Global Wealth Management Platform Market Size, Status and Forecast 2018-2025

Published: Sep, 2018 | Pages: 92 | Publisher: QYResearch
Industry: ICT | Report Format: Electronic (PDF)

This report focuses on the global Wealth Management Platform status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Wealth Management Platform development in United States, Europe and China.

In 2017, the global Wealth Management Platform market size was  million US$ and it is expected to reach  million US$ by the end of 2025, with a CAGR of  during 2018-2025.

The key players covered in this study

•	SS&C (US)
•	Fiserv (US)
•	FIS (US)
•	Profile Software (UK)
•	Broadridge (US)
•	InvestEdge (US)
•	Temenos (Switzerland)
•	Finantix (Italy)
•	SEI Investments Company (US)
•	Comarch (Poland)
•	Objectway (Italy)
•	Dorsum (Hungary)

Market segment by Type, the product can be split into

•	Human Advisory
•	Robo Advisory
•	Hybrid

Market segment by Application, split into

•	Reporting
•	Portfolio
•	Accounting
•	Trading Management

Market segment by Regions/Countries, this report covers

•	United States
•	Europe
•	China
•	Japan
•	Southeast Asia
•	India
•	Central & South America

The study objectives of this report are:

•	To analyze global Wealth Management Platform status, future forecast, growth opportunity, key market and key players.
•	To present the Wealth Management Platform development in United States, Europe and China.
•	To strategically profile the key players and comprehensively analyze their development plan and strategies.
•	To define, describe and forecast the market by product type, market and key regions.

In this study, the years considered to estimate the market size of Wealth Management Platform are as follows:

•	History Year: 2013-2017
•	Base Year: 2017
•	Estimated Year: 2018
•	Forecast Year 2018 to 2025

For the data information by region, company, type and application, 2017 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.

 Table of Contents

1 Report Overview
    1.1 Study Scope
    1.2 Key Market Segments
    1.3 Players Covered
    1.4 Market Analysis by Type
        1.4.1 Global Wealth Management Platform Market Size Growth Rate by Type (2013-2025)
        1.4.2 Human Advisory
        1.4.3 Robo Advisory
        1.4.4 Hybrid
    1.5 Market by Application
        1.5.1 Global Wealth Management Platform Market Share by Application (2013-2025)
        1.5.2 Reporting
        1.5.3 Portfolio
        1.5.4 Accounting
        1.5.5 Trading Management
    1.6 Study Objectives
    1.7 Years Considered

2 Global Growth Trends
    2.1 Wealth Management Platform Market Size
    2.2 Wealth Management Platform Growth Trends by Regions
        2.2.1 Wealth Management Platform Market Size by Regions (2013-2025)
        2.2.2 Wealth Management Platform Market Share by Regions (2013-2018)
    2.3 Industry Trends
        2.3.1 Market Top Trends
        2.3.2 Market Drivers
        2.3.3 Market Opportunities

3 Market Share by Key Players
    3.1 Wealth Management Platform Market Size by Manufacturers
        3.1.1 Global Wealth Management Platform Revenue by Manufacturers (2013-2018)
        3.1.2 Global Wealth Management Platform Revenue Market Share by Manufacturers (2013-2018)
        3.1.3 Global Wealth Management Platform Market Concentration Ratio (CR5 and HHI)
    3.2 Wealth Management Platform Key Players Head office and Area Served
    3.3 Key Players Wealth Management Platform Product/Solution/Service
    3.4 Date of Enter into Wealth Management Platform Market
    3.5 Mergers & Acquisitions, Expansion Plans

4 Breakdown Data by Type and Application
    4.1 Global Wealth Management Platform Market Size by Type (2013-2018)
    4.2 Global Wealth Management Platform Market Size by Application (2013-2018)

5 United States
    5.1 United States Wealth Management Platform Market Size (2013-2018)
    5.2 Wealth Management Platform Key Players in United States
    5.3 United States Wealth Management Platform Market Size by Type
    5.4 United States Wealth Management Platform Market Size by Application

6 Europe
    6.1 Europe Wealth Management Platform Market Size (2013-2018)
    6.2 Wealth Management Platform Key Players in Europe
    6.3 Europe Wealth Management Platform Market Size by Type
    6.4 Europe Wealth Management Platform Market Size by Application

7 China
    7.1 China Wealth Management Platform Market Size (2013-2018)
    7.2 Wealth Management Platform Key Players in China
    7.3 China Wealth Management Platform Market Size by Type
    7.4 China Wealth Management Platform Market Size by Application

8 Japan
    8.1 Japan Wealth Management Platform Market Size (2013-2018)
    8.2 Wealth Management Platform Key Players in Japan
    8.3 Japan Wealth Management Platform Market Size by Type
    8.4 Japan Wealth Management Platform Market Size by Application

9 Southeast Asia
    9.1 Southeast Asia Wealth Management Platform Market Size (2013-2018)
    9.2 Wealth Management Platform Key Players in Southeast Asia
    9.3 Southeast Asia Wealth Management Platform Market Size by Type
    9.4 Southeast Asia Wealth Management Platform Market Size by Application

10 India
    10.1 India Wealth Management Platform Market Size (2013-2018)
    10.2 Wealth Management Platform Key Players in India
    10.3 India Wealth Management Platform Market Size by Type
    10.4 India Wealth Management Platform Market Size by Application

11 Central & South America
    11.1 Central & South America Wealth Management Platform Market Size (2013-2018)
    11.2 Wealth Management Platform Key Players in Central & South America
    11.3 Central & South America Wealth Management Platform Market Size by Type
    11.4 Central & South America Wealth Management Platform Market Size by Application

12 International Players Profiles
    12.1 SS&C (US)
        12.1.1 SS&C (US) Company Details
        12.1.2 Company Description and Business Overview
        12.1.3 Wealth Management Platform Introduction
        12.1.4 SS&C (US) Revenue in Wealth Management Platform Business (2013-2018)
        12.1.5 SS&C (US) Recent Development
    12.2 Fiserv (US)
        12.2.1 Fiserv (US) Company Details
        12.2.2 Company Description and Business Overview
        12.2.3 Wealth Management Platform Introduction
        12.2.4 Fiserv (US) Revenue in Wealth Management Platform Business (2013-2018)
        12.2.5 Fiserv (US) Recent Development
    12.3 FIS (US)
        12.3.1 FIS (US) Company Details
        12.3.2 Company Description and Business Overview
        12.3.3 Wealth Management Platform Introduction
        12.3.4 FIS (US) Revenue in Wealth Management Platform Business (2013-2018)
        12.3.5 FIS (US) Recent Development
    12.4 Profile Software (UK)
        12.4.1 Profile Software (UK) Company Details
        12.4.2 Company Description and Business Overview
        12.4.3 Wealth Management Platform Introduction
        12.4.4 Profile Software (UK) Revenue in Wealth Management Platform Business (2013-2018)
        12.4.5 Profile Software (UK) Recent Development
    12.5 Broadridge (US)
        12.5.1 Broadridge (US) Company Details
        12.5.2 Company Description and Business Overview
        12.5.3 Wealth Management Platform Introduction
        12.5.4 Broadridge (US) Revenue in Wealth Management Platform Business (2013-2018)
        12.5.5 Broadridge (US) Recent Development
    12.6 InvestEdge (US)
        12.6.1 InvestEdge (US) Company Details
        12.6.2 Company Description and Business Overview
        12.6.3 Wealth Management Platform Introduction
        12.6.4 InvestEdge (US) Revenue in Wealth Management Platform Business (2013-2018)
        12.6.5 InvestEdge (US) Recent Development
    12.7 Temenos (Switzerland)
        12.7.1 Temenos (Switzerland) Company Details
        12.7.2 Company Description and Business Overview
        12.7.3 Wealth Management Platform Introduction
        12.7.4 Temenos (Switzerland) Revenue in Wealth Management Platform Business (2013-2018)
        12.7.5 Temenos (Switzerland) Recent Development
    12.8 Finantix (Italy)
        12.8.1 Finantix (Italy) Company Details
        12.8.2 Company Description and Business Overview
        12.8.3 Wealth Management Platform Introduction
        12.8.4 Finantix (Italy) Revenue in Wealth Management Platform Business (2013-2018)
        12.8.5 Finantix (Italy) Recent Development
    12.9 SEI Investments Company (US)
        12.9.1 SEI Investments Company (US) Company Details
        12.9.2 Company Description and Business Overview
        12.9.3 Wealth Management Platform Introduction
        12.9.4 SEI Investments Company (US) Revenue in Wealth Management Platform Business (2013-2018)
        12.9.5 SEI Investments Company (US) Recent Development
    12.10 Comarch (Poland)
        12.10.1 Comarch (Poland) Company Details
        12.10.2 Company Description and Business Overview
        12.10.3 Wealth Management Platform Introduction
        12.10.4 Comarch (Poland) Revenue in Wealth Management Platform Business (2013-2018)
        12.10.5 Comarch (Poland) Recent Development
    12.11 Objectway (Italy)
    12.12 Dorsum (Hungary)

13 Market Forecast 2018-2025
    13.1 Market Size Forecast by Regions
    13.2 United States
    13.3 Europe
    13.4 China
    13.5 Japan
    13.6 Southeast Asia
    13.7 India
    13.8 Central & South America
    13.9 Market Size Forecast by Product (2018-2025)
    13.10 Market Size Forecast by Application (2018-2025)

14 Analyst's Viewpoints/Conclusions

15 Appendix
    15.1 Research Methodology
        15.1.1 Methodology/Research Approach
            15.1.1.1 Research Programs/Design
            15.1.1.2 Market Size Estimation
            12.1.1.3 Market Breakdown and Data Triangulation
        15.1.2 Data Source
            15.1.2.1 Secondary Sources
            15.1.2.2 Primary Sources
    15.2 Disclaimer
    15.3 Author Details

List of Tables and Figures

    Table Wealth Management Platform Key Market Segments
    Table Key Players Wealth Management Platform Covered
    Table Global Wealth Management Platform Market Size Growth Rate by Type 2013-2025 (Million US$)
    Figure Global Wealth Management Platform Market Size Market Share by Type 2013-2025
    Figure Human Advisory Figures
    Table Key Players of Human Advisory
    Figure Robo Advisory Figures
    Table Key Players of Robo Advisory
    Figure Hybrid Figures
    Table Key Players of Hybrid
    Table Global Wealth Management Platform Market Size Growth by Application 2013-2025 (Million US$)
    Figure Reporting Case Studies
    Figure Portfolio Case Studies
    Figure Accounting Case Studies
    Figure Trading Management Case Studies
    Figure Wealth Management Platform Report Years Considered
    Table Global Wealth Management Platform Market Size 2013-2025 (Million US$)
    Figure Global Wealth Management Platform Market Size and Growth Rate 2013-2025 (Million US$)
    Table Global Wealth Management Platform Market Size by Regions 2013-2025 (Million US$)
    Table Global Wealth Management Platform Market Size by Regions 2013-2018 (Million US$)
    Table Global Wealth Management Platform Market Share by Regions 2013-2018
    Figure Global Wealth Management Platform Market Share by Regions 2013-2018
    Figure Global Wealth Management Platform Market Share by Regions 2018
    Table Market Top Trends
    Table Global Wealth Management Platform Revenue by Manufacturers (2013-2018) (Million US$)
    Table Global Wealth Management Platform Market Share by Manufacturers (2013-2018)
    Figure Global Wealth Management Platform Market Share by Manufacturers in 2018
    Table Global Wealth Management Platform Manufacturers Market Concentration Ratio (CR5 and HHI)
    Table Key Players Head office and Area Served
    Table Key Players Wealth Management Platform Product/Solution/Service
    Table Date of Enter into Wealth Management Platform Market
    Table Mergers & Acquisitions, Expansion Plans
    Table Global Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table Global Wealth Management Platform Market Size Share by Type (2013-2018)
    Figure Global Wealth Management Platform Market Size Market Share by Type (2013-2018)
    Table Global Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table Global Wealth Management Platform Market Size Share by Application (2013-2018)
    Figure Global Wealth Management Platform Market Size Market Share by Application (2013-2018)
    Figure Global Wealth Management Platform Revenue Market Share by Application in 2017
    Figure United States Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table United States Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table United States Key Players Wealth Management Platform Market Share (2017-2018)
    Table United States Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table United States Wealth Management Platform Market Share by Type (2013-2018)
    Table United States Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table United States Wealth Management Platform Market Share by Application (2013-2018)
    Figure Europe Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table Europe Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table Europe Key Players Wealth Management Platform Market Share (2017-2018)
    Table Europe Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table Europe Wealth Management Platform Market Share by Type (2013-2018)
    Table Europe Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table Europe Wealth Management Platform Market Share by Application (2013-2018)
    Figure China Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table China Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table China Key Players Wealth Management Platform Market Share (2017-2018)
    Table China Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table China Wealth Management Platform Market Share by Type (2013-2018)
    Table China Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table China Wealth Management Platform Market Share by Application (2013-2018)
    Figure Japan Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table Japan Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table Japan Key Players Wealth Management Platform Market Share (2017-2018)
    Table Japan Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table Japan Wealth Management Platform Market Share by Type (2013-2018)
    Table Japan Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table Japan Wealth Management Platform Market Share by Application (2013-2018)
    Figure Southeast Asia Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table Southeast Asia Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table Southeast Asia Key Players Wealth Management Platform Market Share (2017-2018)
    Table Southeast Asia Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table Southeast Asia Wealth Management Platform Market Share by Type (2013-2018)
    Table Southeast Asia Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table Southeast Asia Wealth Management Platform Market Share by Application (2013-2018)
    Figure India Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table India Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table India Key Players Wealth Management Platform Market Share (2017-2018)
    Table India Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table India Wealth Management Platform Market Share by Type (2013-2018)
    Table India Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table India Wealth Management Platform Market Share by Application (2013-2018)
    Figure Central & South America Wealth Management Platform Market Size 2013-2018 (Million US$)
    Table Central & South America Key Players Wealth Management Platform Revenue (2017-2018) (Million US$)
    Table Central & South America Key Players Wealth Management Platform Market Share (2017-2018)
    Table Central & South America Wealth Management Platform Market Size by Type (2013-2018) (Million US$)
    Table Central & South America Wealth Management Platform Market Share by Type (2013-2018)
    Table Central & South America Wealth Management Platform Market Size by Application (2013-2018) (Million US$)
    Table Central & South America Wealth Management Platform Market Share by Application (2013-2018)
    Table SS&C (US) Company Details
    Table SS&C (US) Revenue in Wealth Management Platform Business (2013-2018) (Million US$)
    Figure SS&C (US) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table SS&C (US) Recent Development
    Table Fiserv (US) Company Details
    Table Fiserv (US) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure Fiserv (US) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table Fiserv (US) Recent Development
    Table FIS (US) Company Details
    Table FIS (US) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure FIS (US) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table FIS (US) Recent Development
    Table Profile Software (UK) Company Details
    Table Profile Software (UK) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure Profile Software (UK) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table Profile Software (UK) Recent Development
    Table Broadridge (US) Company Details
    Table Broadridge (US) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure Broadridge (US) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table Broadridge (US) Recent Development
    Table InvestEdge (US) Company Details
    Table InvestEdge (US) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure InvestEdge (US) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table InvestEdge (US) Recent Development
    Table Temenos (Switzerland) Company Details
    Table Temenos (Switzerland) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure Temenos (Switzerland) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table Temenos (Switzerland) Recent Development
    Table Finantix (Italy) Company Details
    Table Finantix (Italy) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure Finantix (Italy) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table Finantix (Italy) Recent Development
    Table SEI Investments Company (US) Company Details
    Table SEI Investments Company (US) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure SEI Investments Company (US) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table SEI Investments Company (US) Recent Development
    Table Comarch (Poland) Company Details
    Table Comarch (Poland) Revenue in Wealth Management Platform Business (2013-2018)(Million US$)
    Figure Comarch (Poland) Revenue Growth Rate in Wealth Management Platform Business (2013-2018)
    Table Comarch (Poland) Recent Development
    Table Objectway (Italy) Company Details
    Table Dorsum (Hungary) Company Details
    Table Global Wealth Management Platform Market Size by Regions (Million US$) 2018-2025
    Figure Global Wealth Management Platform Market Size Share by Regions (2018-2025)
    Figure Global Wealth Management Platform Market Size Share by Regions in 2025
    Figure United States Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Figure Europe Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Figure China Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Figure Japan Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Figure Southeast Asia Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Figure India Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Figure Central & South America Wealth Management Platform Market Size Forecast (2018-2025)(Million USD)
    Table Global Wealth Management Platform Market Size by Product (2018-2025) (Million US$)
    Figure Global Wealth Management Platform Market Size by Product (2018-2025)
    Figure Global Wealth Management Platform Market Size by Product in 2025
    Table Global Wealth Management Platform Market Size by Application (2018-2025) (Million US$)
    Figure Global Wealth Management Platform Market Size by Application (2018-2025)
    Figure Global Wealth Management Platform Market Size by Application in 2025
    Table Research Programs/Design for This Report
    Figure Bottom-up and Top-down Approaches for This Report
    Figure Data Triangulation
    Table Key Data Information from Secondary Sources
    Table Key Data Information from Primary Sources