Wealth management saas sector forecasts anticipate $4

Wealth management SaaS sector forecasts anticipate $4.8B in total market cap expansion over the next 18 months, correlating strongly with upgraded consensus earnings forecasts by Wall Street analysts. One of the first key points raised by Jenniskens is the "great wealth transfer," in which trillions of dollars are transferred from the Baby Boomer generation to their heirs, is driving a significant shift in wealth management. The four most important features of asset management software are real-time views of all assets, asset reporting and analytics, mobile access and support for tracking and scanning tools such as bar code scanners, RFID, QR codes and GPS devices. Wealth management SaaS adoption rates have reached 78% among independent advisors, fueling revenue acceleration in listed companies. Equity analysts forecast double-digit growth through FY2025 backed by high client retention metrics above 90%.