Wealth Management Platform Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunity 2023-28 - PowerPoint PPT Presentation

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Wealth Management Platform Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunity 2023-28

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According to the latest research report by IMARC Group, The global wealth management platform market size reached US$ 4.4 Billion in 2022. Looking forward, IMARC Group expects the market to reach US$ 9.3 Billion by 2028, exhibiting a growth rate (CAGR) of 12.7% during 2023-2028. More Info:- – PowerPoint PPT presentation

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Title: Wealth Management Platform Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opportunity 2023-28


1
Global Wealth Management Platform Market Research
and Forecast Report 2023-2028




Author Elena Anderson, Marketing Manager
IMARC Group
Copyright IMARC Service Pvt Ltd. All Rights
Reserved
2019 IMARC All Rights Reserved
2
About IMARC Group
Report Description
The International Market Analysis Research and
Consulting Group is a leading adviser on
management strategy and market research
worldwide. We partner with clients in all sectors
and regions to identify their highest-value
opportunities, address their most critical
challenges, and transform their
businesses. IMARCs information products include
major market, scientific, economic and
technological developments for business leaders
in pharmaceutical, industrial, and high
technology organizations. Market forecasts and
industry analysis for biotechnology, advanced
materials, chemicals, food and beverage, travel
and tourism, nanotechnology and novel processing
methods are at the top of the companys
expertise. IMARCs tailored approach combines
unfathomable insight into the dynamics of
companies and markets with close cooperation at
all levels of the client organization. This
ensures that our clients achieve unmatchable
competitive advantage, build more proficient
organizations, and secure lasting results.
3
Report Description and Highlights
Report Description
Global Wealth Management Platform Market Research
Report The latest report by IMARC, titled
Wealth Management Platform Market Global
Industry Trends, Share, Size, Growth, Opportunity
and Forecast 2023-2028 finds that the global
wealth management platform market size reached
US 4.4 Billion in 2022. A wealth management
platform refers to software used for monitoring,
analyzing, controlling, and planning specialized
financial services. It is an investment advisory
service that combines other financial services to
cater to the needs of affluent clients. It
involves legal and tax advice, estate planning,
portfolio management capabilities, personal
retail banking services, financial goal planning,
and investment management services. It
streamlines operations, delivers advice, and
manages complex and multiple investment programs
from one solution. In recent years, wealth
management platforms have gained traction due to
their extensive adoption in brokerage, investment
management, banks, and trading firms. Request
Free Sample Report https//www.imarcgroup.com/wea
lth-management-platform-market/requestsample
4
Report Description and Highlights
Report Description

Global Wealth Management Platform Market
Trends One of the primary factors driving the
market is the increasing intervention of the
latest technologies in wealth management
advisory. Additionally, the rising need to
automate wealth management procedures is creating
a positive market outlook. Other than this,
wealth management platforms aid businesses in
gaining insights and improving decision-making to
enhance profitability and efficiency. Besides
this, this product is extensively used in trading
and exchange firms to understand the procedure of
financial portfolios, manage multiple clients,
and access trading accounts. In line with this,
the amplified acceptance of cloud-based solutions
is propelling the market growth. Furthermore,
constant technological advancements, such as the
introduction of digital wealth management
platforms to offer financial firms the latest
integrated tools and data-driven analytics, are
accelerating the product adoption rate. In line
with this, the integration of artificial
intelligence (AI) to identify investment
preferences, track expenditure, identify
investment preferences, and provide personalized
and curated devices for customers is driving the
market growth. Other growth-inducing factors
include rapid digitalization, the rising
disposable incomes in growing economies and the
implementation of various government compliances
related to the financial sector. Looking forward,
IMARC Group expects the market value to reach US
9.3 Billion by 2028, expanding at a CAGR of 12.7
during the forecast period (2023-2028). Looking
forward, the market value is projected to reach a
strong growth during the forecast period
(2023-2028).
5
Report Description and Highlights
Report Description
Market Summary Breakup by Advisory Model
Hybrid Robo Advisory Human
Advisory Breakup by Deployment Mode O
n-premises Cloud-based Breakup by Busin
ess Function Reporting Perfor
mance Management Financial Advice Manage
ment Risk and Compliance Management
Portfolio, Accounting and Trading
Management Others Breakup by Enterprise
Size

6
Report Description and Highlights
Report Description
Large Enterprises Small and Me
dium-sized Enterprises Breakup by End Use Industr
y Banks Brokerage Firms
Investment Management Firms
Trading and Exchange Firms
Others Breakup by Region Nor
th America United States
Canada Asia-Pacific
China Japan
India South Korea
Australia

7
Report Description and Highlights
Report Description
Indonesia Othe
rs Europe Germany
France United King
dom Italy Spai
n Russia Other
s Latin America Brazil
Mexico
Others Middle East and Africa

8
Report Description and Highlights
Report Description
  • Competitive Landscape with Key Players
  • Avaloq (NEC Corporation) Backbase Broadridge Finan
    cial Solutions Inc. Comarch SA Crealogix AG Fideli
    ty National Information Services Inc.
    Fiserv Inc. Infosys Limited Profile Systems and So
    ftware S.A. Prometeia S.p.A SEI Investments Compan
    y SSC Technologies Inc. Tata Consultancy Services
    Limited Temenos Headquarters SA.
  • View Full Report with TOC List of Figure
    https//www.imarcgroup.com/wealth-management-platf
    orm-market

9
Partial List of Clients
We are the trusted business partners to the
world's leading corporates, governments, and
institutions
A partial List of our Clients
10
Partial List of Clients
We are the trusted business partners to the
world's leading corporates, governments, and
institutions
A partial List of our Clients
11
Report Description and Highlights
Report Description

2019 IMARC All Rights Reserved This
Publication and all its contents unless
otherwise mentioned are copyrighted in the name
of International Market Analysis Research and
Consulting (IMARC). No part of this publication
may be reproduced, repackaged, redistributed or
resold in whole or in any part. The publication
may also not be used in any form or by and means
graphic electronic or mechanical, including
photocopying, recording, taping or by information
storage or retrieval, or by any other form,
without the express consent of International
Market Analysis Research and Consulting
(IMARC). Disclaimer All contents and data of
this publication, including forecasts, data
analysis and opinion have been based on
information and sources believed to be accurate
and reliable at the time of publishing.
International Market Analysis Research and
Consulting makes no representation of warranty of
any kind as to the accuracy or completeness of
any Information provided. IMARC accepts no
liability whatsoever for any loss or damage
resulting from opinion, errors or inaccuracies if
any found this publication. IMARC, IMARC Group
and Global Therapy Insight Series are registered
trademarks of International Market Analysis
Research and Consulting. All other trademarks
used in this publication are registered
trademarks of their respective companies.
12

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