Wealth Management Platform Market Research and Forecast Report 2023-2028

1. Global Wealth Management Platform Market Research and Forecast Report 2023- 2028 Author: Elena Anderson, Marketing Manager | Copyright © IMARC Service Pvt Ltd. All Rights Reserved IMARC Group © 2019 IMARC All Rights Reserved

2. Report DescriptionAbout IMARC Group 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. IMARC’s 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 company’s expertise. IMARC’s 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 market/requestsample Free Sample Report: https://www.imarcgroup.com/wealth-management-platform-

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: • On-premises • Cloud-based Breakup by Business Function: • Reporting • Performance Management • Financial Advice Management • 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 Medium-sized Enterprises Breakup by End Use Industry: • Banks • Brokerage Firms • Investment Management Firms • Trading and Exchange Firms • Others Breakup by Region: • North America • United States • Canada • Asia-Pacific • China • Japan • India • South Korea • Australia

7. Report Description and Highlights Report Description • Indonesia • Others • Europe • Germany • France • United Kingdom • Italy • Spain • Russia • Others • 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 Financial Solutions Inc. Comarch SA Crealogix AG Fidelity National Information Services Inc. Fiserv Inc. Infosys Limited Profile Systems and Software S.A. Prometeia S.p.A SEI Investments Company SS&C Technologies Inc. Tata Consultancy Services Limited Temenos Headquarters SA. View Full Report with TOC & List of Figure: https://www.imarcgroup.com/wealth-management- platform-market

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

11. Report Description and Highlights Report Description © 2019 IMARC All Rights Reserved This Publication and all it’s 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.

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