1.           Introduction

1.1         Scope of the Study

1.2         The Insight Partners Research Report Guidance

1.3         Market Segmentation

1.3.1        North America Wealth Management Platform Market – By Business Function

1.3.2        North America Wealth Management Platform Market – By Advisory Model

1.3.3        North America Wealth Management Platform Market – By Deployment Type

1.3.4        North America Wealth Management Platform Market – By End User

1.3.5        North America Wealth Management Platform Market – By Country

2.           Key Takeaways

3.        Research Methodology

3.1         Coverage

3.2         Secondary Research

3.3         Primary Research

4.           North America Wealth Management Platform Market Landscape

4.1         Market Overview

4.2         North America PEST Analysis

4.3         Ecosystem Analysis

4.4         Expert Opinion

5.           North America Wealth Management Platform Market- Key Market Dynamics

5.1         Market Drivers

5.1.1        Rising Adoption of Robo Advisors in Wealth Management

5.2         Market Restraints

5.2.1        High-Profile Data Privacy and Security Concerns

5.3         Market Opportunities

5.3.1        Rising Awareness of Long-Term Financial Planning

5.4         Future Trends

5.4.1        Combination of AI and Analytics in Wealth Management Platforms

5.5         Impact Analysis of Drivers and Restraints

6.           Wealth Management Platform Market – North America Analysis

6.1         North America Wealth Management Platform Market Overview

6.2         North America Wealth Management Platform Market Forecast and Analysis

7.           North America Wealth Management Platform Market – By Deployment Type

7.1         Overview

7.2         North America Wealth Management Platform, by Deployment Type (2020 and 2028)

7.3         Cloud

7.3.1        Overview

7.3.2        Cloud: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

7.4         On-Premise

7.4.1        Overview

7.4.2        On-Premise: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

8.           North America Wealth Management Platform Market – By Advisory Model

8.1         Overview

8.2         North America Wealth Management Platform, by Advisory Model (2020 and 2028)

8.3         Human advisory

8.3.1        Overview

8.3.2        Human Advisory: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

8.4         Robo Advisory

8.4.1        Overview

8.4.2        Robo Advisory: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

8.5         Hybrid

8.5.1        Overview

8.5.2        Hybrid: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

9.           North America Wealth Management Platform Market – By Business Function

9.1         Overview

9.2         North America Wealth Management Platform, by Business Function (2020 and 2028)

9.3         Performance Management

9.3.1        Overview

9.3.2        Performance Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

9.4         Risk and Compliance Management

9.4.1        Overview

9.4.2        Risk and Compliance Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

9.5         Portfolio Accounting and Trading Management

9.5.1        Overview

9.5.2        Portfolio Accounting and Trading Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

9.6         Financial Advice Management

9.6.1        Overview

9.6.2        Financial Advice Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

9.7         Reporting

9.7.1        Overview

9.7.2        Reporting: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

9.8         Others

9.8.1        Overview

9.8.2        Others: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

10.        North America Wealth Management Platform Market Analysis– By End User

10.1      Overview

10.2      North America Wealth Management Platform Market, by End User (2020 and 2028)

10.3      Investment Management Firms

10.3.1     Overview

10.3.2     Investment Management Firms: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

10.4      Trading & Exchange Firms

10.4.1     Overview

10.4.2     Trading & Exchange Firms: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

10.5      Banks

10.5.1     Overview

10.5.2     Banks: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

10.6      Brokerage Firms

10.6.1     Overview

10.6.2     Brokerage Firms: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

10.7      Others

10.7.1     Overview

10.7.2     Others: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

11.        North America Wealth Management Platform Market – Country Analysis

11.1      Overview

11.1.1     North America Wealth Management Platform Market Breakdown, By Country

11.1.1.1       US Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)

11.1.1.1.1       US Wealth Management Platform Market Breakdown, By Advisory Model

11.1.1.1.2       US Wealth Management Platform Market Breakdown, By Business Function

11.1.1.1.3       US Wealth Management Platform Market Breakdown, By Deployment Type

11.1.1.1.4       US Wealth Management Platform Market Breakdown, By End User

11.1.1.2       Canada Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)

11.1.1.2.1       Canada Wealth Management Platform Market Breakdown, By Advisory Model

11.1.1.2.2       Canada Wealth Management Platform Market Breakdown, By Business Function

11.1.1.2.3       Canada Wealth Management Platform Market Breakdown, By Deployment Type

11.1.1.2.4       Canada Wealth Management Platform Market Breakdown, By End User

11.1.1.3       Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)

11.1.1.3.1       Mexico Wealth Management Platform Market Breakdown, By Advisory Model

11.1.1.3.2       Mexico Wealth Management Platform Market Breakdown, By Business Function

11.1.1.3.3       Mexico Wealth Management Platform Market Breakdown, By Deployment Type

11.1.1.3.4       Mexico Wealth Management Platform Market Breakdown, By End User

12.        Industry Landscape

12.1      Overview

12.2      Market Initiative

13.        Company Profiles

13.1      Broadridge Financial Solutions, Inc.

13.1.1     Key Facts

13.1.2     Business Description

13.1.3     Products and Services

13.1.4     Financial Overview

13.1.5     SWOT Analysis

13.1.6     Key Developments

13.2      Comarch SA

13.2.1     Key Facts

13.2.2     Business Description

13.2.3     Products and Services

13.2.4     Financial Overview

13.2.5     SWOT Analysis

13.2.6     Key Developments

13.3      FIS Global

13.3.1     Key Facts

13.3.2     Business Description

13.3.3     Products and Services

13.3.4     Financial Overview

13.3.5     SWOT Analysis

13.3.6     Key Developments

13.4      InvestCloud

13.4.1     Key Facts

13.4.2     Business Description

13.4.3     Products and Services

13.4.4     Financial Overview

13.4.5     SWOT Analysis

13.4.6     Key Developments

13.5      Fiserv, Inc.

13.5.1     Key Facts

13.5.2     Business Description

13.5.3     Products and Services

13.5.4     Financial Overview

13.5.5     SWOT Analysis

13.5.6     Key Developments

13.6      InvestEdge, Inc.

13.6.1     Key Facts

13.6.2     Business Description

13.6.3     Products and Services

13.6.4     Financial Overview

13.6.5     SWOT Analysis

13.6.6     Key Developments

13.7      PROFILE SOFTWARE S.A

13.7.1     Key Facts

13.7.2     Business Description

13.7.3     Products and Services

13.7.4     Financial Overview

13.7.5     SWOT Analysis

13.7.6     Key Developments

13.8      SEI Investments Developments, Inc.

13.8.1     Key Facts

13.8.2     Business Description

13.8.3     Products and Services

13.8.4     Financial Overview

13.8.5     SWOT Analysis

13.8.6     Key Developments

13.9      SS&C Technologies, Inc.

13.9.1     Key Facts

13.9.2     Business Description

13.9.3     Products and Services

13.9.4     Financial Overview

13.9.5     SWOT Analysis

13.9.6     Key Developments

13.10   Temenos Headquarters SA

13.10.1  Key Facts

13.10.2  Business Description

13.10.3  Products and Services

13.10.4  Financial Overview

13.10.5  SWOT Analysis

13.10.6  Key Developments

14.        Appendix

14.1      About The Insight Partners

14.2      Glossary

LIST OF TABLES

Table 1.             North America Wealth Management Platform Market, Revenue and Forecast, 2019–2028 (US$ Mn)

Table 2.             US Wealth Management Platform Market, Revenue and Forecast To 2028 – By Advisory Model (US$ Mn)

Table 3.             US Wealth Management Platform Market, Revenue and Forecast To 2028 – By Business Function (US$ Mn)

Table 4.             US Wealth Management Platform Market, Revenue and Forecast To 2028 – By Deployment Type (US$ Mn)

Table 5.             US Wealth Management Platform Market, Revenue and Forecast To 2028 – By End User (US$ Mn)

Table 6.             Canada Wealth Management Platform Market, Revenue and Forecast To 2028 – By Advisory Model (US$ Mn)

Table 7.             Canada Wealth Management Platform Market, Revenue and Forecast To 2028 – By Business Function (US$ Mn)

Table 8.             Canada Wealth Management Platform Market, Revenue and Forecast To 2028 – By Deployment Type (US$ Mn)

Table 9.             Canada Wealth Management Platform Market, Revenue and Forecast To 2028 – By End User (US$ Mn)

Table 10.          Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 – By Advisory Model (US$ Mn)

Table 11.          Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 – By Business Function (US$ Mn)

Table 12.          Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 – By Deployment Type (US$ Mn)

Table 13.          Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 – By End User (US$ Mn)

Table 14.          Glossary of Terms, North America Wealth Management Platform Market

LIST OF FIGURES

Figure 1.           North America Wealth Management Platform Market Segmentation

Figure 2.           North America Wealth Management Platform Market Segmentation - Country

Figure 3.           North America Wealth Management Platform Market Overview

Figure 4.           North America Wealth Management Platform Market, By Advisory Model

Figure 5.           North America Wealth Management Platform Market, By Deployment Type

Figure 6.           North America Wealth Management Platform Market, By Country

Figure 7.           North America: PEST Analysis

Figure 8.           North America Wealth Management Platform Market Ecosystem Analysis

Figure 9.           Expert Opinion

Figure 10.        North America Wealth Management Platform Market Impact Analysis of Drivers and Restraints

Figure 11.        North America Wealth Management Platform Market, Forecast and Analysis (US$ Mn)

Figure 12.        North America Wealth Management Platform Market Revenue Share, by Deployment Type (2020 and 2028)

Figure 13.        North America Cloud: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 14.        North America On-Premise: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 15.        North America Wealth Management Platform Market Revenue Share, by Advisory Model (2020 and 2028)

Figure 16.        North America Human Advisory: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 17.        North America Robo Advisory: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 18.        North America Hybrid: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 19.        North America Wealth Management Platform Market Revenue Share, by Business Function (2020 and 2028)

Figure 20.        North America Performance Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 21.        North America Risk and Compliance Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 22.        North America Portfolio Accounting and Trading Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 23.        North America Financial Advice Management: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 24.        North America Reporting: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 25.        North America Others: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 26.        North America Wealth Management Platform Market Revenue Share, by End User (2020 and 2028)

Figure 27.        North America Investment Management Firms: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 28.        North America Trading & Exchange Firms: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 29.        North America Banks: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 30.        North America Brokerage Firms: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 31.        North America Others: Wealth Management Platform Market – Revenue and Forecast to 2028 (US$ Million)

Figure 32.        North America Wealth Management Platform Market, by Key Country - Revenue (2020) (US$ Mn)

Figure 33.        North America Wealth Management Platform Market Breakdown, By Country, 2020 and 2028(%)

Figure 34.        US Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)

Figure 35.        Canada Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)

Figure 36.        Mexico Wealth Management Platform Market, Revenue and Forecast To 2028 (US$ Mn)