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North America Wealth Management Platform Market


North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity

Report code: SDMRSE1652049 | Industry: Service | Published On: 10/31/2022


North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity
http://www.gracemarketdata.com/index.php/our-products/industry-research/11027A-detail

North America wealth management platform market is projected to grow by 13.2% annually in the forecast period and reach $4,081.5 million by 2031, driven by the increasing digitalization of investment and banking firms, the rising disposable income of individuals especially High Net Worth Individuals (HNWIs), the rising awareness for long-term financial planning opportunities and benefits, and technological advancements in automation and artificial intelligence (AI).
Highlighted with 20 tables and 41 figures, this 93-page report “North America Wealth Management Platform Market 2021-2031 by Deployment Type (On-premises, Cloud-based), Advisory Model (Human, Robo, Hybrid), Application, End User, and Country: Trend Forecast and Growth Opportunity” is based on comprehensive research of the entire North America wealth management platform market and all its sub-segments through extensively detailed classifications. Profound analysis and assessment are generated from premium primary and secondary information sources with inputs derived from industry professionals across the value chain. The report is based on studies on 2019-2021 and provides forecast from 2022 till 2031 with 2021 as the base year. (Please note: The report will be updated before delivery so that the latest historical year is the base year and the forecast covers at least 5 years over the base year.)

In-depth qualitative analyses include identification and investigation of the following aspects:
• Market Structure
• Growth Drivers
• Restraints and Challenges
• Emerging Product Trends & Market Opportunities
• Porter’s Fiver Forces
The trend and outlook of North America market is forecast in optimistic, balanced, and conservative view by taking into account of COVID-19 and Russia-Ukraine conflict. The balanced (most likely) projection is used to quantify North America wealth management platform market in every aspect of the classification from perspectives of Deployment Type, Advisory Model, Application, End User, and Country.

Based on Deployment Type, the North America market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.
• On-premises Platform
• Cloud-based Platform

Based on Advisory Model, the North America market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.
• Human Advisory
• Robo Advisory
• Hybrid Advisory

By Application, the North America market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.
• Financial Advice Management
• Portfolio Accounting and Trading Management
• Performance Management
• Risk and Compliance Management
• Reporting
• Other Applications

By End User, the North America market is segmented into the following sub-markets with annual revenue ($ mn) for 2021-2031 included in each section.
• Banks
• Investment Management Firms
• Trading & Exchange Firms
• Brokerage Firms
• Other End Users

Geographically, the following national/local markets are fully investigated:
• U.S.
• Canada
• Mexico
For each key country, detailed analysis and data for annual revenue ($ mn) are available for 2021-2031. The breakdown of national markets by Deployment Type, Advisory Model and End User over the forecast years are also included.

The report also covers current competitive scenario and the predicted trend; and profiles key vendors including market leaders and important emerging players.
Selected Key Players:
Avaloq Group AG
Backbase Inc.
Broadridge Financial Solutions Inc.
Crealogix AG
EdgeVerve Systems Limited
Fidelity National Information Services, Inc. (FIS)
Finantix S.p.A.
Fiserv Inc.
InvestCloud Inc.
Objectway S.p.A.
Profile Software S.A.
Prometeia SpA
SEI Investments Developments, Inc.
SS&C Technologies Inc.
Tata Consultancy Services Limited
Temenos Headquarters SA
(Please note: The report will be updated before delivery so that the latest historical year is the base year and the forecast covers at least 5 years over the base year.)

1  Introduction 7
1.1  Industry  Definition  and  Research  Scope 7
1.1.1  Industry  Definition 7
1.1.2  Research  Scope 8
1.2  Research  Methodology 11
1.2.1  Overview  of  Market  Research  Methodology 11
1.2.2  Market  Assumption 12
1.2.3  Secondary  Data 12
1.2.4  Primary  Data 12
1.2.5  Data  Filtration  and  Model  Design 13
1.2.6  Market  Size/Share  Estimation 14
1.2.7  Research  Limitations 15
1.3  Executive  Summary 16
2  Market  Overview  and  Dynamics 18
2.1  Market  Size  and  Forecast 18
2.1.1  Impact  of  COVID-19  on  World  Economy 19
2.1.2  Impact  of  COVID-19  on  the  Market 21
2.2  Major  Growth  Drivers 23
2.3  Market  Restraints  and  Challenges 27
2.4  Emerging  Opportunities  and  Market  Trends 30
2.5  Porter’s  Fiver  Forces  Analysis 34
3  Segmentation  of  North  America  Market  by  Deployment  Type 38
3.1  Market  Overview  by  Deployment  Type 38
3.2  On-premises  Platform 40
3.3  Cloud-based  Platform 41
4  Segmentation  of  North  America  Market  by  Advisory  Model 42
4.1  Market  Overview  by  Advisory  Model 42
4.2  Human  Advisory 44
4.3  Robo  Advisory 45
4.4  Hybrid  Advisory 46
5  Segmentation  of  North  America  Market  by  Application 47
5.1  Market  Overview  by  Application 47
5.2  Financial  Advice  Management 49
5.3  Portfolio  Accounting  and  Trading  Management 50
5.4  Performance  Management 51
5.5  Risk  and  Compliance  Management 52
5.6  Reporting 53
5.7  Other  Applications 54
6  Segmentation  of  North  America  Market  by  End  User 55
6.1  Market  Overview  by  End  User 55
6.2  Banks 57
6.3  Investment  Management  Firms 58
6.4  Trading  &  Exchange  Firms 59
6.5  Brokerage  Firms 60
6.6  Other  End  Users 61
7  North  America  Market  2021-2031  by  Country 62
7.1  Overview  of  North  America  Market 62
7.2  U.S. 65
7.3  Canada 68
7.4  Mexico 70
8  Competitive  Landscape 72
8.1  Overview  of  Key  Vendors 72
8.2  New  Product  Launch,  Partnership,  Investment,  and  M&A 75
8.3  Company  Profiles 76
Avaloq  Group  AG 76
Backbase  Inc. 78
Broadridge  Financial  Solutions  Inc. 79
Crealogix  AG 80
EdgeVerve  Systems  Limited 81
Fidelity  National  Information  Services,  Inc.  (FIS) 82
Finantix  S.p.A. 83
Fiserv  Inc. 84
InvestCloud  Inc. 85
Objectway  S.p.A. 86
Profile  Software  S.A. 87
Prometeia  SpA 88
SEI  Investments  Developments,  Inc. 89
SS&C  Technologies  Inc. 90
Tata  Consultancy  Services  Limited 91
Temenos  Headquarters  SA 92
RELATED  REPORTS 93
  
List of Tables:

Table 1. Snapshot of North America Wealth Management Platform Market in Balanced Perspective, 2021-2031 17
Table 2. World Economic Outlook, 2021-2031 20
Table 3. Main Product Trends and Market Opportunities in North America Wealth Management Platform Market 30
Table 4. North America Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn 38
Table 5. North America Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn 42
Table 6. North America Wealth Management Platform Market by Application, 2021-2031, $ mn 47
Table 7. North America Wealth Management Platform Market by End User, 2021-2031, $ mn 55
Table 8. North America Wealth Management Platform Market by Country, 2021-2031, $ mn 63
Table 9. U.S. Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn 67
Table 10. U.S. Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn 67
Table 11. U.S. Wealth Management Platform Market by End User, 2021-2031, $ mn 67
Table 12. Canada Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn 69
Table 13. Canada Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn 69
Table 14. Canada Wealth Management Platform Market by End User, 2021-2031, $ mn 69
Table 15. Mexico Wealth Management Platform Market by Deployment Type, 2021-2031, $ mn 71
Table 16. Mexico Wealth Management Platform Market by Advisory Model, 2021-2031, $ mn 71
Table 17. Mexico Wealth Management Platform Market by End User, 2021-2031, $ mn 71
Table 18. Avaloq Group AG: Company Snapshot 76
Table 19. Avaloq Group AG: Business Segmentation 77
Table 20. Avaloq Group AG: Product Portfolio 77
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