1 Study Coverage 1.1 Wealth Management Software Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Introduction 1.2 Global Wealth Management Software Outlook 2017 VS 2022 VS 2028 1.2.1 Global Wealth Management Software Market Size for the Year 2017-2028 1.2.2 Global Wealth Management Software Market Size for the Year 2017-2028 1.3 Wealth Management Software Market Size, United States VS Global, 2017 VS 2022 VS 2028 1.3.1 The Market Share of United States Wealth Management Software in Global, 2017 VS 2022 VS 2028 1.3.2 The Growth Rate of Wealth Management Software Market Size, United States VS Global, 2017 VS 2022 VS 2028 1.4 Wealth Management Software Market Dynamics 1.4.1 Wealth Management Software Industry Trends 1.4.2 Wealth Management Software Market Drivers 1.4.3 Wealth Management Software Market Challenges 1.4.4 Wealth Management Software Market Restraints 1.5 Study Objectives 1.6 Years Considered 2 Wealth Management Software by Type 2.1 Wealth Management Software Market Segment by Type 2.1.1 Cloud-Based 2.1.2 On-Premise 2.2 Global Wealth Management Software Market Size by Type (2017, 2022 & 2028) 2.3 Global Wealth Management Software Market Size by Type (2017-2028) 2.4 United States Wealth Management Software Market Size by Type (2017, 2022 & 2028) 2.5 United States Wealth Management Software Market Size by Type (2017-2028) 3 Wealth Management Software by Application 3.1 Wealth Management Software Market Segment by Application 3.1.1 SME 3.1.2 Large Enterprise 3.1.3 Personal Use 3.1.4 Others 3.2 Global Wealth Management Software Market Size by Application (2017, 2022 & 2028) 3.3 Global Wealth Management Software Market Size by Application (2017-2028) 3.4 United States Wealth Management Software Market Size by Application (2017, 2022 & 2028) 3.5 United States Wealth Management Software Market Size by Application (2017-2028) 4 Global Wealth Management Software Competitor Landscape by Company 4.1 Global Wealth Management Software Market Size by Company 4.1.1 Top Global Wealth Management Software Companies Ranked by Revenue (2021) 4.1.2 Global Wealth Management Software Revenue by Player (2017-2022) 4.2 Global Wealth Management Software Concentration Ratio (CR) 4.2.1 Wealth Management Software Market Concentration Ratio (CR) (2017-2022) 4.2.2 Global Top 5 and Top 10 Largest Companies of Wealth Management Software in 2021 4.2.3 Global Wealth Management Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3) 4.3 Global Wealth Management Software Headquarters, Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Type 4.3.1 Global Wealth Management Software Headquarters and Area Served 4.3.2 Global Wealth Management Software Companies Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Type 4.3.3 Date of International Companies Enter into Wealth Management Software Market 4.4 Companies Mergers & Acquisitions, Expansion Plans 4.5 United States Wealth Management Software Market Size by Company 4.5.1 Top Wealth Management Software Players in United States, Ranked by Revenue (2021) 4.5.2 United States Wealth Management Software Revenue by Players (2020, 2021 & 2022) 5 Global Wealth Management Software Market Size by Region 5.1 Global Wealth Management Software Market Size by Region: 2017 VS 2022 VS 2028 5.2 Global Wealth Management Software Market Size by Region (2017-2028) 5.2.1 Global Wealth Management Software Market Size by Region: 2017-2022 5.2.2 Global Wealth Management Software Market Size by Region (2023-2028) 6 Segment in Region Level & Country Level 6.1 North America 6.1.1 North America Wealth Management Software Market Size YoY Growth 2017-2028 6.1.2 North America Wealth Management Software Market Facts & Figures by Country (2017, 2022 & 2028) 6.1.3 U.S. 6.1.4 Canada 6.2 Asia-Pacific 6.2.1 Asia-Pacific Wealth Management Software Market Size YoY Growth 2017-2028 6.2.2 Asia-Pacific Wealth Management Software Market Facts & Figures by Region (2017, 2022 & 2028) 6.2.3 China 6.2.4 Japan 6.2.5 South Korea 6.2.6 India 6.2.7 Australia 6.2.8 Taiwan 6.2.9 Indonesia 6.2.10 Thailand 6.2.11 Malaysia 6.2.12 Philippines 6.3 Europe 6.3.1 Europe Wealth Management Software Market Size YoY Growth 2017-2028 6.3.2 Europe Wealth Management Software Market Facts & Figures by Country (2017, 2022 & 2028) 6.3.3 Germany 6.3.4 France 6.3.5 U.K. 6.3.6 Italy 6.3.7 Russia 6.4 Latin America 6.4.1 Latin America Wealth Management Software Market Size YoY Growth 2017-2028 6.4.2 Latin America Wealth Management Software Market Facts & Figures by Country (2017, 2022 & 2028) 6.4.3 Mexico 6.4.4 Brazil 6.4.5 Argentina 6.5 Middle East and Africa 6.5.1 Middle East and Africa Wealth Management Software Market Size YoY Growth 2017-2028 6.5.2 Middle East and Africa Wealth Management Software Market Facts & Figures by Country (2017, 2022 & 2028) 6.5.3 Turkey 6.5.4 Saudi Arabia 6.5.5 U.A.E 7 Company Profiles 7.1 Misys 7.1.1 Misys Company Details 7.1.2 Misys Business Overview 7.1.3 Misys Wealth Management Software Introduction 7.1.4 Misys Revenue in Wealth Management Software Business (2017-2022) 7.1.5 Misys Recent Development 7.2 Temenos 7.2.1 Temenos Company Details 7.2.2 Temenos Business Overview 7.2.3 Temenos Wealth Management Software Introduction 7.2.4 Temenos Revenue in Wealth Management Software Business (2017-2022) 7.2.5 Temenos Recent Development 7.3 FIS 7.3.1 FIS Company Details 7.3.2 FIS Business Overview 7.3.3 FIS Wealth Management Software Introduction 7.3.4 FIS Revenue in Wealth Management Software Business (2017-2022) 7.3.5 FIS Recent Development 7.4 SS&C Tech 7.4.1 SS&C Tech Company Details 7.4.2 SS&C Tech Business Overview 7.4.3 SS&C Tech Wealth Management Software Introduction 7.4.4 SS&C Tech Revenue in Wealth Management Software Business (2017-2022) 7.4.5 SS&C Tech Recent Development 7.5 SimCorp 7.5.1 SimCorp Company Details 7.5.2 SimCorp Business Overview 7.5.3 SimCorp Wealth Management Software Introduction 7.5.4 SimCorp Revenue in Wealth Management Software Business (2017-2022) 7.5.5 SimCorp Recent Development 7.6 Eze Software 7.6.1 Eze Software Company Details 7.6.2 Eze Software Business Overview 7.6.3 Eze Software Wealth Management Software Introduction 7.6.4 Eze Software Revenue in Wealth Management Software Business (2017-2022) 7.6.5 Eze Software Recent Development 7.7 Salesforce 7.7.1 Salesforce Company Details 7.7.2 Salesforce Business Overview 7.7.3 Salesforce Wealth Management Software Introduction 7.7.4 Salesforce Revenue in Wealth Management Software Business (2017-2022) 7.7.5 Salesforce Recent Development 7.8 FactSet Insight 7.8.1 FactSet Insight Company Details 7.8.2 FactSet Insight Business Overview 7.8.3 FactSet Insight Wealth Management Software Introduction 7.8.4 FactSet Insight Revenue in Wealth Management Software Business (2017-2022) 7.8.5 FactSet Insight Recent Development 7.9 AdvisorEngine 7.9.1 AdvisorEngine Company Details 7.9.2 AdvisorEngine Business Overview 7.9.3 AdvisorEngine Wealth Management Software Introduction 7.9.4 AdvisorEngine Revenue in Wealth Management Software Business (2017-2022) 7.9.5 AdvisorEngine Recent Development 7.10 Miles Software 7.10.1 Miles Software Company Details 7.10.2 Miles Software Business Overview 7.10.3 Miles Software Wealth Management Software Introduction 7.10.4 Miles Software Revenue in Wealth Management Software Business (2017-2022) 7.10.5 Miles Software Recent Development 8 Research Findings and Conclusion 9 Appendix 9.1 Research Methodology 9.1.1 Methodology/Research Approach 9.1.2 Data Source 9.2 Author Details 9.3 Disclaimer

List of Tables Table 1. Wealth Management Software Market Size United States VS Global, CAGR (2017 VS 2022 VS 2028) Table 2. Wealth Management Software Market Trends Table 3. Wealth Management Software Market Drivers Table 4. Wealth Management Software Market Challenges Table 5. Wealth Management Software Market Restraints Table 6. Global Wealth Management Software Market Size by Type: 2017 VS 2022 VS 2028 (US$ Million) Table 7. United States Wealth Management Software Market Size by Type: 2017 VS 2022 VS 2028 (US$ Million) Table 8. Global Wealth Management Software Market Size by Application: 2017 VS 2022 VS 2028 (US$ Million) Table 9. United States Wealth Management Software Market Size by Application: 2017 VS 2022 VS 2028 (US$ Million) Table 10. Top Wealth Management Software Companies in Global Market, Ranking by Revenue (2021) Table 11. Global Wealth Management Software Revenue by Player, (US$ Million), 2017-2022 Table 12. Global Wealth Management Software Revenue Share by Player, 2017-2022 Table 13. Global Wealth Management Software Companies Market Concentration Ratio (CR5 and HHI) Table 14. Global Wealth Management Software by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management Software as of 2021) Table 15. Top Players of Wealth Management Software in Global Market, Headquarters and Area Served Table 16. Companies Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Type Table 17. Date of International Companies Enter into Wealth Management Software Market Table 18. Companies Mergers & Acquisitions, Expansion Plans Table 19. Top Wealth Management Software Players in United States Market, Ranking by Revenue (2021) Table 20. United States Wealth Management Software Revenue by Players, (US$ Million), 2020, 2021 & 2022 Table 21. United States Wealth Management Software Revenue Share by Players, 2020, 2021 & 2022 Table 22. Global Wealth Management Software Market Size by Region (US$ Million): 2017 VS 2022 VS 2028 Table 23. Global Wealth Management Software Market Size by Region (2017-2022) & (US$ Million) Table 24. Global Wealth Management Software Market Size Forecast by Region (2023-2028) & (US$ Million) Table 25. North America Wealth Management Software Sales in Value by Country (2017-2028) & (US$ Million) Table 26. Asia Pacific Wealth Management Software Sales in Value by Region (2017-2028) & (US$ Million) Table 27. Europe Wealth Management Software Sales in Value by Country (2017-2028) & (US$ Million) Table 28. Latin Americaa Wealth Management Software Sales in Value by Country (2017-2028) & (US$ Million) Table 29. Middle East and Africa Wealth Management Software Sales in Value by Country (2017-2028) & (US$ Million) Table 30. Misys Company Details Table 31. Misys Business Overview Table 32. Misys Wealth Management Software Product Table 33. Misys Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 34. Misys Recent Development Table 35. Temenos Company Details Table 36. Temenos Business Overview Table 37. Temenos Wealth Management Software Product Table 38. Temenos Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 39. Temenos Recent Development Table 40. FIS Company Details Table 41. FIS Business Overview Table 42. FIS Wealth Management Software Product Table 43. FIS Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 44. FIS Recent Development Table 45. SS&C Tech Company Details Table 46. SS&C Tech Business Overview Table 47. SS&C Tech Wealth Management Software Product Table 48. SS&C Tech Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 49. SS&C Tech Recent Development Table 50. SimCorp Company Details Table 51. SimCorp Business Overview Table 52. SimCorp Wealth Management Software Product Table 53. SimCorp Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 54. SimCorp Recent Development Table 55. Eze Software Company Details Table 56. Eze Software Business Overview Table 57. Eze Software Wealth Management Software Product Table 58. Eze Software Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 59. Eze Software Recent Development Table 60. Salesforce Company Details Table 61. Salesforce Business Overview Table 62. Salesforce Wealth Management Software Product Table 63. Salesforce Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 64. Salesforce Recent Development Table 65. FactSet Insight Company Details Table 66. FactSet Insight Business Overview Table 67. FactSet Insight Wealth Management Software Product Table 68. FactSet Insight Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 69. FactSet Insight Recent Development Table 70. AdvisorEngine Company Details Table 71. AdvisorEngine Business Overview Table 72. AdvisorEngine Wealth Management Software Product Table 73. AdvisorEngine Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 74. AdvisorEngine Recent Development Table 75. Miles Software Company Details Table 76. Miles Software Business Overview Table 77. Miles Software Wealth Management Software Product Table 78. Miles Software Revenue in Wealth Management Software Business (2017-2022) & (US$ Million) Table 79. Miles Software Recent Development Table 80. Research Programs/Design for This Report Table 81. Key Data Information from Secondary Sources Table 82. Key Data Information from Primary Sources List of Figures Figure 1. Wealth Management Software Product Picture Figure 2. Global Wealth Management Software Market Size, (US$ Million), 2017 VS 2022 VS 2028 Figure 3. Global Wealth Management Software Market Size 2017-2028 (US$ Million) Figure 4. United States Wealth Management Software Market Size, (US$ Million), 2017 VS 2022 VS 2028 Figure 5. United States Wealth Management Software Market Size 2017-2028 (US$ Million) Figure 6. United States Wealth Management Software Market Share in Global 2017-2028 Figure 7. Wealth Management Software Report Years Considered Figure 8. Product Picture of Cloud-Based Figure 9. Product Picture of On-Premise Figure 10. Global Wealth Management Software Market Share by Type in 2022 & 2028 Figure 11. Global Wealth Management Software Market Size by Type (2017-2028) & (US$ Million) Figure 12. Global Wealth Management Software Market Share by Type (2017-2028) Figure 13. United States Wealth Management Software Market Share by Type in 2022 & 2028 Figure 14. United States Wealth Management Software Market Size by Type (2017-2028) & (US$ Million) Figure 15. United States Wealth Management Software Market Share by Type (2017-2028) Figure 16. Product Picture of SME Figure 17. Product Picture of Large Enterprise Figure 18. Product Picture of Personal Use Figure 19. Product Picture of Others Figure 20. Global Wealth Management Software Market Share by Application in 2022 & 2028 Figure 21. Global Wealth Management Software Market Size by Application (2017-2028) & (US$ Million) Figure 22. Global Wealth Management Software Market Share by Application (2017-2028) Figure 23. United States Wealth Management Software Market Share by Application in 2022 & 2028 Figure 24. United States Wealth Management Software Market Size by Application (2017-2028) & (US$ Million) Figure 25. United States Wealth Management Software Market Share by Application (2017-2028) Figure 26. North America Wealth Management Software Market Size Growth Rate 2017-2028 (US$ Million) Figure 27. U.S. Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 28. Canada Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 29. Europe Wealth Management Software Market Size Growth Rate 2017-2028 (US$ Million) Figure 30. Germany Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 31. France Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 32. U.K. Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 33. Italy Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 34. Russia Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 35. Asia-Pacific Wealth Management Software Market Size Growth Rate 2017-2028 (US$ Million) Figure 36. China Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 37. Japan Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 38. South Korea Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 39. India Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 40. Australia Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 41. Taiwan Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 42. Indonesia Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 43. Thailand Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 44. Malaysia Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 45. Philippines Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 46. Latin America Wealth Management Software Market Size Growth Rate 2017-2028 (US$ Million) Figure 47. Mexico Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 48. Brazil Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 49. Argentina Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 50. Middle East & Africa Wealth Management Software Market Size Growth Rate 2017-2028 (US$ Million) Figure 51. Turkey Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 52. Saudi Arabia Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 53. U.A.E Wealth Management Software Market Size Growth Rate (2017-2028) & (US$ Million) Figure 54. Misys Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 55. Temenos Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 56. FIS Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 57. SS&C Tech Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 58. SimCorp Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 59. Eze Software Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 60. Salesforce Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 61. FactSet Insight Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 62. AdvisorEngine Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 63. Miles Software Revenue Growth Rate in Wealth Management Software Business (2017-2022) Figure 64. Bottom-up and Top-down Approaches for This Report Figure 65. Data Triangulation Figure 66. Key Executives Interviewed

Misys Temenos FIS SS&C Tech SimCorp Eze Software Salesforce FactSet Insight AdvisorEngine Miles Software