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市场调查报告书
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1737187

全球资产管理平台市场：市场规模（依咨询模式、业务功能、最终用户产业和地区）、未来预测

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个工作天内

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简介目录

资产管理平台市场规模及预测

预计资产管理平台市场规模在 2024 年将达到 34.7 亿美元，到 2032 年将达到 96 亿美元，2026 年至 2032 年的复合年增长率为 13.55%。

  • 财富管理平台是一个全面的数位解决方案，旨在协助财务顾问及其客户进行投资管理、财务规划和整体财富策略。
  • 它们通常将各种服务整合到一个用户友好的介面中，包括投资组合管理、风险评估、财务报告和客户关係管理。透过集中资料和自动化流程，这些平台提高了效率并增强了客户参与。
  • 事实上，财富管理平台促进了与个人客户的目标和风险接受度一致的个人化投资策略，通常利用先进的分析和人工智慧来洞察市场趋势并帮助顾问做出明智的决策。
  • 客户将受益于即时存取投资组合、财务计划和教育资源，从而建立更互动和透明的咨询关係。

全球财富管理平台市场动态

影响全球资产管理平台市场的关键市场动态：

关键市场驱动因素

  • 个人化需求日益增长：财富管理平台市场对个人化金融服务的需求日益增长。客户寻求量身订製的投资策略，而各公司也纷纷采用创新解决方案来提升客户参与度。根据凯捷2023年《全球财富报告》，74%的高净值人士 (HNWI) 对个人化服务和产品感兴趣。
  • 数位转型方兴未艾：金融领域数位转型的兴起正推动先进技术的采用。财富管理公司正在利用自动化和人工智慧来提高业务效率并改善客户体验。根据普华永道2023年的一项调查，65%的财富管理公司较前一年增加了数位转型预算。
  • 财富成长：全球富豪群体的崛起正在推动市场扩张。随着财富的积累，对先进投资解决方案的需求日益增长，以满足多样化的投资需求。根据瑞信2024年全球财富报告，富人持有的总资产将在2023年成长8.4%，超过84兆美元。
  • 永续投资日益受到关注：对永续投资日益增长的兴趣正在塑造资产管理平台市场。随着顾客环保意识的增强，提供ESG选项的平台越来越受欢迎。摩根士丹利2024年的一项调查发现，85%的散户投资者对永续投资感兴趣，高于2021年的71%。

主要挑战

  • 监管挑战日益严峻：随着资产管理平台的扩张，它们正面临监管机构日益严格的审查。遵守不断变化的监管规定可能会为营运带来巨大的成本和复杂性。
  • 竞争日益激烈：市场正涌现越来越多的新参与企业和金融科技解决方案。日益激烈的竞争迫使现有企业不断创新，并面临失去市场占有率的风险。
  • 不断提升的客户期望：数位化解决方案的兴起意味着客户需要更个人化和无缝的体验。满足这些不断增长的期望需要不断调整和投资技术。
  • 网路安全威胁日益加剧：随着平台服务数位化，它们面临的网路安全风险也日益增加。保护敏感的财务资料免受日益增长的威胁是资产管理公司面临的关键挑战。

主要趋势

  • 人工智慧和自动化的应用日益广泛：财富管理平台正日益整合人工智慧和自动化技术。这一趋势不仅提高了效率，还透过数据主导的洞察为客户提供量身定制的投资策略。例如，嘉信理财于2024年3月宣布，将在其财富管理平台中整合先进的人工智慧预测分析工具，旨在提供更精准的投资组合预测和风险评估。
  • ESG投资需求日益增长：投资者日益重视其投资组合中的环境、社会和管治(ESG) 因素。资产管理平台越来越多地纳入ESG指标，以吸引具有社会责任感的客户。根据特许金融分析师协会 (CFA Institute) 2024年的一项调查，85% 的投资专业人士在其投资分析中使用ESG因素，高于2022年的73%。
  • 数位化工具使用率的提升：财富管理产业正朝着数位化工具和行动应用的方向发展。这一趋势迎合了那些精通科技、希望无缝在线访问投资组合的客户的需求。 JD Power 2024 年的一项调查显示，71% 的财富管理客户更倾向于透过数位化管道与顾问互动，这一比例高于 2022 年的 60%。

目录

第一章全球财富管理平台市场：简介

  • 市场概览
  • 分析范围
  • 先决条件

第二章执行摘要

第三章 已验证的市场研究分析方法

  • 资料探勘
  • 验证
  • 第一手资料
  • 资料来源列表

第四章 全球资产管理平台市场展望

  • 概述
  • 市场动态
    • 驱动程式
    • 限制因素
    • 机会
  • 波特五力模型
  • 价值链分析

5. 全球财富管理平台市场（依顾问模式）

  • 概述
  • 人力咨询
  • 机器人咨询
  • 杂交种

第六章全球财富管理平台市场（依业务功能）

  • 概述
  • 财务咨询管理
  • 投资组合、会计和交易管理
  • 绩效管理
  • 风险与合规管理
  • 其他的

7. 全球资产管理平台市场（按最终用户产业）

  • 概述
  • 银行
  • 投资管理公司
  • 交换
  • 证券公司
  • 其他的

8. 全球财富管理平台市场（按地区）

  • 概述
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 其他欧洲国家
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 其他亚太地区
  • 世界其他地区
    • 拉丁美洲
    • 中东和非洲

9. 全球财富管理平台市场的竞争格局

  • 概述
  • 各公司市场排名
  • 主要发展策略

第十章 公司简介

  • 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

第十一章 附录

  • 相关调查
简介目录
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