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Global Portfolio Management Software Market Research Report 2025
Synopsis
The global Portfolio Management Software market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
North American market for Portfolio Management Software is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
Asia-Pacific market for Portfolio Management Software is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The global market for Portfolio Management Software in Small and Medium Business is estimated to increase from $ million in 2023 to $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The major global companies of Portfolio Management Software include Personal Capital, Stator, eFront, Fund Manager, CoStar, SoftTarget, Investment Account Manager, Advent and Options Czar (Koona Software), etc. In 2023, the world's top three vendors accounted for approximately % of the revenue.
This report aims to provide a comprehensive presentation of the global market for Portfolio Management Software, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Portfolio Management Software.
Report Scope
The Portfolio Management Software market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Portfolio Management Software market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Portfolio Management Software companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation
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
Segment by Type
Web-based
Cloud-based
Segment by Application
Small and Medium Business
Large Business
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
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of Portfolio Management Software companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
The global Portfolio Management Software market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
North American market for Portfolio Management Software is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
Asia-Pacific market for Portfolio Management Software is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The global market for Portfolio Management Software in Small and Medium Business is estimated to increase from $ million in 2023 to $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The major global companies of Portfolio Management Software include Personal Capital, Stator, eFront, Fund Manager, CoStar, SoftTarget, Investment Account Manager, Advent and Options Czar (Koona Software), etc. In 2023, the world's top three vendors accounted for approximately % of the revenue.
This report aims to provide a comprehensive presentation of the global market for Portfolio Management Software, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Portfolio Management Software.
Report Scope
The Portfolio Management Software market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Portfolio Management Software market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Portfolio Management Software companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation
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
Segment by Type
Web-based
Cloud-based
Segment by Application
Small and Medium Business
Large Business
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
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of Portfolio Management Software companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
Index1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Portfolio Management Software Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Web-based
1.2.3 Cloud-based
1.3 Market by Application
1.3.1 Global Portfolio Management Software Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Small and Medium Business
1.3.3 Large Business
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Portfolio Management Software Market Perspective (2019-2030)
2.2 Portfolio Management Software Growth Trends by Region
2.2.1 Global Portfolio Management Software Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Portfolio Management Software Historic Market Size by Region (2019-2024)
2.2.3 Portfolio Management Software Forecasted Market Size by Region (2025-2030)
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 (2019-2024)
3.1.2 Global Portfolio Management Software Revenue Market Share by Players (2019-2024)
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 2023
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 (2019-2024)
4.2 Global Portfolio Management Software Forecasted Market Size by Type (2025-2030)
5 Portfolio Management Software Breakdown Data by Application
5.1 Global Portfolio Management Software Historic Market Size by Application (2019-2024)
5.2 Global Portfolio Management Software Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Portfolio Management Software Market Size (2019-2030)
6.2 North America Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Portfolio Management Software Market Size by Country (2019-2024)
6.4 North America Portfolio Management Software Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Portfolio Management Software Market Size (2019-2030)
7.2 Europe Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Portfolio Management Software Market Size by Country (2019-2024)
7.4 Europe Portfolio Management Software Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Portfolio Management Software Market Size (2019-2030)
8.2 Asia-Pacific Portfolio Management Software Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Portfolio Management Software Market Size by Region (2019-2024)
8.4 Asia-Pacific Portfolio Management Software Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Portfolio Management Software Market Size (2019-2030)
9.2 Latin America Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Portfolio Management Software Market Size by Country (2019-2024)
9.4 Latin America Portfolio Management Software Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Portfolio Management Software Market Size (2019-2030)
10.2 Middle East & Africa Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Portfolio Management Software Market Size by Country (2019-2024)
10.4 Middle East & Africa Portfolio Management Software Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Personal Capital
11.1.1 Personal Capital Company Detail
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 (2019-2024)
11.1.5 Personal Capital Recent Development
11.2 Stator
11.2.1 Stator Company Detail
11.2.2 Stator Business Overview
11.2.3 Stator Portfolio Management Software Introduction
11.2.4 Stator Revenue in Portfolio Management Software Business (2019-2024)
11.2.5 Stator Recent Development
11.3 eFront
11.3.1 eFront Company Detail
11.3.2 eFront Business Overview
11.3.3 eFront Portfolio Management Software Introduction
11.3.4 eFront Revenue in Portfolio Management Software Business (2019-2024)
11.3.5 eFront Recent Development
11.4 Fund Manager
11.4.1 Fund Manager Company Detail
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 (2019-2024)
11.4.5 Fund Manager Recent Development
11.5 CoStar
11.5.1 CoStar Company Detail
11.5.2 CoStar Business Overview
11.5.3 CoStar Portfolio Management Software Introduction
11.5.4 CoStar Revenue in Portfolio Management Software Business (2019-2024)
11.5.5 CoStar Recent Development
11.6 SoftTarget
11.6.1 SoftTarget Company Detail
11.6.2 SoftTarget Business Overview
11.6.3 SoftTarget Portfolio Management Software Introduction
11.6.4 SoftTarget Revenue in Portfolio Management Software Business (2019-2024)
11.6.5 SoftTarget Recent Development
11.7 Investment Account Manager
11.7.1 Investment Account Manager Company Detail
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 (2019-2024)
11.7.5 Investment Account Manager Recent Development
11.8 Advent
11.8.1 Advent Company Detail
11.8.2 Advent Business Overview
11.8.3 Advent Portfolio Management Software Introduction
11.8.4 Advent Revenue in Portfolio Management Software Business (2019-2024)
11.8.5 Advent Recent Development
11.9 Options Czar (Koona Software)
11.9.1 Options Czar (Koona Software) Company Detail
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 (2019-2024)
11.9.5 Options Czar (Koona Software) Recent Development
11.10 Clarizen
11.10.1 Clarizen Company Detail
11.10.2 Clarizen Business Overview
11.10.3 Clarizen Portfolio Management Software Introduction
11.10.4 Clarizen Revenue in Portfolio Management Software Business (2019-2024)
11.10.5 Clarizen Recent Development
11.11 Miles Software
11.11.1 Miles Software Company Detail
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 (2019-2024)
11.11.5 Miles Software Recent Development
11.12 OWL Software
11.12.1 OWL Software Company Detail
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 (2019-2024)
11.12.5 OWL Software Recent Development
11.13 Conifer Financial Services
11.13.1 Conifer Financial Services Company Detail
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 (2019-2024)
11.13.5 Conifer Financial Services Recent Development
11.14 FinFolio
11.14.1 FinFolio Company Detail
11.14.2 FinFolio Business Overview
11.14.3 FinFolio Portfolio Management Software Introduction
11.14.4 FinFolio Revenue in Portfolio Management Software Business (2019-2024)
11.14.5 FinFolio Recent Development
11.15 Mprofit
11.15.1 Mprofit Company Detail
11.15.2 Mprofit Business Overview
11.15.3 Mprofit Portfolio Management Software Introduction
11.15.4 Mprofit Revenue in Portfolio Management Software Business (2019-2024)
11.15.5 Mprofit Recent Development
11.16 InvestPlus
11.16.1 InvestPlus Company Detail
11.16.2 InvestPlus Business Overview
11.16.3 InvestPlus Portfolio Management Software Introduction
11.16.4 InvestPlus Revenue in Portfolio Management Software Business (2019-2024)
11.16.5 InvestPlus Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
Published By : QY Research
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