Wealth Management Platform Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunity 2024-32

1
Global Wealth Management Platform Market Research
and Forecast Report 2024-2032

• Format PDFEXCEL

2023 IMARC All Rights Reserved
2
About IMARC Group

• International Market Analysis Research and
  Consulting Group is a leading adviser on
  management strategy and market research
  worldwide. We partner with clients in all regions
  and industry verticals to identify their
  highest-value opportunities, address their most
  critical challenges, and transform their
  businesses.
• IMARCs information products include major
  market, scientific, economic and technological
  developments for business leaders in
  pharmaceutical, industrial, and high technology
  organizations. Market forecasts and industry
  analysis for biotechnology, advanced materials,
  chemicals, food and beverage, travel and tourism,
  nanotechnology and novel processing methods are
  at the top of the companys expertise.
• IMARCs tailored approach combines unfathomable
  insight into the dynamics of companies and
  markets with close cooperation at all levels of
  the client organization. This ensures that our
  clients achieve unmatchable competitive
  advantage, build more proficient organizations,
  and secure lasting results.

3
Report Highlight and Description

• According to the latest report by IMARC Group,
  titled "Wealth Management Platform Market Global
  Industry Trends, Share, Size, Growth, Opportunity
  and Forecast 2024-2032," the global wealth
  management platform market size reached US 4.9
  Billion in 2023.
• A wealth management platform is a specialized
  software solution that is designed to facilitate
  the comprehensive management and optimization of
  financial assets and investments of individuals.
  It provides various tools and functionalities
  that enable financial advisors, institutions, and
  individuals to efficiently oversee and enhance
  their investment portfolios.
• It offers various financial services, such as
  portfolio management, financial planning, risk
  assessment, and reporting, in a cohesive digital
  environment. As it benefits in mitigating risks
  and maximizing returns for clients, the demand
  for wealth management platforms is increasing
  worldwide.
• Request for a PDF sample of this report
  https//www.imarcgroup.com/wealth-management-platf
  orm-market/requestsample

4
Report Description

• Global Wealth Management Platform Market Trends
• At present, the rising preference for
  personalized financial services represents one of
  the major factors contributing to the market
  growth. Besides this, the growing demand for
  efficient wealth distribution and asset
  allocation is offering a positive market outlook.
  In addition, the increasing need for software
  that facilitates seamless collaboration between
  financial advisors and clients is supporting the
  growth of the market.
• Apart from this, the rising integration of
  artificial intelligence (AI) to efficiently track
  expenditure and identify investment preferences
  of individuals is bolstering the growth of the
  market.
• Looking forward, the market value is projected to
  reach US 13.3 Billion by 2032, expanding at a
  CAGR of 11.5 during 2024-2032.
• View Report TOC, Figures and Tables
  https//www.imarcgroup.com/wealth-management-platf
  orm-market

5
Report Segmentation

• Breakup by Advisory Model
• Hybrid
• Robo Advisory
• Human Advisory
•  
• Breakup by Deployment Mode
• On-premises
• Cloud-based
• Breakup by Business Function
• Reporting
• Performance Management
• Financial Advice Management
• Risk and Compliance Management

6
Report Segmentation

• Portfolio, Accounting and Trading Management
• Others
• Breakup by Enterprise Size
• Large Enterprises
• Small and Medium-sized Enterprises
• Breakup by End Use Industry
• Banks
• Brokerage Firms
• Investment Management Firms

7
Report Segmentation

• Trading and Exchange Firms
• Others
• Breakup by Region
• North America
• Asia-Pacific
• Europe
• Latin America
• Middle East and Africa

8
Competitive Landscape with Key Players

• 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
• SSC Technologies Inc.
• Tata Consultancy Services Limited
• Temenos Headquarters SA.

9
Key Questions Answered in the Report
10
Table of Contents

• 1    Preface2    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
  Methodology3    Executive Summary4  
   Introduction    4.1    Overview    4.2    Key
  Industry Trends5    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 Forecast7   Market Breakup by Deployment
  Mode       

11
Table of Contents

•     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 Forecast8   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
• For more information, visit https//www.imarcgrou
  p.com/wealth-management-platform-market/toc

12
Disclaimer

• 2023 IMARC All Rights Reserved
• This Publication and all its contents unless
  otherwise mentioned are copyrighted in the name
  of International Market Analysis Research and
  Consulting (IMARC). No part of this publication
  may be reproduced, repackaged, redistributed or
  resold in whole or in any part. The publication
  may also not be used in any form or by and means
  graphic electronic or mechanical, including
  photocopying, recording, taping or by information
  storage or retrieval, or by any other form,
  without the express consent of International
  Market Analysis Research and Consulting (IMARC).
• Disclaimer All contents and data of this
  publication, including forecasts, data analysis
  and opinion have been based on information and
  sources believed to be accurate and reliable at
  the time of publishing. International Market
  Analysis Research and Consulting makes no
  representation of warranty of any kind as to the
  accuracy or completeness of any Information
  provided. IMARC accepts no liability whatsoever
  for any loss or damage resulting from opinion,
  errors or inaccuracies if any found this
  publication.
• IMARC, IMARC Group and Global Therapy Insight
  Series are registered trademarks of International
  Market Analysis Research and Consulting. All
  other trademarks used in this publication are
  registered trademarks of their respective
  companies.

13
Contact Us
Visit us at
https//www.imarcgroup.com
TELEPHONE [phone] E-MAIL
sales_at_imarcgroup.com