Global Wealth Management Platform Market Size, Status and Forecast 2025

Published: Apr, 2018 | Pages: 108 | Publisher: QYResearch
Industry: ICT | Report Format: Electronic (PDF)

This report studies the global Wealth Management Platform market, analyzes and researches the Wealth Management Platform development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the top players in global market, like

•	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 Regions/Countries, this report covers

•	United States
•	EU
•	Japan
•	China
•	India
•	Southeast Asia

Market segment by Type, the product can be split into

•	Human Advisory
•	Robo Advisory
•	Hybrid

Market segment by Application, Wealth Management Platform can be split into

•	Reporting
•	Portfolio
•	Accounting
•	Trading Management

If you have any special requirements, please let us know and we will offer you the report as you want.

 Table of Contents

Global Wealth Management Platform Market Size, Status and Forecast 2025

1 Industry Overview of Wealth Management Platform
    1.1  Wealth Management Platform Market Overview
        1.1.1 Wealth Management Platform Product Scope
        1.1.2 Market Status and Outlook
    1.2 Global Wealth Management Platform Market Size and Analysis by Regions (2013-2018)
        1.2.1 United States
        1.2.2 EU
        1.2.3 Japan
        1.2.4 China
        1.2.5 India
        1.2.6 Southeast Asia
    1.3 Wealth Management Platform Market by Type
        1.3.1 Human Advisory
        1.3.2 Robo Advisory
        1.3.3 Hybrid
    1.4 Wealth Management Platform Market by End Users/Application
        1.4.1 Reporting
        1.4.2 Portfolio
        1.4.3 Accounting
        1.4.4 Trading Management

2 Global Wealth Management Platform Competition Analysis by Players
    2.1 Wealth Management Platform Market Size (Value) by Players (2013-2018)
    2.2 Competitive Status and Trend
        2.2.1 Market Concentration Rate
        2.2.2 Product/Service Differences
        2.2.3 New Entrants
        2.2.4 The Technology Trends in Future

3 Company (Top Players) Profiles
    3.1 SS&C (US)
        3.1.1 Company Profile
        3.1.2 Main Business/Business Overview
        3.1.3 Products, Services and Solutions
        3.1.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.1.5 Recent Developments
    3.2 Fiserv (US)
        3.2.1 Company Profile
        3.2.2 Main Business/Business Overview
        3.2.3 Products, Services and Solutions
        3.2.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.2.5 Recent Developments
    3.3 FIS (US)
        3.3.1 Company Profile
        3.3.2 Main Business/Business Overview
        3.3.3 Products, Services and Solutions
        3.3.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.3.5 Recent Developments
    3.4 Profile Software (UK)
        3.4.1 Company Profile
        3.4.2 Main Business/Business Overview
        3.4.3 Products, Services and Solutions
        3.4.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.4.5 Recent Developments
    3.5 Broadridge (US)
        3.5.1 Company Profile
        3.5.2 Main Business/Business Overview
        3.5.3 Products, Services and Solutions
        3.5.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.5.5 Recent Developments
    3.6 InvestEdge (US)
        3.6.1 Company Profile
        3.6.2 Main Business/Business Overview
        3.6.3 Products, Services and Solutions
        3.6.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.6.5 Recent Developments
    3.7 Temenos (Switzerland)
        3.7.1 Company Profile
        3.7.2 Main Business/Business Overview
        3.7.3 Products, Services and Solutions
        3.7.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.7.5 Recent Developments
    3.8 Finantix (Italy)
        3.8.1 Company Profile
        3.8.2 Main Business/Business Overview
        3.8.3 Products, Services and Solutions
        3.8.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.8.5 Recent Developments
    3.9 SEI Investments Company (US)
        3.9.1 Company Profile
        3.9.2 Main Business/Business Overview
        3.9.3 Products, Services and Solutions
        3.9.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.9.5 Recent Developments
    3.10 Comarch (Poland)
        3.10.1 Company Profile
        3.10.2 Main Business/Business Overview
        3.10.3 Products, Services and Solutions
        3.10.4 Wealth Management Platform Revenue (Million USD) (2013-2018)
        3.10.5 Recent Developments
    3.11 Objectway (Italy)
    3.12 Dorsum (Hungary)

4 Global Wealth Management Platform Market Size by Type and Application (2013-2018)
    4.1 Global Wealth Management Platform Market Size by Type (2013-2018)
    4.2 Global Wealth Management Platform Market Size by Application (2013-2018)
    4.3 Potential Application of Wealth Management Platform in Future
    4.4 Top Consumer/End Users of Wealth Management Platform

5 United States Wealth Management Platform Development Status and Outlook
    5.1 United States Wealth Management Platform Market Size (2013-2018)
    5.2 United States Wealth Management Platform Market Size and Market Share by Players (2013-2018)
    5.3 United States Wealth Management Platform Market Size by Application (2013-2018)

6 EU Wealth Management Platform Development Status and Outlook
    6.1 EU Wealth Management Platform Market Size (2013-2018)
    6.2 EU Wealth Management Platform Market Size and Market Share by Players (2013-2018)
    6.3 EU Wealth Management Platform Market Size by Application (2013-2018)

7 Japan Wealth Management Platform Development Status and Outlook
    7.1 Japan Wealth Management Platform Market Size (2013-2018)
    7.2 Japan Wealth Management Platform Market Size and Market Share by Players (2013-2018)
    7.3 Japan Wealth Management Platform Market Size by Application (2013-2018)

8 China Wealth Management Platform Development Status and Outlook
    8.1 China Wealth Management Platform Market Size (2013-2018)
    8.2 China Wealth Management Platform Market Size and Market Share by Players (2013-2018)
    8.3 China Wealth Management Platform Market Size by Application (2013-2018)

9 India Wealth Management Platform Development Status and Outlook
    9.1 India Wealth Management Platform Market Size (2013-2018)
    9.2 India Wealth Management Platform Market Size and Market Share by Players (2013-2018)
    9.3 India Wealth Management Platform Market Size by Application (2013-2018)

10 Southeast Asia Wealth Management Platform Development Status and Outlook
    10.1 Southeast Asia Wealth Management Platform Market Size (2013-2018)
    10.2 Southeast Asia Wealth Management Platform Market Size and Market Share by Players (2013-2018)
    10.3 Southeast Asia Wealth Management Platform Market Size by Application (2013-2018)

11 Market Forecast by Regions, Type and Application (2018-2025)
    11.1 Global Wealth Management Platform Market Size (Value) by Regions (2018-2025)
        11.1.1 United States Wealth Management Platform Revenue and Growth Rate (2018-2025)
        11.1.2 EU Wealth Management Platform Revenue and Growth Rate (2018-2025)
        11.1.3 Japan Wealth Management Platform Revenue and Growth Rate (2018-2025)
        11.1.4 China Wealth Management Platform Revenue and Growth Rate (2018-2025)
        11.1.5 India Wealth Management Platform Revenue and Growth Rate (2018-2025)
        11.1.6 Southeast Asia Wealth Management Platform Revenue and Growth Rate (2018-2025)
    11.2 Global Wealth Management Platform Market Size (Value) by Type (2018-2025)
    11.3 Global Wealth Management Platform Market Size by Application (2018-2025)

12 Wealth Management Platform Market Dynamics
    12.1 Wealth Management Platform Market Opportunities
    12.2 Wealth Management Platform Challenge and Risk
        12.2.1 Competition from Opponents
        12.2.2 Downside Risks of Economy
    12.3 Wealth Management Platform Market Constraints and Threat
        12.3.1 Threat from Substitute
        12.3.2 Government Policy
        12.3.3 Technology Risks
    12.4 Wealth Management Platform Market Driving Force
        12.4.1 Growing Demand from Emerging Markets
        12.4.2 Potential Application

13 Market Effect Factors Analysis
    13.1 Technology Progress/Risk
        13.1.1 Substitutes
        13.1.2 Technology Progress in Related Industry
    13.2 Consumer Needs Trend/Customer Preference
    13.3 External Environmental Change
        13.3.1 Economic Fluctuations
        13.3.2 Other Risk Factors

14 Research Finding/Conclusion

15 Appendix
    Methodology
    Analyst Introduction
    Data Source

List of Tables and Figures

    Figure Global Wealth Management Platform Market Size (Million USD) Status and Outlook (2013-2018)
    Table Global Wealth Management Platform Revenue (Million USD) Comparison by Regions (2013-2018)
    Figure Global Wealth Management Platform Market Share by Regions (2013-2018)
    Figure United States Wealth Management Platform Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure EU Wealth Management Platform Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure Japan Wealth Management Platform Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure China Wealth Management Platform Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure India Wealth Management Platform Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure Southeast Asia Wealth Management Platform Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Table Global Wealth Management Platform Revenue (Million USD) and Growth Rate (%) Comparison by Product (2013-2018)
    Figure Global Wealth Management Platform Revenue Market Share by Type in 2017
    Figure Human Advisory Market Size (Million USD) and Growth Rate (2013-2018)
    Figure Robo Advisory Market Size (Million USD) and Growth Rate (2013-2018)
    Figure Hybrid Market Size (Million USD) and Growth Rate (2013-2018)
    Figure Global Wealth Management Platform Market Share by Application in 2017
    Figure Wealth Management Platform Market Size (Million USD) and Growth Rate in Reporting (2013-2018)
    Figure Wealth Management Platform Market Size (Million USD) and Growth Rate in Portfolio (2013-2018)
    Figure Wealth Management Platform Market Size (Million USD) and Growth Rate in Accounting (2013-2018)
    Figure Wealth Management Platform Market Size (Million USD) and Growth Rate in Trading Management (2013-2018)
    Table Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure Wealth Management Platform Market Size Share by Players in 2013
    Figure Wealth Management Platform Market Size Share by Players in 2017
    Table SS&C (US) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of SS&C (US) (2013-2018)
    Figure SS&C (US) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Fiserv (US) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Fiserv (US) (2013-2018)
    Figure Fiserv (US) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table FIS (US) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of FIS (US) (2013-2018)
    Figure FIS (US) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Profile Software (UK) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Profile Software (UK) (2013-2018)
    Figure Profile Software (UK) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Broadridge (US) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Broadridge (US) (2013-2018)
    Figure Broadridge (US) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table InvestEdge (US) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of InvestEdge (US) (2013-2018)
    Figure InvestEdge (US) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Temenos (Switzerland) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Temenos (Switzerland) (2013-2018)
    Figure Temenos (Switzerland) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Finantix (Italy) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Finantix (Italy) (2013-2018)
    Figure Finantix (Italy) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table SEI Investments Company (US) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of SEI Investments Company (US) (2013-2018)
    Figure SEI Investments Company (US) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Comarch (Poland) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Comarch (Poland) (2013-2018)
    Figure Comarch (Poland) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Objectway (Italy) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Objectway (Italy) (2013-2018)
    Figure Objectway (Italy) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Dorsum (Hungary) Basic Information List
    Table Wealth Management Platform Business Revenue (Million USD) of Dorsum (Hungary) (2013-2018)
    Figure Dorsum (Hungary) Wealth Management Platform Business Revenue Market Share (2013-2018)
    Table Global Wealth Management Platform Market Size (Million USD) by Product (2013-2018)
    Figure Global Wealth Management Platform Revenue Market Share (%) by Product (2013-2018)
    Figure Global Wealth Management Platform Market Share by Product in 2017
    Table Global Wealth Management Platform Market Size by Application (2013-2018)
    Figure Global Wealth Management Platform Revenue Market Share (%) by Application in 2017
    Table Top Consumer/End Users of Wealth Management Platform
    Figure United States Wealth Management Platform Market Size (Million USD) and Growth Rate (2013-2018)
    Table United States Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure United States Wealth Management Platform Market Size Share by Players in 2013
    Figure United States Wealth Management Platform Market Size Share by Players in 2017
    Table United States Wealth Management Platform Market Size by Application (2013-2018)
    Figure United States Wealth Management Platform Revenue Market Share (%) by Application (2013-2018)
    Figure United States Wealth Management Platform Market Size Share by Application in 2017
    Figure EU Wealth Management Platform Market Size (Million USD) and Growth Rate (2013-2018)
    Table EU Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure EU Wealth Management Platform Market Size Share by Players in 2013
    Figure EU Wealth Management Platform Market Size Share by Players in 2017
    Table EU Wealth Management Platform Market Size by Application (2013-2018)
    Figure EU Wealth Management Platform Revenue Market Share (%) by Application (2013-2018)
    Figure EU Wealth Management Platform Market Size Share by Application in 2017
    Figure Japan Wealth Management Platform Market Size (Million USD) and Growth Rate (2013-2018)
    Table Japan Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure Japan Wealth Management Platform Market Size Share by Players in 2013
    Figure Japan Wealth Management Platform Market Size Share by Players in 2017
    Table Japan Wealth Management Platform Market Size by Application (2013-2018)
    Figure Japan Wealth Management Platform Revenue Market Share (%) by Application (2013-2018)
    Figure Japan Wealth Management Platform Market Size Share by Application in 2017
    Figure China Wealth Management Platform Market Size (Million USD) and Growth Rate (2013-2018)
    Table China Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure China Wealth Management Platform Market Size Share by Players in 2013
    Figure China Wealth Management Platform Market Size Share by Players in 2017
    Table China Wealth Management Platform Market Size by Application (2013-2018)
    Figure China Wealth Management Platform Revenue Market Share (%) by Application (2013-2018)
    Figure China Wealth Management Platform Market Size Share by Application in 2017
    Figure India Wealth Management Platform Market Size (Million USD) and Growth Rate (2013-2018)
    Table India Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure India Wealth Management Platform Market Size Share by Players in 2013
    Figure India Wealth Management Platform Market Size Share by Players in 2017
    Table India Wealth Management Platform Market Size by Application (2013-2018)
    Figure India Wealth Management Platform Revenue Market Share (%) by Application (2013-2018)
    Figure India Wealth Management Platform Market Size Share by Application in 2017
    Figure Southeast Asia Wealth Management Platform Market Size (Million USD) and Growth Rate (2013-2018)
    Table Southeast Asia Wealth Management Platform Market Size (Million USD) by Players (2013-2018)
    Figure Southeast Asia Wealth Management Platform Market Size Share by Players in 2013
    Figure Southeast Asia Wealth Management Platform Market Size Share by Players in 2017
    Table Southeast Asia Wealth Management Platform Market Size by Application (2013-2018)
    Figure Southeast Asia Wealth Management Platform Revenue Market Share (%) by Application (2013-2018)
    Figure Southeast Asia Wealth Management Platform Market Size Share by Application in 2017
    Figure Global Wealth Management Platform Market Size and Growth Rate (2018-2025)
    Table Global Wealth Management Platform Market Size (Million USD) by Regions (2018-2025)
    Figure Global Wealth Management Platform Market Size Share (2018-2025)
    Figure Global Wealth Management Platform Market Size Share by Regions in 2025
    Figure United States Wealth Management Platform Revenue (Million USD) and Growth Rate (2018-2025)
    Figure EU Wealth Management Platform Revenue (Million USD) and Growth Rate (2018-2025)
    Figure Japan Wealth Management Platform Revenue (Million USD) and Growth Rate (2018-2025)
    Figure China Wealth Management Platform Revenue (Million USD) and Growth Rate (2018-2025)
    Figure India Wealth Management Platform Revenue (Million USD) and Growth Rate (2018-2025)
    Figure Southeast Asia Wealth Management Platform Revenue (Million USD) and Growth Rate (2018-2025)
    Table Global Wealth Management Platform Market Size (Million USD) by Type (2018-2025)
    Figure Global Wealth Management Platform Market Size Share by Type in 2018
    Figure Global Wealth Management Platform Market Size Share by Type in 2025
    Table Global Wealth Management Platform Market Size (Million USD) by Application (2018-2025)
    Figure Global Wealth Management Platform Market Size (Million USD) by Application in 2018
    Figure Global Wealth Management Platform Market Size (Million USD) by Application in 2025