Wealth Management System, also called Investment (portfolio) management software, is a type of tools to paper-free investment management activities.
The global Wealth Management System market size is projected to grow from US$ million in 2023 to US$ million in 2030; it is expected to grow at a CAGR of % from 2024 to 2030.
Publisher' newest research report, the “Wealth Management System Industry Forecast” looks at past sales and reviews total world Wealth Management System sales in 2023, providing a comprehensive analysis by region and market sector of projected Wealth Management System sales for 2024 through 2030. With Wealth Management System sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Wealth Management System industry.
This Insight Report provides a comprehensive analysis of the global Wealth Management System landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on Wealth Management System portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Wealth Management System market.
This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Wealth Management System and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Wealth Management System.
United States market for Wealth Management System is estimated to increase from US$ million in 2023 to US$ million by 2030, at a CAGR of % from 2024 through 2030.
China market for Wealth Management System is estimated to increase from US$ million in 2023 to US$ million by 2030, at a CAGR of % from 2024 through 2030.
Europe market for Wealth Management System is estimated to increase from US$ million in 2023 to US$ million by 2030, at a CAGR of % from 2024 through 2030.
Global key Wealth Management System players cover BlackRock, Charles River, SS&C Technologies, Iress and Murex, etc. In terms of revenue, the global two largest companies occupied for a share nearly % in 2023.
This report presents a comprehensive overview, market shares, and growth opportunities of Wealth Management System market by product type, application, key players and key regions and countries.
Segmentation by type
Cloud-based
On-premises
Segmentation by application
Large Enterprises
SMEs
Personal Use
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
BlackRock
Charles River
SS&C Technologies
Iress
Murex
SimCorp
Allvue Systems
Dynamo Software
Quicken
Avantech Software
Finastra
Backstop
AlternativeSoft
Croesus
FINARTIS Group
Elysys
FA Solutions
Archer
Addepar
APEXSOFT
Bravura Solutions
Comarch
Avaloq
QPLIX
AdvisorEngine
Please Note - This is an on demand report and will be delivered in 2 business days (48 hours) post payment.
1 Scope of the Report
1.1 Market Introduction
1.2 Years Considered
1.3 Research Objectives
1.4 Market Research Methodology
1.5 Research Process and Data Source
1.6 Economic Indicators
1.7 Currency Considered
1.8 Market Estimation Caveats
2 Executive Summary
2.1 World Market Overview
2.1.1 Global Wealth Management System Market Size 2019-2030
2.1.2 Wealth Management System Market Size CAGR by Region 2019 VS 2023 VS 2030
2.2 Wealth Management System Segment by Type
2.2.1 Cloud-based
2.2.2 On-premises
2.3 Wealth Management System Market Size by Type
2.3.1 Wealth Management System Market Size CAGR by Type (2019 VS 2023 VS 2030)
2.3.2 Global Wealth Management System Market Size Market Share by Type (2019-2024)
2.4 Wealth Management System Segment by Application
2.4.1 Large Enterprises
2.4.2 SMEs
2.4.3 Personal Use
2.5 Wealth Management System Market Size by Application
2.5.1 Wealth Management System Market Size CAGR by Application (2019 VS 2023 VS 2030)
2.5.2 Global Wealth Management System Market Size Market Share by Application (2019-2024)
3 Wealth Management System Market Size by Player
3.1 Wealth Management System Market Size Market Share by Players
3.1.1 Global Wealth Management System Revenue by Players (2019-2024)
3.1.2 Global Wealth Management System Revenue Market Share by Players (2019-2024)
3.2 Global Wealth Management System Key Players Head office and Products Offered
3.3 Market Concentration Rate Analysis
3.3.1 Competition Landscape Analysis
3.3.2 Concentration Ratio (CR3, CR5 and CR10) & (2022-2024)
3.4 New Products and Potential Entrants
3.5 Mergers & Acquisitions, Expansion
4 Wealth Management System by Regions
4.1 Wealth Management System Market Size by Regions (2019-2024)
4.2 Americas Wealth Management System Market Size Growth (2019-2024)
4.3 APAC Wealth Management System Market Size Growth (2019-2024)
4.4 Europe Wealth Management System Market Size Growth (2019-2024)
4.5 Middle East & Africa Wealth Management System Market Size Growth (2019-2024)
5 Americas
5.1 Americas Wealth Management System Market Size by Country (2019-2024)
5.2 Americas Wealth Management System Market Size by Type (2019-2024)
5.3 Americas Wealth Management System Market Size by Application (2019-2024)
5.4 United States
5.5 Canada
5.6 Mexico
5.7 Brazil
6 APAC
6.1 APAC Wealth Management System Market Size by Region (2019-2024)
6.2 APAC Wealth Management System Market Size by Type (2019-2024)
6.3 APAC Wealth Management System Market Size by Application (2019-2024)
6.4 China
6.5 Japan
6.6 Korea
6.7 Southeast Asia
6.8 India
6.9 Australia
7 Europe
7.1 Europe Wealth Management System by Country (2019-2024)
7.2 Europe Wealth Management System Market Size by Type (2019-2024)
7.3 Europe Wealth Management System Market Size by Application (2019-2024)
7.4 Germany
7.5 France
7.6 UK
7.7 Italy
7.8 Russia
8 Middle East & Africa
8.1 Middle East & Africa Wealth Management System by Region (2019-2024)
8.2 Middle East & Africa Wealth Management System Market Size by Type (2019-2024)
8.3 Middle East & Africa Wealth Management System Market Size by Application (2019-2024)
8.4 Egypt
8.5 South Africa
8.6 Israel
8.7 Turkey
8.8 GCC Countries
9 Market Drivers, Challenges and Trends
9.1 Market Drivers & Growth Opportunities
9.2 Market Challenges & Risks
9.3 Industry Trends
10 Global Wealth Management System Market Forecast
10.1 Global Wealth Management System Forecast by Regions (2025-2030)
10.1.1 Global Wealth Management System Forecast by Regions (2025-2030)
10.1.2 Americas Wealth Management System Forecast
10.1.3 APAC Wealth Management System Forecast
10.1.4 Europe Wealth Management System Forecast
10.1.5 Middle East & Africa Wealth Management System Forecast
10.2 Americas Wealth Management System Forecast by Country (2025-2030)
10.2.1 United States Wealth Management System Market Forecast
10.2.2 Canada Wealth Management System Market Forecast
10.2.3 Mexico Wealth Management System Market Forecast
10.2.4 Brazil Wealth Management System Market Forecast
10.3 APAC Wealth Management System Forecast by Region (2025-2030)
10.3.1 China Wealth Management System Market Forecast
10.3.2 Japan Wealth Management System Market Forecast
10.3.3 Korea Wealth Management System Market Forecast
10.3.4 Southeast Asia Wealth Management System Market Forecast
10.3.5 India Wealth Management System Market Forecast
10.3.6 Australia Wealth Management System Market Forecast
10.4 Europe Wealth Management System Forecast by Country (2025-2030)
10.4.1 Germany Wealth Management System Market Forecast
10.4.2 France Wealth Management System Market Forecast
10.4.3 UK Wealth Management System Market Forecast
10.4.4 Italy Wealth Management System Market Forecast
10.4.5 Russia Wealth Management System Market Forecast
10.5 Middle East & Africa Wealth Management System Forecast by Region (2025-2030)
10.5.1 Egypt Wealth Management System Market Forecast
10.5.2 South Africa Wealth Management System Market Forecast
10.5.3 Israel Wealth Management System Market Forecast
10.5.4 Turkey Wealth Management System Market Forecast
10.5.5 GCC Countries Wealth Management System Market Forecast
10.6 Global Wealth Management System Forecast by Type (2025-2030)
10.7 Global Wealth Management System Forecast by Application (2025-2030)
11 Key Players Analysis
11.1 BlackRock
11.1.1 BlackRock Company Information
11.1.2 BlackRock Wealth Management System Product Offered
11.1.3 BlackRock Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.1.4 BlackRock Main Business Overview
11.1.5 BlackRock Latest Developments
11.2 Charles River
11.2.1 Charles River Company Information
11.2.2 Charles River Wealth Management System Product Offered
11.2.3 Charles River Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.2.4 Charles River Main Business Overview
11.2.5 Charles River Latest Developments
11.3 SS&C Technologies
11.3.1 SS&C Technologies Company Information
11.3.2 SS&C Technologies Wealth Management System Product Offered
11.3.3 SS&C Technologies Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.3.4 SS&C Technologies Main Business Overview
11.3.5 SS&C Technologies Latest Developments
11.4 Iress
11.4.1 Iress Company Information
11.4.2 Iress Wealth Management System Product Offered
11.4.3 Iress Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.4.4 Iress Main Business Overview
11.4.5 Iress Latest Developments
11.5 Murex
11.5.1 Murex Company Information
11.5.2 Murex Wealth Management System Product Offered
11.5.3 Murex Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.5.4 Murex Main Business Overview
11.5.5 Murex Latest Developments
11.6 SimCorp
11.6.1 SimCorp Company Information
11.6.2 SimCorp Wealth Management System Product Offered
11.6.3 SimCorp Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.6.4 SimCorp Main Business Overview
11.6.5 SimCorp Latest Developments
11.7 Allvue Systems
11.7.1 Allvue Systems Company Information
11.7.2 Allvue Systems Wealth Management System Product Offered
11.7.3 Allvue Systems Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.7.4 Allvue Systems Main Business Overview
11.7.5 Allvue Systems Latest Developments
11.8 Dynamo Software
11.8.1 Dynamo Software Company Information
11.8.2 Dynamo Software Wealth Management System Product Offered
11.8.3 Dynamo Software Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.8.4 Dynamo Software Main Business Overview
11.8.5 Dynamo Software Latest Developments
11.9 Quicken
11.9.1 Quicken Company Information
11.9.2 Quicken Wealth Management System Product Offered
11.9.3 Quicken Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.9.4 Quicken Main Business Overview
11.9.5 Quicken Latest Developments
11.10 Avantech Software
11.10.1 Avantech Software Company Information
11.10.2 Avantech Software Wealth Management System Product Offered
11.10.3 Avantech Software Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.10.4 Avantech Software Main Business Overview
11.10.5 Avantech Software Latest Developments
11.11 Finastra
11.11.1 Finastra Company Information
11.11.2 Finastra Wealth Management System Product Offered
11.11.3 Finastra Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.11.4 Finastra Main Business Overview
11.11.5 Finastra Latest Developments
11.12 Backstop
11.12.1 Backstop Company Information
11.12.2 Backstop Wealth Management System Product Offered
11.12.3 Backstop Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.12.4 Backstop Main Business Overview
11.12.5 Backstop Latest Developments
11.13 AlternativeSoft
11.13.1 AlternativeSoft Company Information
11.13.2 AlternativeSoft Wealth Management System Product Offered
11.13.3 AlternativeSoft Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.13.4 AlternativeSoft Main Business Overview
11.13.5 AlternativeSoft Latest Developments
11.14 Croesus
11.14.1 Croesus Company Information
11.14.2 Croesus Wealth Management System Product Offered
11.14.3 Croesus Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.14.4 Croesus Main Business Overview
11.14.5 Croesus Latest Developments
11.15 FINARTIS Group
11.15.1 FINARTIS Group Company Information
11.15.2 FINARTIS Group Wealth Management System Product Offered
11.15.3 FINARTIS Group Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.15.4 FINARTIS Group Main Business Overview
11.15.5 FINARTIS Group Latest Developments
11.16 Elysys
11.16.1 Elysys Company Information
11.16.2 Elysys Wealth Management System Product Offered
11.16.3 Elysys Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.16.4 Elysys Main Business Overview
11.16.5 Elysys Latest Developments
11.17 FA Solutions
11.17.1 FA Solutions Company Information
11.17.2 FA Solutions Wealth Management System Product Offered
11.17.3 FA Solutions Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.17.4 FA Solutions Main Business Overview
11.17.5 FA Solutions Latest Developments
11.18 Archer
11.18.1 Archer Company Information
11.18.2 Archer Wealth Management System Product Offered
11.18.3 Archer Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.18.4 Archer Main Business Overview
11.18.5 Archer Latest Developments
11.19 Addepar
11.19.1 Addepar Company Information
11.19.2 Addepar Wealth Management System Product Offered
11.19.3 Addepar Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.19.4 Addepar Main Business Overview
11.19.5 Addepar Latest Developments
11.20 APEXSOFT
11.20.1 APEXSOFT Company Information
11.20.2 APEXSOFT Wealth Management System Product Offered
11.20.3 APEXSOFT Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.20.4 APEXSOFT Main Business Overview
11.20.5 APEXSOFT Latest Developments
11.21 Bravura Solutions
11.21.1 Bravura Solutions Company Information
11.21.2 Bravura Solutions Wealth Management System Product Offered
11.21.3 Bravura Solutions Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.21.4 Bravura Solutions Main Business Overview
11.21.5 Bravura Solutions Latest Developments
11.22 Comarch
11.22.1 Comarch Company Information
11.22.2 Comarch Wealth Management System Product Offered
11.22.3 Comarch Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.22.4 Comarch Main Business Overview
11.22.5 Comarch Latest Developments
11.23 Avaloq
11.23.1 Avaloq Company Information
11.23.2 Avaloq Wealth Management System Product Offered
11.23.3 Avaloq Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.23.4 Avaloq Main Business Overview
11.23.5 Avaloq Latest Developments
11.24 QPLIX
11.24.1 QPLIX Company Information
11.24.2 QPLIX Wealth Management System Product Offered
11.24.3 QPLIX Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.24.4 QPLIX Main Business Overview
11.24.5 QPLIX Latest Developments
11.25 AdvisorEngine
11.25.1 AdvisorEngine Company Information
11.25.2 AdvisorEngine Wealth Management System Product Offered
11.25.3 AdvisorEngine Wealth Management System Revenue, Gross Margin and Market Share (2019-2024)
11.25.4 AdvisorEngine Main Business Overview
11.25.5 AdvisorEngine Latest Developments
12 Research Findings and Conclusion
*If Applicable.