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Global Portfolio Management Software Market Insights, Forecast to 2028

Global Portfolio Management Software Market Insights, Forecast to 2028

  • Category:ICT & Media
  • Published on : 19 July 2022
  • Pages :114
  • Formats:
  • Report Code:SMR-7214209
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Portfolio Management Software Market Size, Share 2022


Market Analysis and Insights: Global Portfolio Management Software Market

The global Portfolio Management Software market size is projected to reach US$ XX million by 2027, from US$ XX million in 2020, at a CAGR of XX% during 2021-2027.

With industry-standard accuracy in analysis and high data integrity, the report makes a brilliant attempt to unveil key opportunities available in the global Portfolio Management Software market to help players in achieving a strong market position. Buyers of the report can access verified and reliable market forecasts, including those for the overall size of the global Portfolio Management Software market in terms of revenue.

On the whole, the report proves to be an effective tool that players can use to gain a competitive edge over their competitors and ensure lasting success in the global Portfolio Management Software market. All of the findings, data, and information provided in the report are validated and revalidated with the help of trustworthy sources. The analysts who have authored the report took a unique and industry-best research and analysis approach for an in-depth study of the global Portfolio Management Software market.

Global Portfolio Management Software Scope and Market Size

Portfolio Management Software market is segmented by players, region (country), by Type and by Application. Players, stakeholders, and other participants in the global Portfolio Management Software market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by Type and by Application for the period 2017-2028.

Segment by Type

Web-based

Cloud-based

Segment by Application

Small and Medium Business

Large Business

By Company

Personal Capital

Stator

eFront

Fund Manager

CoStar

SoftTarget

Investment Account Manager

Advent

Options Czar (Koona Software)

Clarizen

Miles Software

OWL Software

Conifer Financial Services

FinFolio

Mprofit

InvestPlus

By Region

North America

United States

Canada

Europe

Germany

France

UK

Italy

Russia

Nordic Countries

Rest of Europe

Asia-Pacific

China

Japan

South Korea

Southeast Asia

India

Australia

Rest of Asia

Latin America

Mexico

Brazil

Rest of Latin America

Middle East & Africa

Turkey

Saudi Arabia

UAE

Rest of MEA

The information for each competitor/Company Profile includes:

  • Company Overview
  • Business Strategy
  • Key Product Offerings
  • Financial Performance
  • Key Performance Indicators
  • Risk Analysis
  • Recent Development
  • Regional Presence
  • SWOT Analysis 

The content of the study subjects includes a total of 15 chapters:

Chapter 1, describes Portfolio Management Software product scope, market overview, market opportunities, market driving force, and market risks.

Chapter 2, profiles the top manufacturers of Portfolio Management Software, with price, sales, revenue, and global market share of Portfolio Management Software from 2019 to 2022.

Chapter 3, the Portfolio Management Software competitive situation, sales, revenue, and global market share of top manufacturers are analyzed emphatically by landscape contrast.

Chapter 4, the Portfolio Management Software breakdown data are shown at the regional level, to show the sales, revenue and growth by regions, from 2017 to 2028.

Chapters 5 and 6, to segment the sales by Type and application, with sales market share and growth rate by type, and application, from 2017 to 2028.

Chapters 7, 8, 9, 10, and 11, to break the sales data at the country level, with sales, revenue, and market share for key countries in the world, from 2017 to 2022. and the Portfolio Management Software market forecast, by regions, type, and application, with sales and revenue, from 2023 to 2028.

Chapter 12, the key raw materials and key suppliers, and industry chain of Portfolio Management Software.

Chapter 13, 14, and 15, to describe Portfolio Management Software sales channel, distributors, customers, research findings and conclusion, appendix and data source.

Key Indicators Analysed:

  • Market Players & Competitor Analysis: The report covers the key players of the industry including Company Profile, Product Specifications, Production Capacity/Sales, Revenue, Price and Gross Margin 2016-2027 & Sales with a thorough analysis of the market?s competitive landscape and detailed information on vendors and comprehensive details of factors that will challenge the growth of major market vendors.
  • Global and Regional Market Analysis: The report includes Global & Regional market status and outlook 2016-2027. Further the report provides break down details about each region & countries covered in the report. Identifying its sales, sales volume & revenue forecast. With detailed analysis by types and applications.
  • Market Trends: Market key trends which include Increased Competition and Continuous Innovations.
  • Opportunities and Drivers: Identifying the Growing Demands and New Technology
  • Porters Five Force Analysis: The report provides with the state of competition in industry depending on five basic forces: threat of new entrants, bargaining power of suppliers, bargaining power of buyers, threat of substitute products or services, and existing industry rivalry.

Reasons to Purchase this Report:

  • Estimates 2022-2027 2021-2025 Portfolio Management Software Report on, Status and Forecast, by Players, Types and Applications market development trends with the recent trends and SWOT analysis
  • Market dynamics scenario, along with growth opportunities of the market in the years to come
  • Market segmentation analysis including qualitative and quantitative research incorporating the impact of economic and policy aspects
  • Regional and country level analysis integrating the demand and supply forces that are influencing the growth of the market.
  • Market value (USD Million) and volume (Units Million) data for each segment and sub-segment
  • Competitive landscape involving the market share of major players, along with the new projects and strategies adopted by players in the past five years
  • Comprehensive company profiles covering the product offerings, key financial information, recent developments, SWOT analysis, and strategies employed by the major market players
  • 1-year analyst support, along with the data support in excel format.

Research Methodology:

The research methodology used to estimate and forecast this market begins by capturing the revenues of the key players and their shares in the market. Various secondary sources such as press releases, annual reports, non-profit organizations, industry associations, governmental agencies and customs data, have been used to identify and collect information useful for this extensive commercial study of the market. Calculations based on this led to the overall market size. After arriving at the overall market size, the total market has been split into several segments and subsegments, which have then been verified through primary research by conducting extensive interviews with industry experts such as CEOs, VPs, directors, and executives. The data triangulation and market breakdown procedures have been employed to complete the overall market engineering process and arrive at the exact statistics for all segments and subsegments.

Report Attributes Report Details
Report Title Global Portfolio Management Software Market Insights, Forecast to 2028
Historical Year 2018 to 2022 (Data from 2010 can be provided as per availability)
Base Year 2021
Forecast Year 2029
Number of Pages 114 Pages
Customization Available Yes, the report can be customized as per your need.

TABLE OF CONTENTS

1 Report Business Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Portfolio Management Software Market Size Growth Rate by Type, 2017 VS 2021 VS 2028
1.2.2 Web-based
1.2.3 Cloud-based
1.3 Market by Application
1.3.1 Global Portfolio Management Software Market Size Growth Rate by Application, 2017 VS 2021 VS 2028
1.3.2 Small and Medium Business
1.3.3 Large Business
1.4 Study Objectives
1.5 Years Considered
2 Global Growth Trends
2.1 Global Portfolio Management Software Market Perspective (2017-2028)
2.2 Portfolio Management Software Growth Trends by Region
2.2.1 Portfolio Management Software Market Size by Region: 2017 VS 2021 VS 2028
2.2.2 Portfolio Management Software Historic Market Size by Region (2017-2022)
2.2.3 Portfolio Management Software Forecasted Market Size by Region (2023-2028)
2.3 Portfolio Management Software Market Dynamics
2.3.1 Portfolio Management Software Industry Trends
2.3.2 Portfolio Management Software Market Drivers
2.3.3 Portfolio Management Software Market Challenges
2.3.4 Portfolio Management Software Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Portfolio Management Software Players by Revenue
3.1.1 Global Top Portfolio Management Software Players by Revenue (2017-2022)
3.1.2 Global Portfolio Management Software Revenue Market Share by Players (2017-2022)
3.2 Global Portfolio Management Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Portfolio Management Software Revenue
3.4 Global Portfolio Management Software Market Concentration Ratio
3.4.1 Global Portfolio Management Software Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Portfolio Management Software Revenue in 2021
3.5 Portfolio Management Software Key Players Head office and Area Served
3.6 Key Players Portfolio Management Software Product Solution and Service
3.7 Date of Enter into Portfolio Management Software Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Portfolio Management Software Breakdown Data by Type
4.1 Global Portfolio Management Software Historic Market Size by Type (2017-2022)
4.2 Global Portfolio Management Software Forecasted Market Size by Type (2023-2028)
5 Portfolio Management Software Breakdown Data by Application
5.1 Global Portfolio Management Software Historic Market Size by Application (2017-2022)
5.2 Global Portfolio Management Software Forecasted Market Size by Application (2023-2028)
6 North America
6.1 North America Portfolio Management Software Market Size (2017-2028)
6.2 North America Portfolio Management Software Market Size by Type
6.2.1 North America Portfolio Management Software Market Size by Type (2017-2022)
6.2.2 North America Portfolio Management Software Market Size by Type (2023-2028)
6.2.3 North America Portfolio Management Software Market Share by Type (2017-2028)
6.3 North America Portfolio Management Software Market Size by Application
6.3.1 North America Portfolio Management Software Market Size by Application (2017-2022)
6.3.2 North America Portfolio Management Software Market Size by Application (2023-2028)
6.3.3 North America Portfolio Management Software Market Share by Application (2017-2028)
6.4 North America Portfolio Management Software Market Size by Country
6.4.1 North America Portfolio Management Software Market Size by Country (2017-2022)
6.4.2 North America Portfolio Management Software Market Size by Country (2023-2028)
6.4.3 U.S.
6.4.4 Canada
7 Europe
7.1 Europe Portfolio Management Software Market Size (2017-2028)
7.2 Europe Portfolio Management Software Market Size by Type
7.2.1 Europe Portfolio Management Software Market Size by Type (2017-2022)
7.2.2 Europe Portfolio Management Software Market Size by Type (2023-2028)
7.2.3 Europe Portfolio Management Software Market Share by Type (2017-2028)
7.3 Europe Portfolio Management Software Market Size by Application
7.3.1 Europe Portfolio Management Software Market Size by Application (2017-2022)
7.3.2 Europe Portfolio Management Software Market Size by Application (2023-2028)
7.3.3 Europe Portfolio Management Software Market Share by Application (2017-2028)
7.4 Europe Portfolio Management Software Market Size by Country
7.4.1 Europe Portfolio Management Software Market Size by Country (2017-2022)
7.4.2 Europe Portfolio Management Software Market Size by Country (2023-2028)
7.4.3 Germany
7.4.4 France
7.4.5 U.K.
7.4.6 Italy
7.4.7 Russia
7.4.8 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Portfolio Management Software Market Size (2017-2028)
8.2 Asia-Pacific Portfolio Management Software Market Size by Type
8.2.1 Asia-Pacific Portfolio Management Software Market Size by Type (2017-2022)
8.2.2 Asia-Pacific Portfolio Management Software Market Size by Type (2023-2028)
8.2.3 Asia-Pacific Portfolio Management Software Market Share by Type (2017-2028)
8.3 Asia-Pacific Portfolio Management Software Market Size by Application
8.3.1 Asia-Pacific Portfolio Management Software Market Size by Application (2017-2022)
8.3.2 Asia-Pacific Portfolio Management Software Market Size by Application (2023-2028)
8.3.3 Asia-Pacific Portfolio Management Software Market Share by Application (2017-2028)
8.4 Asia-Pacific Portfolio Management Software Market Size by Region
8.4.1 Asia-Pacific Portfolio Management Software Market Size by Region (2017-2022)
8.4.2 Asia-Pacific Portfolio Management Software Market Size by Region (2023-2028)
8.4.3 China
8.4.4 Japan
8.4.5 South Korea
8.4.6 Southeast Asia
8.4.7 India
8.4.8 Australia
9 Latin America
9.1 Latin America Portfolio Management Software Market Size (2017-2028)
9.2 Latin America Portfolio Management Software Market Size by Type
9.2.1 Latin America Portfolio Management Software Market Size by Type (2017-2022)
9.2.2 Latin America Portfolio Management Software Market Size by Type (2023-2028)
9.2.3 Latin America Portfolio Management Software Market Share by Type (2017-2028)
9.3 Latin America Portfolio Management Software Market Size by Application
9.3.1 Latin America Portfolio Management Software Market Size by Application (2017-2022)
9.3.2 Latin America Portfolio Management Software Market Size by Application (2023-2028)
9.3.3 Latin America Portfolio Management Software Market Share by Application (2017-2028)
9.4 Latin America Portfolio Management Software Market Size by Country
9.4.1 Latin America Portfolio Management Software Market Size by Country (2017-2022)
9.4.2 Latin America Portfolio Management Software Market Size by Country (2023-2028)
9.4.3 Mexico
9.4.4 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Portfolio Management Software Market Size (2017-2028)
10.2 Middle East & Africa Portfolio Management Software Market Size by Type
10.2.1 Middle East & Africa Portfolio Management Software Market Size by Type (2017-2022)
10.2.2 Middle East & Africa Portfolio Management Software Market Size by Type (2023-2028)
10.2.3 Middle East & Africa Portfolio Management Software Market Share by Type (2017-2028)
10.3 Middle East & Africa Portfolio Management Software Market Size by Application
10.3.1 Middle East & Africa Portfolio Management Software Market Size by Application (2017-2022)
10.3.2 Middle East & Africa Portfolio Management Software Market Size by Application (2023-2028)
10.3.3 Middle East & Africa Portfolio Management Software Market Share by Application (2017-2028)
10.4 Middle East & Africa Portfolio Management Software Market Size by Country
10.4.1 Middle East & Africa Portfolio Management Software Market Size by Country (2017-2022)
10.4.2 Middle East & Africa Portfolio Management Software Market Size by Country (2023-2028)
10.4.3 Turkey
10.4.4 Saudi Arabia
10.4.5 UAE
11 Key Players Profiles
11.1 Personal Capital
11.1.1 Personal Capital Company Details
11.1.2 Personal Capital Business Overview
11.1.3 Personal Capital Portfolio Management Software Introduction
11.1.4 Personal Capital Revenue in Portfolio Management Software Business (2017-2022)
11.1.5 Personal Capital Recent Developments
11.2 Stator
11.2.1 Stator Company Details
11.2.2 Stator Business Overview
11.2.3 Stator Portfolio Management Software Introduction
11.2.4 Stator Revenue in Portfolio Management Software Business (2017-2022)
11.2.5 Stator Recent Developments
11.3 eFront
11.3.1 eFront Company Details
11.3.2 eFront Business Overview
11.3.3 eFront Portfolio Management Software Introduction
11.3.4 eFront Revenue in Portfolio Management Software Business (2017-2022)
11.3.5 eFront Recent Developments
11.4 Fund Manager
11.4.1 Fund Manager Company Details
11.4.2 Fund Manager Business Overview
11.4.3 Fund Manager Portfolio Management Software Introduction
11.4.4 Fund Manager Revenue in Portfolio Management Software Business (2017-2022)
11.4.5 Fund Manager Recent Developments
11.5 CoStar
11.5.1 CoStar Company Details
11.5.2 CoStar Business Overview
11.5.3 CoStar Portfolio Management Software Introduction
11.5.4 CoStar Revenue in Portfolio Management Software Business (2017-2022)
11.5.5 CoStar Recent Developments
11.6 SoftTarget
11.6.1 SoftTarget Company Details
11.6.2 SoftTarget Business Overview
11.6.3 SoftTarget Portfolio Management Software Introduction
11.6.4 SoftTarget Revenue in Portfolio Management Software Business (2017-2022)
11.6.5 SoftTarget Recent Developments
11.7 Investment Account Manager
11.7.1 Investment Account Manager Company Details
11.7.2 Investment Account Manager Business Overview
11.7.3 Investment Account Manager Portfolio Management Software Introduction
11.7.4 Investment Account Manager Revenue in Portfolio Management Software Business (2017-2022)
11.7.5 Investment Account Manager Recent Developments
11.8 Advent
11.8.1 Advent Company Details
11.8.2 Advent Business Overview
11.8.3 Advent Portfolio Management Software Introduction
11.8.4 Advent Revenue in Portfolio Management Software Business (2017-2022)
11.8.5 Advent Recent Developments
11.9 Options Czar (Koona Software)
11.9.1 Options Czar (Koona Software) Company Details
11.9.2 Options Czar (Koona Software) Business Overview
11.9.3 Options Czar (Koona Software) Portfolio Management Software Introduction
11.9.4 Options Czar (Koona Software) Revenue in Portfolio Management Software Business (2017-2022)
11.9.5 Options Czar (Koona Software) Recent Developments
11.10 Clarizen
11.10.1 Clarizen Company Details
11.10.2 Clarizen Business Overview
11.10.3 Clarizen Portfolio Management Software Introduction
11.10.4 Clarizen Revenue in Portfolio Management Software Business (2017-2022)
11.10.5 Clarizen Recent Developments
11.11 Miles Software
11.11.1 Miles Software Company Details
11.11.2 Miles Software Business Overview
11.11.3 Miles Software Portfolio Management Software Introduction
11.11.4 Miles Software Revenue in Portfolio Management Software Business (2017-2022)
11.11.5 Miles Software Recent Developments
11.12 OWL Software
11.12.1 OWL Software Company Details
11.12.2 OWL Software Business Overview
11.12.3 OWL Software Portfolio Management Software Introduction
11.12.4 OWL Software Revenue in Portfolio Management Software Business (2017-2022)
11.12.5 OWL Software Recent Developments
11.13 Conifer Financial Services
11.13.1 Conifer Financial Services Company Details
11.13.2 Conifer Financial Services Business Overview
11.13.3 Conifer Financial Services Portfolio Management Software Introduction
11.13.4 Conifer Financial Services Revenue in Portfolio Management Software Business (2017-2022)
11.13.5 Conifer Financial Services Recent Developments
11.14 FinFolio
11.14.1 FinFolio Company Details
11.14.2 FinFolio Business Overview
11.14.3 FinFolio Portfolio Management Software Introduction
11.14.4 FinFolio Revenue in Portfolio Management Software Business (2017-2022)
11.14.5 FinFolio Recent Developments
11.15 Mprofit
11.15.1 Mprofit Company Details
11.15.2 Mprofit Business Overview
11.15.3 Mprofit Portfolio Management Software Introduction
11.15.4 Mprofit Revenue in Portfolio Management Software Business (2017-2022)
11.15.5 Mprofit Recent Developments
11.16 InvestPlus
11.16.1 InvestPlus Company Details
11.16.2 InvestPlus Business Overview
11.16.3 InvestPlus Portfolio Management Software Introduction
11.16.4 InvestPlus Revenue in Portfolio Management Software Business (2017-2022)
11.16.5 InvestPlus Recent Developments
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Author Details
13.3 Disclaimer

LIST OF TABLES & FIGURES

List of Tables
Table 1. Global Portfolio Management Software Market Size Growth Rate by Type (US$ Million), 2017 VS 2021 VS 2028
Table 2. Key Players of Web-based
Table 3. Key Players of Cloud-based
Table 4. Global Portfolio Management Software Market Size Growth Rate by Application (US$ Million), 2017 VS 2021 VS 2028
Table 5. Global Portfolio Management Software Market Size by Region (US$ Million): 2017 VS 2021 VS 2028
Table 6. Global Portfolio Management Software Market Size by Region (2017-2022) & (US$ Million)
Table 7. Global Portfolio Management Software Market Share by Region (2017-2022)
Table 8. Global Portfolio Management Software Forecasted Market Size by Region (2023-2028) & (US$ Million)
Table 9. Global Portfolio Management Software Market Share by Region (2023-2028)
Table 10. Portfolio Management Software Market Trends
Table 11. Portfolio Management Software Market Drivers
Table 12. Portfolio Management Software Market Challenges
Table 13. Portfolio Management Software Market Restraints
Table 14. Global Portfolio Management Software Revenue by Players (2017-2022) & (US$ Million)
Table 15. Global Portfolio Management Software Revenue Share by Players (2017-2022)
Table 16. Global Top Portfolio Management Software by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Portfolio Management Software as of 2021)
Table 17. Ranking of Global Top Portfolio Management Software Companies by Revenue (US$ Million) in 2021
Table 18. Global 5 Largest Players Market Share by Portfolio Management Software Revenue (CR5 and HHI) & (2017-2022)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players Portfolio Management Software Product Solution and Service
Table 21. Date of Enter into Portfolio Management Software Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Portfolio Management Software Market Size by Type (2017-2022) & (US$ Million)
Table 24. Global Portfolio Management Software Revenue Market Share by Type (2017-2022)
Table 25. Global Portfolio Management Software Forecasted Market Size by Type (2023-2028) & (US$ Million)
Table 26. Global Portfolio Management Software Revenue Market Share by Type (2023-2028)
Table 27. Global Portfolio Management Software Market Size by Application (2017-2022) & (US$ Million)
Table 28. Global Portfolio Management Software Revenue Share by Application (2017-2022)
Table 29. Global Portfolio Management Software Forecasted Market Size by Application (2023-2028) & (US$ Million)
Table 30. Global Portfolio Management Software Revenue Share by Application (2023-2028)
Table 31. North America Portfolio Management Software Market Size by Type (2017-2022) & (US$ Million)
Table 32. North America Portfolio Management Software Market Size by Type (2023-2028) & (US$ Million)
Table 33. North America Portfolio Management Software Market Size by Application (2017-2022) & (US$ Million)
Table 34. North America Portfolio Management Software Market Size by Application (2023-2028) & (US$ Million)
Table 35. North America Portfolio Management Software Market Size by Country (2017-2022) & (US$ Million)
Table 36. North America Portfolio Management Software Market Size by Country (2023-2028) & (US$ Million)
Table 37. Europe Portfolio Management Software Market Size by Type (2017-2022) & (US$ Million)
Table 38. Europe Portfolio Management Software Market Size by Type (2023-2028) & (US$ Million)
Table 39. Europe Portfolio Management Software Market Size by Application (2017-2022) & (US$ Million)
Table 40. Europe Portfolio Management Software Market Size by Application (2023-2028) & (US$ Million)
Table 41. Europe Portfolio Management Software Market Size by Country (2017-2022) & (US$ Million)
Table 42. Europe Portfolio Management Software Market Size by Country (2023-2028) & (US$ Million)
Table 43. Asia Pacific Portfolio Management Software Market Size by Type (2017-2022) & (US$ Million)
Table 44. Asia Pacific Portfolio Management Software Market Size by Type (2023-2028) & (US$ Million)
Table 45. Asia Pacific Portfolio Management Software Market Size by Application (2017-2022) & (US$ Million)
Table 46. Asia Pacific Portfolio Management Software Market Size by Application (2023-2028) & (US$ Million)
Table 47. Asia Pacific Portfolio Management Software Market Size by Region (2017-2022) & (US$ Million)
Table 48. Asia Pacific Portfolio Management Software Market Size by Region (2023-2028) & (US$ Million)
Table 49. Latin America Portfolio Management Software Market Size by Type (2017-2022) & (US$ Million)
Table 50. Latin America Portfolio Management Software Market Size by Type (2023-2028) & (US$ Million)
Table 51. Latin America Portfolio Management Software Market Size by Application (2017-2022) & (US$ Million)
Table 52. Latin America Portfolio Management Software Market Size by Application (2023-2028) & (US$ Million)
Table 53. Latin America Portfolio Management Software Market Size by Country (2017-2022) & (US$ Million)
Table 54. Latin America Portfolio Management Software Market Size by Country (2023-2028) & (US$ Million)
Table 55. Middle East and Africa Portfolio Management Software Market Size by Type (2017-2022) & (US$ Million)
Table 56. Middle East and Africa Portfolio Management Software Market Size by Type (2023-2028) & (US$ Million)
Table 57. Middle East and Africa Portfolio Management Software Market Size by Application (2017-2022) & (US$ Million)
Table 58. Middle East and Africa Portfolio Management Software Market Size by Application (2023-2028) & (US$ Million)
Table 59. Middle East and Africa Portfolio Management Software Market Size by Country (2017-2022) & (US$ Million)
Table 60. Middle East and Africa Portfolio Management Software Market Size by Country (2023-2028) & (US$ Million)
Table 61. Personal Capital Company Details
Table 62. Personal Capital Business Overview
Table 63. Personal Capital Portfolio Management Software Product
Table 64. Personal Capital Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 65. Personal Capital Recent Developments
Table 66. Stator Company Details
Table 67. Stator Business Overview
Table 68. Stator Portfolio Management Software Product
Table 69. Stator Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 70. Stator Recent Developments
Table 71. eFront Company Details
Table 72. eFront Business Overview
Table 73. eFront Portfolio Management Software Product
Table 74. eFront Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 75. eFront Recent Developments
Table 76. Fund Manager Company Details
Table 77. Fund Manager Business Overview
Table 78. Fund Manager Portfolio Management Software Product
Table 79. Fund Manager Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 80. Fund Manager Recent Developments
Table 81. CoStar Company Details
Table 82. CoStar Business Overview
Table 83. CoStar Portfolio Management Software Product
Table 84. CoStar Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 85. CoStar Recent Developments
Table 86. SoftTarget Company Details
Table 87. SoftTarget Business Overview
Table 88. SoftTarget Portfolio Management Software Product
Table 89. SoftTarget Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 90. SoftTarget Recent Developments
Table 91. Investment Account Manager Company Details
Table 92. Investment Account Manager Business Overview
Table 93. Investment Account Manager Portfolio Management Software Product
Table 94. Investment Account Manager Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 95. Investment Account Manager Recent Developments
Table 96. Advent Company Details
Table 97. Advent Business Overview
Table 98. Advent Portfolio Management Software Product
Table 99. Advent Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 100. Advent Recent Developments
Table 101. Options Czar (Koona Software) Company Details
Table 102. Options Czar (Koona Software) Business Overview
Table 103. Options Czar (Koona Software) Portfolio Management Software Product
Table 104. Options Czar (Koona Software) Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 105. Options Czar (Koona Software) Recent Developments
Table 106. Clarizen Company Details
Table 107. Clarizen Business Overview
Table 108. Clarizen Portfolio Management Software Product
Table 109. Clarizen Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 110. Clarizen Recent Developments
Table 111. Miles Software Company Details
Table 112. Miles Software Business Overview
Table 113. Miles Software Portfolio Management Software Product
Table 114. Miles Software Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 115. Miles Software Recent Developments
Table 116. OWL Software Company Details
Table 117. OWL Software Business Overview
Table 118. OWL Software Portfolio Management Software Product
Table 119. OWL Software Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 120. OWL Software Recent Developments
Table 121. Conifer Financial Services Company Details
Table 122. Conifer Financial Services Business Overview
Table 123. Conifer Financial Services Portfolio Management Software Product
Table 124. Conifer Financial Services Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 125. Conifer Financial Services Recent Developments
Table 126. FinFolio Company Details
Table 127. FinFolio Business Overview
Table 128. FinFolio Portfolio Management Software Product
Table 129. FinFolio Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 130. FinFolio Recent Developments
Table 131. Mprofit Company Details
Table 132. Mprofit Business Overview
Table 133. Mprofit Portfolio Management Software Product
Table 134. Mprofit Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 135. Mprofit Recent Developments
Table 136. InvestPlus Company Details
Table 137. InvestPlus Business Overview
Table 138. InvestPlus Portfolio Management Software Product
Table 139. InvestPlus Revenue in Portfolio Management Software Business (2017-2022) & (US$ Million)
Table 140. InvestPlus Recent Developments
Table 141. Research Programs/Design for This Report
Table 142. Key Data Information from Secondary Sources
Table 143. Key Data Information from Primary Sources
List of Figures
Figure 1. Global Portfolio Management Software Market Share by Type: 2021 VS 2028
Figure 2. Web-based Features
Figure 3. Cloud-based Features
Figure 4. Global Portfolio Management Software Market Share by Application: 2021 VS 2028
Figure 5. Small and Medium Business Case Studies
Figure 6. Large Business Case Studies
Figure 7. Portfolio Management Software Report Years Considered
Figure 8. Global Portfolio Management Software Market Size (US$ Million), Year-over-Year: 2017-2028
Figure 9. Global Portfolio Management Software Market Size, (US$ Million), 2017 VS 2021 VS 2028
Figure 10. Global Portfolio Management Software Market Share by Region: 2021 VS 2028
Figure 11. Global Portfolio Management Software Market Share by Players in 2021
Figure 12. Global Top Portfolio Management Software Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Portfolio Management Software as of 2021)
Figure 13. The Top 10 and 5 Players Market Share by Portfolio Management Software Revenue in 2021
Figure 14. North America Portfolio Management Software Market Size YoY (2017-2028) & (US$ Million)
Figure 15. North America Portfolio Management Software Market Size Market Share by Type (2017-2028)
Figure 16. North America Portfolio Management Software Market Size Market Share by Application (2017-2028)
Figure 17. North America Portfolio Management Software Market Size Share by Country (2017-2028)
Figure 18. United States Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 19. Canada Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 20. Europe Portfolio Management Software Market Size YoY (2017-2028) & (US$ Million)
Figure 21. Europe Portfolio Management Software Market Size Market Share by Type (2017-2028)
Figure 22. Europe Portfolio Management Software Market Size Market Share by Application (2017-2028)
Figure 23. Europe Portfolio Management Software Market Size Share by Country (2017-2028)
Figure 24. Germany Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 25. France Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 26. U.K. Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 27. Italy Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 28. Russia Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 29. Nordic Countries Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 30. Asia-Pacific Portfolio Management Software Market Size YoY (2017-2028) & (US$ Million)
Figure 31. Asia Pacific Portfolio Management Software Market Size Market Share by Type (2017-2028)
Figure 32. Asia Pacific Portfolio Management Software Market Size Market Share by Application (2017-2028)
Figure 33. Asia Pacific Portfolio Management Software Market Size Share by Region (2017-2028)
Figure 34. China Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 35. Japan Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 36. South Korea Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 37. Southeast Asia Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 38. India Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 39. Australia Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
List of Figures
Figure 40. Latin America Portfolio Management Software Market Size YoY (2017-2028) & (US$ Million)
Figure 41. Latin America Portfolio Management Software Market Size Market Share by Type (2017-2028)
Figure 42. Latin America Portfolio Management Software Market Size Market Share by Application (2017-2028)
Figure 43. Latin America Portfolio Management Software Market Size Share by Country (2017-2028)
Figure 44. Mexico Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 45. Brazil Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 46. Middle East & Africa Portfolio Management Software Market Size YoY (2017-2028) & (US$ Million)
Figure 47. Middle East and Africa Portfolio Management Software Market Size Market Share by Type (2017-2028)
Figure 48. Middle East and Africa Portfolio Management Software Market Size Market Share by Application (2017-2028)
Figure 49. Middle East and Africa Portfolio Management Software Market Size Share by Country (2017-2028)
Figure 50. Turkey Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 51. Saudi Arabia Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 52. UAE Portfolio Management Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 53. Personal Capital Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 54. Stator Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 55. eFront Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 56. Fund Manager Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 57. CoStar Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 58. SoftTarget Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 59. Investment Account Manager Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 60. Advent Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 61. Options Czar (Koona Software) Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 62. Clarizen Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 63. Miles Software Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 64. OWL Software Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 65. Conifer Financial Services Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 66. FinFolio Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 67. Mprofit Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 68. InvestPlus Revenue Growth Rate in Portfolio Management Software Business (2017-2022)
Figure 69. Bottom-up and Top-down Approaches for This Report
Figure 70. Data Triangulation
Figure 71. Key Executives Interviewed

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