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Wealth Management Software Market Size, Share & Trends Analysis Report by Advisory Mode, Deployment, Enterprise Size, Application, End-use, Region, and Segment Forecasts, 2025-2030

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    Report

  • 159 Pages
  • October 2024
  • Region: Global
  • Grand View Research
  • ID: 5415537
Description Jump to:
The global wealth management software market size is expected to reach USD 12.07 billion by 2030, registering a CAGR of 14.0% from 2025 to 2030. 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 human advisory mode segment accounted for the largest revenue share of 57.31% in 2024. Human advisory remains the first preference for several HNWIs across the globe owing to security concerns.
  • The cloud segment held the largest market in 2024. The segment is estimated to expand further at the fastest CAGR retaining the leading position throughout the forecast period.
  • The large enterprises segment dominated the market in 2024 with the largest revenue share. Large enterprises across the globe are focusing on implementing new technical functionalities, and storage and processing technologies.
  • The portfolio, accounting, & trading management segment dominated the market in 2024. At a time when the demand for portfolio management and trading solutions is increasing; portfolio, accounting, & trading management solutions are allowing trading managers to concentrate on collaborative activities and serve their customers in a better manner.
  • The banks segment dominated the market in 2024 with the largest revenue share. As the global economy continues to strengthen gradually, banks are anticipated to play a key role in managing the growing assets and wealth of individuals.
  • North America wealth management software market held the largest share of 37.22% in 2024. The number of High-Net-Worth Individuals (HNWIs) in the region is growing continuously.
  • The Asia Pacific wealth management software market is anticipated to grow at a CAGR of 15.2% during the forecast period.

Why should you buy this report?

  • Comprehensive Market Analysis: Gain detailed insights into the global market across major regions and segments
  • Competitive Landscape: Explore the market presence of key players worldwide
  • Future Trends: Discover the pivotal trends and drivers shaping the future of the global market
  • Actionable Recommendations: Utilize insights to uncover new revenue streams and guide strategic business decisions

This report addresses:

  • Market intelligence to enable effective decision-making
  • Market estimates and forecasts from 2018 to 2030
  • Growth opportunities and trend analyses
  • Segment and regional revenue forecasts for market assessment
  • Competition strategy and market share analysis
  • Product innovation listing for you to stay ahead of the curve
  • COVID-19's impact and how to sustain in these fast-evolving markets

The leading players in the Wealth Management Software market include:

  • 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


This product will be delivered within 1-3 business days.

Table of Contents

Chapter 1. Methodology and Scope
1.1. Market Segmentation and Scope
1.2. Research Methodology
1.2.1. Information Procurement
1.3. Information or Data Analysis
1.4. Methodology
1.5. Research Scope and Assumptions
1.6. Market Formulation & Validation
1.7. Country Based Segment Share Calculation
1.8. List of Data Sources
Chapter 2. Executive Summary
2.1. Market Outlook
2.2. Segment Outlook
2.3. Competitive Insights
Chapter 3. Wealth Management Software Market Variables, Trends, & Scope
3.1. Market Lineage Outlook
3.2. Market Dynamics
3.2.1. Market Driver Analysis
3.2.2. Market Restraint Analysis
3.2.3. Industry Challenge
3.3. Wealth Management Software Market Analysis Tools
3.3.1. Industry Analysis - Porter’s
3.3.1.1. Bargaining power of the suppliers
3.3.1.2. Bargaining power of the buyers
3.3.1.3. Threats of substitution
3.3.1.4. Threats from new entrants
3.3.1.5. Competitive rivalry
3.3.2. PESTEL Analysis
3.3.2.1. Political landscape
3.3.2.2. Economic and social landscape
3.3.2.3. Technological landscape
3.4. Pain Point Analysis
Chapter 4. Wealth Management Software Market: Advisory Mode Estimates & Trend Analysis
4.1. Segment Dashboard
4.2. Wealth Management Software Market: Advisory Mode Movement Analysis, USD Million, 2024 & 2030
4.3. Human Advisory
4.3.1. Human Advisory Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
4.4. Robo Advisory
4.4.1. Robo Advisory Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
4.5. Hybrid
4.5.1. Hybrid Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 5. Wealth Management Software Market: Deployment Estimates & Trend Analysis
5.1. Segment Dashboard
5.2. Wealth Management Software Market: Deployment Movement Analysis, USD Million, 2024 & 2030
5.3. Cloud
5.3.1. Cloud Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
5.4. On-premise
5.4.1. On-premise Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 6. Wealth Management Software Market: Enterprise Size Estimates & Trend Analysis
6.1. Segment Dashboard
6.2. Wealth Management Software Market: Enterprise Size Movement Analysis, USD Million, 2024 & 2030
6.3. Large Enterprises
6.3.1. Large Enterprises Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
6.4. Small & Medium Enterprises
6.4.1. Small & Medium Enterprises Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 7. Wealth Management Software Market: Application Estimates & Trend Analysis
7.1. Segment Dashboard
7.2. Wealth Management Software Market: Application Movement Analysis, USD Million, 2024 & 2030
7.3. Financial Advice & Management
7.3.1. Financial Advice & Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.4. Portfolio, Accounting, & Trading Management
7.4.1. Portfolio, Accounting, & Trading Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.5. Performance Management
7.5.1. Performance Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.6. Risk & Compliance Management
7.6.1. Risk & Compliance Management Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.7. Reporting
7.7.1. Reporting Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.8. Others
7.8.1. Others Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 8. Wealth Management Software Market: End use Estimates & Trend Analysis
8.1. Segment Dashboard
8.2. Wealth Management Software Market: Application Movement Analysis, USD Million, 2024 & 2030
8.3. Banks
8.3.1. Banks Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.4. Investment Management Firms
8.4.1. Investment Management Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.5. Trading & Exchange Firms
8.5.1. Trading & Exchange Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.6. Brokerage Firms
8.6.1. Brokerage Firms Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.7. Others
8.7.1. Others Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 9. Wealth Management Software Market: Regional Estimates & Trend Analysis
9.1. Wealth Management Software Market Share, By Region, 2024 & 2030, USD Million
9.2. North America
9.2.1. North America Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.2.2. U.S.
9.2.2.1. U.S. Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.2.3. Canada
9.2.3.1. Canada Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.2.4. Mexico
9.2.4.1. Mexico Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.3. Europe
9.3.1. Europe Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.3.2. U.K.
9.3.2.1. U.K. Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.3.3. Germany
9.3.3.1. Germany Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.3.4. France
9.3.4.1. France Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4. Asia Pacific
9.4.1. Asia Pacific Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4.2. China
9.4.2.1. China Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4.3. Japan
9.4.3.1. Japan Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4.4. India
9.4.4.1. India Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4.5. South Korea
9.4.5.1. South Korea Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.4.6. Australia
9.4.6.1. Australia Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.5. Latin America
9.5.1. Latin America Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.5.2. Brazil
9.5.2.1. Brazil Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.6. Middle East and Africa
9.6.1. Middle East and Africa Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.6.2. UAE
9.6.2.1. UAE Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.6.3. KSA
9.6.3.1. KSA Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
9.6.4. South Africa
9.6.4.1. South Africa Wealth Management Software Market Estimates and Forecasts, 2018 - 2030 (USD MILLION)
Chapter 10. Competitive Landscape
10.1. Company Categorization
10.2. Company Market Positioning
10.3. Company Heat Map Analysis
10.4. Company Profiles/Listing
10.4.1. Comarch SA
10.4.1.1. Participant’s Overview
10.4.1.2. Financial Performance
10.4.1.3. Product Benchmarking
10.4.1.4. Strategic Initiatives
10.4.2. Dorsum Ltd.
10.4.2.1. Participant’s Overview
10.4.2.2. Financial Performance
10.4.2.3. Product Benchmarking
10.4.2.4. Strategic Initiatives
10.4.3. Fidelity National Information Services, Inc.
10.4.3.1. Participant’s Overview
10.4.3.2. Financial Performance
10.4.3.3. Product Benchmarking
10.4.3.4. Strategic Initiatives
10.4.4. Finantix
10.4.4.1. Participant’s Overview
10.4.4.2. Financial Performance
10.4.4.3. Product Benchmarking
10.4.4.4. Strategic Initiatives
10.4.5. Fiserv, Inc.
10.4.5.1. Participant’s Overview
10.4.5.2. Financial Performance
10.4.5.3. Product Benchmarking
10.4.5.4. Strategic Initiatives
10.4.6. Objectway S.p.A.
10.4.6.1. Participant’s Overview
10.4.6.2. Financial Performance
10.4.6.3. Product Benchmarking
10.4.6.4. Strategic Initiatives
10.4.7. Profile Software
10.4.7.1. Participant’s Overview
10.4.7.2. Financial Performance
10.4.7.3. Product Benchmarking
10.4.7.4. Strategic Initiatives
10.4.8. SEI Investments Company
10.4.8.1. Participant’s Overview
10.4.8.2. Financial Performance
10.4.8.3. Product Benchmarking
10.4.8.4. Strategic Initiatives
10.4.9. SS&C Technologies Holdings, Inc.
10.4.9.1. Participant’s Overview
10.4.9.2. Financial Performance
10.4.9.3. Product Benchmarking
10.4.9.4. Strategic Initiatives
10.4.10. Temenos Headquarters SA
10.4.10.1. Participant’s Overview
10.4.10.2. Financial Performance
10.4.10.3. Product Benchmarking
10.4.10.4. Strategic Initiatives
List of Tables
Table 1 Global Wealth Management Software market size estimates & forecasts 2018 - 2030 (USD Million)
Table 2 Global Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 3 Global Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 4 Global Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 5 Global Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 6 Global Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 7 Global Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 8 Human Advisory Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 9 Robo Advisory Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 10 Hybrid Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 11 Cloud Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 12 On-premise Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 13 Large Enterprises Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 14 Small & Medium Enterprises Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 15 Financial Advice & Management Software market, by region 2018 - 2030 (USD Million)
Table 16 Portfolio, Accounting, & Trading Software market, by region 2018 - 2030 (USD Million)
Table 17 Performance Management Software market, by region 2018 - 2030 (USD Million)
Table 18 Risk & Compliance Management Software market, by region 2018 - 2030 (USD Million)
Table 19 Reporting wealth management Software market, by region 2018 - 2030 (USD Million)
Table 20 Others Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 21 Banks Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 22 Investment Management Firms Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 23 Trading & Exchange Firms Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 24 Brokerage Firms Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 25 Others Wealth Management Software market, by region 2018 - 2030 (USD Million)
Table 26 North America Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 27 North America Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 28 North America Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 29 North America Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 30 North America Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 31 U.S. Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 32 U.S. Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 33 U.S. Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 34 U.S. Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 35 U.S. Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 36 Canada Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 37 Canada Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 38 Canada Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 39 Canada Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 40 Canada Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 41 Mexico Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 42 Mexico Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 43 Mexico Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 44 Mexico Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 45 Mexico Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 46 Europe Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 47 Europe Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 48 Europe Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 49 Europe Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 50 Europe Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 51 U.K. Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 52 U.K. Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 53 U.K. Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 54 U.K. Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 55 U.K. Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 56 Germany Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 57 Germany Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 58 Germany Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 59 Germany Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 60 Germany Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 61 France Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 62 France Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 63 France Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 64 France Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 65 France Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 66 Asia Pacific Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 67 Asia Pacific Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 68 Asia Pacific Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 69 Asia Pacific Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 70 Asia Pacific Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 71 China Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 72 China Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 73 China Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 74 China Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 75 China Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 76 India Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 77 India Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 78 India Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 79 India Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 80 India Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 81 Japan Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 82 Japan Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 83 Japan Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 84 Japan Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 85 Japan Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 86 South Korea Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 87 South Korea Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 88 South Korea Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 89 South Korea Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 90 South Korea Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 91 Australia Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 92 Australia Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 93 Australia Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 94 Australia Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 95 Australia Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 96 Latin America Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 97 Latin America Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 98 Latin America Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 99 Latin America Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 100 Latin America Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 101 Brazil Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 102 Brazil Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 103 Brazil Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 104 Brazil Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 105 Brazil Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 106 MEA Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 107 MEA Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 108 MEA Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 109 MEA Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 110 MEA Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 111 UAE Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 112 UAE Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 113 UAE Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 114 UAE Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 115 UAE Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 116 KSA Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 117 KSA Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 118 KSA Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 119 KSA Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 120 KSA Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
Table 121 South Africa Wealth Management Software market, by Advisory Mode 2018 - 2030 (USD Million)
Table 122 South Africa Wealth Management Software market, by deployment 2018 - 2030 (USD Million)
Table 123 South Africa Wealth Management Software market, by Enterprise Size 2018 - 2030 (USD Million)
Table 124 South Africa Wealth Management Software market, by Application 2018 - 2030 (USD Million)
Table 125 South Africa Wealth Management Software market, by End Use 2018 - 2030 (USD Million)
List of Figures
Fig. 1 Wealth Management Software market segmentation
Fig. 2 Market research process
Fig. 3 Information procurement
Fig. 4 Primary research pattern
Fig. 5 Market research approaches
Fig. 6 Value chain-based sizing & forecasting
Fig. 7 Parent market analysis
Fig. 8 Market formulation & validation
Fig. 9 Wealth Management Software market snapshot
Fig. 10 Wealth Management Software market segment snapshot
Fig. 11 Wealth Management Software market competitive landscape snapshot
Fig. 12 Market research process
Fig. 13 Market driver relevance analysis (Current & future impact)
Fig. 14 Market restraint relevance analysis (Current & future impact)
Fig. 15 Wealth Management Software market, Advisory Mode outlook key takeaways (USD Million)
Fig. 16 Wealth Management Software market, Advisory Mode movement analysis 2024 & 2030 (USD Million)
Fig. 17 Human Advisory market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 18 Robo Advisory market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 19 Hybrid market revenue estimates and forecasts, 2018 - 2030 (USD Million) market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 20 Wealth Management Software market: Deployment outlook key takeaways (USD Million)
Fig. 21 Wealth Management Software market: Deployment movement analysis 2024 & 2030 (USD Million)
Fig. 22 Cloud market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 23 On-premise market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 24 Wealth Management Software market: Enterprise Size outlook key takeaways (USD Million)
Fig. 25 Wealth Management Software market: Enterprise Size movement analysis 2024 & 2030 (USD Million)
Fig. 26 Large Enterprises market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 27 Small & Medium Enterprises revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 28 Wealth Management Software market: Application outlook key takeaways (USD Million)
Fig. 29 Wealth Management Software market: Application movement analysis 2024 & 2030 (USD Million)
Fig. 30 Financial Advice & Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 31 Portfolio, Accounting, & Trading Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 32 Performance Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 33 Risk & Compliance Management market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 34 Reporting market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 35 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 36 Wealth Management Software market: End Use outlook key takeaways (USD Million)
Fig. 37 Wealth Management Software market: End Use movement analysis 2024 & 2030 (USD Million)
Fig. 38 Banks market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 39 Investment Management Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 40 Trading & Exchange Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 41 Brokerage Firms market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 42 Others market revenue estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 43 Regional marketplace: Key takeaways
Fig. 44 Wealth Management Software market: Regional outlook, 2024 & 2030, USD Million
Fig. 45 North America Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 46 U.S. Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 47 Canada Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 48 Mexico Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 49 Europe Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 50 U.K. Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 51 Germany Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 52 France Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 53 Asia Pacific Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 54 Japan Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 55 China Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 56 India Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 57 Japan Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million) Million)
Fig. 58 Australia Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 59 South Korea Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 60 Latin America Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 61 Brazil Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 62 MEA Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 63 KSA Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 64 UAE Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 65 South Africa Wealth Management Software market estimates and forecasts, 2018 - 2030 (USD Million)
Fig. 66 Strategy framework
Fig. 67 Company Categorization

Companies Mentioned

  • 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

Methodology

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Table Information

Report AttributeDetails
No. of Pages159
PublishedOctober 2024
Forecast Period2024 - 2030
Estimated Market Value ( USD ) in 2024 $ 5.51 Billion
Forecasted Market Value ( USD ) by 2030 $ 12.07 Billion
Compound Annual Growth Rate14.0%
Regions CoveredGlobal
No. of Companies Mentioned10

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