Copyright Reports & Markets. All rights reserved.

Global Portfolio Management Software Market Size, Status and Forecast 2019-2025

Request for Sample of this report
Buy now

Table of Contents

    1 Report Overview

    • 1.1 Study Scope
    • 1.2 Key Market Segments
    • 1.3 Players Covered: Ranking by Portfolio Management Software Revenue
    • 1.4 Market Analysis by Type
      • 1.4.1 Global Portfolio Management Software Market Size Growth Rate by Type: 2020 VS 2026
      • 1.4.2 Web-based
      • 1.4.3 Cloud-based
    • 1.5 Market by Application
      • 1.5.1 Global Portfolio Management Software Market Share by Application: 2020 VS 2026
      • 1.5.2 Small and Medium Business
      • 1.5.3 Large Business
    • 1.6 Study Objectives
    • 1.7 Years Considered

    2 Global Growth Trends by Regions

    • 2.1 Portfolio Management Software Market Perspective (2015-2026)
    • 2.2 Portfolio Management Software Growth Trends by Regions
      • 2.2.1 Portfolio Management Software Market Size by Regions: 2015 VS 2020 VS 2026
      • 2.2.2 Portfolio Management Software Historic Market Share by Regions (2015-2020)
      • 2.2.3 Portfolio Management Software Forecasted Market Size by Regions (2021-2026)
    • 2.3 Industry Trends and Growth Strategy
      • 2.3.1 Market Top Trends
      • 2.3.2 Market Drivers
      • 2.3.3 Market Challenges
      • 2.3.4 Porter’s Five Forces Analysis
      • 2.3.5 Portfolio Management Software Market Growth Strategy
      • 2.3.6 Primary Interviews with Key Portfolio Management Software Players (Opinion Leaders)

    3 Competition Landscape by Key Players

    • 3.1 Global Top Portfolio Management Software Players by Market Size
      • 3.1.1 Global Top Portfolio Management Software Players by Revenue (2015-2020)
      • 3.1.2 Global Portfolio Management Software Revenue Market Share by Players (2015-2020)
      • 3.1.3 Global Portfolio Management Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
    • 3.2 Global Portfolio Management Software Market Concentration Ratio
      • 3.2.1 Global Portfolio Management Software Market Concentration Ratio (CR5 and HHI)
      • 3.2.2 Global Top 10 and Top 5 Companies by Portfolio Management Software Revenue in 2019
    • 3.3 Portfolio Management Software Key Players Head office and Area Served
    • 3.4 Key Players Portfolio Management Software Product Solution and Service
    • 3.5 Date of Enter into Portfolio Management Software Market
    • 3.6 Mergers & Acquisitions, Expansion Plans

    4 Breakdown Data by Type (2015-2026)

    • 4.1 Global Portfolio Management Software Historic Market Size by Type (2015-2020)
    • 4.2 Global Portfolio Management Software Forecasted Market Size by Type (2021-2026)

    5 Portfolio Management Software Breakdown Data by Application (2015-2026)

    • 5.1 Global Portfolio Management Software Market Size by Application (2015-2020)
    • 5.2 Global Portfolio Management Software Forecasted Market Size by Application (2021-2026)

    6 North America

    • 6.1 North America Portfolio Management Software Market Size (2015-2020)
    • 6.2 Portfolio Management Software Key Players in North America (2019-2020)
    • 6.3 North America Portfolio Management Software Market Size by Type (2015-2020)
    • 6.4 North America Portfolio Management Software Market Size by Application (2015-2020)

    7 Europe

    • 7.1 Europe Portfolio Management Software Market Size (2015-2020)
    • 7.2 Portfolio Management Software Key Players in Europe (2019-2020)
    • 7.3 Europe Portfolio Management Software Market Size by Type (2015-2020)
    • 7.4 Europe Portfolio Management Software Market Size by Application (2015-2020)

    8 China

    • 8.1 China Portfolio Management Software Market Size (2015-2020)
    • 8.2 Portfolio Management Software Key Players in China (2019-2020)
    • 8.3 China Portfolio Management Software Market Size by Type (2015-2020)
    • 8.4 China Portfolio Management Software Market Size by Application (2015-2020)

    9 Japan

    • 9.1 Japan Portfolio Management Software Market Size (2015-2020)
    • 9.2 Portfolio Management Software Key Players in Japan (2019-2020)
    • 9.3 Japan Portfolio Management Software Market Size by Type (2015-2020)
    • 9.4 Japan Portfolio Management Software Market Size by Application (2015-2020)

    10 Southeast Asia

    • 10.1 Southeast Asia Portfolio Management Software Market Size (2015-2020)
    • 10.2 Portfolio Management Software Key Players in Southeast Asia (2019-2020)
    • 10.3 Southeast Asia Portfolio Management Software Market Size by Type (2015-2020)
    • 10.4 Southeast Asia Portfolio Management Software Market Size by Application (2015-2020)

    11 India

    • 11.1 India Portfolio Management Software Market Size (2015-2020)
    • 11.2 Portfolio Management Software Key Players in India (2019-2020)
    • 11.3 India Portfolio Management Software Market Size by Type (2015-2020)
    • 11.4 India Portfolio Management Software Market Size by Application (2015-2020)

    12 Central & South America

    • 12.1 Central & South America Portfolio Management Software Market Size (2015-2020)
    • 12.2 Portfolio Management Software Key Players in Central & South America (2019-2020)
    • 12.3 Central & South America Portfolio Management Software Market Size by Type (2015-2020)
    • 12.4 Central & South America Portfolio Management Software Market Size by Application (2015-2020)

    13 Key Players Profiles

    • 13.1 Personal Capital
      • 13.1.1 Personal Capital Company Details
      • 13.1.2 Personal Capital Business Overview and Its Total Revenue
      • 13.1.3 Personal Capital Portfolio Management Software Introduction
      • 13.1.4 Personal Capital Revenue in Portfolio Management Software Business (2015-2020))
      • 13.1.5 Personal Capital Recent Development
    • 13.2 Stator
      • 13.2.1 Stator Company Details
      • 13.2.2 Stator Business Overview and Its Total Revenue
      • 13.2.3 Stator Portfolio Management Software Introduction
      • 13.2.4 Stator Revenue in Portfolio Management Software Business (2015-2020)
      • 13.2.5 Stator Recent Development
    • 13.3 eFront
      • 13.3.1 eFront Company Details
      • 13.3.2 eFront Business Overview and Its Total Revenue
      • 13.3.3 eFront Portfolio Management Software Introduction
      • 13.3.4 eFront Revenue in Portfolio Management Software Business (2015-2020)
      • 13.3.5 eFront Recent Development
    • 13.4 Fund Manager
      • 13.4.1 Fund Manager Company Details
      • 13.4.2 Fund Manager Business Overview and Its Total Revenue
      • 13.4.3 Fund Manager Portfolio Management Software Introduction
      • 13.4.4 Fund Manager Revenue in Portfolio Management Software Business (2015-2020)
      • 13.4.5 Fund Manager Recent Development
    • 13.5 CoStar
      • 13.5.1 CoStar Company Details
      • 13.5.2 CoStar Business Overview and Its Total Revenue
      • 13.5.3 CoStar Portfolio Management Software Introduction
      • 13.5.4 CoStar Revenue in Portfolio Management Software Business (2015-2020)
      • 13.5.5 CoStar Recent Development
    • 13.6 SoftTarget
      • 13.6.1 SoftTarget Company Details
      • 13.6.2 SoftTarget Business Overview and Its Total Revenue
      • 13.6.3 SoftTarget Portfolio Management Software Introduction
      • 13.6.4 SoftTarget Revenue in Portfolio Management Software Business (2015-2020)
      • 13.6.5 SoftTarget Recent Development
    • 13.7 Investment Account Manager
      • 13.7.1 Investment Account Manager Company Details
      • 13.7.2 Investment Account Manager Business Overview and Its Total Revenue
      • 13.7.3 Investment Account Manager Portfolio Management Software Introduction
      • 13.7.4 Investment Account Manager Revenue in Portfolio Management Software Business (2015-2020)
      • 13.7.5 Investment Account Manager Recent Development
    • 13.8 Advent
      • 13.8.1 Advent Company Details
      • 13.8.2 Advent Business Overview and Its Total Revenue
      • 13.8.3 Advent Portfolio Management Software Introduction
      • 13.8.4 Advent Revenue in Portfolio Management Software Business (2015-2020)
      • 13.8.5 Advent Recent Development
    • 13.9 Options Czar (Koona Software)
      • 13.9.1 Options Czar (Koona Software) Company Details
      • 13.9.2 Options Czar (Koona Software) Business Overview and Its Total Revenue
      • 13.9.3 Options Czar (Koona Software) Portfolio Management Software Introduction
      • 13.9.4 Options Czar (Koona Software) Revenue in Portfolio Management Software Business (2015-2020)
      • 13.9.5 Options Czar (Koona Software) Recent Development
    • 13.10 Clarizen
      • 13.10.1 Clarizen Company Details
      • 13.10.2 Clarizen Business Overview and Its Total Revenue
      • 13.10.3 Clarizen Portfolio Management Software Introduction
      • 13.10.4 Clarizen Revenue in Portfolio Management Software Business (2015-2020)
      • 13.10.5 Clarizen Recent Development
    • 13.11 Miles Software
      • 10.11.1 Miles Software Company Details
      • 10.11.2 Miles Software Business Overview and Its Total Revenue
      • 10.11.3 Miles Software Portfolio Management Software Introduction
      • 10.11.4 Miles Software Revenue in Portfolio Management Software Business (2015-2020)
      • 10.11.5 Miles Software Recent Development
    • 13.12 OWL Software
      • 10.12.1 OWL Software Company Details
      • 10.12.2 OWL Software Business Overview and Its Total Revenue
      • 10.12.3 OWL Software Portfolio Management Software Introduction
      • 10.12.4 OWL Software Revenue in Portfolio Management Software Business (2015-2020)
      • 10.12.5 OWL Software Recent Development
    • 13.13 Conifer Financial Services
      • 10.13.1 Conifer Financial Services Company Details
      • 10.13.2 Conifer Financial Services Business Overview and Its Total Revenue
      • 10.13.3 Conifer Financial Services Portfolio Management Software Introduction
      • 10.13.4 Conifer Financial Services Revenue in Portfolio Management Software Business (2015-2020)
      • 10.13.5 Conifer Financial Services Recent Development
    • 13.14 FinFolio
      • 10.14.1 FinFolio Company Details
      • 10.14.2 FinFolio Business Overview and Its Total Revenue
      • 10.14.3 FinFolio Portfolio Management Software Introduction
      • 10.14.4 FinFolio Revenue in Portfolio Management Software Business (2015-2020)
      • 10.14.5 FinFolio Recent Development
    • 13.15 Mprofit
      • 10.15.1 Mprofit Company Details
      • 10.15.2 Mprofit Business Overview and Its Total Revenue
      • 10.15.3 Mprofit Portfolio Management Software Introduction
      • 10.15.4 Mprofit Revenue in Portfolio Management Software Business (2015-2020)
      • 10.15.5 Mprofit Recent Development
    • 13.16 InvestPlus
      • 10.16.1 InvestPlus Company Details
      • 10.16.2 InvestPlus Business Overview and Its Total Revenue
      • 10.16.3 InvestPlus Portfolio Management Software Introduction
      • 10.16.4 InvestPlus Revenue in Portfolio Management Software Business (2015-2020)
      • 10.16.5 InvestPlus Recent Development

    14 Analyst's Viewpoints/Conclusions

      15 Appendix

      • 15.1 Research Methodology
        • 15.1.1 Methodology/Research Approach
        • 15.1.2 Data Source
      • 15.2 Disclaimer

      This report focuses on the global Portfolio Management Software status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Portfolio Management Software development in North America, Europe, China, Japan, Southeast Asia, India and Central & South America.

      The key players covered in this study
      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

      Market segment by Type, the product can be split into
      Web-based
      Cloud-based
      Market segment by Application, split into
      Small and Medium Business
      Large Business

      Market segment by Regions/Countries, this report covers
      North America
      Europe
      China
      Japan
      Southeast Asia
      India
      Central & South America

      The study objectives of this report are:
      To analyze global Portfolio Management Software status, future forecast, growth opportunity, key market and key players.
      To present the Portfolio Management Software development in North America, Europe, China, Japan, Southeast Asia, India and Central & South America.
      To strategically profile the key players and comprehensively analyze their development plan and strategies.
      To define, describe and forecast the market by type, market and key regions.

      In this study, the years considered to estimate the market size of Portfolio Management Software are as follows:
      History Year: 2015-2019
      Base Year: 2019
      Estimated Year: 2020
      Forecast Year 2020 to 2026
      For the data information by region, company, type and application, 2019 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.

      Buy now