Wealth Management Software Market (By Advisory Model: Human Advisory, Robo Advisory, Hybrid; By Business Function: Financial Advice Management, Portfolio, Accounting, And Trading Management, Performance Management, Risk And Compliance Management, Reporting, Others; By Size Of Deployment Model: Cloud, On-premises; By Size Of Organization: Large Enterprise, SMEs; By End-User: Banks, Investment Management Firms, Trading And Exchange Firms, Brokerage Firms, Others) - Global Industry Analysis, Market Size, Opportunities And Forecast 2020 - 2027

Category : BFSI | Delivery Format: PDF | Status: Published | Pages : 190

CHAPTER 1. Industry Overview of Wealth Management Software
1.1. Definition and Scope 
1.1.1. Definition of Wealth Management Software
1.1.2. Market Segmentation
1.1.3. Years Considered for the Study
1.1.4. Assumptions and Acronyms Used
1.1.4.1. Market Assumptions and Market Forecast
1.1.4.2. Acronyms Used in Global Wealth Management Software Market
1.2. Summary
1.2.1. Executive Summary 
1.2.2. Wealth Management Software Market By Advisory Model
1.2.3. Wealth Management Software Market By Business Function
1.2.4. Wealth Management Software Market By Deployment Model
1.2.5. Wealth Management Software Market By Size of Organization
1.2.6. Wealth Management Software Market By End-User
1.2.7. Wealth Management Software Market by Regions

CHAPTER 2. Research Approach
2.1. Methodology 
2.1.1. Research Programs
2.1.2. Market Size Estimation
2.1.3. Market Breakdown and Data Triangulation
2.2. Data Source
2.2.1. Secondary Sources
2.2.2. Primary Sources

CHAPTER 3. Market Dynamics And Competition Analysis
3.1. Market Drivers
3.1.1. Driver 1
3.1.2. Driver 2
3.2. Restraints and Challenges
3.2.1. Restrain 1
3.2.2. Restrain 2
3.3. Growth Opportunities
3.3.1. Opportunity 1
3.3.2. Opportunity 2 
3.4. Porter’s Five Forces Analysis
3.4.1. Bargaining Power of Suppliers
3.4.2. Bargaining Power of Buyers
3.4.3. Threat of Substitute
3.4.4. Threat of New Entrants
3.4.5. Degree of Competition
3.5. Regulatory Compliance
3.6. Competitive Landscape, 2019
3.6.1. Player Positioning Analysis
3.6.2. Key Strategies Adopted By Leading Players

CHAPTER 4. Wealth Management Software Market By Advisory Model
4.1. Introduction
4.2. Wealth Management Software Revenue By Advisory Model
4.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast, By Advisory Model, 2016-2027
4.2.2. Human advisory
4.2.2.1. Human advisory Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
4.2.3. Robo advisory
4.2.3.1. Robo advisory Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
4.2.4. Hybrid
4.2.4.1. Hybrid Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027

CHAPTER 5. Wealth Management Software Market Revenue By Business Function
5.1. Introduction
5.2. Wealth Management Software Revenue (US$ Mn) By Business Function
5.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
5.2.2. Financial advice management
5.2.2.1. Financial advice management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.3. Portfolio, accounting, and trading management
5.2.3.1. Portfolio, accounting, and trading management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.4. Performance management
5.2.4.1. Performance management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.5. Risk and compliance management
5.2.5.1. Risk and compliance management Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.6. Reporting
5.2.6.1. Reporting Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
5.2.7. Others (billing and benchmarking)
5.2.7.1. Others (billing and benchmarking) Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027

CHAPTER 6. Wealth Management Software Market By Deployment Model 
6.1. Introduction
6.2. Wealth Management Software Revenue (US$ Mn) By Deployment Model
6.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
6.2.2. Cloud
6.2.2.1. Cloud Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
6.2.3. On-premises
6.2.3.1. On-premises Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027

CHAPTER 7. Wealth Management Software Market By Size of Organization 
7.1. Introduction
7.2. Wealth Management Software Revenue (US$) By Size of Organization
7.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
7.3. Large Enterprise
7.3.1. Large Enterprise Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
7.4. SMEs
7.4.1. SMEs Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027

CHAPTER 8. Wealth Management Software Market By End-User 
8.1. Introduction
8.2. Wealth Management Software Revenue (US$) By End-User
8.2.1. Wealth Management Software Revenue (US$ Mn) and Forecast By End-User, 2016 - 2027
8.3. Banks
8.3.1. Banks Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.4. Investment management firms
8.4.1. Investment management firms Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.5. Trading and exchange firms
8.5.1. Trading and exchange firms Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.6. Brokerage firms
8.6.1. Brokerage firms Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027
8.7. Others (asset management firms, and custody and compliance providers)
8.7.1. Others (asset management firms, and custody and compliance providers) Market Revenue (US$ Mn) and Growth Rate (%), 2016-2027

CHAPTER 9. North America Wealth Management Software Market By Country 
9.1. North America Wealth Management Software Overview
9.2. U.S.
9.2.1. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
9.2.2. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
9.2.3. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
9.2.4. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
9.2.5. U.S. Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
9.3. Canada
9.3.1. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
9.3.2. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
9.3.3. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
9.3.4. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
9.3.5. Canada Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
9.4. North America PEST Analysis

CHAPTER 10. Europe Wealth Management Software Market By Country
10.1. Europe Wealth Management Software Market Overview
10.2. U.K.
10.2.1. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.2.2. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.2.3. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.2.4. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.2.5. U.K. Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.3. Germany
10.3.1. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.3.2. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.3.3. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.3.4. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.3.5. Germany Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.4. France 
10.4.1. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.4.2. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.4.3. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.4.4. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.4.5. France Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.5. Spain
10.5.1. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.5.2. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.5.3. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.5.4. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.5.5. Spain Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.6. Rest of Europe
10.6.1. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016-2027
10.6.2. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016-2027
10.6.3. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016-2027
10.6.4. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016-2027
10.6.5. Rest of Europe Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016-2027
10.7. Europe PEST Analysis

CHAPTER 11. Asia Pacific Wealth Management Software Market By Country
11.1. Asia Pacific Wealth Management Software Market Overview
11.2. China
11.2.1. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
11.2.2. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
11.2.3. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
11.2.4. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
11.2.5. China Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.3. Japan
11.3.1. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
11.3.2. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
11.3.3. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
11.3.4. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
11.3.5. Japan Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.4. India
11.4.1. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
11.4.2. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
11.4.3. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
11.4.4. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
11.4.5. India Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.5. Australia
11.5.1. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
11.5.2. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
11.5.3. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
11.5.4. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
11.5.5. Australia Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.6. South Korea
11.6.1. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
11.6.2. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
11.6.3. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
11.6.4. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
11.6.5. South Korea Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.7. Rest of Asia-Pacific
11.7.1. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
11.7.2. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
11.7.3. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
11.7.4. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
11.7.5. Rest of Asia-Pacific Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
11.8. Asia Pacific PEST Analysis

CHAPTER 12. Latin America Wealth Management Software Market By Country
12.1. Latin America Wealth Management Software Market Overview
12.2. Brazil
12.2.1. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
12.2.2. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
12.2.3. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
12.2.4. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
12.2.5. Brazil Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
12.3. Mexico
12.3.1. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
12.3.2. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
12.3.3. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
12.3.4. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
12.3.5. Mexico Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
12.4. Rest of Latin America
12.4.1. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
12.4.2. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
12.4.3. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
12.4.4. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
12.4.5. Rest of Latin America Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
12.5. Latin America PEST Analysis

CHAPTER 13. Middle East & Africa Wealth Management Software Market By Country 
13.1. Middle East & Africa Wealth Management Software Market Overview
13.2. Saudi Arabia
13.2.1. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
13.2.2. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
13.2.3. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
13.2.4. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
13.2.5. Saudi Arabia Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
13.3. UAE
13.3.1. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
13.3.2. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
13.3.3. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
13.3.4. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
13.3.5. UAE Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
13.4. Rest of Middle East & Africa
13.4.1. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Advisory Model, 2016 - 2027
13.4.2. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Business Function, 2016 - 2027
13.4.3. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Deployment Model, 2016 - 2027
13.4.4. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By Size of Organization, 2016 - 2027
13.4.5. Rest of Middle East & Africa Wealth Management Software Market Revenue (US$ Mn) and Forecast By End-User, 2016 – 2027
13.5. Middle East & Africa PEST Analysis

CHAPTER 14. Player Analysis Of Wealth Management Software
14.1. Wealth Management Software Market Company Share Analysis
14.2. Competition Matrix
14.2.1. Competitive Benchmarking of key players by price, presence, market share, and R&D investment
14.2.2. New Product Launches and Product Enhancements
14.2.3. Mergers And Acquisition In Global Wealth Management Software Market
14.2.4. Partnership, Joint Ventures and Strategic Alliances/ Sales Agreements

CHAPTER 15. Company Profile
15.1. SS&C Technologies, Inc.
15.1.1. Company Snapshot
15.1.2. Business Overview
15.1.3. Financial Overview
15.1.3.1. Revenue (US$ Mn), 2019
15.1.3.2. SS&C Technologies, Inc. 2019 Wealth Management Software Business Regional Distribution
15.1.4. Product/ Service and Specification
15.1.5. Recent Developments & Business Strategy
15.1.6. Manufacturing Plant Footprint Analysis
15.2. Fiserv, Inc.
15.3. Fidelity National Information Services Profile Software 
15.4. Broadridge Financial Solutions
15.5. InvestEdge, Inc. 
15.6. Temenos AG
15.7. Finantix
15.8. SEI Investments Company
15.9. Comarch
15.10. ObjectWay SpA
15.11. Dorsum
15.12. Others

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