Software Market Size Forecast By Application
      16.18.1 Financial Advice & Management
      16.18.2 Portfolio, Accounting & Trading Management
      16.18.3 Performance Management
      16.18.4 Risk & Compliance Management
      16.18.5 Reporting
      16.18.6 Others
   16.19 Basis Point Share (BPS) Analysis By Application
   16.20 Absolute $ Opportunity Assessment By Application
   16.21 Market Attractiveness Analysis By Application
   16.22 Middle East & Africa (MEA) Wealth Management Software Market Size Forecast By End Users
      16.22.1 Trading & Exchange Firms
      16.22.2 Brokerage Firms
      16.22.3 Banks
      16.22.4 Investment Management Firms
      16.22.5 Others
   16.23 Basis Point Share (BPS) Analysis By End Users
   16.24 Absolute $ Opportunity Assessment By End Users
   16.25 Market Attractiveness Analysis By End Users
Chapter 17 Competition Landscape
   17.1 Wealth Management Software Market: Competitive Dashboard
   17.2 Global Wealth Management Software Market: Market Share Analysis, 2023
   17.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
      17.3.1 FNZ Group
      17.3.2 FIS
      17.3.3 Orion Advisor Solutions
      17.3.4 Salesforce, Inc.
      17.3.5 Morningstar, Inc.
      17.3.6 SS&C Technologies, Inc.
      17.3.7 SEI
      17.3.8 Temenos Headquarters SA
      17.3.9 Fiserv, Inc.
      17.3.10 Avaloq Group AG
      17.3.11 Addepar, Inc.
      17.3.12 Comarch SA
      17.3.13 Investedge Inc. 
      17.3.14 Orange Bank & Trust Company
      17.3.15 AlternativeSoft
      17.3.16 Dorsum
      17.3.17 GBST

Methodology

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