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The Wealth Management Platform Market size was recorded at USD 4.82 Billion in 2023 and is expected to reach USD 15.8 Billion by 2032, growing at a CAGR of 14.1% over the forecast period of 2024-2032.
The growing requirement to automate the wealth management process is expected to drive market growth over the years. These wealth management platforms also provide cost-effective solutions to those users looking for simple workflow automation and a way in which assets are managed. Besides the open architecture, these platforms sometimes also grant omnibus access and contribute to digitalizing the wealth management experience.
The advanced technologies also be seamlessly added to a variety of wealth management programs. With the use of AI (Artificial Intelligence) and Machine Learning (ML), companies are providing customers with effective results in asset management, trading, and portfolio diversification with accuracy. As wealthy customers/ High-Net-Worth Individuals (HNWIs) are growing more in numbers and determined than ever to diversify their investments to achieve personal financial security and goals, including keeping hard-earned money, they are attracted to digitalization. The study revealed that the global wealth of HNWIs had reached 4.7% in 2023 and in terms of dollars it grew to 4.2%, after a decline in 2022, reaching $ 86.8 Trillion.
Financial Programs lie with customer satisfaction as financial institutions are focusing on providing a more seamless customer experience through integrated solutions across multiple service lines, all served by one unified platform. Banks have begun the process of replacing conventional, core banking systems to enable next-wave banking and financial experience.
Banks customers, trust through comprehensive wealth management platform to strengthen customer engagement and increase willingness to invest. Avaloq, for example, established a new alliance with the Makati-based Security Bank in February 2024, using the Avaloq Core Platform, the bank aimed to digitize its wealth management division and strengthen its front office by implementing Avaloq's Relationship Manager Workplace solution. The goal of this new partnership was to improve customer satisfaction while further streamlining the bank's operations.
Blockchain and AI advancements are expected to boost market growth, with AI systems monitoring customer spending and providing recommendations. Enhanced security and protection of client data are key drivers of global market growth. The financial sectors are also adopting and investing in artificial intelligence (AI), which is recorded as 35 billion U.S. dollars in 2023 and projected to reach 97 billion U.S. dollars in 2027.
Various industries are also investing in AI to provide the best services in the Wealth Management Platform Market. The banking and retail industries led the way in 2023 in terms of AI investments, with the former contributing 20.6 billion dollars and the latter 19.7 billion. In Addition to this, Private Investments, in Global corporates are also driving the market making use of advanced advisory and portfolio-handling tools.
Drivers
Growing Digitization and Technology Applications to Drive Market Growth
The industry is adopting digitalization and process automation to align with business standards, benefiting the market and also to enhance efficiency and client relationships, driving the uptake of financial advising and management solutions. There are many financial management software that allow the market to expand in a new way. Intuit, Sage Group, Oracle Corporation, and SAP SE are some of the typical companies that match requirements for different business sizes as well as across industries. These software companies utilize technologies like cloud computing, machine learning, and artificial intelligence to continuously find new methods to improve the usability and performance of their products. For Instance, MoneyGuidePro Elite was ranked as the most widely used financial planning program in the world, commanding a nearly 32% market share by 2023, followed by eMoney Pro with a 28.5% market share worldwide. In Addition, 79% of accounting companies already provide bookkeeping and accounting services, demonstrating the widespread use of these crucial tasks inside.
Restrains
Market growth is hampered by a lack of awareness about advanced wealth management methods and inadequate technical skills among experts.
Opportunities
Increasing Advances in financial technology, and rising FinTech market trend with the integration of AI and Machine Learning.
Blockchain technology combined with artificial intelligence is revolutionizing the fintech sector. Artificial intelligence (AI) improves algorithmic trading, improves consumer experiences, identifies fraud, and offers more precise credit scoring. According to the RBI report the fraud rate has declined by 46% in 2023-24 as compared to 2022-23, which is 94% in terms of value loss, mainly in the field of Small-digital payments and in private banks in terms of loans. Blockchain speeds stock trading, makes trade finance easier, and guarantees secure transactions. It also makes cross-border payments possible. The combination of AI and blockchain improves identity verification, guarantees compliance with regulations, and offers individualized and easily available financial services
Challenges
Inappropriate technological expertise among business professionals.
Key Market Segmentation
By Advisory Mode:
Human Advisory
Robo Advisory
Hybrid
In 2023, the human advisory mode category held a dominant market share, accounting for more than 56% of global revenue. For many HNWIs worldwide, human advice is still the preferred option due to security concerns. Additionally, human advisory services aid in improving customer connections and effectively delivering wealth management plans and strategies to clients. Client preference for the hybrid advice model has begun to overtake the human advisory model, while these trends are still progressively shifting. The robo-advisory category is expected to grow at the fastest rate. When compared to other modes, robot advisers are typically more accessible, precise, and efficient. Some top robo-advisors are, wealthfront (best goal planner, portfolio manager), M1 Finance (best for investors), Ellevest (Best for women investors), etc.
By organization Size:
Large Enterprises
Small & Medium Enterprises
By Application:
Financial Advice & Management
Portfolio, Accounting, & Trading Management
Performance Management
Risk & Compliance Management
Reporting
Others
In 2023, the portfolio, accounting, and trading management segment led the market with more than 23% of the market share, due to increased demand for trade solutions and portfolio management and giving customers the best investment advice. The pressure to maintain accuracy customer satisfaction and better returns has made pressure on advisors that are reduced using advanced feature-integrated software that saves time and gives accuracy. Some prominent software for portfolio management. Are Morningstar Portfolio Manager, Empower, Kubera, etc. In Line with that Tally, Zoohobook, and Busy are some famous software for accounting, and so on.
By Deployment
Cloud
On-premise
In 2023, the cloud segment led the wealth management platform market with more than 56.0% of the global revenue share. Cloud-based solutions are becoming more and more popular among businesses, which include simple access to data, scalability, and agility. Businesses are creating creative wealth management solutions more quickly thanks to the cloud platform's affordability and scalability. For Instance, Eton Solution, a global cloud-based service provider had launched the AtlasFive Platform to manage family offices worldwide to manage portfolios, and enhance operations, and announced “Catamaran”, a family office of Infosys, as its first customer.
By End-use:
Banks
Investment Management Firms
Trading & Exchange Firms
Brokerage Firms
Others (Asset management firms, and others)
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Regional Analysis
In 2023, North America dominated the market with more than 36.0% of the total revenue. The number of high net-worth individuals (HNWIs) in the region keeps growing which boosts the need for best financial planning and high return on investment. The most market participants are from North America only. In some North American countries, the rise in financial sector digitalization is one of these factors driving demand for services to be easily integrated into existing business operations.
The U.S. Market, in the Asset under management, has shown an annual growth rate of 6.43% in 2024. The major robo-advisors in Asset management are Betterment, Wealthfront, Vanguard Robo- advisor, etc.
The Asia Pacific region is projected to grow at a significant rate followed by North America in 2023. The area is normally a well-suited place for robo advisors since the use of digital channels increases. Advanced algorithms and cutting-edge analytics are driving tech-savvy customers towards robo-advisory tools to cater to their investment needs with a high level of efficiency. In addition, the growing number of small and medium-sized enterprises (SMEs) in developing nations including China and India is projected to provide attractive opportunities for international wealth management platform markets. Furthermore, the growing trend of adopting new IT infrastructure across SMEs will impel more digital financial services in aiding businesses.
North America
US
Canada
Mexico
Europe
Eastern Europe
Poland
Romania
Hungary
Turkey
Rest of Eastern Europe
Western Europe
Germany
France
UK
Italy
Spain
Netherlands
Switzerland
Austria
Rest of Western Europe
Asia Pacific
China
India
Japan
South Korea
Vietnam
Singapore
Australia
Rest of Asia Pacific
Middle East & Africa
Middle East
UAE
Egypt
Saudi Arabia
Qatar
Rest of the Middle East
Africa
Nigeria
South Africa
Rest of Africa
Latin America
Brazil
Argentina
Colombia
Rest of Latin America
The major players in the market are Profile Software, Comarch SA, Fiserv, Inc., Fidelity National Information Services, Inc., Temenos Headquarters SA, Dorsum Ltd., Finantix, Objectway S.p.A., Avaloq Group AG, SEI Investments Company, SS&C Technologies Holdings, Inc., and others in the final report.
In March 2024, Othis, a European wealth technology company, has launched its first product, aiming to establish itself as a comprehensive wealth management service for individuals and families. The platform caters to clients with diversified asset portfolios, focusing on alternative assets like venture capital.
The team behind the cryptocurrency unicorn CoinSwitch launched PeepalCo, a unified brand, in March 2024, encompassing various autonomous entities, including a specialized wealth management platform for high-net-worth individuals
In February 2024, Schroders Personal Wealth (SPW) has launched a new platform to enhance client experiences and strengthen partnerships with firms like SEI and Benchmark's Wealth Management Platform for more integrated advisory and investment services.
| Report Attributes | Details |
| Market Size in 2023 | US$ 4.82 Bn |
| Market Size by 2032 | US$ 15.8 Bn |
| CAGR | CAGR of 14.1% From 2024 to 2032 |
| Base Year | 2023 |
| Forecast Period | 2024-2032 |
| Historical Data | 2020-2022 |
| Report Scope & Coverage | Market Size, Segments Analysis, Competitive Landscape, Regional Analysis, DROC & SWOT Analysis, Forecast Outlook |
| Key Segments | • By Advisory Mode (Human Advisory, Robo Advisory, Hybrid) • By Organization Size (Large Enterprises, Small & Medium Enterprises) • By Application (Financial Advice & Management, Portfolio, Accounting, & Trading Management, Performance Management, Risk & Compliance Management, Reporting, Others) • By Deployment (Cloud, On-premise) • By End-use (Banks, Investment Management Firms, Trading & Exchange Firms, Brokerage Firms) |
| Regional Analysis/Coverage | North America (USA, Canada, Mexico), Europe (Germany, UK, France, Italy, Spain, Netherlands, Rest of Europe), Asia-Pacific (Japan, South Korea, China, India, Australia, Rest of Asia-Pacific), The Middle East & Africa (Israel, UAE, South Africa, Rest of Middle East & Africa), Latin America (Brazil, Argentina, Rest of Latin America) |
| Company Profiles | Profile Software, Comarch SA, Fiserv, Inc., Fidelity National Information Services, Inc., Temenos Headquarters SA, Dorsum Ltd., Finantix, Objectway S.p.A., Avaloq Group AG, SEI Investments Company, SS&C Technologies Holdings, Inc. |
| Key Drivers | • Growing Digitization and Technology Applications to Drive Market Growth |
| Market Opportunities | • Increasing Advances in financial technology, and rising FinTech market trend with the integration of AI and Machine Learning. |
The CAGR of the Wealth Management Platform Market for the forecast period 2024-2032 is 14.1 %.
The Wealth Management Platform Market size was valued at USD 4.82 billion in 2023.
The major players in the market are Profile Software, Comarch SA, Fiserv, Inc., Fidelity National Information Services, Inc., Temenos Headquarters SA, Dorsum Ltd., Finantix, Objectway S.p.A., Avaloq Group AG, SEI Investments Company, SS&C Technologies Holdings, Inc., and others in the final report.
Market growth will be hampered by a lack of awareness and trust.
The forecast period for the Wealth Management Platform Market is 2024-2032.
1. Introduction
1.1 Market Definition
1.2 Scope
1.3 Research Assumptions
2. Industry Flowchart
3. Research Methodology
4. Market Dynamics
4.1 Drivers
4.2 Restraints
4.3 Opportunities
4.4 Challenges
5. Porter’s 5 Forces Model
6. Pest Analysis
7. Wealth Management Platform Market Segmentation, By Advisory Mode
7.1 Introduction
7.2 Human Advisory
7.3 Robo Advisory
7.4 Hybrid
8. Wealth Management Platform Market Segmentation, By Organization Size
8.1 Introduction
8.2 Large Enterprises
8.3 Small & Medium Enterprises
9. Wealth Management Platform Market Segmentation, By Application
9.1 Introduction
9.2 Financial Advice & Management
9.3 Portfolio, Accounting, & Trading Management
9.4 Performance Management
9.5 Risk & Compliance Management
9.6 Reporting
9.7 Others
10. Wealth Management Platform Market Segmentation, By Deployment
10.1 Introduction
10.2 Cloud
10.3 On-premise
11. Wealth Management Platform Market Segmentation, By End-users
11.1 Introduction
11.2 Banks
11.3 Investment Management Firms
11.4 Trading & Exchange Firms
11.5 Brokerage Firms
11.6 Others (Asset management firms, and others)
12. Regional Analysis
12.1 Introduction
12.2 North America
12.2.1 Trend Analysis
12.2.2 North America Wealth Management Platform Market By Country
12.2.3 North America Wealth Management Platform Market By Advisory Mode
12.2.4 North America Wealth Management Platform Market By Organization Size
12.2.5 North America Wealth Management Platform Market By Application
12.2.6 North America Wealth Management Platform Market, By Deployment
12.2.7 North America Wealth Management Platform Market, By End-users
12.2.8 USA
12.2.8.1 USA Wealth Management Platform Market By Advisory Mode
12.2.8.2 USA Ride-Sharing Market By Organization Size
12.2.8.3 USA Wealth Management Platform Market By Application
12.2.8.4 USA Wealth Management Platform Market, By Deployment
12.2.8.5 USA Wealth Management Platform Market, By End-users
12.2.9 Canada
12.2.9.1 Canada Wealth Management Platform Market By Advisory Mode
12.2.9.2 Canada Wealth Management Platform Market By Organization Size
12.2.9.3 Canada Wealth Management Platform Market By Application
12.2.9.4 Canada Wealth Management Platform Market, By Deployment
12.2.9.5 Canada Wealth Management Platform Market, By End-users
12.2.10 Mexico
12.2.10.1 Mexico Wealth Management Platform Market By Advisory Mode
12.2.10.2 Mexico Ride-Sharing Market By Organization Size
12.2.10.3 Mexico Wealth Management Platform Market By Application
12.2.10.4 Mexico Ride-Sharing Market, By Deployment
12.2.10.5 Mexico Wealth Management Platform Market, By End-users
12.3 Europe
12.3.1 Trend Analysis
12.3.2 Eastern Europe
12.3.2.1 Eastern Europe Wealth Management Platform Market By Country
12.3.2.2 Eastern Europe Wealth Management Platform Market By Advisory Mode
12.3.2.3 Eastern Europe Wealth Management Platform Market By Organization Size
12.3.2.4 Eastern Europe Wealth Management Platform Market By Application
12.3.2.5 Eastern Europe Wealth Management Platform Market By Deployment
12.3.2.6 Eastern Europe Wealth Management Platform Market, By End-users
12.3.2.7 Poland
12.3.2.7.1 Poland Wealth Management Platform Market By Advisory Mode
12.3.2.7.2 Poland Ride-Sharing Market By Organization Size
12.3.2.7.3 Poland Ride-Sharing Market By Application
12.3.2.7.4 Poland Wealth Management Platform Market By Deployment
12.3.2.7.5 Poland Wealth Management Platform Market, By End-users
12.3.2.8 Romania
12.3.2.8.1 Romania Wealth Management Platform Market By Advisory Mode
12.3.2.8.2 Romania Wealth Management Platform Market By Organization Size
12.3.2.8.3 Romania Wealth Management Platform Market By Application
12.3.2.8.4 Romania Wealth Management Platform Market By Deployment
12.3.2.8.5 Romania Wealth Management Platform Market, By End-users
12.3.2.9 Hungary
12.3.2.9.1 Hungary Wealth Management Platform Market By Advisory Mode
12.3.2.9.2 Hungary Wealth Management Platform Market By Organization Size
12.3.2.9.3 Hungary Wealth Management Platform Market By Application
12.3.2.9.4 Hungary Wealth Management Platform Market By Deployment
12.3.2.9.5 Hungary Wealth Management Platform Market, By End-users
12.3.2.10 Turkey
12.3.2.10.1 Turkey Wealth Management Platform Market By Advisory Mode
12.3.2.10.2 Turkey Wealth Management Platform Market By Organization Size
12.3.2.10.3 Turkey Wealth Management Platform Market By Application
12.3.2.10.4 Turkey Wealth Management Platform Market By Deployment
12.3.2.10.5 Turkey Wealth Management Platform Market, By End-users
12.3.2.11 Rest of Eastern Europe
12.3.2.11.1 Rest of Eastern Europe Wealth Management Platform Market By Advisory Mode
12.3.2.11.2 Rest of Eastern Europe Wealth Management Platform Market By Organization Size
12.3.2.11.3 Rest of Eastern Europe Wealth Management Platform Market By Application
12.3.2.11.4 Rest of Eastern Europe Wealth Management Platform Market By Deployment
12.3.2.11.5 Rest of Eastern Europe Wealth Management Platform Market, By End-users
12.3.3 Western Europe
12.3.3.1 Western Europe Wealth Management Platform Market By Country
12.3.3.2 Western Europe Wealth Management Platform Market By Advisory Mode
12.3.3.3 Western Europe Wealth Management Platform Market By Organization Size
12.3.3.4 Western Europe Wealth Management Platform Market By Application
12.3.3.5 Western Europe Wealth Management Platform Market By Deployment
12.3.3.6 Western Europe Wealth Management Platform Market, By End-users
12.3.3.7 Germany
12.3.3.7.1 Germany Wealth Management Platform Market By Advisory Mode
12.3.3.7.2 Germany Wealth Management Platform Market By Organization Size
12.3.3.7.3 Germany Wealth Management Platform Market By Application
12.3.3.7.4 Germany Wealth Management Platform Market By Deployment
12.3.3.7.5 Germany Wealth Management Platform Market, By End-users
12.3.3.8 France
12.3.3.8.1 France Wealth Management Platform Market By Advisory Mode
12.3.3.8.2 France Wealth Management Platform Market By Organization Size
12.3.3.8.3 France Wealth Management Platform Market By Application
12.3.3.8.4 France Wealth Management Platform Market By Deployment
12.3.3.8.5 France Wealth Management Platform Market, By End-users
12.3.3.9 UK
12.3.3.9.1 UK Wealth Management Platform Market By Advisory Mode
12.3.3.9.2 UK Wealth Management Platform Market By Organization Size
12.3.3.9.3 UK Wealth Management Platform Market By Application
12.3.3.9.4 UK Wealth Management Platform Market By Deployment
12.3.3.9.5 UK Wealth Management Platform Market, By End-users
12.3.3.10 Italy
12.3.3.10.1 Italy Wealth Management Platform Market By Advisory Mode
12.3.3.10.2 Italy Wealth Management Platform Market By Organization Size
12.3.3.10.3 Italy Wealth Management Platform Market By Application
12.3.3.10.4 Italy Wealth Management Platform Market By Deployment
12.3.3.10.5 Italy Wealth Management Platform Market, By End-users
12.3.3.11 Spain
12.3.3.11.1 Spain Wealth Management Platform Market By Advisory Mode
12.3.3.11.2 Spain Wealth Management Platform Market By Organization Size
12.3.3.11.3 Spain Wealth Management Platform Market By Application
12.3.3.11.4 Spain Wealth Management Platform Market By Deployment
12.3.3.11.5 Spain Wealth Management Platform Market, By End-users
12.3.3.12 Netherlands
12.3.3.12.1 Netherlands Wealth Management Platform Market By Advisory Mode
12.3.3.12.2 Netherlands Wealth Management Platform Market By Organization Size
12.3.3.12.3 Netherlands Wealth Management Platform Market By Application
12.3.3.12.4 Netherlands Wealth Management Platform Market By Deployment
12.3.3.12.5 Netherlands Wealth Management Platform Market, By End-users
12.3.3.13 Switzerland
12.3.3.13.1 Switzerland Wealth Management Platform Market By Advisory Mode
12.3.3.13.2 Switzerland Wealth Management Platform Market By Organization Size
12.3.3.13.3 Switzerland Wealth Management Platform Market By Application
12.3.3.13.4 Switzerland Wealth Management Platform Market By Deployment
12.3.3.13.5 Switzerland Wealth Management Platform Market, By End-users
12.3.3.14 Austria
12.3.3.14.1 Austria Wealth Management Platform Market By Advisory Mode
12.3.3.14.2 Austria Wealth Management Platform Market By Organization Size
12.3.3.14.3 Austria Wealth Management Platform Market By Application
12.3.3.14.4 Austria Wealth Management Platform Market By Deployment
12.3.3.14.5 Austria Wealth Management Platform Market, By End-users
12.3.3.15 Rest of Western Europe
12.3.3.15.1 Rest of Western Europe Wealth Management Platform Market By Advisory Mode
12.3.3.15.2 Rest of Western Europe Wealth Management Platform Market By Organization Size
12.3.3.15.3 Rest of Western Europe Wealth Management Platform Market By Application
12.3.3.15.4 Rest of Western Europe Wealth Management Platform Market By Deployment
12.3.3.15.5 Rest of Western Europe Wealth Management Platform Market, By End-users
12.4 Asia-Pacific
12.4.1 Trend Analysis
12.4.2 Asia-Pacific Wealth Management Platform Market By Country
12.4.3 Asia-Pacific Wealth Management Platform Market By Advisory Mode
12.4.4 Asia-Pacific Wealth Management Platform Market By Organization Size
12.4.5 Asia-Pacific Wealth Management Platform Market By Application
12.4.6 Asia-Pacific Wealth Management Platform Market By Deployment
12.4.7 Asia-Pacific Wealth Management Platform Market, By End-users
12.4.8 China
12.4.8.1 China Wealth Management Platform Market By Advisory Mode
12.4.8.2 China Wealth Management Platform Market By Organization Size
12.4.8.3 China Wealth Management Platform Market By Application
12.4.8.4 China Wealth Management Platform Market By Deployment
12.4.8.5 China Wealth Management Platform Market, By End-users
12.4.9 India
12.4.9.1 India Wealth Management Platform Market By Advisory Mode
12.4.9.2 India Wealth Management Platform Market By Organization Size
12.4.9.3 India Wealth Management Platform Market By Application
12.4.9.4 India Wealth Management Platform Market By Deployment
12.4.9.5 India Wealth Management Platform Market, By End-users
12.4.10 Japan
12.4.10.1 Japan Wealth Management Platform Market By Advisory Mode
12.4.10.2 Japan Wealth Management Platform Market By Organization Size
12.4.10.3 Japan Wealth Management Platform Market By Application
12.4.10.4 Japan Wealth Management Platform Market By Deployment
12.4.10.5 Japan Wealth Management Platform Market, By End-users
12.4.11 South Korea
12.4.11.1 South Korea Wealth Management Platform Market By Advisory Mode
12.4.11.2 South Korea Wealth Management Platform Market By Organization Size
12.4.11.3 South Korea Wealth Management Platform Market By Application
12.4.11.4 South Korea Wealth Management Platform Market By Deployment
12.4.11.5 South Korea Wealth Management Platform Market, By End-users
12.4.12 Vietnam
12.4.12.1 Vietnam Wealth Management Platform Market By Advisory Mode
12.4.12.2 Vietnam Wealth Management Platform Market By Organization Size
12.4.12.3 Vietnam Wealth Management Platform Market By Application
12.4.12.4 Vietnam Wealth Management Platform Market By Deployment
12.4.12.5 Vietnam Wealth Management Platform Market, By End-users
12.4.13 Singapore
12.4.13.1 Singapore Wealth Management Platform Market By Advisory Mode
12.4.13.2 Singapore Wealth Management Platform Market By Organization Size
12.4.13.3 Singapore Wealth Management Platform Market By Application
12.4.13.4 Singapore Wealth Management Platform Market By Deployment
12.4.13.5 Singapore Wealth Management Platform Market, By End-users
12.4.14 Australia
12.4.14.1 Australia Wealth Management Platform Market By Advisory Mode
12.4.14.2 Australia Wealth Management Platform Market By Organization Size
12.4.14.3 Australia Wealth Management Platform Market By Application
12.4.14.4 Australia Wealth Management Platform Market By Deployment
12.4.14.5 Australia Wealth Management Platform Market, By End-users
12.4.15 Rest of Asia-Pacific
12.4.15.1 Rest of Asia-Pacific Wealth Management Platform Market By Advisory Mode
12.4.15.2 Rest of Asia-Pacific Wealth Management Platform Market By Organization Size
12.4.15.3 Rest of Asia-Pacific Wealth Management Platform Market By Application
12.4.15.4 Rest of Asia-Pacific Wealth Management Platform Market By Deployment
12.4.15.5 Rest of Asia-Pacific Wealth Management Platform Market, By End-users
12.5 Middle East & Africa
12.5.1 Trend Analysis
12.5.2 Middle East
12.5.2.1 Middle East Wealth Management Platform Market By Country
12.5.2.2 Middle East Wealth Management Platform Market By Advisory Mode
12.5.2.3 Middle East Wealth Management Platform Market By Organization Size
12.5.2.4 Middle East Wealth Management Platform Market By Application
12.5.2.5 Middle East Wealth Management Platform Market By Deployment
12.5.2.6 Middle East Wealth Management Platform Market, By End-users
12.5.2.7 UAE
12.5.2.7.1 UAE Wealth Management Platform Market By Advisory Mode
12.5.2.7.2 UAE Wealth Management Platform Market By Organization Size
12.5.2.7.3 UAE Wealth Management Platform Market By Application
12.5.2.7.4 UAE Wealth Management Platform Market By Deployment
12.5.2.7.5 UAE Wealth Management Platform Market, By End-users
12.5.2.8 Egypt
12.5.2.8.1 Egypt Wealth Management Platform Market By Advisory Mode
12.5.2.8.2 Egypt Wealth Management Platform Market By Organization Size
12.5.2.8.3 Egypt Wealth Management Platform Market By Application
12.5.2.8.4 Egypt Wealth Management Platform Market By Deployment
12.5.2.8.5 Egypt Wealth Management Platform Market, By End-users
12.5.2.9 Saudi Arabia
12.5.2.9.1 Saudi Arabia Wealth Management Platform Market By Advisory Mode
12.5.2.9.2 Saudi Arabia Wealth Management Platform Market By Organization Size
12.5.2.9.3 Saudi Arabia Wealth Management Platform Market By Application
12.5.2.9.4 Saudi Arabia Wealth Management Platform Market By Deployment
12.5.2.9.5 Saudi Arabia Wealth Management Platform Market, By End-users
12.5.2.10 Qatar
12.5.2.10.1 Qatar Wealth Management Platform Market By Advisory Mode
12.5.2.10.2 Qatar Wealth Management Platform Market By Organization Size
12.5.2.10.3 Qatar Wealth Management Platform Market By Application
12.5.2.10.4 Qatar Wealth Management Platform Market By Deployment
12.5.2.10.5 Qatar Wealth Management Platform Market, By End-users
12.5.2.11 Rest of Middle East
12.5.2.11.1 Rest of Middle East Wealth Management Platform Market By Advisory Mode
12.5.2.11.2 Rest of Middle East Wealth Management Platform Market By Organization Size
12.5.2.11.3 Rest of Middle East Wealth Management Platform Market By Application
12.5.2.11.4 Rest of Middle East Wealth Management Platform Market By Deployment
12.5.2.11.5 Rest of Middle East Wealth Management Platform Market, By End-users
12.5.3 Africa
12.5.3.1 Africa Wealth Management Platform Market By Country
12.5.3.2 Africa Wealth Management Platform Market By Advisory Mode
12.5.3.3 Africa Wealth Management Platform Market By Organization Size
12.5.3.4 Africa Wealth Management Platform Market By Application
12.5.3.5 Africa Wealth Management Platform Market By Deployment
12.5.3.6 Africa Wealth Management Platform Market, By End-users
12.5.3.7 Nigeria
12.5.3.7.1 Nigeria Wealth Management Platform Market By Advisory Mode
12.5.3.7.2 Nigeria Wealth Management Platform Market By Organization Size
12.5.3.7.3 Nigeria Wealth Management Platform Market By Application
12.5.3.7.4 Nigeria Wealth Management Platform Market By Deployment
12.5.3.7.5 Nigeria Wealth Management Platform Market, By End-users
12.5.3.8 South Africa
12.5.3.8.1 South Africa Wealth Management Platform Market By Advisory Mode
12.5.3.8.2 South Africa Wealth Management Platform Market By Organization Size
12.5.3.8.3 South Africa Wealth Management Platform Market By Application
12.5.3.8.4 South Africa Wealth Management Platform Market By Deployment
12.5.3.8.5 South Africa Wealth Management Platform Market, By End-users
12.5.3.9 Rest of Africa
12.5.3.9.1 Rest of Africa Wealth Management Platform Market By Advisory Mode
12.5.3.9.2 Rest of Africa Wealth Management Platform Market By Organization Size
12.5.3.9.3 Rest of Africa Wealth Management Platform Market By Application
12.5.3.9.4 Rest of Africa Wealth Management Platform Market By Deployment
12.5.3.9.5 Rest of Africa Wealth Management Platform Market, By End-users
12.6 Latin America
12.6.1 Trend Analysis
12.6.2 Latin America Wealth Management Platform Market By country
12.6.3 Latin America Wealth Management Platform Market By Advisory Mode
12.6.4 Latin America Wealth Management Platform Market By Organization Size
12.6.5 Latin America Wealth Management Platform Market By Application
12.6.6 Latin America Wealth Management Platform Market By Deployment
12.6.7 Latin America Wealth Management Platform Market, By End-users
12.6.8 Brazil
12.6.8.1 Brazil Wealth Management Platform Market By Advisory Mode
12.6.8.2 Brazil Wealth Management Platform Market By Organization Size
12.6.8.3 Brazil Wealth Management Platform Market By Application
12.6.8.4 Brazil Wealth Management Platform Market By Deployment
12.6.8.5 Brazil Wealth Management Platform Market, By End-users
12.6.9 Argentina
12.6.9.1 Argentina Wealth Management Platform Market By Advisory Mode
12.6.9.2 Argentina Wealth Management Platform Market By Organization Size
12.6.9.3 Argentina Wealth Management Platform Market By Application
12.6.9.4 Argentina Wealth Management Platform Market By Deployment
12.6.9.5 Argentina Wealth Management Platform Market, By End-users
12.6.10 Colombia
12.6.10.1 Colombia Wealth Management Platform Market By Advisory Mode
12.6.10.2 Colombia Wealth Management Platform Market By Organization Size
12.6.10.3 Colombia Wealth Management Platform Market By Application
12.6.10.4 Colombia Wealth Management Platform Market By Deployment
12.6.10.5 Colombia Wealth Management Platform Market, By End-users
12.6.11 Rest of Latin America
12.6.11.1 Rest of Latin America Wealth Management Platform Market By Advisory Mode
12.6.11.2 Rest of Latin America Wealth Management Platform Market By Organization Size
12.6.11.3 Rest of Latin America Wealth Management Platform Market By Application
12.6.11.4 Rest of Latin America Wealth Management Platform Market By Deployment
12.6.11.5 Rest of Latin America Wealth Management Platform Market, By End-users
13. Company Profiles
13.1 Profile Software
13.1.1 Company Overview
13.1.2 Financial
13.1.3 Products/ Services Offered
13.1.4 The SNS View
13.2 Comarch SA
13.2.1 Company Overview
13.2.2 Financial
13.2.3 Products/ Services Offered
13.2.4 The SNS View
13.3 Fiserv, Inc.
13.3.1 Company Overview
13.3.2 Financial
13.3.3 Products/ Services Offered
13.3.4 The SNS View
13.4 Fidelity National Information Services, Inc.
13.4.1 Company Overview
13.4.2 Financial
13.4.3 Products/ Services Offered
13.4.4 The SNS View
13.5 Temenos Headquarters SA
13.5.1 Company Overview
13.5.2 Financial
13.5.3 Products/ Services Offered
13.5.4 The SNS View
13.6 Dorsum Ltd.
13.6.1 Company Overview
13.6.2 Financial
13.6.3 Products/ Services Offered
13.6.4 The SNS View
13.7 Finantix
13.7.1 Company Overview
13.7.2 Financial
13.7.3 Products/ Services Offered
13.7.4 The SNS View
13.8 Objectway S.p.A.
13.8.1 Company Overview
13.8.2 Financial
13.8.3 Products/ Services Offered
13.8.4 The SNS View
13.9 Avaloq Group AG
13.9.1 Company Overview
13.9.2 Financial
13.9.3 Products/ Services Offered
13.9.4 The SNS View
13.10 SS&C Technologies Holdings, Inc.
13.10.1 Company Overview
13.10.2 Financial
13.10.3 Products/ Services Offered
13.10.4 The SNS View
14. Competitive Landscape
14.1 Competitive Benchmarking
14.2 Market Share Analysis
14.3 Recent Developments
14.3.1 Industry News
14.3.2 Company News
14.3.3 Mergers & Acquisitions
15. Use Case and Best Practices
16. Conclusion
An accurate research report requires proper strategizing as well as implementation. There are multiple factors involved in the completion of good and accurate research report and selecting the best methodology to compete the research is the toughest part. Since the research reports we provide play a crucial role in any company’s decision-making process, therefore we at SNS Insider always believe that we should choose the best method which gives us results closer to reality. This allows us to reach at a stage wherein we can provide our clients best and accurate investment to output ratio.
Each report that we prepare takes a timeframe of 350-400 business hours for production. Starting from the selection of titles through a couple of in-depth brain storming session to the final QC process before uploading our titles on our website we dedicate around 350 working hours. The titles are selected based on their current market cap and the foreseen CAGR and growth.
The 5 steps process:
Step 1: Secondary Research:
Secondary Research or Desk Research is as the name suggests is a research process wherein, we collect data through the readily available information. In this process we use various paid and unpaid databases which our team has access to and gather data through the same. This includes examining of listed companies’ annual reports, Journals, SEC filling etc. Apart from this our team has access to various associations across the globe across different industries. Lastly, we have exchange relationships with various university as well as individual libraries.
Step 2: Primary Research
When we talk about primary research, it is a type of study in which the researchers collect relevant data samples directly, rather than relying on previously collected data. This type of research is focused on gaining content specific facts that can be sued to solve specific problems. Since the collected data is fresh and first hand therefore it makes the study more accurate and genuine.
We at SNS Insider have divided Primary Research into 2 parts.
Part 1 wherein we interview the KOLs of major players as well as the upcoming ones across various geographic regions. This allows us to have their view over the market scenario and acts as an important tool to come closer to the accurate market numbers. As many as 45 paid and unpaid primary interviews are taken from both the demand and supply side of the industry to make sure we land at an accurate judgement and analysis of the market.
This step involves the triangulation of data wherein our team analyses the interview transcripts, online survey responses and observation of on filed participants. The below mentioned chart should give a better understanding of the part 1 of the primary interview.
Part 2: In this part of primary research the data collected via secondary research and the part 1 of the primary research is validated with the interviews from individual consultants and subject matter experts.
Consultants are those set of people who have at least 12 years of experience and expertise within the industry whereas Subject Matter Experts are those with at least 15 years of experience behind their back within the same space. The data with the help of two main processes i.e., FGDs (Focused Group Discussions) and IDs (Individual Discussions). This gives us a 3rd party nonbiased primary view of the market scenario making it a more dependable one while collation of the data pointers.
Step 3: Data Bank Validation
Once all the information is collected via primary and secondary sources, we run that information for data validation. At our intelligence centre our research heads track a lot of information related to the market which includes the quarterly reports, the daily stock prices, and other relevant information. Our data bank server gets updated every fortnight and that is how the information which we collected using our primary and secondary information is revalidated in real time.
Step 4: QA/QC Process
After all the data collection and validation our team does a final level of quality check and quality assurance to get rid of any unwanted or undesired mistakes. This might include but not limited to getting rid of the any typos, duplication of numbers or missing of any important information. The people involved in this process include technical content writers, research heads and graphics people. Once this process is completed the title gets uploader on our platform for our clients to read it.
Step 5: Final QC/QA Process:
This is the last process and comes when the client has ordered the study. In this process a final QA/QC is done before the study is emailed to the client. Since we believe in giving our clients a good experience of our research studies, therefore, to make sure that we do not lack at our end in any way humanly possible we do a final round of quality check and then dispatch the study to the client.
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