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Portfolio Management Software-Global Market Insights and Sales Trends 2025
Synopsis
The global Portfolio Management Software market size is expected to reach US$ million by 2029, growing at a CAGR of % from 2023 to 2029. The market is mainly driven by the significant applications of Portfolio Management Software in various end use industries. The expanding demands from the Small and Medium Business and Large Business, are propelling Portfolio Management Software market. Web-based, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the Cloud-based segment is estimated at % CAGR for the next seven-year period.
Asia Pacific shows high growth potential for Portfolio Management Software market, driven by demand from China, the second largest economy with some signs of stabilising, the Portfolio Management Software market in China is forecast to reach US$ million by 2029, trailing a CAGR of % over the 2023-2029 period, while the U.S. market will reach US$ million by 2029, exhibiting a CAGR of % during the same period.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Portfolio Management Software, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Portfolio Management Software market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Portfolio Management Software market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Portfolio Management Software sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Portfolio Management Software covered in this report include Personal Capital, Stator, eFront, Fund Manager, CoStar, SoftTarget, Investment Account Manager, Advent and Options Czar (Koona Software), etc.
The global Portfolio Management Software market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
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
Global Portfolio Management Software market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Portfolio Management Software market, Segment by Type:
Web-based
Cloud-based
Global Portfolio Management Software market, by Application
Small and Medium Business
Large Business
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). 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 Two: 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 Three: 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 Four: Detailed analysis of Portfolio Management Software companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: 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 Twelve: Research Finding/Conclusion
The global Portfolio Management Software market size is expected to reach US$ million by 2029, growing at a CAGR of % from 2023 to 2029. The market is mainly driven by the significant applications of Portfolio Management Software in various end use industries. The expanding demands from the Small and Medium Business and Large Business, are propelling Portfolio Management Software market. Web-based, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the Cloud-based segment is estimated at % CAGR for the next seven-year period.
Asia Pacific shows high growth potential for Portfolio Management Software market, driven by demand from China, the second largest economy with some signs of stabilising, the Portfolio Management Software market in China is forecast to reach US$ million by 2029, trailing a CAGR of % over the 2023-2029 period, while the U.S. market will reach US$ million by 2029, exhibiting a CAGR of % during the same period.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Portfolio Management Software, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Portfolio Management Software market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Portfolio Management Software market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Portfolio Management Software sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Portfolio Management Software covered in this report include Personal Capital, Stator, eFront, Fund Manager, CoStar, SoftTarget, Investment Account Manager, Advent and Options Czar (Koona Software), etc.
The global Portfolio Management Software market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
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
Global Portfolio Management Software market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Portfolio Management Software market, Segment by Type:
Web-based
Cloud-based
Global Portfolio Management Software market, by Application
Small and Medium Business
Large Business
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). 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 Two: 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 Three: 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 Four: Detailed analysis of Portfolio Management Software companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: 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 Twelve: Research Finding/Conclusion
Index1 Market Overview of Portfolio Management Software
1.1 Portfolio Management Software Market Overview
1.1.1 Portfolio Management Software Product Scope
1.1.2 Portfolio Management Software Market Status and Outlook
1.2 Global Portfolio Management Software Market Size Overview by Region 2018 VS 2022 VS 2029
1.3 Global Portfolio Management Software Market Size by Region (2018-2029)
1.4 Global Portfolio Management Software Historic Market Size by Region (2018-2023)
1.5 Global Portfolio Management Software Market Size Forecast by Region (2024-2029)
1.6 Key Regions, Portfolio Management Software Market Size (2018-2029)
1.6.1 North America Portfolio Management Software Market Size (2018-2029)
1.6.2 Europe Portfolio Management Software Market Size (2018-2029)
1.6.3 Asia-Pacific Portfolio Management Software Market Size (2018-2029)
1.6.4 Latin America Portfolio Management Software Market Size (2018-2029)
1.6.5 Middle East & Africa Portfolio Management Software Market Size (2018-2029)
2 Portfolio Management Software Market by Type
2.1 Introduction
2.1.1 Web-based
2.1.2 Cloud-based
2.2 Global Portfolio Management Software Market Size by Type: 2018 VS 2022 VS 2029
2.2.1 Global Portfolio Management Software Historic Market Size by Type (2018-2023)
2.2.2 Global Portfolio Management Software Forecasted Market Size by Type (2024-2029)
2.3 Key Regions Market Size by Type
2.3.1 North America Portfolio Management Software Revenue Breakdown by Type (2018-2029)
2.3.2 Europe Portfolio Management Software Revenue Breakdown by Type (2018-2029)
2.3.3 Asia-Pacific Portfolio Management Software Revenue Breakdown by Type (2018-2029)
2.3.4 Latin America Portfolio Management Software Revenue Breakdown by Type (2018-2029)
2.3.5 Middle East and Africa Portfolio Management Software Revenue Breakdown by Type (2018-2029)
3 Portfolio Management Software Market Overview by Application
3.1 Introduction
3.1.1 Small and Medium Business
3.1.2 Large Business
3.2 Global Portfolio Management Software Market Size by Application: 2018 VS 2022 VS 2029
3.2.1 Global Portfolio Management Software Historic Market Size by Application (2018-2023)
3.2.2 Global Portfolio Management Software Forecasted Market Size by Application (2024-2029)
3.3 Key Regions Market Size by Application
3.3.1 North America Portfolio Management Software Revenue Breakdown by Application (2018-2029)
3.3.2 Europe Portfolio Management Software Revenue Breakdown by Application (2018-2029)
3.3.3 Asia-Pacific Portfolio Management Software Revenue Breakdown by Application (2018-2029)
3.3.4 Latin America Portfolio Management Software Revenue Breakdown by Application (2018-2029)
3.3.5 Middle East and Africa Portfolio Management Software Revenue Breakdown by Application (2018-2029)
4 Portfolio Management Software Competition Analysis by Players
4.1 Global Portfolio Management Software Market Size by Players (2018-2023)
4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Portfolio Management Software as of 2022)
4.3 Date of Key Players Enter into Portfolio Management Software Market
4.4 Global Top Players Portfolio Management Software Headquarters and Area Served
4.5 Key Players Portfolio Management Software Product Solution and Service
4.6 Competitive Status
4.6.1 Portfolio Management Software Market Concentration Rate
4.6.2 Mergers & Acquisitions, Expansion Plans
5 Company (Top Players) Profiles
5.1 Personal Capital
5.1.1 Personal Capital Profile
5.1.2 Personal Capital Main Business
5.1.3 Personal Capital Portfolio Management Software Products, Services and Solutions
5.1.4 Personal Capital Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.1.5 Personal Capital Recent Developments
5.2 Stator
5.2.1 Stator Profile
5.2.2 Stator Main Business
5.2.3 Stator Portfolio Management Software Products, Services and Solutions
5.2.4 Stator Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.2.5 Stator Recent Developments
5.3 eFront
5.3.1 eFront Profile
5.3.2 eFront Main Business
5.3.3 eFront Portfolio Management Software Products, Services and Solutions
5.3.4 eFront Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.3.5 Fund Manager Recent Developments
5.4 Fund Manager
5.4.1 Fund Manager Profile
5.4.2 Fund Manager Main Business
5.4.3 Fund Manager Portfolio Management Software Products, Services and Solutions
5.4.4 Fund Manager Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.4.5 Fund Manager Recent Developments
5.5 CoStar
5.5.1 CoStar Profile
5.5.2 CoStar Main Business
5.5.3 CoStar Portfolio Management Software Products, Services and Solutions
5.5.4 CoStar Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.5.5 CoStar Recent Developments
5.6 SoftTarget
5.6.1 SoftTarget Profile
5.6.2 SoftTarget Main Business
5.6.3 SoftTarget Portfolio Management Software Products, Services and Solutions
5.6.4 SoftTarget Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.6.5 SoftTarget Recent Developments
5.7 Investment Account Manager
5.7.1 Investment Account Manager Profile
5.7.2 Investment Account Manager Main Business
5.7.3 Investment Account Manager Portfolio Management Software Products, Services and Solutions
5.7.4 Investment Account Manager Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.7.5 Investment Account Manager Recent Developments
5.8 Advent
5.8.1 Advent Profile
5.8.2 Advent Main Business
5.8.3 Advent Portfolio Management Software Products, Services and Solutions
5.8.4 Advent Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.8.5 Advent Recent Developments
5.9 Options Czar (Koona Software)
5.9.1 Options Czar (Koona Software) Profile
5.9.2 Options Czar (Koona Software) Main Business
5.9.3 Options Czar (Koona Software) Portfolio Management Software Products, Services and Solutions
5.9.4 Options Czar (Koona Software) Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.9.5 Options Czar (Koona Software) Recent Developments
5.10 Clarizen
5.10.1 Clarizen Profile
5.10.2 Clarizen Main Business
5.10.3 Clarizen Portfolio Management Software Products, Services and Solutions
5.10.4 Clarizen Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.10.5 Clarizen Recent Developments
5.11 Miles Software
5.11.1 Miles Software Profile
5.11.2 Miles Software Main Business
5.11.3 Miles Software Portfolio Management Software Products, Services and Solutions
5.11.4 Miles Software Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.11.5 Miles Software Recent Developments
5.12 OWL Software
5.12.1 OWL Software Profile
5.12.2 OWL Software Main Business
5.12.3 OWL Software Portfolio Management Software Products, Services and Solutions
5.12.4 OWL Software Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.12.5 OWL Software Recent Developments
5.13 Conifer Financial Services
5.13.1 Conifer Financial Services Profile
5.13.2 Conifer Financial Services Main Business
5.13.3 Conifer Financial Services Portfolio Management Software Products, Services and Solutions
5.13.4 Conifer Financial Services Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.13.5 Conifer Financial Services Recent Developments
5.14 FinFolio
5.14.1 FinFolio Profile
5.14.2 FinFolio Main Business
5.14.3 FinFolio Portfolio Management Software Products, Services and Solutions
5.14.4 FinFolio Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.14.5 FinFolio Recent Developments
5.15 Mprofit
5.15.1 Mprofit Profile
5.15.2 Mprofit Main Business
5.15.3 Mprofit Portfolio Management Software Products, Services and Solutions
5.15.4 Mprofit Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.15.5 Mprofit Recent Developments
5.16 InvestPlus
5.16.1 InvestPlus Profile
5.16.2 InvestPlus Main Business
5.16.3 InvestPlus Portfolio Management Software Products, Services and Solutions
5.16.4 InvestPlus Portfolio Management Software Revenue (US$ Million) & (2018-2023)
5.16.5 InvestPlus Recent Developments
6 North America
6.1 North America Portfolio Management Software Market Size by Country (2018-2029)
6.2 U.S.
6.3 Canada
7 Europe
7.1 Europe Portfolio Management Software Market Size by Country (2018-2029)
7.2 Germany
7.3 France
7.4 U.K.
7.5 Italy
7.6 Russia
7.7 Nordic Countries
7.8 Rest of Europe
8 Asia-Pacific
8.1 Asia-Pacific Portfolio Management Software Market Size by Region (2018-2029)
8.2 China
8.3 Japan
8.4 South Korea
8.5 Southeast Asia
8.6 India
8.7 Australia
8.8 Rest of Asia-Pacific
9 Latin America
9.1 Latin America Portfolio Management Software Market Size by Country (2018-2029)
9.2 Mexico
9.3 Brazil
9.4 Rest of Latin America
10 Middle East & Africa
10.1 Middle East & Africa Portfolio Management Software Market Size by Country (2018-2029)
10.2 Turkey
10.3 Saudi Arabia
10.4 UAE
10.5 Rest of Middle East & Africa
11 Portfolio Management Software Market Dynamics
11.1 Portfolio Management Software Industry Trends
11.2 Portfolio Management Software Market Drivers
11.3 Portfolio Management Software Market Challenges
11.4 Portfolio Management Software Market Restraints
12 Research Finding /Conclusion
13 Methodology and Data Source
13.1 Methodology/Research Approach
13.1.1 Research Programs/Design
13.1.2 Market Size Estimation
13.1.3 Market Breakdown and Data Triangulation
13.2 Data Source
13.2.1 Secondary Sources
13.2.2 Primary Sources
13.3 Disclaimer
13.4 Author List
Published By : QY Research
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