Research Methodology on Wealth Management Platform Market
To obtain a thorough understanding of the Wealth Management Platform Market and its associated implications, Market Research Future (MRFR) adopted both in-depth primary and secondary research methods. This report provides information pertaining to the market from 2023 to 2030.
In-depth Primary Research
In the primary research process, the experts at MRFR interviewed a variety of experienced investors and market professionals operating across various regions and segments. The opinions gathered during the interviews offer investors and market participants an accurate understanding of trends and opportunities across several sectors.
Secondary Research
MRFR extensively segmented the secondary research process by referring to annual reports of industry associations, investor presentations, whitepapers, journals, financial statements, company releases, analyst perceptions, SEC filings, interviews, and industry databases such as Bloomberg, Factiva, and MarketWatch. The MRFR team actively used its established calculative models to arrive at a meaningful understanding of the market in terms of size and growth pattern.
Data Collection
MRFR's research methodology follows a structured process of gathering data from multiple sources and collating them to present an unbiased market analysis. The experts first use popular external sources such as industry journals, news websites, and press releases for their analysis. From there, they identify the key companies that have been dominating the market from both the perspective of capacity and revenue growth.
The data correctors then gather and centralize the data from these external sources and use internal sources such as published data about pending M&A activities, acquisitions, financial news, and internal productivity of the companies. The gathered and corrected data is thoroughly checked to confirm completeness and accuracy.
Market Analysis and Estimation
Once the data is collected, MRFR's experienced data analysts are asked to review and analyze the data and create various models to arrive at figures and insights that market participants can rely on. Once the relevant data points are evaluated, the market size and future projections are estimated. MRFR also employs advanced processes such as continuous market tracking and trend mapping to track ongoing market trends and obtain accurate figures.
Data Triangulation
The data triangulation process is employed to ensure consistency in the collected data. MRFR uses a combination of top-down, bottom-up, and lateral techniques for data triangulation. This helps reduce the possibility of any discrepancies and helps in the estimation of data points that are not available from any other source.
Verification and Validation
MRFR's team of data analytics experts further verifies the data using rigorous functions with the help of multi-dimensional secondary research tools. The verification process helps identify and filter any flaws and inaccuracies and ensures that only the most valid and accurate data makes it to the report.
The information is validated with the help of detailed discussions and calls with industry experts and key opinion leaders. Also, their views and inputs are collected and factored into the confirmation process. Finally, the research methodology employed is used to account for anomalies and observe changes in the market size and value.
TABLE OF CONTENTS
1 Executive Summary
2 Scope of the Report
2.1 Market Definition
2.2 Scope of the Study
2.2.1 Research Objectives
2.2.2 Assumptions & Limitations
2.3 Markets Structure
3 Market Research Methodology
3.1 Research Process
3.2 Secondary Research
3.3 Primary Research
3.4 Forecast Model
4 Market Landscape
4.1 Porter’s Five Forces Analysis
4.1.1 Threat of New Entrants
4.1.2 Bargaining power of buyers
4.1.3 Threat of substitutes
4.1.4 Segment rivalry
4.2 Value Chain/Supply Chain of Global Wealth Management Platform Market
5 Industry Overview of Global Wealth Management Platform Market
5.1 Introduction
5.2 Growth Drivers
5.3 Impact Analysis
5.4 Market Challenges
6 Market Trends
6.1 Introduction
6.2 Growth Trends
6.3 Impact analysis
7 Global Wealth Management Platform Market by Advisory Model
7.1 Introduction
7.2 Robo-Advisory
7.2.1 Market Estimates & Forecast, 2020-2027
7.2.2 Market Estimates & Forecast by Region, 2020-2027
7.3 Human Advisory
7.3.1 Market Estimates & Forecast, 2020-2027
7.3.2 Market Estimates & Forecast by Region, 2020-2027
7.4 Hybrid Advisory
7.4.1 Market Estimates & Forecast, 2020-2027
7.4.2 Market Estimates & Forecast by Region, 2020-2027
8 Global Wealth Management Platform Market by Business Functions
8.1 Introduction
8.2 Financial Advice Management
8.2.1 Market Estimates & Forecast, 2020-2027
8.2.2 Market Estimates & Forecast, by Region, 2020-2027
8.3 Portfolio, Accounting, Trading Management
8.3.1 Market Estimates & Forecast, 2020-2027
8.3.2 Market Estimates & Forecast, by Region, 2020-2027
8.4 Reporting
8.4.1 Market Estimates & Forecast, 2020-2027
8.4.2 Market Estimates & Forecast, by Region, 2020-2027
8.5 Performance Management
8.5.1 Market Estimates & Forecast, 2020-2027
8.5.2 Market Estimates & Forecast, by Region, 2020-2027
8.6 Risk and compliance Management
8.6.1 Market Estimates & Forecast, 2020-2027
8.6.2 Market Estimates & Forecast, by Region, 2020-2027
8.7 Client and Fund Management
8.7.1 Market Estimates & Forecast, 2020-2027
8.7.2 Market Estimates & Forecast, by Region, 2020-2027
8.8 Others
8.8.1 Market Estimates & Forecast, 2020-2027
8.8.2 Market Estimates & Forecast, by Region, 2020-2027
9 Global Wealth Management Platform Market by Deployment Model
9.1 Introduction
9.2 On-Cloud
9.2.1 Market Estimates & Forecast, 2020-2027
9.2.2 Market Estimates & Forecast, by Region, 2020-2027
9.3 On-Premise
9.3.1 Market Estimates & Forecast, 2020-2027
9.3.2 Market Estimates & Forecast, by Region, 2020-2027
10 Global Wealth Management Platform Market by End-User
10.1 Introduction
10.2 Banks
10.2.1 Market Estimates & Forecast, 2020-2027
10.2.2 Market Estimates & Forecast, by Region, 2020-2027
10.3 Trading & Exchange Firms
10.3.1 Market Estimates & Forecast, 2020-2027
10.3.2 Market Estimates & Forecast, by Region, 2020-2027
10.4 Investment Firms
10.4.1 Market Estimates & Forecast, 2020-2027
10.4.2 Market Estimates & Forecast, by Region, 2020-2027
10.5 Brokerage Firms
10.5.1 Market Estimates & Forecast, 2020-2027
10.5.2 Market Estimates & Forecast, by Region, 2020-2027
10.6 Asset Management Firms
10.6.1 Market Estimates & Forecast, 2020-2027
10.6.2 Market Estimates & Forecast, by Region, 2020-2027
10.7 Others
10.7.1 Market Estimates & Forecast, 2020-2027
10.7.2 Market Estimates & Forecast, by Region, 2020-2027
11. Global Wealth Management Platform Market by Region
11.1 Introduction
11.2 North America
11.2.1 Market Estimates & Forecast, by Country, 2020-2027
11.2.2 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.2.3 Market Estimates & Forecast, by Business Functions, 2020-2027
11.2.4 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.2.5 Market Estimates & Forecast, by End-User, 2020-2027
11.2.6 US
11.2.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.2.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.2.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.2.6.4 Market Estimates & Forecast, by End-User, 2020-2027
11.2.7 Canada
11.2.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.2.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.2.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.2.7.4 Market Estimates & Forecast, by End-User, 2020-2027
112.8 Mexico
11.2.8.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.2.8.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.2.8.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.2.8.4 Market Estimates & Forecast, by End-User, 2020-2027
11.3 Europe
11.3.1 Market Estimates & Forecast, Country, 2020-2027
11.3.2 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.3.3 Market Estimates & Forecast, by Business Functions, 2020-2027
11.3.4 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.3.5 Market Estimates & Forecast, by End-User, 2020-2027
11.3.6 Germany
11.3.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.3.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.3.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.3.6.4 Market Estimates & Forecast, by End-User, 2020-2027
11.3.7 France
11.3.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.3.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.3.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.3.7.4 Market Estimates & Forecast, by End-User, 2020-2027
11.3.8 Italy
11.3.8.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.3.8.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.3.8.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.3.8.4 Market Estimates & Forecast, by End-User, 2020-2027
11.3.9 Spain
11.3.9.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.3.9.2 Market Estimates & Forecast, by Business Functions 2020-2027
11.3.9.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.3.9.4 Market Estimates & Forecast, by End-User, 2020-2027
11.3.10 Rest of Europe
11.3.10.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.3.10.2 Market Estimates & Forecast, by Business Functions 2020-2027
11.3.10.3 Market Estimates & Forecast by Deployment Model, 2020-2027
11.3.10.4 Market Estimates & Forecast, by End-User, 2020-2027
11.4 Asia-Pacific
11.4.1 Market Estimates & Forecast, by Country, 2020-2027
11.4.2 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.4.3 Market Estimates & Forecast, by Business Functions, 2020-2027
11.4.4 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.4.5 Market Estimates & Forecast, by End-User, 2020-2027
11.4.6 China
11.4.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.4.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.4.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.4.6.4 Market Estimates & Forecast, by End-User, 2020-2027
11.4.7 India
11.4.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.4.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.4.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.4.7.4 Market Estimates & Forecast, by End-User, 2020-2027
11.4.8 Japan
11.4.8.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.4.8.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.4.8.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.4.8.4 Market Estimates & Forecast, by End-User, 2020-2027
11.4.9 Rest of Asia-Pacific
11.4.9.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.4.9.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.4.9.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.4.9.4 Market Estimates & Forecast, by End-User, 2020-2027
11.5 Rest of the World
11.5.1 Market Estimates & Forecast, Country, 2020-2027
11.5.2 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.5.3 Market Estimates & Forecast, by Business Functions, 2020-2027
11.5.4 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.5.5 Market Estimates & Forecast, by End-User, 2020-2027
11.5.6 Middle East & Africa
11.5.6.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.5.6.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.5.6.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.5.6.4 Market Estimates & Forecast, by End-User, 2020-2027
11.5.7 Latin America
11.5.7.1 Market Estimates & Forecast, by Advisory Model, 2020-2027
11.5.7.2 Market Estimates & Forecast, by Business Functions, 2020-2027
11.5.7.3 Market Estimates & Forecast, by Deployment Model, 2020-2027
11.5.7.4 Market Estimates & Forecast, by End-User, 2020-2027
12 Company Landscape
13 Company Profiles
13.1 SS&C Technologies
13.1.1 Company Overview
13.1.2 Product/Business Segment Overview
13.1.3 Financial Updates
13.1.4 Key Developments
13.2 Broadridge Financial Solutions
13.2.1 Company Overview
13.2.2 Product/Business Segment Overview
13.2.3 Financial Updates
13.2.4 Key Developments
13.3 Comarch
13.3.1 Company Overview
13.3.2 Product/Business Segment Overview
13.3.3 Financial Updates
13.3.4 Key Developments
13.4 Temenos
13.4.1 Company Overview
13.4.2 Product/Business Segment Overview
13.4.3 Financial Updates
13.4.4 Key Developments
13.5 Objectway
13.5.1 Company Overview
13.5.2 Product/Business Segment Overview
13.5.3 Financial Updates
13.5.4 Key Developments
13.6 SEI Investment Company
13.6.1 Company Overview
13.6.2 Product/Business Segment Overview
13.6.3 Financial Updates
13.6.4 Key Developments
13.7 Dorsum Investment Software
13.7.1 Company Overview
13.7.2 Product/Business Segment Overview
13.7.3 Financial Updates
13.7.4 Key Developments
13.8 Fiserv Inc
13.8.1 Company Overview
13.8.2 Product/Business Segment Overview
13.8.3 Financial Updates
13.8.4 Key Developments
13.9 Profile Software
13.9.1 Company Overview
13.9.2 Product/Business Segment Overview
13.9.3 Financial Updates
13.9.4 Key Developments
13.10 Fidelity National Information Services Inc
13.10.1 Company Overview
13.10.2 Product/Business Segment Overview
13.10.3 Financial Updates
13.10.4 Key Developments
13.11 Invest Edge
13.11.1 Company Overview
13.11.2 Product/Business Segment Overview
13.11.3 Financial Updates
13.11.4 Key Developments
13.12 Finantix
13.12.1 Company Overview
13.12.2 Product/Business Segment Overview
13.12.3 Financial Updates
13.12.4 Key Developments
14 Conclusion
LIST OF TABLES
Table 1 Global Wealth Management Platform Market, by Region, 2020-2027
Table 2 North America: Wealth Management Platform Market, by Country, 2020-2027
Table 3 Europe: Wealth Management Platform Market, by Country, 2020-2027
Table 4 Asia-Pacific: Wealth Management Platform Market, by Country, 2020-2027
Table 5 Rest of The World: Wealth Management Platform Market, by Country, 2020-2027
Table 6 Global Wealth Management Platform Market, by Advisory Model 2020-2027
Table 7 North America: Wealth Management Platform by Advisory Model Market, 2020-2027
Table 8 Europe: Wealth Management Platform by Advisory Model Market, 2020-2027
Table9 Asia-Pacific: Wealth Management Platform by Advisory Model Market,2020-2027
Table10 Rest of the world: Wealth Management Platform by Advisory Model, 2020-2027
Table11 Global Wealth Management Platform by Business Functions Market, 2020-2027
Table12 North America: Wealth Management Platform by Business Functions Market, 2020-2027
Table13 Europe: Wealth Management Platform by Business Functions Market, 2020-2027
Table14 Asia-Pacific: Wealth Management Platform by Business Functions Market, 2020-2027
Table15 Rest of the World: Wealth Management Platform by Business Functions Market, 2020-2027
Table16 Global Wealth Management Platform by Deployment Model Market, 2020-2027
Table17 North America: Wealth Management Platform by Deployment Model Market, 2020-2027
Table18 Europe: Wealth Management Platform by Deployment Model Market, 2020-2027
Table19 Asia-Pacific: Wealth Management Platform by Deployment Model Market, 2020-2027
Table20 Rest of the World: Wealth Management Platform by Deployment Model, 2020-2027
Table21 Global Wealth Management Platform Market, by End-User, 2020-2027
Table22 North America: Wealth Management Platform Market by End-User, 2020-2027
Table23 Europe: Wealth Management Platform by End-User, 2020-2027
Table24 Asia-Pacific: Wealth Management Platform by End-User, 2020-2027
Table25 Rest of the World: Wealth Management Platform by End-User, 2020-2027
LIST OF FIGURES
FIGURE 1 Global Wealth Management Platform Market Segmentation
FIGURE 2 Forecast Methodology
FIGURE 3 Porter’s Five Forces Analysis of Global Wealth Management Platform Market
FIGURE 4 Value Chain of Global Wealth Management Platform Market
FIGURE 5 Share of Global Wealth Management Platform Market in 2017, by Country (in %)
FIGURE 6 Global Wealth Management Platform Market, 2020-2027
FIGURE 7 Global Wealth Management Platform Market Size, by Advisory Model, 2020
FIGURE 8 Share of Global Wealth Management Platform Market, by Advisory Model, 2020-2027
FIGURE 9 Global Wealth Management Platform Market Size, by Business Functions, 2020
FIGURE 10 Share of Global Wealth Management Platform Market, by Business Functions, 2020-2027
FIGURE 11 Global Wealth Management Platform Market Size, by Deployment Model, 2020-2027
FIGURE 12 Share of Global Wealth Management Platform Market, by Deployment Model, 2020-2027
FIGURE 13 Global Wealth Management Platform Market Size, by End-User, 2020-2027
FIGURE 14 Share of Global Wealth Management Platform Market, by End-User, 2020-2027
Senior Research Analyst Ankit gupta is an analyst in market research industry in ict and semi industry. with post-graduation in "telecom and marketing management" and graduation in "electronics and telecommunication" vertical he is well versed with recent development in ict industry as a whole. having worked on more than 150+ reports including consultation for fortune 500 companies such as microsoft and rio tinto in identifying solutions with respect to business problems his opinions are inclined towards mixture of technical and managerial aspects.
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