North America Wealth Management Software Market Size

North America Wealth Management Software Market Size

North America Wealth Management Software Market By Deployment Type (On-Premises, Cloud), By Advisory Model (Human Advisory, Robo Advisory, Hybrid System), By Organization Size (Large Enterprises, SMEs), By Application (Portfolio, Accounting, & Trading Management, Performance Management, Financial Advice & Management, Risk & Compliance Management, Reporting), By End User (Banks, Investment Management Firms, Trading & Exchange Firms, Brokerage Firms)

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Date of Publication : April - 2019 | Number of Pages : 120 | Format : PDF

The North America Wealth Management Software Market Size would witness market growth of 12.4% CAGR during the forecast period (2018 – 2024). North America has led the market with respect to revenue, and its dominance over the forecast period is expected to continue. There are a number of HNWs in the region, all of whom are active members of advanced financial advisory services. In addition, an increasing number of SMEs in the region are expected to drive demand further.

Wealth management services are delivered by financial services firms or sometimes by a unit or subsidiary within a bank. Clients can access a wide array of financial services ranging from investment decisions and tax planning to real estate management. To qualify for gaining the benefits of these services, a customer may need to have a minimum financial net-worth. However, in different institutions and in different countries the type of customer base and minimum requirement for qualifications for these services can vary. Property management services are particularly beneficial if a person has a large amount of assets and needs professional support for managing them. In some cases, wealth management services can also be tailored to the specific needs of the customer.

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Based on Deployment Type, the market is segmented into On-Premise and Cloud. Based on Advisory Model, the market is segmented into Human Advisory, Robo Advisory and Hybrid System. Based on Application, the market is segmented into Portfolio, Accounting, & Trading Management, Performance Management, Financial Advice & Management, Risk & Compliance Management, Reporting and Others. Based on Organization Size, the market is segmented into Large Enterprises and Small & Medium Enterprises (SMEs). Based on End User, the market is segmented into Banks, Investment Management Firms, Trading & Exchange Firms, Brokerage Firms and Others. Based on countries, the market is segmented into U.S., Mexico, Canada, and Rest of North America.

The market research report covers the analysis of key stake holders of the market. Key companies profiled in the report include Fidelity Information Services, Comarch, SS&C Technologies, Fiserv Inc., SEI Investment Company, Broadridge financial solutions Inc., Temenos AG, Profile Software, Finantix S.P.A, and Dorsum.

Scope of the Study

Market Segmentation:

By Deployment Type

  • On-Premises
  • Cloud

By Advisory Model

  • Human Advisory
  • Robo Advisory
  • Hybrid System

By Organization Size

  • Large Enterprises
  • SMEs

By Application

  • Portfolio, Accounting, & Trading Management
  • Performance Management
  • Financial Advice & Management
  • Risk & Compliance Management
  • Reporting
  • Others

By End User

  • Banks
  • Investment Management Firms 
  • Trading & Exchange Firms
  • Brokerage Firms
  • Others

By Country

  • US
  • Canada
  • Mexico
  • Rest of North America

Companies Profiled

  • Fidelity Information Services
  • Comarch
  • SS&C Technologies
  • Fiserv Inc.
  • SEI Investment Company
  • Broadridge financial solutions Inc.
  • Temenos AG
  • Profile Software
  • Finantix S.P.A
  • Dorsum

Unique Offerings from KBV Research

  • Exhaustive coverage of North America Wealth Management Software Market Size
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Related Reports:

Global Wealth Management Software Market

Europe Wealth Management Software Market

Asia Pacific Wealth Management Software Market

LAMEA Wealth Management Software Market


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