Wealth Management Software Market Size, Share & Trends Analysis Report By Advisory Mode (Human, Robo), By Enterprise Size (Large, SMEs), By End-use, By Deployment, By Application, By Region, And Segment Forecasts, 2022 - 2030

Wealth Management Software Market Growth & Trends

The global wealth management software market size is expected to reach USD 12.07 billion by 2030, growing at a CAGR of 13.9% over the forecast period, according to a new report by Grand View Research, Inc. The growth of the market can be attributed to the increasing demand for wealth management software from financial advisors to effectively understand the needs of their clients and streamline the financial management of their clients accordingly. The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market. Advances in technology and the growing adoption of the latest technologies for wealth management are expected to intensify the competition between traditional and non-traditional firms.

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

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

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

Wealth Management Software Market Report Highlights

  • The growing number of Small & Medium Enterprises(SMEs) across the globe, and subsequently, the growing preference of these enterprises for modern solutions based on the latest technologies, such as blockchain and AI, are expected to create new growth opportunities for the SMEs segment
  • Financial advisors are widely adopting financial advice & management solutions to increase productivity, improve workflow efficiency, and strengthen client relationships by helping clients in attaining their financial and investment goals
  • The trading & exchange firms end-use segment is expected to witness the fastest growth over the forecast period as individuals are aggressively opting for forex and equity trading to augment their financial gains
  • The growing adoption of wealth management solutions by trading & exchange firms to optimize efficiency and reduce operating expenses also bodes well for the growth of the segment
  • The increasing number of SMEs in emerging markets, particularly India and China, is expected to create lucrative growth opportunities for the Asia Pacific regional market
Profiled Companies

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

Please note The report will be delivered in 2-3 business days upon order notification.


Chapter
1 Methodology and Scope
1.1 Research Methodology
1.2 Research Scope and Assumptions
1.3 List of Data Sources
Chapter
2 Executive Summary
2.1 Wealth Management Software Market - Industry Snapshot & Key Buying Criteria, 2017 - 2030
2.2 Global Wealth Management Software Market, 2017 - 2030
2.2.1 Global wealth management software market, by region, 2017 - 2030
2.2.2 Global wealth management software market, by advisory mode, 2017 - 2030
2.2.3 Global wealth management software market, by deployment, 2017 - 2030
2.2.4 Global wealth management software market, by enterprise size, 2017 - 2030
2.2.5 Global wealth management software market, by application, 2017 - 2030
2.2.6 Global wealth management software market, by end-use, 2017 - 2030
Chapter
3 Wealth Management Software Industry Outlook
3.1 Market Segmentation & Scope
3.2 Market Size and Growth Prospects
3.3 Wealth Management Software - Value Chain Analysis
3.3.1 Vendor landscape
3.4 Wealth Management Software Market Dynamics
3.4.1 Market driver analysis
3.4.1.1 Technological development in wealth management advisory
3.4.1.2 Increasing number of HNWIs globally
3.4.2 Market challenge analysis
3.4.2.1 High dependency on traditional assets management methods
3.5 Penetration and Growth Prospect Mapping
3.6 Wealth Management Software Market - Porter’s Five Forces Analysis
3.7 Wealth Management Software Market - PESTEL Analysis
3.8 Go-To-Market Strategy
3.8.1 U.S.
3.8.2 Canada
3.8.3 ANZ (Australia and New Zealand)
Chapter
4 Wealth Management Software Advisory Mode Outlook
4.1 Wealth Management Software Market Share by Advisory Mode, 2021
4.2 Human Advisory
4.2.1 Human advisory in wealth management software market, 2017 - 2030
4.3 Robo Advisory
4.3.1 Robo advisory in wealth management software market, 2017 - 2030
4.4 Hybrid
4.4.1 Hybrid advisory in wealth management software market, 2017 - 2030
Chapter
5 Wealth Management Software Deployment Outlook
5.1 Wealth Management Software Market Share by Deployment, 2021
5.2 Cloud
5.2.1 Cloud wealth management software market, 2017 - 2030
5.3 On-premise
5.3.1 On-premise wealth management software market, 2017 - 2030
Chapter
6 Wealth Management Software Enterprise Size Outlook
6.1 Wealth Management Software Market Share by Enterprise Size, 2021
6.2 Large Enterprises
6.2.1 Wealth management software in large enterprises, 2017 - 2030
6.3 Small & Medium Enterprises
6.3.1 Wealth management software in small & medium enterprises, 2017 - 2030
Chapter
7 Wealth Management Software Application Outlook
7.1 Wealth Management Software Market Share by Application, 2021
7.2 Financial Advice & Management
7.2.1 Financial advice & management in wealth management software market, 2017 - 2030
7.3 Portfolio, Accounting, & Trading Management
7.3.1 Portfolio, accounting, & trading management in wealth management software market, 2017 - 2030
7.4 Performance Management
7.4.1 Performance management in wealth management software market, 2017 - 2030
7.5 Risk & Compliance Management
7.5.1 Risk & compliance management in wealth management software market, 2017 - 2030
7.6 Reporting
7.6.1 Reporting in wealth management software market, 2017 - 2030
7.7 Others
7.7.1 Other wealth management software market, 2017 - 2030
Chapter
8 Wealth Management Software End-Use Outlook
8.1 Wealth Management Software Market Share by End-Use, 2021
8.2 Banks
8.2.1 Wealth management software market in banks, 2017 - 2030
8.3 Investment Management Firms
8.3.1 Wealth management software market in investment management firms, 2017 - 2030
8.4 Trading & Exchange Firms
8.4.1 Wealth management software market in trading & exchange firms, 2017 - 2030
8.5 Brokerage Firms
8.5.1 Wealth management software market in brokerage firms, 2017 - 2030
8.6 Others
8.6.1 Wealth management software market in other end-use, 2017 - 2030
Chapter
9 Wealth Management Software Regional Outlook
9.1 Wealth Management Software Market Share by Region, 2021
9.2 North America
9.2.1 North America wealth management software market, 2017 - 2030
9.2.2 North America wealth management software market, by advisory mode, 2017 - 2030
9.2.3 North America wealth management software market, by deployment, 2017 - 2030
9.2.4 North America wealth management software market, by enterprise size, 2017 - 2030
9.2.5 North America wealth management software market, by application, 2017 - 2030
9.2.6 North America wealth management software market, by end-use, 2017 - 2030
9.2.7 U.S.
9.2.7.1 U.S. wealth management software market, 2017 - 2030
9.2.7.2 U.S. wealth management software market, by advisory mode, 2017 - 2030
9.2.7.3 U.S. wealth management software market, by deployment, 2017 - 2030
9.2.7.4 U.S. wealth management software market, by enterprise size, 2017 - 2030
9.2.7.5 U.S. wealth management software market, by application, 2017 - 2030
9.2.7.6 U.S. wealth management software market, by end-use, 2017 - 2030
9.2.8 Canada
9.2.8.1 Canada wealth management software market, 2017 - 2030
9.2.8.2 Canada wealth management software market, by advisory mode, 2017 - 2030
9.2.8.3 Canada wealth management software market, by deployment, 2017 - 2030
9.2.8.4 Canada wealth management software market, by enterprise size, 2017 - 2030
9.2.8.5 Canada wealth management software market, by application, 2017 - 2030
9.2.8.6 Canada wealth management software market, by end-use, 2017 - 2030
9.3 Europe
9.3.1 Europe wealth management software market, 2017 - 2030
9.3.2 Europe wealth management software market, by advisory mode, 2017 - 2030
9.3.3 Europe wealth management software market, by deployment, 2017 - 2030
9.3.4 Europe wealth management software market, by enterprise size, 2017 - 2030
9.3.5 Europe wealth management software market, by application, 2017 - 2030
9.3.6 Europe wealth management software market, by end-use, 2017 - 2030
9.3.7 U.K.
9.3.7.1 U.K. wealth management software market, 2017 - 2030
9.3.7.2 U.K. wealth management software market, by advisory mode, 2017 - 2030
9.3.7.3 U.K. wealth management software market, by deployment, 2017 - 2030
9.3.7.4 U.K. wealth management software market, by enterprise size, 2017 - 2030
9.3.7.5 U.K. wealth management software market, by application, 2017 - 2030
9.3.7.6 U.K. wealth management software market, by end-use, 2017 - 2030
9.3.8 Germany
9.3.8.1 Germany wealth management software market, 2017 - 2030
9.3.8.2 Germany wealth management software market, by advisory mode, 2017 - 2030
9.3.8.3 Germany wealth management software market, by deployment, 2017 - 2030
9.3.8.4 Germany wealth management software market, by enterprise size, 2017 - 2030
9.3.8.5 Germany wealth management software market, by application, 2017 - 2030
9.3.8.6 Germany wealth management software market, by end-use, 2017 - 2030
9.4 Asia Pacific
9.4.1 Asia Pacific wealth management software market, 2017 - 2030
9.4.2 Asia Pacific wealth management software market, by advisory mode, 2017 - 2030
9.4.3 Asia Pacific wealth management software market, by deployment, 2017 - 2030
9.4.4 Asia Pacific wealth management software market, by enterprise size, 2017 - 2030
9.4.5 Asia Pacific wealth management software market, by application, 2017 - 2030
9.4.6 Asia Pacific wealth management software market, by end-use, 2017 - 2030
9.4.7 China
9.4.7.1 China wealth management software market, 2017 - 2030
9.4.7.2 China wealth management software market, by advisory mode, 2017 - 2030
9.4.7.3 China wealth management software market, by deployment, 2017 - 2030
9.4.7.4 China wealth management software market, by enterprise size, 2017 - 2030
9.4.7.5 China wealth management software market, by application, 2017 - 2030
9.4.7.6 China wealth management software market, by end-use, 2017 - 2030
9.4.8 India
9.4.8.1 India wealth management software market, 2017 - 2030
9.4.8.2 India wealth management software market, by advisory mode, 2017 - 2030
9.4.8.3 India wealth management software market, by deployment, 2017 - 2030
9.4.8.4 India wealth management software market, by enterprise size, 2017 - 2030
9.4.8.5 India wealth management software market, by application, 2017 - 2030
9.4.8.6 India wealth management software market, by end-use, 2017 - 2030
9.4.9 Japan
9.4.9.1 Japan wealth management software market, 2017 - 2030
9.4.9.2 Japan wealth management software market, by advisory mode, 2017 - 2030
9.4.9.3 Japan wealth management software market, by deployment, 2017 - 2030
9.4.9.4 Japan wealth management software market, by enterprise size, 2017 - 2030
9.4.9.5 Japan wealth management software market, by application, 2017 - 2030
9.4.9.6 Japan wealth management software market, by end-use, 2017 - 2030
9.5 Latin America
9.5.1 Latin America wealth management software market, 2017 - 2030
9.5.2 Latin America wealth management software market, by advisory mode, 2017 - 2030
9.5.3 Latin America wealth management software market, by deployment, 2017 - 2030
9.5.4 Latin America wealth management software market, by enterprise size, 2017 - 2030
9.5.5 Latin America wealth management software market, by application, 2017 - 2030
9.5.6 Latin America wealth management software market, by end-use, 2017 - 2030
9.5.7 Brazil
9.5.7.1 Brazil wealth management software market, 2017 - 2030
9.5.7.2 Brazil wealth management software market, by advisory mode, 2017 - 2030
9.5.7.3 Brazil wealth management software market, by deployment, 2017 - 2030
9.5.7.4 Brazil wealth management software market, by enterprise size, 2017 - 2030
9.5.7.5 Brazil wealth management software market, by application, 2017 - 2030
9.5.7.6 Brazil wealth management software market, by end-use, 2017 - 2030
9.6 MEA
9.6.1 MEA wealth management software market, 2017 - 2030
9.6.2 MEA wealth management software market, by advisory mode, 2017 - 2030
9.6.3 MEA wealth management software market, by deployment, 2017 - 2030
9.6.4 MEA wealth management software market, by enterprise size, 2017 - 2030
9.6.5 MEA wealth management software market, by application, 2017 - 2030
9.6.6 MEA wealth management software market, by end-use, 2017 - 2030
Chapter
10 Competitive Analysis
10.1 Recent Developments and Impact Analysis, by Key Market Participants
10.2 Company Market Share Analysis, 2021
10.3 Competitive Dashboard Analysis
10.4 Company Market Positioning Analysis
10.5 List of Key Emerging Companies/Technology Disruptors/Innovators
10.6 Company Geographical Presence
Chapter
11 Competitive Landscape
11.1 Comarch SA
11.1.1 Company overview
11.1.2 Financial performance
11.1.3 Product benchmarking
11.1.4 Strategic initiatives
11.2 Dorsum Ltd.
11.2.1 Company overview
11.2.2 Financial performance
11.2.3 Product benchmarking
11.2.4 Strategic initiatives
11.3 Fidelity National Information Services, Inc.
11.3.1 Company overview
11.3.2 Financial performance
11.3.3 Product benchmarking
11.3.4 Strategic initiatives
11.4 Finantix
11.4.1 Company overview
11.4.2 Financial performance
11.4.3 Product benchmarking
11.4.4 Strategic initiatives
11.5 Fiserv, Inc.
11.5.1 Company overview
11.5.2 Financial performance
11.5.3 Product benchmarking
11.5.4 Strategic initiatives
11.6 Objectway S.p.A.
11.6.1 Company overview
11.6.2 Financial performance
11.6.3 Product benchmarking
11.6.4 Strategic initiative
11.7 Profile Software
11.7.1 Company overview
11.7.2 Financial performance
11.7.3 Product benchmarking
11.7.4 Strategic initiative
11.8 SEI Investments Company
11.8.1 Company overview
11.8.2 Financial performance
11.8.3 Product benchmarking
11.8.4 Strategic initiatives
11.9 SS&C Technologies Holdings, Inc.
11.9.1 Company overview
11.9.2 Financial performance
11.9.3 Product benchmarking
11.9.4 Strategic initiatives
11.10 Temenos Headquarters SA
11.10.1 Company overview
11.10.2 Financial performance
11.10.3 Product benchmarking
11.10.4 Strategic initiatives

Download our eBook: How to Succeed Using Market Research

Learn how to effectively navigate the market research process to help guide your organization on the journey to success.

Download eBook
Cookie Settings