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全球資產管理平台市場：市場規模（依諮詢模式、業務功能、最終用戶產業和地區）、未來預測

Global Wealth Management Platform Market Size By Advisory Model (Human Advisory, Robo Advisory), By Business Function (Financial Advice Management, Portfolio), By End-User Industry (Banks, Investment Management Firms), By Geographic Scope And Forecast
出版日期: | 出版商: Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

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簡介目錄

資產管理平台市場規模及預測

預計資產管理平台市場規模在 2024 年將達到 34.7 億美元，到 2032 年將達到 96 億美元，2026 年至 2032 年的複合年成長率為 13.55%。

  • 財富管理平台是一個全面的數位解決方案，旨在協助財務顧問及其客戶進行投資管理、財務規劃和整體財富策略。
  • 它們通常將各種服務整合到一個方便用戶使用的介面中，包括投資組合管理、風險評估、財務報告和客戶關係管理。透過集中資料和自動化流程，這些平台提高了效率並增強了客戶參與。
  • 事實上，財富管理平台促進了與個人客戶的目標和風險接受度一致的個人化投資策略，通常利用先進的分析和人工智慧來洞察市場趨勢並幫助顧問做出明智的決策。
  • 客戶將受益於即時存取投資組合、財務計劃和教育資源，從而建立更互動和透明的諮詢關係。

全球財富管理平台市場動態

影響全球資產管理平台市場的關鍵市場動態：

關鍵市場促進因素

  • 個人化需求日益成長：財富管理平台市場對個人化金融服務的需求日益成長。客戶尋求量身訂製的投資策略，而各公司也紛紛採用創新解決方案來提升客戶參與度。根據凱捷2023年《全球財富報告》，74%的高淨值人士 (HNWI) 對個人化服務和產品感興趣。
  • 數位轉型方興未艾：金融領域數位轉型的興起正推動先進技術的採用。財富管理公司正在利用自動化和人工智慧來提高業務效率並改善客戶體驗。根據普華永道2023年的一項調查，65%的財富管理公司較前一年增加了數位轉型預算。
  • 財富成長：全球富豪群體的崛起正在推動市場擴張。隨著財富的積累，對先進投資解決方案的需求日益成長，以滿足多樣化的投資需求。根據瑞信2024年全球財富報告，富人持有的總資產將在2023年成長8.4%，超過84兆美元。
  • 永續投資日益受到關注：對永續投資日益成長的興趣正在塑造資產管理平台市場。隨著顧客環保意識的增強，提供ESG選項的平台越來越受歡迎。摩根士丹利2024年的一項調查發現，85%的散戶投資者對永續投資感興趣，高於2021年的71%。

主要挑戰

  • 監管挑戰日益嚴峻：隨著資產管理平台的擴張，它們正面臨監管機構日益嚴格的審查。遵守不斷變化的監管規定可能會為營運帶來巨大的成本和複雜性。
  • 競爭日益激烈：市場正湧現越來越多的新參與企業和金融科技解決方案。日益激烈的競爭迫使現有企業不斷創新，並面臨失去市場佔有率的風險。
  • 不斷提升的客戶期望：數位化解決方案的興起意味著客戶需要更個人化和無縫的體驗。滿足這些不斷成長的期望需要不斷調整和投資技術。
  • 網路安全威脅日益加劇：隨著平台服務數位化，它們面臨的網路安全風險也日益增加。保護敏感的財務資料免受日益成長的威脅是資產管理公司面臨的關鍵挑戰。

主要趨勢

  • 人工智慧和自動化的應用日益廣泛：財富管理平台正日益整合人工智慧和自動化技術。這一趨勢不僅提高了效率，還透過數據主導的洞察為客戶提供量身定做的投資策略。例如，嘉信理財於2024年3月宣布，將在其財富管理平台中整合先進的人工智慧預測分析工具，旨在提供更精準的投資組合預測和風險評估。
  • ESG投資需求日益成長：投資者日益重視其投資組合中的環境、社會和管治(ESG) 因素。資產管理平台擴大納入ESG指標，以吸引具有社會責任感的客戶。根據特許金融分析師協會 (CFA Institute) 2024年的一項調查，85% 的投資專業人士在其投資分析中使用ESG因素，高於2022年的73%。
  • 數位化工具使用率的提升：財富管理產業正朝著數位化工具和行動應用的方向發展。這一趨勢迎合了那些精通科技、希望無縫在線訪問投資組合的客戶的需求。 JD Power 2024 年的一項調查顯示，71% 的財富管理客戶更傾向於透過數位化管道與顧問互動，這一比例高於 2022 年的 60%。

目錄

第1章全球財富管理平台市場：簡介

  • 市場概覽
  • 分析範圍
  • 先決條件

第2章執行摘要

第3章 已驗證的市場研究分析方法

  • 資料探勘
  • 驗證
  • 第一手資料
  • 資料來源列表

第4章 全球資產管理平台市場展望

  • 概述
  • 市場動態
    • 驅動程式
    • 限制因素
    • 機會
  • 波特五力模型
  • 價值鏈分析

5. 全球財富管理平台市場（依顧問模式）

  • 概述
  • 人力諮詢
  • 機器人諮詢
  • 混合

第6章全球財富管理平台市場（依業務功能）

  • 概述
  • 財務諮詢管理
  • 投資組合、會計和交易管理
  • 績效管理
  • 風險與合規管理
  • 其他

7. 全球資產管理平台市場（按最終用戶產業）

  • 概述
  • 銀行
  • 投資管理公司
  • 交換
  • 證券公司
  • 其他

8. 全球財富管理平台市場（按地區）

  • 概述
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 其他歐洲國家
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 其他亞太地區
  • 世界其他地區
    • 拉丁美洲
    • 中東和非洲

9. 全球財富管理平台市場的競爭格局

  • 概述
  • 各公司市場排名
  • 主要發展策略

第10章 公司簡介

  • Broadridge Financial Solutions, Inc.
  • Comarch SA
  • Dorsum
  • FIS
  • Fiserv Inc.
  • InvestEdge Inc
  • Profile Software SA
  • SEI Investments Company
  • SS&C Technologies
  • Temenos Headquarters SA
  • Avaloq（NEC Corporation）
  • Backbase
  • Broadridge Financial Solutions, Inc.,
  • Fidelity National Information Services, Inc
  • Infosys Limited
  • Profile Systems and Software SA
  • Prometeia SpA
  • SS&C Technologies, Inc.
  • Tata Consultancy Services Limited

第11章 附錄

  • 相關調查
簡介目錄
Product Code: 55149

Wealth Management Platform Market Size And Forecast

Wealth Management Platform Market size was valued at USD 3.47 Billion in 2024 and is projected to reach USD 9.6 Billion by 2032, growing at a CAGR of 13.55% from 2026 to 2032.

  • A Wealth Management Platform is a comprehensive digital solution designed to assist financial advisors and their clients in managing investments, financial planning, and overall wealth strategies.
  • It typically integrates various services, including portfolio management, risk assessment, financial reporting, and client relationship management, all within a user-friendly interface. By centralizing data and automating processes, these platforms enhance efficiency and improve client engagement.
  • In practice, wealth management platforms facilitate personalized investment strategies tailored to individual client goals and risk tolerances. They often leverage advanced analytics and artificial intelligence to provide insights into market trends, enabling advisors to make informed decisions.
  • Clients benefit from real-time access to their portfolios, financial plans, and educational resources, fostering a more interactive and transparent advisory relationship.

Global Wealth Management Platform Market Dynamics

The key market dynamics that are shaping the global wealth management platform market include:

Key Market Drivers

  • Increasing Demand for Personalization: The wealth management platform market is witnessing growing demand for personalized financial services. As clients seek tailored investment strategies, firms are adopting innovative solutions to enhance engagement. According to a 2023 Capgemini World Wealth Report, 74% of high-net-worth individuals (HNWIs) reported interest in personalized services and products.
  • Growing Digital Transformation: Rising digital transformation in the financial sector is fueling the adoption of advanced technologies. Wealth management firms are leveraging automation and AI to boost operational efficiency and improve client experiences. A 2023 PwC survey revealed that 65% of wealth management firms increased their digital transformation budgets compared to the previous year.
  • Expanding High-Net-Worth Population: The increasing number of high-net-worth individuals worldwide is driving market expansion. As wealth accumulates, there is a stronger demand for sophisticated management solutions to address diverse investment needs. According to Credit Suisse Global Wealth Report 2024, the total wealth held by HNWIs increased by 8.4% in 2023, surpassing $84 trillion.
  • Rising Focus on Sustainable Investing: The growing focus on sustainable investing is shaping the Wealth Management Platform market. As clients become more environmentally conscious, platforms offering ESG options are experiencing rising popularity. A 2024 Morgan Stanley survey found that 85% of individual investors were interested in sustainable investing, up from 71% in 2021.

Key Challenges:

  • Growing Regulatory Challenges: As wealth management platforms expand, they face increasing scrutiny from regulatory bodies. Compliance with evolving regulations can impose significant operational costs and complexities.
  • Rising Competition: The market is witnessing a growing influx of new entrants and fintech solutions. This rising competition can pressure established firms to innovate continuously or risk losing market share.
  • Increasing Customer Expectations: With the rise of digital solutions, customers are demanding more personalized and seamless experiences. Meeting these increasing expectations requires constant adaptation and investment in technology.
  • Growing Cybersecurity Threats: As platforms digitize their services, they face rising cybersecurity risks. Protecting sensitive financial data from increasing threats is a critical challenge for wealth management firms.

Key Trends

  • Growing Adoption of AI and Automation: Wealth management platforms are experiencing a growing integration of AI and automation technologies. This trend enhances efficiency and provides clients with tailored investment strategies through data-driven insights. For instance, in March 2024, Charles Schwab announced the integration of an advanced AI-powered predictive analytics tool into its wealth management platform, aiming to provide more accurate portfolio forecasting and risk assessment.
  • Rising Demand for ESG Investments: There is a rising demand among investors for environmental, social, and governance (ESG) considerations in their portfolios. Wealth management platforms are increasingly incorporating ESG metrics to attract socially conscious clients. A 2024 CFA Institute survey found that 85% of investment professionals now use ESG factors in their investment analysis, up from 73% in 2022.
  • Increasing Use of Digital Tools: The wealth management sector is seeing an increasing shift towards digital tools and mobile applications. This trend caters to tech-savvy clients who prefer seamless online access to their investment portfolios. A 2024 J.D. Power study revealed that 71% of wealth management clients now prefer to interact with their advisors through digital channels, up from 60% in 2022.

Global Wealth Management Platform Market Regional Analysis

Here is a more detailed regional analysis of the global wealth management platform market:

North America

  • North America has established itself as the dominant force in the wealth management platform market, driven by the region's robust financial infrastructure and tech-savvy population.
  • The United States, in particular, has seen a surge in demand for digital wealth management solutions, with the Securities and Exchange Commission reporting that as of 2023, over 60% of US investors use at least one digital platform for managing their finances. This trend has been further accelerated by the COVID-19 pandemic, which prompted a shift towards remote financial services and digital-first solutions.
  • The region's market leadership is bolstered by the presence of major financial institutions and innovative fintech startups that continually push the boundaries of wealth management technology. According to Statistics Canada, the adoption rate of digital wealth management tools among Canadian households increased by 27% between 2019 and 2023, indicating a growing appetite for these platforms across North America. This rapid adoption has led to fierce competition among key players, driving innovation and improving the overall quality of services offered to clients.

Asia Pacific

  • The Asia Pacific region is experiencing rapid growth in the Wealth Management Platform Market, driven by increasing digitalization, rising affluence, and a growing middle class across countries like China, India, and Southeast Asian nations. This surge is particularly noticeable in emerging economies, where digital adoption is leapfrogging traditional financial services.
  • According to the Monetary Authority of Singapore, the assets under management (AUM) in Singapore grew by 17% in 2023, reaching SGD 5.4 trillion, with a significant portion attributed to digital wealth management platforms.
  • The market's expansion is further fueled by favorable government policies promoting fintech innovation and financial inclusion. In countries like Japan and South Korea, established financial institutions are partnering with tech companies to modernize their wealth management offerings.
  • The China Banking and Insurance Regulatory Commission reported that the number of registered users on digital wealth management platforms in China increased by 35% between 2022 and 2024, highlighting the region's massive potential for growth.

Global Wealth Management Platform Market: Segmentation Analysis

The Global Wealth Management Platform Market is segmented based on Advisory Model, Business Function, End-User Industry, And Geography.

Wealth Management Platform Market, By Advisory Model

  • Human Advisory
  • Robo Advisory

Based on Advisory Model, the Global Wealth Management Platform Market is bifurcated into Human Advisory, Robo Advisory. In the Wealth Management Platform Market, the human advisory model currently dominates, as many clients still prefer personalized interactions and tailored financial guidance from experienced advisors. However, the robo-advisory segment is rapidly growing, driven by advancements in technology and a rising demand for cost-effective, automated investment solutions. As younger investors seek convenience and accessibility, robo-advisors are increasingly appealing, suggesting a significant shift in the advisory landscape.

Wealth Management Platform Market, By Business Function

  • Financial Advice Management
  • Portfolio
  • Accounting & Trading Management

Based on Business Function, the Global Wealth Management Platform Market is bifurcated into Financial Advice Management, Portfolio, and Accounting & Trading Management. In the Wealth Management Platform Market, the portfolio management segment currently dominates due to its critical role in helping clients optimize their investment strategies and performance. However, financial advice management is rapidly growing, driven by the increasing emphasis on personalized financial planning and advisory services. As clients seek more tailored solutions, the demand for advanced tools in financial advice management is expected to accelerate, shaping the future of wealth management.

Wealth Management Platform Market, By End-User Industry

  • Banks
  • Investment Management Firms
  • Trading & Exchange Firms

Based on End-User Industry, the Global Wealth Management Platform Market is bifurcated into Banks, Investment Management Firms, and Trading & Exchange Firms. In the Wealth Management Platform Market, banks currently dominate the segment due to their extensive customer bases and established trust in providing financial services. However, investment management firms are experiencing rapid growth, fueled by the increasing demand for tailored investment solutions and advanced analytics. This trend highlights a shift towards more specialized wealth management services, positioning investment management firms as a key player in the evolving market landscape.

Wealth Management Platform Market, By Geography

  • North America
  • Europe
  • Asia Pacific
  • Rest of the World

Based on Geography, the Global Wealth Management Platform Market is classified into North America, Europe, Asia Pacific, and the Rest of the World. In the Wealth Management Platform Market, North America currently dominates due to its established financial services sector and high adoption of advanced technologies. However, the Asia Pacific region is experiencing rapid growth, driven by increasing wealth among the middle class, a surge in digital adoption, and the rising demand for personalized financial solutions. This combination positions Asia Pacific as a key area for future expansion in the wealth management sector.

Key Players

The "Global Wealth Management Platform Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are 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.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with its product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

Global Wealth Management Platform Market Key Developments

  • In January 2021, Fidelity Investments announced the launch of its new digital wealth management platform, which integrates AI-driven analytics to provide personalized investment recommendations and enhance client engagement.
  • In March 2022, Charles Schwab expanded its wealth management services by acquiring a leading fintech company, aiming to enhance its digital offerings and streamline financial planning processes for clients.

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL WEALTH MANAGEMENT PLATFORM MARKET

  • 1.1 Overview of the Market
  • 1.2 Scope of Report
  • 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

  • 3.1 Data Mining
  • 3.2 Validation
  • 3.3 Primary Interviews
  • 3.4 List of Data Sources

4 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET OUTLOOK

  • 4.1 Overview
  • 4.2 Market Dynamics
    • 4.2.1 Drivers
    • 4.2.2 Restraints
    • 4.2.3 Opportunities
  • 4.3 Porters Five Force Model
  • 4.4 Value Chain Analysis

5 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY ADVISORY MODEL

  • 5.1 Overview
  • 5.2 Human advisory
  • 5.3 Robo advisory
  • 5.4 Hybrid

6 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY BUSINESS FUNCTION

  • 6.1 Overview
  • 6.2 Financial advice management
  • 6.3 Portfolio, accounting, and trading management
  • 6.4 Performance management
  • 6.5 Risk and compliance management
  • 6.6 Others

7 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY END-USER INDUSTRY

  • 7.1 Overview
  • 7.2 Banks
  • 7.3 Investment management firms
  • 7.4 Trading and exchange firms
  • 7.5 Brokerage firms
  • 7.6 Others

8 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET, BY GEOGRAPHY

  • 8.1 Overview
  • 8.2 North America
    • 8.2.1 U.S.
    • 8.2.2 Canada
    • 8.2.3 Mexico
  • 8.3 Europe
    • 8.3.1 Germany
    • 8.3.2 U.K.
    • 8.3.3 France
    • 8.3.4 Rest of Europe
  • 8.4 Asia Pacific
    • 8.4.1 China
    • 8.4.2 Japan
    • 8.4.3 India
    • 8.4.4 Rest of Asia Pacific
  • 8.5 Rest of the World
    • 8.5.1 Latin America
    • 8.5.2 Middle East & Africa

9 GLOBAL WEALTH MANAGEMENT PLATFORM MARKET COMPETITIVE LANDSCAPE

  • 9.1 Overview
  • 9.2 Company Market ranking
  • 9.3 Key Development Strategies

10 COMPANY PROFILES

  • 10.1 Broadridge Financial Solutions, Inc.
    • 10.1.1 Overview
    • 10.1.2 Financial Performance
    • 10.1.3 Product Outlook
    • 10.1.4 Key Developments
  • 10.2 Comarch SA
    • 10.2.1 Overview
    • 10.2.2 Financial Performance
    • 10.2.3 Product Outlook
    • 10.2.4 Key Developments
  • 10.3 Dorsum
    • 10.3.1 Overview
    • 10.3.2 Financial Performance
    • 10.3.3 Product Outlook
    • 10.3.4 Key Developments
  • 10.4 FIS
    • 10.4.1 Overview
    • 10.4.2 Financial Performance
    • 10.4.3 Product Outlook
    • 10.4.4 Key Developments
  • 10.5 Fiserv Inc.
    • 10.5.1 Overview
    • 10.5.2 Financial Performance
    • 10.5.3 Product Outlook
    • 10.5.4 Key Developments
  • 10.6 InvestEdge Inc
    • 10.6.1 Overview
    • 10.6.2 Financial Performance
    • 10.6.3 Product Outlook
    • 10.6.4 Key Developments
  • 10.7 Profile Software S.A
    • 10.7.1 Overview
    • 10.7.2 Financial Performance
    • 10.7.3 Product Outlook
    • 10.7.4 Key Developments
  • 10.8 SEI Investments Company
    • 10.8.1 Overview
    • 10.8.2 Financial Performance
    • 10.8.3 Product Outlook
    • 10.8.4 Key Developments
  • 10.9 SS&C Technologies
    • 10.9.1 Overview
    • 10.9.2 Financial Performance
    • 10.9.3 Product Outlook
    • 10.9.4 Key Developments
  • 10.10 Temenos Headquarters SA
    • 10.10.1 Overview
    • 10.10.2 Financial Performance
    • 10.10.3 Product Outlook
    • 10.10.4 Key Developments
  • 10.11 Avaloq (NEC Corporation)
    • 10.11.1 Overview
    • 10.11.2 Financial Performance
    • 10.11.3 Product Outlook
    • 10.11.4 Key Developments
  • 10.12 Backbase
    • 10.12.1 Overview
    • 10.12.2 Financial Performance
    • 10.12.3 Product Outlook
    • 10.12.4 Key Developments
  • 10.13 Broadridge Financial Solutions, Inc.,
    • 10.13.1 Overview
    • 10.13.2 Financial Performance
    • 10.13.3 Product Outlook
    • 10.13.4 Key Developments
  • 10.14 Fidelity National Information Services, Inc
    • 10.14.1 Overview
    • 10.14.2 Financial Performance
    • 10.14.3 Product Outlook
    • 10.14.4 Key Developments
  • 10.14 Infosys Limited
    • 10.14.1 Overview
    • 10.14.2 Financial Performance
    • 10.14.3 Product Outlook
    • 10.14.4 Key Developments
  • 10.15 Profile Systems and Software S.A.
    • 10.15.1 Overview
    • 10.15.2 Financial Performance
    • 10.15.3 Product Outlook
    • 10.15.4 Key Developments
  • 10.16 Prometeia S.p.A
    • 10.16.1 Overview
    • 10.16.2 Financial Performance
    • 10.16.3 Product Outlook
    • 10.16.4 Key Developments
  • 10.17 SS&C Technologies, Inc.
    • 10.17.1 Overview
    • 10.17.2 Financial Performance
    • 10.17.3 Product Outlook
    • 10.17.4 Key Developments
  • 10.18 Tata Consultancy Services Limited
    • 10.18.1 Overview
    • 10.18.2 Financial Performance
    • 10.18.3 Product Outlook
    • 10.18.4 Key Developments

11 APPENDIX

  • 11.1 Related Research