1. Introduction
1.1 Report Guidance
1.2 Market Segmentation
2. Executive Summary
2.1 Key Market Insights
2.2 Market Attractiveness
3. Research Methodology
3.1 Secondary Research
3.2 Primary Research
- 3.2.1 Data Triangulation and Validation
4. North America Wealth Management Platform Market Landscape
4.1 Overview
4.3 Ecosystem Analysis
- 4.3.1 List of Vendors in the Value Chain
5. North America Wealth Management Platform Market – Key Market Dynamics
5.1 Market Drivers
5.2 Market Restraints
5.3 Market Opportunities
5.4 Future Trends
5.5 Impact of Drivers and Restraints
6. North America Wealth Management Platform Market Regional Analysis
6.2 North America Wealth Management Platform Market Revenue 2019-2028 (US$ Million)
6.3 North America Wealth Management Platform Market Forecast Analysis
7. North America Wealth Management Platform Market Analysis – by Advisory Model
7.1 Human Advisory
- 7.1.1 Overview
- 7.1.2 Human Advisory: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
7.2 Robo-Advisory
- 7.2.1 Overview
- 7.2.2 Robo-Advisory: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
7.3 Hybrid
- 7.3.1 Overview
- 7.3.2 Hybrid: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
8. North America Wealth Management Platform Market Analysis – by Business Function
8.1 Performance Management
- 8.1.1 Overview
- 8.1.2 Performance Management: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
8.2 Risk and Compliance Management
- 8.2.1 Overview
- 8.2.2 Risk and Compliance Management: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
8.3 Portfolio Accounting and Trading Management
- 8.3.1 Overview
- 8.3.2 Portfolio Accounting and Trading Management: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
8.4 Financial Advice Management
- 8.4.1 Overview
- 8.4.2 Financial Advice Management: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
8.5 Reporting
- 8.5.1 Overview
- 8.5.2 Reporting: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
9. North America Wealth Management Platform Market Analysis – by Deployment Type
9.1 Cloud
- 9.1.1 Overview
- 9.1.2 Cloud: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
9.2 On-Premises
- 9.2.1 Overview
- 9.2.2 On-Premises: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
10. North America Wealth Management Platform Market Analysis – by End User
10.1 Investment Management Firms
- 10.1.1 Overview
- 10.1.2 Investment Management Firms: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
10.2 Trading and Exchange Firms
- 10.2.1 Overview
- 10.2.2 Trading and Exchange Firms: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
10.3 Banks
- 10.3.1 Overview
- 10.3.2 Banks: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
10.4 Brokerage Firms
- 10.4.1 Overview
- 10.4.2 Brokerage Firms: North America Wealth Management Platform Market – Revenue and Forecast, 2019-2028 (US$ Million)
11. North America Wealth Management Platform Market – North America Analysis
11.1 Overview
11.2 North America
- 11.2.1 North America Wealth Management Platform Market Breakdown, by Key
Country, 2022 and 2028 (%)
- 11.2.1.1 North America Wealth Management Platform Market – Revenue and
Forecast Analysis – by Country
- 11.2.1.1 US:
North America Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)
- 11.2.1.1.1 US: North America Wealth Management Platform Market Breakdown, by Advisory Model
- 11.2.1.1.2 US: North America Wealth Management Platform Market Breakdown, by Business Function
- 11.2.1.1.3 US: North America Wealth Management Platform Market Breakdown, by Deployment Type
- 11.2.1.1.4 US: North America Wealth Management Platform Market Breakdown, by End User
- 11.2.1.2 Canada:
North America Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)
- 11.2.1.2.1 Canada: North America Wealth Management Platform Market Breakdown, by Advisory Model
- 11.2.1.2.2 Canada: North America Wealth Management Platform Market Breakdown, by Business Function
- 11.2.1.2.3 Canada: North America Wealth Management Platform Market Breakdown, by Deployment Type
- 11.2.1.2.4 Canada: North America Wealth Management Platform Market Breakdown, by End User
- 11.2.1.3 Mexico :
North America Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)
- 11.2.1.3.1 Mexico : North America Wealth Management Platform Market Breakdown, by Advisory Model
- 11.2.1.3.2 Mexico : North America Wealth Management Platform Market Breakdown, by Business Function
- 11.2.1.3.3 Mexico : North America Wealth Management Platform Market Breakdown, by Deployment Type
- 11.2.1.3.4 Mexico : North America Wealth Management Platform Market Breakdown, by End User
12. Competitive Landscape
12.1 Heat Map Analysis
12.2 Company Positioning and Concentration
13. Industry Landscape
13.1 Overview
13.2 Market Initiative
13.3 Partnerships and Collaborations
13.4 Other Developments
14. Company Profiles
14.1 Broadridge Financial Solutions, Inc.
- 14.1.1 Key Facts
- 14.1.2 Business Description
- 14.1.3 Products and Services
- 14.1.4 Financial Overview
- 14.1.5 SWOT Analysis
- 14.1.6 Key Developments
14.2 Comarch SA
- 14.2.1 Key Facts
- 14.2.2 Business Description
- 14.2.3 Products and Services
- 14.2.4 Financial Overview
- 14.2.5 SWOT Analysis
- 14.2.6 Key Developments
14.3 FIS Global
- 14.3.1 Key Facts
- 14.3.2 Business Description
- 14.3.3 Products and Services
- 14.3.4 Financial Overview
- 14.3.5 SWOT Analysis
- 14.3.6 Key Developments
14.4 Fiserv, Inc.
- 14.4.1 Key Facts
- 14.4.2 Business Description
- 14.4.3 Products and Services
- 14.4.4 Financial Overview
- 14.4.5 SWOT Analysis
- 14.4.6 Key Developments
14.5 InvestCloud
- 14.5.1 Key Facts
- 14.5.2 Business Description
- 14.5.3 Products and Services
- 14.5.4 Financial Overview
- 14.5.5 SWOT Analysis
- 14.5.6 Key Developments
14.6 InvestEdge, Inc.
- 14.6.1 Key Facts
- 14.6.2 Business Description
- 14.6.3 Products and Services
- 14.6.4 Financial Overview
- 14.6.5 SWOT Analysis
- 14.6.6 Key Developments
14.7 Profile Software S.A.
- 14.7.1 Key Facts
- 14.7.2 Business Description
- 14.7.3 Products and Services
- 14.7.4 Financial Overview
- 14.7.5 SWOT Analysis
- 14.7.6 Key Developments
14.8 SEI Investments Developments, Inc.
- 14.8.1 Key Facts
- 14.8.2 Business Description
- 14.8.3 Products and Services
- 14.8.4 Financial Overview
- 14.8.5 SWOT Analysis
- 14.8.6 Key Developments
14.9 SS&C Technologies, Inc.
- 14.9.1 Key Facts
- 14.9.2 Business Description
- 14.9.3 Products and Services
- 14.9.4 Financial Overview
- 14.9.5 SWOT Analysis
- 14.9.6 Key Developments
14.10 Temenos Headquarters SA
- 14.10.1 Key Facts
- 14.10.2 Business Description
- 14.10.3 Products and Services
- 14.10.4 Financial Overview
- 14.10.5 SWOT Analysis
- 14.10.6 Key Developments
15. Appendix
15.1 About Business Market Insights
15.2 List of Abbreviations
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