Global Investments and Portfolio Management Software Market Research Report 2024

Investments and Portfolio Management Software Market

Investment (portfolio) management software, also called wealth management software, is a type of tools to paper-free investment management activities.

The global Investments and 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 Investments and 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 Investments and 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 Investments and Portfolio Management Software in Large Enterprises 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 Investments and Portfolio Management Software include BlackRock, Charles River, SS&C Technologies, Iress, Murex, SimCorp, Allvue Systems, Dynamo Software and Quicken, 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 Investments and 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 Investments and Portfolio Management Software.

Report Scope

The Investments and 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 Investments and 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 Investments and 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

BlackRock

Charles River

SS&C Technologies

Iress

Murex

SimCorp

Allvue Systems

Dynamo Software

Quicken

Avantech Software

Finastra

Backstop

AlternativeSoft

Croesus

FINARTIS Group

Elysys

FA Solutions

Archer

Addepar

APEXSOFT

Bravura Solutions

Comarch

Avaloq

QPLIX

AdvisorEngine

Cloud-based

On-premises

Large Enterprises

SMEs

Personal Use

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

Scope of Investments and Portfolio Management Software Market Report

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 Investments and 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.

1.1 Study Scope

1.2 Market Analysis by Type

1.2.1 Global Investments and Portfolio Management Software Market Size Growth Rate by Type: 2019 VS 2023 VS 2030

1.2.2 Cloud-based

1.2.3 On-premises

1.3 Market by Application

1.3.1 Global Investments and Portfolio Management Software Market Growth by Application: 2019 VS 2023 VS 2030

1.3.2 Large Enterprises

1.3.3 SMEs

1.3.4 Personal Use

1.4 Study Objectives

1.5 Years Considered

1.6 Years Considered

2.1 Global Investments and Portfolio Management Software Market Perspective (2019-2030)

2.2 Investments and Portfolio Management Software Growth Trends by Region

2.2.1 Global Investments and Portfolio Management Software Market Size by Region: 2019 VS 2023 VS 2030

2.2.2 Investments and Portfolio Management Software Historic Market Size by Region (2019-2024)

2.2.3 Investments and Portfolio Management Software Forecasted Market Size by Region (2025-2030)

2.3 Investments and Portfolio Management Software Market Dynamics

2.3.1 Investments and Portfolio Management Software Industry Trends

2.3.2 Investments and Portfolio Management Software Market Drivers

2.3.3 Investments and Portfolio Management Software Market Challenges

2.3.4 Investments and Portfolio Management Software Market Restraints

3.1 Global Top Investments and Portfolio Management Software Players by Revenue

3.1.1 Global Top Investments and Portfolio Management Software Players by Revenue (2019-2024)

3.1.2 Global Investments and Portfolio Management Software Revenue Market Share by Players (2019-2024)

3.2 Global Investments and Portfolio Management Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

3.3 Players Covered: Ranking by Investments and Portfolio Management Software Revenue

3.4 Global Investments and Portfolio Management Software Market Concentration Ratio

3.4.1 Global Investments and Portfolio Management Software Market Concentration Ratio (CR5 and HHI)

3.4.2 Global Top 10 and Top 5 Companies by Investments and Portfolio Management Software Revenue in 2023

3.5 Investments and Portfolio Management Software Key Players Head office and Area Served

3.6 Key Players Investments and Portfolio Management Software Product Solution and Service

3.7 Date of Enter into Investments and Portfolio Management Software Market

3.8 Mergers & Acquisitions, Expansion Plans

4.1 Global Investments and Portfolio Management Software Historic Market Size by Type (2019-2024)

4.2 Global Investments and Portfolio Management Software Forecasted Market Size by Type (2025-2030)

5.1 Global Investments and Portfolio Management Software Historic Market Size by Application (2019-2024)

5.2 Global Investments and Portfolio Management Software Forecasted Market Size by Application (2025-2030)

6.1 North America Investments and Portfolio Management Software Market Size (2019-2030)

6.2 North America Investments and Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030

6.3 North America Investments and Portfolio Management Software Market Size by Country (2019-2024)

6.4 North America Investments and Portfolio Management Software Market Size by Country (2025-2030)

6.5 United States

6.6 Canada

7.1 Europe Investments and Portfolio Management Software Market Size (2019-2030)

7.2 Europe Investments and Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030

7.3 Europe Investments and Portfolio Management Software Market Size by Country (2019-2024)

7.4 Europe Investments and 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

8.1 Asia-Pacific Investments and Portfolio Management Software Market Size (2019-2030)

8.2 Asia-Pacific Investments and Portfolio Management Software Market Growth Rate by Region: 2019 VS 2023 VS 2030

8.3 Asia-Pacific Investments and Portfolio Management Software Market Size by Region (2019-2024)

8.4 Asia-Pacific Investments and 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

9.1 Latin America Investments and Portfolio Management Software Market Size (2019-2030)

9.2 Latin America Investments and Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030

9.3 Latin America Investments and Portfolio Management Software Market Size by Country (2019-2024)

9.4 Latin America Investments and Portfolio Management Software Market Size by Country (2025-2030)

9.5 Mexico

9.6 Brazil

10.1 Middle East & Africa Investments and Portfolio Management Software Market Size (2019-2030)

10.2 Middle East & Africa Investments and Portfolio Management Software Market Growth Rate by Country: 2019 VS 2023 VS 2030

10.3 Middle East & Africa Investments and Portfolio Management Software Market Size by Country (2019-2024)

10.4 Middle East & Africa Investments and Portfolio Management Software Market Size by Country (2025-2030)

10.5 Turkey

10.6 Saudi Arabia

10.7 UAE

11.1 BlackRock

11.1.1 BlackRock Company Detail

11.1.2 BlackRock Business Overview

11.1.3 BlackRock Investments and Portfolio Management Software Introduction

11.1.4 BlackRock Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.1.5 BlackRock Recent Development

11.2 Charles River

11.2.1 Charles River Company Detail

11.2.2 Charles River Business Overview

11.2.3 Charles River Investments and Portfolio Management Software Introduction

11.2.4 Charles River Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.2.5 Charles River Recent Development

11.3 SS&C Technologies

11.3.1 SS&C Technologies Company Detail

11.3.2 SS&C Technologies Business Overview

11.3.3 SS&C Technologies Investments and Portfolio Management Software Introduction

11.3.4 SS&C Technologies Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.3.5 SS&C Technologies Recent Development

11.4 Iress

11.4.1 Iress Company Detail

11.4.2 Iress Business Overview

11.4.3 Iress Investments and Portfolio Management Software Introduction

11.4.4 Iress Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.4.5 Iress Recent Development

11.5 Murex

11.5.1 Murex Company Detail

11.5.2 Murex Business Overview

11.5.3 Murex Investments and Portfolio Management Software Introduction

11.5.4 Murex Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.5.5 Murex Recent Development

11.6 SimCorp

11.6.1 SimCorp Company Detail

11.6.2 SimCorp Business Overview

11.6.3 SimCorp Investments and Portfolio Management Software Introduction

11.6.4 SimCorp Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.6.5 SimCorp Recent Development

11.7 Allvue Systems

11.7.1 Allvue Systems Company Detail

11.7.2 Allvue Systems Business Overview

11.7.3 Allvue Systems Investments and Portfolio Management Software Introduction

11.7.4 Allvue Systems Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.7.5 Allvue Systems Recent Development

11.8 Dynamo Software

11.8.1 Dynamo Software Company Detail

11.8.2 Dynamo Software Business Overview

11.8.3 Dynamo Software Investments and Portfolio Management Software Introduction

11.8.4 Dynamo Software Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.8.5 Dynamo Software Recent Development

11.9 Quicken

11.9.1 Quicken Company Detail

11.9.2 Quicken Business Overview

11.9.3 Quicken Investments and Portfolio Management Software Introduction

11.9.4 Quicken Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.9.5 Quicken Recent Development

11.10 Avantech Software

11.10.1 Avantech Software Company Detail

11.10.2 Avantech Software Business Overview

11.10.3 Avantech Software Investments and Portfolio Management Software Introduction

11.10.4 Avantech Software Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.10.5 Avantech Software Recent Development

11.11 Finastra

11.11.1 Finastra Company Detail

11.11.2 Finastra Business Overview

11.11.3 Finastra Investments and Portfolio Management Software Introduction

11.11.4 Finastra Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.11.5 Finastra Recent Development

11.12 Backstop

11.12.1 Backstop Company Detail

11.12.2 Backstop Business Overview

11.12.3 Backstop Investments and Portfolio Management Software Introduction

11.12.4 Backstop Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.12.5 Backstop Recent Development

11.13 AlternativeSoft

11.13.1 AlternativeSoft Company Detail

11.13.2 AlternativeSoft Business Overview

11.13.3 AlternativeSoft Investments and Portfolio Management Software Introduction

11.13.4 AlternativeSoft Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.13.5 AlternativeSoft Recent Development

11.14 Croesus

11.14.1 Croesus Company Detail

11.14.2 Croesus Business Overview

11.14.3 Croesus Investments and Portfolio Management Software Introduction

11.14.4 Croesus Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.14.5 Croesus Recent Development

11.15 FINARTIS Group

11.15.1 FINARTIS Group Company Detail

11.15.2 FINARTIS Group Business Overview

11.15.3 FINARTIS Group Investments and Portfolio Management Software Introduction

11.15.4 FINARTIS Group Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.15.5 FINARTIS Group Recent Development

11.16 Elysys

11.16.1 Elysys Company Detail

11.16.2 Elysys Business Overview

11.16.3 Elysys Investments and Portfolio Management Software Introduction

11.16.4 Elysys Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.16.5 Elysys Recent Development

11.17 FA Solutions

11.17.1 FA Solutions Company Detail

11.17.2 FA Solutions Business Overview

11.17.3 FA Solutions Investments and Portfolio Management Software Introduction

11.17.4 FA Solutions Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.17.5 FA Solutions Recent Development

11.18 Archer

11.18.1 Archer Company Detail

11.18.2 Archer Business Overview

11.18.3 Archer Investments and Portfolio Management Software Introduction

11.18.4 Archer Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.18.5 Archer Recent Development

11.19 Addepar

11.19.1 Addepar Company Detail

11.19.2 Addepar Business Overview

11.19.3 Addepar Investments and Portfolio Management Software Introduction

11.19.4 Addepar Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.19.5 Addepar Recent Development

11.20 APEXSOFT

11.20.1 APEXSOFT Company Detail

11.20.2 APEXSOFT Business Overview

11.20.3 APEXSOFT Investments and Portfolio Management Software Introduction

11.20.4 APEXSOFT Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.20.5 APEXSOFT Recent Development

11.21 Bravura Solutions

11.21.1 Bravura Solutions Company Detail

11.21.2 Bravura Solutions Business Overview

11.21.3 Bravura Solutions Investments and Portfolio Management Software Introduction

11.21.4 Bravura Solutions Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.21.5 Bravura Solutions Recent Development

11.22 Comarch

11.22.1 Comarch Company Detail

11.22.2 Comarch Business Overview

11.22.3 Comarch Investments and Portfolio Management Software Introduction

11.22.4 Comarch Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.22.5 Comarch Recent Development

11.23 Avaloq

11.23.1 Avaloq Company Detail

11.23.2 Avaloq Business Overview

11.23.3 Avaloq Investments and Portfolio Management Software Introduction

11.23.4 Avaloq Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.23.5 Avaloq Recent Development

11.24 QPLIX

11.24.1 QPLIX Company Detail

11.24.2 QPLIX Business Overview

11.24.3 QPLIX Investments and Portfolio Management Software Introduction

11.24.4 QPLIX Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.24.5 QPLIX Recent Development

11.25 AdvisorEngine

11.25.1 AdvisorEngine Company Detail

11.25.2 AdvisorEngine Business Overview

11.25.3 AdvisorEngine Investments and Portfolio Management Software Introduction

11.25.4 AdvisorEngine Revenue in Investments and Portfolio Management Software Business (2019-2024)

11.25.5 AdvisorEngine Recent Development

13.1 Research Methodology

13.1.1 Methodology/Research Approach

13.1.2 Data Source

13.2 Disclaimer

13.3 Author Details

List of Tables

    Table 1. Global Investments and Portfolio Management Software Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030

    Table 2. Key Players of Cloud-based

    Table 3. Key Players of On-premises

    Table 4. Global Investments and Portfolio Management Software Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030

    Table 5. Global Investments and Portfolio Management Software Market Size by Region (US$ Million): 2019 VS 2023 VS 2030

    Table 6. Global Investments and Portfolio Management Software Market Size by Region (2019-2024) & (US$ Million)

    Table 7. Global Investments and Portfolio Management Software Market Share by Region (2019-2024)

    Table 8. Global Investments and Portfolio Management Software Forecasted Market Size by Region (2025-2030) & (US$ Million)

    Table 9. Global Investments and Portfolio Management Software Market Share by Region (2025-2030)

    Table 10. Investments and Portfolio Management Software Market Trends

    Table 11. Investments and Portfolio Management Software Market Drivers

    Table 12. Investments and Portfolio Management Software Market Challenges

    Table 13. Investments and Portfolio Management Software Market Restraints

    Table 14. Global Investments and Portfolio Management Software Revenue by Players (2019-2024) & (US$ Million)

    Table 15. Global Investments and Portfolio Management Software Market Share by Players (2019-2024)

    Table 16. Global Top Investments and Portfolio Management Software Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Investments and Portfolio Management Software as of 2023)

    Table 17. Ranking of Global Top Investments and Portfolio Management Software Companies by Revenue (US$ Million) in 2023

    Table 18. Global 5 Largest Players Market Share by Investments and Portfolio Management Software Revenue (CR5 and HHI) & (2019-2024)

    Table 19. Key Players Headquarters and Area Served

    Table 20. Key Players Investments and Portfolio Management Software Product Solution and Service

    Table 21. Date of Enter into Investments and Portfolio Management Software Market

    Table 22. Mergers & Acquisitions, Expansion Plans

    Table 23. Global Investments and Portfolio Management Software Market Size by Type (2019-2024) & (US$ Million)

    Table 24. Global Investments and Portfolio Management Software Revenue Market Share by Type (2019-2024)

    Table 25. Global Investments and Portfolio Management Software Forecasted Market Size by Type (2025-2030) & (US$ Million)

    Table 26. Global Investments and Portfolio Management Software Revenue Market Share by Type (2025-2030)

    Table 27. Global Investments and Portfolio Management Software Market Size by Application (2019-2024) & (US$ Million)

    Table 28. Global Investments and Portfolio Management Software Revenue Market Share by Application (2019-2024)

    Table 29. Global Investments and Portfolio Management Software Forecasted Market Size by Application (2025-2030) & (US$ Million)

    Table 30. Global Investments and Portfolio Management Software Revenue Market Share by Application (2025-2030)

    Table 31. North America Investments and Portfolio Management Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 32. North America Investments and Portfolio Management Software Market Size by Country (2019-2024) & (US$ Million)

    Table 33. North America Investments and Portfolio Management Software Market Size by Country (2025-2030) & (US$ Million)

    Table 34. Europe Investments and Portfolio Management Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 35. Europe Investments and Portfolio Management Software Market Size by Country (2019-2024) & (US$ Million)

    Table 36. Europe Investments and Portfolio Management Software Market Size by Country (2025-2030) & (US$ Million)

    Table 37. Asia-Pacific Investments and Portfolio Management Software Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030

    Table 38. Asia-Pacific Investments and Portfolio Management Software Market Size by Region (2019-2024) & (US$ Million)

    Table 39. Asia-Pacific Investments and Portfolio Management Software Market Size by Region (2025-2030) & (US$ Million)

    Table 40. Latin America Investments and Portfolio Management Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 41. Latin America Investments and Portfolio Management Software Market Size by Country (2019-2024) & (US$ Million)

    Table 42. Latin America Investments and Portfolio Management Software Market Size by Country (2025-2030) & (US$ Million)

    Table 43. Middle East & Africa Investments and Portfolio Management Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030

    Table 44. Middle East & Africa Investments and Portfolio Management Software Market Size by Country (2019-2024) & (US$ Million)

    Table 45. Middle East & Africa Investments and Portfolio Management Software Market Size by Country (2025-2030) & (US$ Million)

    Table 46. BlackRock Company Detail

    Table 47. BlackRock Business Overview

    Table 48. BlackRock Investments and Portfolio Management Software Product

    Table 49. BlackRock Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 50. BlackRock Recent Development

    Table 51. Charles River Company Detail

    Table 52. Charles River Business Overview

    Table 53. Charles River Investments and Portfolio Management Software Product

    Table 54. Charles River Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 55. Charles River Recent Development

    Table 56. SS&C Technologies Company Detail

    Table 57. SS&C Technologies Business Overview

    Table 58. SS&C Technologies Investments and Portfolio Management Software Product

    Table 59. SS&C Technologies Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 60. SS&C Technologies Recent Development

    Table 61. Iress Company Detail

    Table 62. Iress Business Overview

    Table 63. Iress Investments and Portfolio Management Software Product

    Table 64. Iress Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 65. Iress Recent Development

    Table 66. Murex Company Detail

    Table 67. Murex Business Overview

    Table 68. Murex Investments and Portfolio Management Software Product

    Table 69. Murex Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 70. Murex Recent Development

    Table 71. SimCorp Company Detail

    Table 72. SimCorp Business Overview

    Table 73. SimCorp Investments and Portfolio Management Software Product

    Table 74. SimCorp Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 75. SimCorp Recent Development

    Table 76. Allvue Systems Company Detail

    Table 77. Allvue Systems Business Overview

    Table 78. Allvue Systems Investments and Portfolio Management Software Product

    Table 79. Allvue Systems Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 80. Allvue Systems Recent Development

    Table 81. Dynamo Software Company Detail

    Table 82. Dynamo Software Business Overview

    Table 83. Dynamo Software Investments and Portfolio Management Software Product

    Table 84. Dynamo Software Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 85. Dynamo Software Recent Development

    Table 86. Quicken Company Detail

    Table 87. Quicken Business Overview

    Table 88. Quicken Investments and Portfolio Management Software Product

    Table 89. Quicken Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 90. Quicken Recent Development

    Table 91. Avantech Software Company Detail

    Table 92. Avantech Software Business Overview

    Table 93. Avantech Software Investments and Portfolio Management Software Product

    Table 94. Avantech Software Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 95. Avantech Software Recent Development

    Table 96. Finastra Company Detail

    Table 97. Finastra Business Overview

    Table 98. Finastra Investments and Portfolio Management Software Product

    Table 99. Finastra Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 100. Finastra Recent Development

    Table 101. Backstop Company Detail

    Table 102. Backstop Business Overview

    Table 103. Backstop Investments and Portfolio Management Software Product

    Table 104. Backstop Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 105. Backstop Recent Development

    Table 106. AlternativeSoft Company Detail

    Table 107. AlternativeSoft Business Overview

    Table 108. AlternativeSoft Investments and Portfolio Management Software Product

    Table 109. AlternativeSoft Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 110. AlternativeSoft Recent Development

    Table 111. Croesus Company Detail

    Table 112. Croesus Business Overview

    Table 113. Croesus Investments and Portfolio Management Software Product

    Table 114. Croesus Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 115. Croesus Recent Development

    Table 116. FINARTIS Group Company Detail

    Table 117. FINARTIS Group Business Overview

    Table 118. FINARTIS Group Investments and Portfolio Management Software Product

    Table 119. FINARTIS Group Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 120. FINARTIS Group Recent Development

    Table 121. Elysys Company Detail

    Table 122. Elysys Business Overview

    Table 123. Elysys Investments and Portfolio Management Software Product

    Table 124. Elysys Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 125. Elysys Recent Development

    Table 126. FA Solutions Company Detail

    Table 127. FA Solutions Business Overview

    Table 128. FA Solutions Investments and Portfolio Management Software Product

    Table 129. FA Solutions Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 130. FA Solutions Recent Development

    Table 131. Archer Company Detail

    Table 132. Archer Business Overview

    Table 133. Archer Investments and Portfolio Management Software Product

    Table 134. Archer Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 135. Archer Recent Development

    Table 136. Addepar Company Detail

    Table 137. Addepar Business Overview

    Table 138. Addepar Investments and Portfolio Management Software Product

    Table 139. Addepar Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 140. Addepar Recent Development

    Table 141. APEXSOFT Company Detail

    Table 142. APEXSOFT Business Overview

    Table 143. APEXSOFT Investments and Portfolio Management Software Product

    Table 144. APEXSOFT Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 145. APEXSOFT Recent Development

    Table 146. Bravura Solutions Company Detail

    Table 147. Bravura Solutions Business Overview

    Table 148. Bravura Solutions Investments and Portfolio Management Software Product

    Table 149. Bravura Solutions Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 150. Bravura Solutions Recent Development

    Table 151. Comarch Company Detail

    Table 152. Comarch Business Overview

    Table 153. Comarch Investments and Portfolio Management Software Product

    Table 154. Comarch Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 155. Comarch Recent Development

    Table 156. Avaloq Company Detail

    Table 157. Avaloq Business Overview

    Table 158. Avaloq Investments and Portfolio Management Software Product

    Table 159. Avaloq Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 160. Avaloq Recent Development

    Table 161. QPLIX Company Detail

    Table 162. QPLIX Business Overview

    Table 163. QPLIX Investments and Portfolio Management Software Product

    Table 164. QPLIX Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 165. QPLIX Recent Development

    Table 166. AdvisorEngine Company Detail

    Table 167. AdvisorEngine Business Overview

    Table 168. AdvisorEngine Investments and Portfolio Management Software Product

    Table 169. AdvisorEngine Revenue in Investments and Portfolio Management Software Business (2019-2024) & (US$ Million)

    Table 170. AdvisorEngine Recent Development

    Table 171. Research Programs/Design for This Report

    Table 172. Key Data Information from Secondary Sources

    Table 173. Key Data Information from Primary Sources

List of Figures

    Figure 1. Global Investments and Portfolio Management Software Market Size Comparison by Type (2024-2030) & (US$ Million)

    Figure 2. Global Investments and Portfolio Management Software Market Share by Type: 2023 VS 2030

    Figure 3. Cloud-based Features

    Figure 4. On-premises Features

    Figure 5. Global Investments and Portfolio Management Software Market Size Comparison by Application (2024-2030) & (US$ Million)

    Figure 6. Global Investments and Portfolio Management Software Market Share by Application: 2023 VS 2030

    Figure 7. Large Enterprises Case Studies

    Figure 8. SMEs Case Studies

    Figure 9. Personal Use Case Studies

    Figure 10. Investments and Portfolio Management Software Report Years Considered

    Figure 11. Global Investments and Portfolio Management Software Market Size (US$ Million), Year-over-Year: 2019-2030

    Figure 12. Global Investments and Portfolio Management Software Market Size, (US$ Million), 2019 VS 2023 VS 2030

    Figure 13. Global Investments and Portfolio Management Software Market Share by Region: 2023 VS 2030

    Figure 14. Global Investments and Portfolio Management Software Market Share by Players in 2023

    Figure 15. Global Top Investments and Portfolio Management Software Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Investments and Portfolio Management Software as of 2023)

    Figure 16. The Top 10 and 5 Players Market Share by Investments and Portfolio Management Software Revenue in 2023

    Figure 17. North America Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 18. North America Investments and Portfolio Management Software Market Share by Country (2019-2030)

    Figure 19. United States Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 20. Canada Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 21. Europe Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 22. Europe Investments and Portfolio Management Software Market Share by Country (2019-2030)

    Figure 23. Germany Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 24. France Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 25. U.K. Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 26. Italy Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 27. Russia Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 28. Nordic Countries Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 29. Asia-Pacific Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 30. Asia-Pacific Investments and Portfolio Management Software Market Share by Region (2019-2030)

    Figure 31. China Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 32. Japan Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 33. South Korea Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 34. Southeast Asia Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 35. India Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 36. Australia Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 37. Latin America Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 38. Latin America Investments and Portfolio Management Software Market Share by Country (2019-2030)

    Figure 39. Mexico Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 40. Brazil Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 41. Middle East & Africa Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 42. Middle East & Africa Investments and Portfolio Management Software Market Share by Country (2019-2030)

    Figure 43. Turkey Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 44. Saudi Arabia Investments and Portfolio Management Software Market Size YoY Growth (2019-2030) & (US$ Million)

    Figure 45. BlackRock Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 46. Charles River Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 47. SS&C Technologies Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 48. Iress Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 49. Murex Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 50. SimCorp Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 51. Allvue Systems Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 52. Dynamo Software Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 53. Quicken Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 54. Avantech Software Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 55. Finastra Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 56. Backstop Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 57. AlternativeSoft Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 58. Croesus Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 59. FINARTIS Group Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 60. Elysys Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 61. FA Solutions Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 62. Archer Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 63. Addepar Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 64. APEXSOFT Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 65. Bravura Solutions Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 66. Comarch Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 67. Avaloq Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 68. QPLIX Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 69. AdvisorEngine Revenue Growth Rate in Investments and Portfolio Management Software Business (2019-2024)

    Figure 70. Bottom-up and Top-down Approaches for This Report

    Figure 71. Data Triangulation

    Figure 72. Key Executives Interviewed