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Portfolio Management Software Market Size, Share 2022
This report contains market size and forecasts of Portfolio Management Software in Global, including the following market information:
The global Portfolio Management Software market was valued at million in 2021 and is projected to reach US$ million by 2028, at a CAGR of % during the forecast period.
- The U.S. Market is Estimated at $ Million in 2021, While China is Forecast to Reach $ Million by 2028.
- Web-based Segment to Reach $ Million by 2028, with a % CAGR in next six years.
- The global key manufacturers of Portfolio Management Software include Personal Capital, Stator, eFront, Fund Manager, CoStar, SoftTarget, Investment Account Manager, Advent and Options Czar (Koona Software), etc. In 2021, the global top five players have a share approximately % in terms of revenue.
- We has surveyed the Portfolio Management Software companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Portfolio Management Software Market, by Type, 2017-2022, 2023-2028 ($ millions)
Global Portfolio Management Software Market Segment Percentages, by Type, 2021 (%)
Global Portfolio Management Software Market, by Application, 2017-2022, 2023-2028 ($ millions)
Global Portfolio Management Software Market Segment Percentages, by Application, 2021 (%)
- Small and Medium Business
- Large Business
Global Portfolio Management Software Market, By Region and Country, 2017-2022, 2023-2028 ($ Millions)
Global Portfolio Management Software Market Segment Percentages, By Region and Country, 2021 (%)
- North America
- US
- Canada
- Mexico
- Europe
- Germany
- France
- U.K.
- Italy
- Russia
- Nordic Countries
- Benelux
- Rest of Europe
- Asia
- China
- Japan
- South Korea
- Southeast Asia
- India
- Rest of Asia
- South America
- Brazil
- Argentina
- Rest of South America
- Middle East & Africa
- Turkey
- Israel
- Saudi Arabia
- UAE
- Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
- Key companies Portfolio Management Software revenues in global market, 2017-2022 (estimated), ($ millions)
- Key companies Portfolio Management Software revenues share in global market, 2021 (%)
Further, the report presents profiles of competitors in the market, key players include:
- 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
| Report Attributes |
Report Details |
| Report Title |
Portfolio Management Software Market, Global Outlook and Forecast 2022-2028 |
| Historical Year |
2018 to 2022 (Data from 2010 can be provided as per availability) |
| Base Year |
2021 |
| Forecast Year |
2029 |
| Number of Pages |
102 Pages |
| Customization Available |
Yes, the report can be customized as per your need. |
TABLE OF CONTENTS
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: 2021 VS 2028
2.2 Global Portfolio Management Software Market Size, Prospects & Forecasts: 2017-2028
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 2021
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, 2021 & 2028
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, 2017-2022
4.2.2 By Type - Global Portfolio Management Software Revenue, 2023-2028
4.2.3 By Type - Global Portfolio Management Software Revenue Market Share, 2017-2028
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Portfolio Management Software Market Size, 2021 & 2028
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, 2017-2022
5.2.2 By Application - Global Portfolio Management Software Revenue, 2023-2028
5.2.3 By Application - Global Portfolio Management Software Revenue Market Share, 2017-2028
6 Sights by Region
6.1 By Region - Global Portfolio Management Software Market Size, 2021 & 2028
6.2 By Region - Global Portfolio Management Software Revenue & Forecasts
6.2.1 By Region - Global Portfolio Management Software Revenue, 2017-2022
6.2.2 By Region - Global Portfolio Management Software Revenue, 2023-2028
6.2.3 By Region - Global Portfolio Management Software Revenue Market Share, 2017-2028
6.3 North America
6.3.1 By Country - North America Portfolio Management Software Revenue, 2017-2028
6.3.2 US Portfolio Management Software Market Size, 2017-2028
6.3.3 Canada Portfolio Management Software Market Size, 2017-2028
6.3.4 Mexico Portfolio Management Software Market Size, 2017-2028
6.4 Europe
6.4.1 By Country - Europe Portfolio Management Software Revenue, 2017-2028
6.4.2 Germany Portfolio Management Software Market Size, 2017-2028
6.4.3 France Portfolio Management Software Market Size, 2017-2028
6.4.4 U.K. Portfolio Management Software Market Size, 2017-2028
6.4.5 Italy Portfolio Management Software Market Size, 2017-2028
6.4.6 Russia Portfolio Management Software Market Size, 2017-2028
6.4.7 Nordic Countries Portfolio Management Software Market Size, 2017-2028
6.4.8 Benelux Portfolio Management Software Market Size, 2017-2028
6.5 Asia
6.5.1 By Region - Asia Portfolio Management Software Revenue, 2017-2028
6.5.2 China Portfolio Management Software Market Size, 2017-2028
6.5.3 Japan Portfolio Management Software Market Size, 2017-2028
6.5.4 South Korea Portfolio Management Software Market Size, 2017-2028
6.5.5 Southeast Asia Portfolio Management Software Market Size, 2017-2028
6.5.6 India Portfolio Management Software Market Size, 2017-2028
6.6 South America
6.6.1 By Country - South America Portfolio Management Software Revenue, 2017-2028
6.6.2 Brazil Portfolio Management Software Market Size, 2017-2028
6.6.3 Argentina Portfolio Management Software Market Size, 2017-2028
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Portfolio Management Software Revenue, 2017-2028
6.7.2 Turkey Portfolio Management Software Market Size, 2017-2028
6.7.3 Israel Portfolio Management Software Market Size, 2017-2028
6.7.4 Saudi Arabia Portfolio Management Software Market Size, 2017-2028
6.7.5 UAE Portfolio Management Software Market Size, 2017-2028
7 Players Profiles
7.1 Personal Capital
7.1.1 Personal Capital Corporate 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 (2017-2022)
7.1.5 Personal Capital Key News
7.2 Stator
7.2.1 Stator Corporate 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 (2017-2022)
7.2.5 Stator Key News
7.3 eFront
7.3.1 eFront Corporate 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 (2017-2022)
7.3.5 eFront Key News
7.4 Fund Manager
7.4.1 Fund Manager Corporate 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 (2017-2022)
7.4.5 Fund Manager Key News
7.5 CoStar
7.5.1 CoStar Corporate 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 (2017-2022)
7.5.5 CoStar Key News
7.6 SoftTarget
7.6.1 SoftTarget Corporate 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 (2017-2022)
7.6.5 SoftTarget Key News
7.7 Investment Account Manager
7.7.1 Investment Account Manager Corporate 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 (2017-2022)
7.7.5 Investment Account Manager Key News
7.8 Advent
7.8.1 Advent Corporate 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 (2017-2022)
7.8.5 Advent Key News
7.9 Options Czar (Koona Software)
7.9.1 Options Czar (Koona Software) Corporate 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 (2017-2022)
7.9.5 Options Czar (Koona Software) Key News
7.10 Clarizen
7.10.1 Clarizen Corporate 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 (2017-2022)
7.10.5 Clarizen Key News
7.11 Miles Software
7.11.1 Miles Software Corporate 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 (2017-2022)
7.11.5 Miles Software Key News
7.12 OWL Software
7.12.1 OWL Software Corporate 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 (2017-2022)
7.12.5 OWL Software Key News
7.13 Conifer Financial Services
7.13.1 Conifer Financial Services Corporate 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 (2017-2022)
7.13.5 Conifer Financial Services Key News
7.14 FinFolio
7.14.1 FinFolio Corporate 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 (2017-2022)
7.14.5 FinFolio Key News
7.15 Mprofit
7.15.1 Mprofit Corporate 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 (2017-2022)
7.15.5 Mprofit Key News
7.16 InvestPlus
7.16.1 InvestPlus Corporate 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 (2017-2022)
7.16.5 InvestPlus Key News
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
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 (2021)
Table 6. Global Portfolio Management Software Revenue by Companies, (US$, Mn), 2017-2022
Table 7. Global Portfolio Management Software Revenue Share by Companies, 2017-2022
Table 8. Global Companies Portfolio Management Software Product Type
Table 9. List of Global Tier 1 Portfolio Management Software Companies, Revenue (US$, Mn) in 2021 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Portfolio Management Software Companies, Revenue (US$, Mn) in 2021 and Market Share
Table 11. By Type ? Global Portfolio Management Software Revenue, (US$, Mn), 2021 & 2028
Table 12. By Type - Portfolio Management Software Revenue in Global (US$, Mn), 2017-2022
Table 13. By Type - Portfolio Management Software Revenue in Global (US$, Mn), 2023-2028
Table 14. By Application ? Global Portfolio Management Software Revenue, (US$, Mn), 2021 & 2028
Table 15. By Application - Portfolio Management Software Revenue in Global (US$, Mn), 2017-2022
Table 16. By Application - Portfolio Management Software Revenue in Global (US$, Mn), 2023-2028
Table 17. By Region ? Global Portfolio Management Software Revenue, (US$, Mn), 2021 & 2028
Table 18. By Region - Global Portfolio Management Software Revenue (US$, Mn), 2017-2022
Table 19. By Region - Global Portfolio Management Software Revenue (US$, Mn), 2023-2028
Table 20. By Country - North America Portfolio Management Software Revenue, (US$, Mn), 2017-2022
Table 21. By Country - North America Portfolio Management Software Revenue, (US$, Mn), 2023-2028
Table 22. By Country - Europe Portfolio Management Software Revenue, (US$, Mn), 2017-2022
Table 23. By Country - Europe Portfolio Management Software Revenue, (US$, Mn), 2023-2028
Table 24. By Region - Asia Portfolio Management Software Revenue, (US$, Mn), 2017-2022
Table 25. By Region - Asia Portfolio Management Software Revenue, (US$, Mn), 2023-2028
Table 26. By Country - South America Portfolio Management Software Revenue, (US$, Mn), 2017-2022
Table 27. By Country - South America Portfolio Management Software Revenue, (US$, Mn), 2023-2028
Table 28. By Country - Middle East & Africa Portfolio Management Software Revenue, (US$, Mn), 2017-2022
Table 29. By Country - Middle East & Africa Portfolio Management Software Revenue, (US$, Mn), 2023-2028
Table 30. Personal Capital Corporate Summary
Table 31. Personal Capital Portfolio Management Software Product Offerings
Table 32. Personal Capital Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 33. Stator Corporate Summary
Table 34. Stator Portfolio Management Software Product Offerings
Table 35. Stator Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 36. eFront Corporate Summary
Table 37. eFront Portfolio Management Software Product Offerings
Table 38. eFront Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 39. Fund Manager Corporate Summary
Table 40. Fund Manager Portfolio Management Software Product Offerings
Table 41. Fund Manager Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 42. CoStar Corporate Summary
Table 43. CoStar Portfolio Management Software Product Offerings
Table 44. CoStar Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 45. SoftTarget Corporate Summary
Table 46. SoftTarget Portfolio Management Software Product Offerings
Table 47. SoftTarget Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 48. Investment Account Manager Corporate Summary
Table 49. Investment Account Manager Portfolio Management Software Product Offerings
Table 50. Investment Account Manager Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 51. Advent Corporate Summary
Table 52. Advent Portfolio Management Software Product Offerings
Table 53. Advent Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 54. Options Czar (Koona Software) Corporate Summary
Table 55. Options Czar (Koona Software) Portfolio Management Software Product Offerings
Table 56. Options Czar (Koona Software) Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 57. Clarizen Corporate Summary
Table 58. Clarizen Portfolio Management Software Product Offerings
Table 59. Clarizen Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 60. Miles Software Corporate Summary
Table 61. Miles Software Portfolio Management Software Product Offerings
Table 62. Miles Software Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 63. OWL Software Corporate Summary
Table 64. OWL Software Portfolio Management Software Product Offerings
Table 65. OWL Software Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 66. Conifer Financial Services Corporate Summary
Table 67. Conifer Financial Services Portfolio Management Software Product Offerings
Table 68. Conifer Financial Services Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 69. FinFolio Corporate Summary
Table 70. FinFolio Portfolio Management Software Product Offerings
Table 71. FinFolio Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 72. Mprofit Corporate Summary
Table 73. Mprofit Portfolio Management Software Product Offerings
Table 74. Mprofit Portfolio Management Software Revenue (US$, Mn), (2017-2022)
Table 75. InvestPlus Corporate Summary
Table 76. InvestPlus Portfolio Management Software Product Offerings
Table 77. InvestPlus Portfolio Management Software Revenue (US$, Mn), (2017-2022)
List of Figures
Figure 1. Portfolio Management Software Segment by Type in 2021
Figure 2. Portfolio Management Software Segment by Application in 2021
Figure 3. Global Portfolio Management Software Market Overview: 2021
Figure 4. Key Caveats
Figure 5. Global Portfolio Management Software Market Size: 2021 VS 2028 (US$, Mn)
Figure 6. Global Portfolio Management Software Revenue, 2017-2028 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Portfolio Management Software Revenue in 2021
Figure 8. By Type - Global Portfolio Management Software Revenue Market Share, 2017-2028
Figure 9. By Application - Global Portfolio Management Software Revenue Market Share, 2017-2028
Figure 10. By Region - Global Portfolio Management Software Revenue Market Share, 2017-2028
Figure 11. By Country - North America Portfolio Management Software Revenue Market Share, 2017-2028
Figure 12. US Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 13. Canada Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 14. Mexico Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 15. By Country - Europe Portfolio Management Software Revenue Market Share, 2017-2028
Figure 16. Germany Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 17. France Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 18. U.K. Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 19. Italy Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 20. Russia Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 21. Nordic Countries Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 22. Benelux Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 23. By Region - Asia Portfolio Management Software Revenue Market Share, 2017-2028
Figure 24. China Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 25. Japan Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 26. South Korea Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 27. Southeast Asia Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 28. India Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 29. By Country - South America Portfolio Management Software Revenue Market Share, 2017-2028
Figure 30. Brazil Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 31. Argentina Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 32. By Country - Middle East & Africa Portfolio Management Software Revenue Market Share, 2017-2028
Figure 33. Turkey Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 34. Israel Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 35. Saudi Arabia Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 36. UAE Portfolio Management Software Revenue, (US$, Mn), 2017-2028
Figure 37. Personal Capital Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 38. Stator Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 39. eFront Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 40. Fund Manager Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 41. CoStar Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 42. SoftTarget Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 43. Investment Account Manager Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 44. Advent Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 45. Options Czar (Koona Software) Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 46. Clarizen Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 47. Miles Software Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 48. OWL Software Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 49. Conifer Financial Services Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 50. FinFolio Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 51. Mprofit Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 52. InvestPlus Portfolio Management Software Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
