Portfolio Management Software and Forecast Market
1 Introduction to Research & Analysis Reports
1.1 Portfolio Management Software Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Portfolio Management Software Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Portfolio Management Software Overall Market Size
2.1 Global Portfolio Management Software Market Size: 2022 VS 2035
2.2 Global Portfolio Management Software Market Size, Prospects & Forecasts: 2018-2035
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Portfolio Management Software Players in Global Market
3.2 Top Global Portfolio Management Software Companies Ranked by Revenue
3.3 Global Portfolio Management Software Revenue by Companies
3.4 Top 3 and Top 5 Portfolio Management Software Companies in Global Market, by Revenue in 2022
3.5 Global Companies Portfolio Management Software Product Type
3.6 Tier 1, Tier 2 and Tier 3 Portfolio Management Software Players in Global Market
3.6.1 List of Global Tier 1 Portfolio Management Software Companies
3.6.2 List of Global Tier 2 and Tier 3 Portfolio Management Software Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Portfolio Management Software Market Size Markets, 2022 & 2035
4.1.2 Web-based
4.1.3 Cloud-based
4.2 By Type - Global Portfolio Management Software Revenue & Forecasts
4.2.1 By Type - Global Portfolio Management Software Revenue, 2018-2023
4.2.2 By Type - Global Portfolio Management Software Revenue, 2024-2035
4.2.3 By Type - Global Portfolio Management Software Revenue Market Share, 2018-2035
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Portfolio Management Software Market Size, 2022 & 2035
5.1.2 Small and Medium Business
5.1.3 Large Business
5.2 By Application - Global Portfolio Management Software Revenue & Forecasts
5.2.1 By Application - Global Portfolio Management Software Revenue, 2018-2023
5.2.2 By Application - Global Portfolio Management Software Revenue, 2024-2035
5.2.3 By Application - Global Portfolio Management Software Revenue Market Share, 2018-2035
6 Sights by Region
6.1 By Region - Global Portfolio Management Software Market Size, 2022 & 2035
6.2 By Region - Global Portfolio Management Software Revenue & Forecasts
6.2.1 By Region - Global Portfolio Management Software Revenue, 2018-2023
6.2.2 By Region - Global Portfolio Management Software Revenue, 2024-2035
6.2.3 By Region - Global Portfolio Management Software Revenue Market Share, 2018-2035
6.3 North America
6.3.1 By Country - North America Portfolio Management Software Revenue, 2018-2035
6.3.2 US Portfolio Management Software Market Size, 2018-2035
6.3.3 Canada Portfolio Management Software Market Size, 2018-2035
6.3.4 Mexico Portfolio Management Software Market Size, 2018-2035
6.4 Europe
6.4.1 By Country - Europe Portfolio Management Software Revenue, 2018-2035
6.4.2 Germany Portfolio Management Software Market Size, 2018-2035
6.4.3 France Portfolio Management Software Market Size, 2018-2035
6.4.4 U.K. Portfolio Management Software Market Size, 2018-2035
6.4.5 Italy Portfolio Management Software Market Size, 2018-2035
6.4.6 Russia Portfolio Management Software Market Size, 2018-2035
6.4.7 Nordic Countries Portfolio Management Software Market Size, 2018-2035
6.4.8 Benelux Portfolio Management Software Market Size, 2018-2035
6.5 Asia
6.5.1 By Region - Asia Portfolio Management Software Revenue, 2018-2035
6.5.2 China Portfolio Management Software Market Size, 2018-2035
6.5.3 Japan Portfolio Management Software Market Size, 2018-2035
6.5.4 South Korea Portfolio Management Software Market Size, 2018-2035
6.5.5 Southeast Asia Portfolio Management Software Market Size, 2018-2035
6.5.6 India Portfolio Management Software Market Size, 2018-2035
6.6 South America
6.6.1 By Country - South America Portfolio Management Software Revenue, 2018-2035
6.6.2 Brazil Portfolio Management Software Market Size, 2018-2035
6.6.3 Argentina Portfolio Management Software Market Size, 2018-2035
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Portfolio Management Software Revenue, 2018-2035
6.7.2 Turkey Portfolio Management Software Market Size, 2018-2035
6.7.3 Israel Portfolio Management Software Market Size, 2018-2035
6.7.4 Saudi Arabia Portfolio Management Software Market Size, 2018-2035
6.7.5 UAE Portfolio Management Software Market Size, 2018-2035
7 Portfolio Management Software Companies Profiles
7.1 Personal Capital
7.1.1 Personal Capital Company Summary
7.1.2 Personal Capital Business Overview
7.1.3 Personal Capital Portfolio Management Software Major Product Offerings
7.1.4 Personal Capital Portfolio Management Software Revenue in Global Market (2018-2023)
7.1.5 Personal Capital Key News & Latest Developments
7.2 Stator
7.2.1 Stator Company Summary
7.2.2 Stator Business Overview
7.2.3 Stator Portfolio Management Software Major Product Offerings
7.2.4 Stator Portfolio Management Software Revenue in Global Market (2018-2023)
7.2.5 Stator Key News & Latest Developments
7.3 eFront
7.3.1 eFront Company Summary
7.3.2 eFront Business Overview
7.3.3 eFront Portfolio Management Software Major Product Offerings
7.3.4 eFront Portfolio Management Software Revenue in Global Market (2018-2023)
7.3.5 eFront Key News & Latest Developments
7.4 Fund Manager
7.4.1 Fund Manager Company Summary
7.4.2 Fund Manager Business Overview
7.4.3 Fund Manager Portfolio Management Software Major Product Offerings
7.4.4 Fund Manager Portfolio Management Software Revenue in Global Market (2018-2023)
7.4.5 Fund Manager Key News & Latest Developments
7.5 CoStar
7.5.1 CoStar Company Summary
7.5.2 CoStar Business Overview
7.5.3 CoStar Portfolio Management Software Major Product Offerings
7.5.4 CoStar Portfolio Management Software Revenue in Global Market (2018-2023)
7.5.5 CoStar Key News & Latest Developments
7.6 SoftTarget
7.6.1 SoftTarget Company Summary
7.6.2 SoftTarget Business Overview
7.6.3 SoftTarget Portfolio Management Software Major Product Offerings
7.6.4 SoftTarget Portfolio Management Software Revenue in Global Market (2018-2023)
7.6.5 SoftTarget Key News & Latest Developments
7.7 Investment Account Manager
7.7.1 Investment Account Manager Company Summary
7.7.2 Investment Account Manager Business Overview
7.7.3 Investment Account Manager Portfolio Management Software Major Product Offerings
7.7.4 Investment Account Manager Portfolio Management Software Revenue in Global Market (2018-2023)
7.7.5 Investment Account Manager Key News & Latest Developments
7.8 Advent
7.8.1 Advent Company Summary
7.8.2 Advent Business Overview
7.8.3 Advent Portfolio Management Software Major Product Offerings
7.8.4 Advent Portfolio Management Software Revenue in Global Market (2018-2023)
7.8.5 Advent Key News & Latest Developments
7.9 Options Czar (Koona Software)
7.9.1 Options Czar (Koona Software) Company Summary
7.9.2 Options Czar (Koona Software) Business Overview
7.9.3 Options Czar (Koona Software) Portfolio Management Software Major Product Offerings
7.9.4 Options Czar (Koona Software) Portfolio Management Software Revenue in Global Market (2018-2023)
7.9.5 Options Czar (Koona Software) Key News & Latest Developments
7.10 Clarizen
7.10.1 Clarizen Company Summary
7.10.2 Clarizen Business Overview
7.10.3 Clarizen Portfolio Management Software Major Product Offerings
7.10.4 Clarizen Portfolio Management Software Revenue in Global Market (2018-2023)
7.10.5 Clarizen Key News & Latest Developments
7.11 Miles Software
7.11.1 Miles Software Company Summary
7.11.2 Miles Software Business Overview
7.11.3 Miles Software Portfolio Management Software Major Product Offerings
7.11.4 Miles Software Portfolio Management Software Revenue in Global Market (2018-2023)
7.11.5 Miles Software Key News & Latest Developments
7.12 OWL Software
7.12.1 OWL Software Company Summary
7.12.2 OWL Software Business Overview
7.12.3 OWL Software Portfolio Management Software Major Product Offerings
7.12.4 OWL Software Portfolio Management Software Revenue in Global Market (2018-2023)
7.12.5 OWL Software Key News & Latest Developments
7.13 Conifer Financial Services
7.13.1 Conifer Financial Services Company Summary
7.13.2 Conifer Financial Services Business Overview
7.13.3 Conifer Financial Services Portfolio Management Software Major Product Offerings
7.13.4 Conifer Financial Services Portfolio Management Software Revenue in Global Market (2018-2023)
7.13.5 Conifer Financial Services Key News & Latest Developments
7.14 FinFolio
7.14.1 FinFolio Company Summary
7.14.2 FinFolio Business Overview
7.14.3 FinFolio Portfolio Management Software Major Product Offerings
7.14.4 FinFolio Portfolio Management Software Revenue in Global Market (2018-2023)
7.14.5 FinFolio Key News & Latest Developments
7.15 Mprofit
7.15.1 Mprofit Company Summary
7.15.2 Mprofit Business Overview
7.15.3 Mprofit Portfolio Management Software Major Product Offerings
7.15.4 Mprofit Portfolio Management Software Revenue in Global Market (2018-2023)
7.15.5 Mprofit Key News & Latest Developments
7.16 InvestPlus
7.16.1 InvestPlus Company Summary
7.16.2 InvestPlus Business Overview
7.16.3 InvestPlus Portfolio Management Software Major Product Offerings
7.16.4 InvestPlus Portfolio Management Software Revenue in Global Market (2018-2023)
7.16.5 InvestPlus Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
List of Tables
Table 1. Portfolio Management Software Market Opportunities & Trends in Global Market
Table 2. Portfolio Management Software Market Drivers in Global Market
Table 3. Portfolio Management Software Market Restraints in Global Market
Table 4. Key Players of Portfolio Management Software in Global Market
Table 5. Top Portfolio Management Software Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Portfolio Management Software Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Portfolio Management Software Revenue Share by Companies, 2018-2023
Table 8. Global Companies Portfolio Management Software Product Type
Table 9. List of Global Tier 1 Portfolio Management Software Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Portfolio Management Software Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Portfolio Management Software Revenue, (US$, Mn), 2022 & 2035
Table 12. By Type - Portfolio Management Software Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Portfolio Management Software Revenue in Global (US$, Mn), 2024-2035
Table 14. By Application ? Global Portfolio Management Software Revenue, (US$, Mn), 2022 & 2035
Table 15. By Application - Portfolio Management Software Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Portfolio Management Software Revenue in Global (US$, Mn), 2024-2035
Table 17. By Region ? Global Portfolio Management Software Revenue, (US$, Mn), 2022 & 2035
Table 18. By Region - Global Portfolio Management Software Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Portfolio Management Software Revenue (US$, Mn), 2024-2035
Table 20. By Country - North America Portfolio Management Software Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Portfolio Management Software Revenue, (US$, Mn), 2024-2035
Table 22. By Country - Europe Portfolio Management Software Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Portfolio Management Software Revenue, (US$, Mn), 2024-2035
Table 24. By Region - Asia Portfolio Management Software Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Portfolio Management Software Revenue, (US$, Mn), 2024-2035
Table 26. By Country - South America Portfolio Management Software Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Portfolio Management Software Revenue, (US$, Mn), 2024-2035
Table 28. By Country - Middle East & Africa Portfolio Management Software Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Portfolio Management Software Revenue, (US$, Mn), 2024-2035
Table 30. Personal Capital Company Summary
Table 31. Personal Capital Portfolio Management Software Product Offerings
Table 32. Personal Capital Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 33. Personal Capital Key News & Latest Developments
Table 34. Stator Company Summary
Table 35. Stator Portfolio Management Software Product Offerings
Table 36. Stator Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 37. Stator Key News & Latest Developments
Table 38. eFront Company Summary
Table 39. eFront Portfolio Management Software Product Offerings
Table 40. eFront Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 41. eFront Key News & Latest Developments
Table 42. Fund Manager Company Summary
Table 43. Fund Manager Portfolio Management Software Product Offerings
Table 44. Fund Manager Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 45. Fund Manager Key News & Latest Developments
Table 46. CoStar Company Summary
Table 47. CoStar Portfolio Management Software Product Offerings
Table 48. CoStar Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 49. CoStar Key News & Latest Developments
Table 50. SoftTarget Company Summary
Table 51. SoftTarget Portfolio Management Software Product Offerings
Table 52. SoftTarget Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 53. SoftTarget Key News & Latest Developments
Table 54. Investment Account Manager Company Summary
Table 55. Investment Account Manager Portfolio Management Software Product Offerings
Table 56. Investment Account Manager Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 57. Investment Account Manager Key News & Latest Developments
Table 58. Advent Company Summary
Table 59. Advent Portfolio Management Software Product Offerings
Table 60. Advent Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 61. Advent Key News & Latest Developments
Table 62. Options Czar (Koona Software) Company Summary
Table 63. Options Czar (Koona Software) Portfolio Management Software Product Offerings
Table 64. Options Czar (Koona Software) Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 65. Options Czar (Koona Software) Key News & Latest Developments
Table 66. Clarizen Company Summary
Table 67. Clarizen Portfolio Management Software Product Offerings
Table 68. Clarizen Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 69. Clarizen Key News & Latest Developments
Table 70. Miles Software Company Summary
Table 71. Miles Software Portfolio Management Software Product Offerings
Table 72. Miles Software Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 73. Miles Software Key News & Latest Developments
Table 74. OWL Software Company Summary
Table 75. OWL Software Portfolio Management Software Product Offerings
Table 76. OWL Software Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 77. OWL Software Key News & Latest Developments
Table 78. Conifer Financial Services Company Summary
Table 79. Conifer Financial Services Portfolio Management Software Product Offerings
Table 80. Conifer Financial Services Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 81. Conifer Financial Services Key News & Latest Developments
Table 82. FinFolio Company Summary
Table 83. FinFolio Portfolio Management Software Product Offerings
Table 84. FinFolio Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 85. FinFolio Key News & Latest Developments
Table 86. Mprofit Company Summary
Table 87. Mprofit Portfolio Management Software Product Offerings
Table 88. Mprofit Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 89. Mprofit Key News & Latest Developments
Table 90. InvestPlus Company Summary
Table 91. InvestPlus Portfolio Management Software Product Offerings
Table 92. InvestPlus Portfolio Management Software Revenue (US$, Mn) & (2018-2023)
Table 93. InvestPlus Key News & Latest Developments
List of Figures
Figure 1. Portfolio Management Software Segment by Type in 2022
Figure 2. Portfolio Management Software Segment by Application in 2022
Figure 3. Global Portfolio Management Software Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Portfolio Management Software Market Size: 2022 VS 2035 (US$, Mn)
Figure 6. Global Portfolio Management Software Revenue, 2018-2035 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Portfolio Management Software Revenue in 2022
Figure 8. By Type - Global Portfolio Management Software Revenue Market Share, 2018-2035
Figure 9. By Application - Global Portfolio Management Software Revenue Market Share, 2018-2035
Figure 10. By Type - Global Portfolio Management Software Revenue, (US$, Mn), 2022 & 2035
Figure 11. By Type - Global Portfolio Management Software Revenue Market Share, 2018-2035
Figure 12. By Application - Global Portfolio Management Software Revenue, (US$, Mn), 2022 & 2035
Figure 13. By Application - Global Portfolio Management Software Revenue Market Share, 2018-2035
Figure 14. By Region - Global Portfolio Management Software Revenue Market Share, 2018-2035
Figure 15. By Country - North America Portfolio Management Software Revenue Market Share, 2018-2035
Figure 16. US Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 17. Canada Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 18. Mexico Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 19. By Country - Europe Portfolio Management Software Revenue Market Share, 2018-2035
Figure 20. Germany Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 21. France Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 22. U.K. Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 23. Italy Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 24. Russia Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 25. Nordic Countries Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 26. Benelux Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 27. By Region - Asia Portfolio Management Software Revenue Market Share, 2018-2035
Figure 28. China Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 29. Japan Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 30. South Korea Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 31. Southeast Asia Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 32. India Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 33. By Country - South America Portfolio Management Software Revenue Market Share, 2018-2035
Figure 34. Brazil Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 35. Argentina Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 36. By Country - Middle East & Africa Portfolio Management Software Revenue Market Share, 2018-2035
Figure 37. Turkey Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 38. Israel Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 39. Saudi Arabia Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 40. UAE Portfolio Management Software Revenue, (US$, Mn), 2018-2035
Figure 41. Personal Capital Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. Stator Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. eFront Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. Fund Manager Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. CoStar Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. SoftTarget Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. Investment Account Manager Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. Advent Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. Options Czar (Koona Software) Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. Clarizen Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 51. Miles Software Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 52. OWL Software Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 53. Conifer Financial Services Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 54. FinFolio Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 55. Mprofit Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 56. InvestPlus Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Industry Market Size
