Wealth Management Platform Market Trends and Technology by 2028
                     Wealth Management Platform Market 
Global Analysis and Forecast to 2028
Published Date : Feb 2022
 
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Email: [email protected]
Report Studies
 Wealth Management Platform Market Forecast to 2028 - COVID-19 Impact and 
Global Analysis By Advisory Model (Human Advisory, Robo-Advisory, and Hybrid), 
Business Function (Performance Management, Risk and Compliance Management, 
Portfolio Accounting and Trading Management, Financial Advice Management, 
Reporting, and Others), Deployment Type (Cloud and On-Premise), and End User 
(Investment Management Firms, Trading and Exchange Firms, Banks, Brokerage 
Firms, and Others)
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Wealth Management 
Platform Market Overview
 The Wealth Management Platform market is expected to reach US$ 9,197.6 million by 2028 
from US$ 3,710.4 million in 2021; it is expected to register a CAGR of 13.8% from 2021 to 
2028.
 The financial sector is continually adopting advanced technologies to provide financial 
services in cheaper and efficient ways. These advanced and creative technologies garnered 
attention during the global financial crisis of 2007–2008, when strict rules were imposed on 
conventional banks, and innovations in the IT industry increased the incentives for 
expanding nonbank and technology-based financial enterprises. For instance, a few 
technological revolutions in the finance sector comprise mobile payments, ATMs (automated 
teller machines), and trade finance using blockchain. 
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Key Segment Market
 By Advisory Model (Human Advisory, Robo-Advisory, and Hybrid)
 By Business Function (Performance Management, Risk and Compliance Management, 
Portfolio Accounting and Trading Management, Financial Advice Management, Reporting, and 
Others)
 By Deployment Type (Cloud and On-Premise)
 By End User (Investment Management Firms, Trading and Exchange Firms, Banks, 
Brokerage Firms, and Others)
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Email: [email protected]
$50,000
Wealth Management 
Platform $40,000
Market Value
$30,000
CAGR of  13.8% 
$20,000
(2021 - 2028)
$10,000
$0
20XX 20XX 20XX 20XX 20XX
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Email: [email protected]
Company Profiles
 Broadridge Financial Solutions, Inc.
 Comarch SA                 
 FIS Global          
 InvestCloud                  
 Fiserv, Inc.     
 InvestEdge, Inc.
 Profile Software S.A.               
 SEI Investments Developments, Inc.           
 SS&C Technologies, Inc.
 Temenos Headquarters SA
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Email: [email protected]
By Geography
 North America (the US, Canada, and Mexico)
 Europe (the UK, Germany, France, Italy, Spain, and the Rest of Europe)
 Asia Pacific (China, Japan, India, Australia, South Korea, and the Rest of Asia Pacific)
 Middle East & Africa (the UAE, Saudi Arabia, South Africa, and the Rest of Middle East & 
Africa)
 South & Central America (Brazil, Argentina, and the Rest of South & Central America).
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