1. Preface
1.1. Report Description
1.1.1. Purpose of the Report
1.1.2. Target Audience
1.1.3. USP and Key Offerings
1.2. Research Scope
1.3. Research Methodology
1.3.1. Phase I – Secondary Research
1.3.2. Phase II – Primary Research
1.3.3. Phase III – Expert Panel Review
1.3.4. Approach Adopted
1.3.4.1. Top-Down Approach
1.3.4.2. Bottom-Up Approach
1.3.5. Assumptions
1.4. Market Segmentation
2. Executive Summary
2.1. Market Snapshot: Global WMS Market
2.2. Global WMS Market, by Advisory Mode, 2018 (US$ Bn)
2.3. Global WMS Market, by Functionality, 2018 (US$ Bn)
2.4. Global WMS Market, by Deployment Model, 2018 (US$ Bn)
2.5. Global WMS Market, by End-user, 2018 (US$ Bn)
2.6. Global WMS Market, by Geography, 2018 (US$ Bn)
3. Market Dynamics
3.1. Introduction
3.1.1. Global WMS Market Value, 2017-2027, (US$ Bn)
3.2. Market Dynamics
3.2.1. Market Drivers
3.2.2. Market Restraints
3.3. Attractive Investment Proposition, by Geography, 2018
3.4. Market Positioning of Key Players, 2018
3.4.1. Major Strategies Adopted by Key Players
4. Global Wealth Management Software (WMS) Market, by Advisory Mode , 2017-2027 (US$ Bn)
4.1. Overview
4.2. Human Advisory
4.3. Robo-advisory
4.4. Hybrid
5. Global Wealth Management Software (WMS) Market, by Functionality, 2017-2027 (US$ Bn)
5.1. Overview
5.2. Financial Advice Management
5.3. Portfolio, Accounting, & Trading Management
5.4. Performance Management
5.5. Risk & Compliance Management
5.6. Reporting
5.7. Others (Client and Fund Management, Billing and Benchmarking, etc.)
6. Global Wealth Management Software (WMS) Market, by Deployment Model, 2017-2027 (US$ Bn)
6.1. Overview
6.2. On-premise
6.3. Cloud
7. Global Wealth Management Software (WMS) Market, by End-user, 2017-2027 (US$ Bn)
7.1. Overview
7.2. Banks
7.3. Investment Management Firms
7.4. Trading & Exchange Firms
7.5. Brokerage Firms
7.6. Others
8. North America Wealth Management Software (WMS) Market Analysis, 2017-2027 (US$ Bn)
8.1. Overview
8.1.1. North America WMS Market Value and Growth, 2017-2027, (US$ Bn)
8.2. North America WMS Market Value, By Advisory Mode, 2017-2027 (US$ Bn)
8.2.1. Market Analysis
8.3. North America WMS Market Value, By Functionality, 2017-2027 (US$ Bn)
8.3.1. Market Analysis
8.4. North America WMS Market Value, By Deployment Model, 2017-2027 (US$ Bn)
8.4.1. Market Analysis
8.5. North America WMS Market Value, By End-user, 2017-2027 (US$ Bn)
8.5.1. Market Analysis
8.6. North America WMS Market Value, By Region/Country, 2017-2027 (US$ Bn)
8.6.1. Market Analysis
8.6.2. U.S.
8.6.3. Rest of North America
9. Europe Wealth Management Software (WMS) Market Analysis, 2017-2027 (US$ Bn)
9.1. Overview
9.1.1. Europe WMS Market Value and Growth, 2017-2027, (US$ Bn)
9.2. Europe WMS Market Value, By Advisory Mode, 2017-2027 (US$ Bn)
9.2.1. Market Analysis
9.3. Europe WMS Market Value, By Functionality, 2017-2027 (US$ Bn)
9.3.1. Market Analysis
9.4. Europe WMS Market Value, By Deployment Model, 2017-2027 (US$ Bn)
9.4.1. Market Analysis
9.5. Europe WMS Market Value, By End-user, 2017-2027 (US$ Bn)
9.5.1. Market Analysis
9.6. Europe WMS Market Value, By Region/Country, 2017-2027 (US$ Bn)
9.6.1. Market Analysis
9.6.2. U.K.
9.6.3. Germany
9.6.4. France
9.6.5. Rest of Europe
10. Asia Pacific Wealth Management Software (WMS) Market Analysis, 2017-2027 (US$ Bn)
10.1. Overview
10.1.1. Asia Pacific WMS Market Value and Growth, 2017-2027, (US$ Bn)
10.2. Asia Pacific WMS Market Value, By Advisory Mode, 2017-2027 (US$ Bn)
10.2.1. Market Analysis
10.3. Asia Pacific WMS Market Value, By Functionality, 2017-2027 (US$ Bn)
10.3.1. Market Analysis
10.4. Asia Pacific WMS Market Value, By Deployment Model, 2017-2027 (US$ Bn)
10.4.1. Market Analysis
10.5. Asia Pacific WMS Market Value, By End-user, 2017-2027 (US$ Bn)
10.5.1. Market Analysis
10.6. Asia Pacific WMS Market Value, By Region/Country, 2017-2027 (US$ Bn)
10.6.1. Market Analysis
10.6.2. Japan
10.6.3. China
10.6.4. India
10.6.5. Rest of Asia Pacific
11. Rest of the World Wealth Management Software (WMS) Market Analysis, 2017-2027 (US$ Bn)
11.1. Overview
11.1.1. Rest of the World WMS Market Value and Growth, 2017-2027, (US$ Bn)
11.2. Rest of the World WMS Market Value, By Advisory Mode, 2017-2027 (US$ Bn)
11.2.1. Market Analysis
11.3. Rest of the World WMS Market Value, By Functionality, 2017-2027 (US$ Bn)
11.3.1. Market Analysis
11.4. Rest of the World WMS Market Value, By Deployment Model, 2017-2027 (US$ Bn)
11.4.1. Market Analysis
11.5. Rest of the World WMS Market Value, By End-user, 2017-2027 (US$ Bn)
11.5.1. Market Analysis
11.6. Rest of the World WMS Market Value, By Region, 2017-2027 (US$ Bn)
11.6.1. Market Analysis
11.6.2. Middle East & Africa
11.6.3. Latin America
12. Company Profiles
12.1. Comarch SA
12.2. Dorsum Ltd.
12.3. Fidelity National Information Services, Inc. (FIS)
12.4. Finantix S.p.A
12.5. Fiserv, Inc.
12.6. Objectway S.p.A
12.7. Profile Software
12.8. SEI Investments Company
12.9. SS&C Technologies, Inc.
12.10. Temenos SA
List of Figures
FIG. 1 Global Wealth Management Software (WMS) Market: Research Methodology
FIG. 2 Market Functionality Estimation – Top-Down and Bottom Up Approach
FIG. 3 Global WMS Market Segmentation
FIG. 4 Global WMS Market, by Advisory Mode, 2018 (US$ Bn)
FIG. 5 Global WMS Market, by Functionality, 2018 (US$ Bn)
FIG. 6 Global WMS Market, by Deployment Model, 2018 (US$ Bn)
FIG. 7 Global WMS Market, by End-user, 2018 (US$ Bn)
FIG. 8 Global WMS Market, by Geography, 2018 (US$ Bn)
FIG. 9 Global WMS Market Value, 2017-2027, (US$ Bn) and (Y-o-Y%)
FIG. 10 Attractive Investment Proposition, by Geography, 2018
FIG. 11 Global Market Positioning of Key WMS Providers, 2018
FIG. 12 Global WMS Market Value Share, by Advisory Mode, 2018 & 2027 (Value %)
FIG. 13 Global Human Advisory Market Value, 2017-2027, (US$ Bn)
FIG. 14 Global Robo-advisory Market Value, 2017-2027, (US$ Bn)
FIG. 15 Global Hybrid Market Value, 2017-2027, (US$ Bn)
FIG. 16 Global WMS Market Value Share, by Functionality, 2018 & 2027 (Value %)
FIG. 17 Global Financial Advice Management Market Value, 2017-2027, (US$ Bn)
FIG. 18 Global Portfolio, Accounting, & Trading Management Market Value, 2017-2027, (US$ Bn)
FIG. 19 Global Performance Management Market Value, 2017-2027, (US$ Bn)
FIG. 20 Global Risk & Compliance Management Market Value, 2017-2027, (US$ Bn)
FIG. 21 Global Reporting Market Value, 2017-2027, (US$ Bn)
FIG. 22 Global WMS Market Value for Others, 2017-2027, (US$ Bn)
FIG. 23 Global WMS Market Value Share, by Deployment Model, 2018 & 2027 (Value %)
FIG. 24 Global On-premise WMS Market Value, 2017-2027, (US$ Bn)
FIG. 25 Global Cloud WMS Market Value, 2017-2027, (US$ Bn)
FIG. 26 Global WMS Market Value Share, by End-user, 2018 & 2027 (Value %)
FIG. 27 Global WMS Market Value for Banks, 2017-2027, (US$ Bn)
FIG. 28 Global WMS Market Value for Investment Management Firms, 2017-2027, (US$ Bn)
FIG. 29 Global WMS Market Value for Trading & Exchange Firms, 2017-2027, (US$ Bn)
FIG. 30 Global WMS Market Value for Brokerage Firms, 2017-2027, (US$ Bn)
FIG. 31 Global WMS Market Value for Others, 2017-2027, (US$ Bn)
FIG. 32 North America WMS Market Value, 2017-2027, (US$ Bn)
FIG. 33 Europe WMS Market Value, 2017-2027, (US$ Bn)
FIG. 34 Asia Pacific WMS Market Value, 2017-2027, (US$ Bn)
FIG. 35 RoW WMS Market Value, 2017-2027, (US$ Bn)
List of Tables
TABLE 1 Market Snapshot: Global Wealth Management Software (WMS) Market Value
TABLE 2 Impact Indicators
TABLE 3 Impact Analysis of Drivers and Restraints
TABLE 4 Global WMS Market, by Advisory Mode, 2017-2027 (US$ Bn)
TABLE 5 Global WMS Market, by Functionality, 2017-2027 (US$ Bn)
TABLE 6 Global WMS Market, by Deployment Model, 2017-2027 (US$ Bn)
TABLE 7 Global WMS Market, by End-user, 2017 – 2027 (US$ Bn)
TABLE 8 Global WMS Market, by Geography, 2017-2027 (US$ Bn)
TABLE 9 North America WMS Market, by Advisory Mode, 2017-2027 (US$ Bn)
TABLE 10 North America WMS Market, by Functionality, 2017-2027 (US$ Bn)
TABLE 11 North America WMS Market, by Deployment Model, 2017-2027 (US$ Bn)
TABLE 12 North America WMS Market, by End-user, 2017 – 2027 (US$ Bn)
TABLE 13 North America WMS Market Value, by Region/Country, 2017-2027 (US$ Bn)
TABLE 14 Europe WMS Market, by Advisory Mode, 2017-2027 (US$ Bn)
TABLE 15 Europe WMS Market, by Functionality, 2017-2027 (US$ Bn)
TABLE 16 Europe WMS Market, by Deployment Model, 2017-2027 (US$ Bn)
TABLE 17 Europe WMS Market, by End-user, 2017 – 2027 (US$ Bn)
TABLE 18 Europe WMS Market Value, by Region/Country, 2017-2027 (US$ Bn)
TABLE 19 Asia Pacific WMS Market, by Advisory Mode, 2017-2027 (US$ Bn)
TABLE 20 Asia Pacific WMS Market, by Functionality, 2017-2027 (US$ Bn)
TABLE 21 Asia Pacific WMS Market, by Deployment Model, 2017 -2027 (US$ Bn)
TABLE 22 Asia Pacific WMS Market, by End-user, 2017 – 2027 (US$ Bn)
TABLE 23 Asia Pacific WMS Market Value, by Region/Country, 2017-2027 (US$ Bn)
TABLE 24 Rest of the World WMS Market, by Advisory Mode, 2017-2027 (US$ Bn)
TABLE 25 Rest of the World WMS Market, by Functionality, 2017-2027 (US$ Bn)
TABLE 26 Rest of the World WMS Market, by Deployment Model, 2017-2027 (US$ Bn)
TABLE 27 Rest of the World WMS Market, by End-user, 2017 – 2027 (US$ Bn)
TABLE 28 Rest of the World WMS Market Value, by Region, 2017-2027 (US$ Bn)
TABLE 29 Comarch SA: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 30 Dorsum Ltd.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 31 Fidelity National Information Services, Inc. (FIS): Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 32 Finantix S.p.A.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 33 Fiserv, Inc.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 34 Objectway S.p.A.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 35 Profile Software: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 36 SEI Investments Company: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 37 SS&C Technologies, Inc.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 38 Temenos SA: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)