Portfolio Management Software Market, Global Outlook and Forecast 2023-2029

Report ID: MMG111580 | Category: Service & Software | Pages: 104 | Format: PDF | Published Date: July 12,2023

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Report Summary

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. This report contains market size and forecasts of Portfolio Management Software in global, including the following market information:
Global Portfolio Management Software Market Revenue, 2018-2023, 2024-2029, ($ millions)
Global top five companies in 2022 (%)
The global Portfolio Management Software market was valued at US$ million in 2022 and is projected to reach US$ million by 2029, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2022, While China is to reach $ Million.
Web-based Segment to Reach $ Million by 2029, 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 2022, the global top five players have a share approximately % in terms of revenue.
MARKET MONITOR GLOBAL, INC (MMG) 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, 2018-2023, 2024-2029 ($ millions)
Global Portfolio Management Software Market Segment Percentages, by Type, 2022 (%)
    Web-based
    Cloud-based
Global Portfolio Management Software Market, by Application, 2018-2023, 2024-2029 ($ millions)
Global Portfolio Management Software Market Segment Percentages, by Application, 2022 (%)
    Small and Medium Business
    Large Business
Global Portfolio Management Software Market, By Region and Country, 2018-2023, 2024-2029 ($ Millions)
Global Portfolio Management Software Market Segment Percentages, By Region and Country, 2022 (%)
    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, 2018-2023 (estimated), ($ millions)
Key companies Portfolio Management Software revenues share in global market, 2022 (%)
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
Outline of Major Chapters:
Chapter 1: Introduces the definition of Portfolio Management Software, market overview.
Chapter 2: Global Portfolio Management Software market size in revenue.
Chapter 3: Detailed analysis of Portfolio Management Software company competitive landscape, revenue and 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: Sales of Portfolio Management Software in regional level and country level. 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 of each country in the world.
Chapter 7: 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 8: The main points and conclusions of the report.

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 2029
    2.2 Global Portfolio Management Software Market Size, Prospects & Forecasts: 2018-2029
    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 & 2029
        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, 2024-2029
        4.2.3 By Type - Global Portfolio Management Software Revenue Market Share, 2018-2029
5 Sights by Application
    5.1 Overview
        5.1.1 By Application - Global Portfolio Management Software Market Size, 2022 & 2029
        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, 2024-2029
        5.2.3 By Application - Global Portfolio Management Software Revenue Market Share, 2018-2029
6 Sights by Region
    6.1 By Region - Global Portfolio Management Software Market Size, 2022 & 2029
    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, 2024-2029
        6.2.3 By Region - Global Portfolio Management Software Revenue Market Share, 2018-2029
    6.3 North America
        6.3.1 By Country - North America Portfolio Management Software Revenue, 2018-2029
        6.3.2 US Portfolio Management Software Market Size, 2018-2029
        6.3.3 Canada Portfolio Management Software Market Size, 2018-2029
        6.3.4 Mexico Portfolio Management Software Market Size, 2018-2029
    6.4 Europe
        6.4.1 By Country - Europe Portfolio Management Software Revenue, 2018-2029
        6.4.2 Germany Portfolio Management Software Market Size, 2018-2029
        6.4.3 France Portfolio Management Software Market Size, 2018-2029
        6.4.4 U.K. Portfolio Management Software Market Size, 2018-2029
        6.4.5 Italy Portfolio Management Software Market Size, 2018-2029
        6.4.6 Russia Portfolio Management Software Market Size, 2018-2029
        6.4.7 Nordic Countries Portfolio Management Software Market Size, 2018-2029
        6.4.8 Benelux Portfolio Management Software Market Size, 2018-2029
    6.5 Asia
        6.5.1 By Region - Asia Portfolio Management Software Revenue, 2018-2029
        6.5.2 China Portfolio Management Software Market Size, 2018-2029
        6.5.3 Japan Portfolio Management Software Market Size, 2018-2029
        6.5.4 South Korea Portfolio Management Software Market Size, 2018-2029
        6.5.5 Southeast Asia Portfolio Management Software Market Size, 2018-2029
        6.5.6 India Portfolio Management Software Market Size, 2018-2029
    6.6 South America
        6.6.1 By Country - South America Portfolio Management Software Revenue, 2018-2029
        6.6.2 Brazil Portfolio Management Software Market Size, 2018-2029
        6.6.3 Argentina Portfolio Management Software Market Size, 2018-2029
    6.7 Middle East & Africa
        6.7.1 By Country - Middle East & Africa Portfolio Management Software Revenue, 2018-2029
        6.7.2 Turkey Portfolio Management Software Market Size, 2018-2029
        6.7.3 Israel Portfolio Management Software Market Size, 2018-2029
        6.7.4 Saudi Arabia Portfolio Management Software Market Size, 2018-2029
        6.7.5 UAE Portfolio Management Software Market Size, 2018-2029
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

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