Market Overview:
The global portfolio management software market is expected to grow at a CAGR of 10.8% during the forecast period from 2018 to 2030. The growth in this market can be attributed to the increasing demand for cloud-based and web-based portfolio management software solutions by small and medium businesses (SMBs) and large businesses. Additionally, the growing adoption of big data analytics and artificial intelligence (AI) in the portfolio management process is also contributing to the growth of this market. However, lack of awareness about benefits offered by portfolio management software among end users is restraining the growth of this market. On basis on type, web-based segment accounted for majority share in 2017 and it is projected to maintain its dominance during forecast period due to its low cost as compared with other types such as cloud-based and on premise solutions.
Product Definition:
Portfolio Management Software is a type of software that helps organizations manage their portfolios. This includes tracking and analyzing the performance of individual investments, as well as managing the overall risk and return profiles of the entire portfolio.
Web-based:
The web-based software is used to integrate data from different sources and provide a unified view of information. The factors that propel the growth of this segment include ease in data integration, real-time tracking, cost effectiveness, and improved efficiency. Additionally, it offers features such as dashboards for executives which allow them to track their key performance indicators (KPIs) in one place along with other tools such as scorecards and reports which help them make informed decisions regarding business operations.
Cloud-based:
Cloud-based software is a type of portfolio management software that provides solutions to automate and streamline the processes involved in managing a portfolio. It helps in tracking, monitoring, and optimizing the performance of investments or funds under management. Cloud-based portfolio management software can be used by financial institutes as well as private individuals for tracking their investment portfolios effectively.
Application Insights:
The small and medium business segment held the largest market share in 2017. This is attributed to the increasing penetration of smartphones, which has led to an increase in e-commerce transactions. Moreover, SMBs are increasingly adopting portfolio management solutions as they offer a number of functionalities that help them manage their businesses efficiently. The large business segment is expected to witness significant growth over the forecast period owing to an increase in demand for efficient and effective corporate governance practices across various industries globally.
Portfolio management software helps companies enhance their financial performance by enabling them to optimize investments based on real-time market conditions while reducing overall operating costs through improved asset utilization efficiency and reduced capital expenditures on redundant systems & processes (iPMS). It also helps reduce counterparty risk by providing transparency into company operations thereby enhancing overall corporate governance practices (OCCG).
Regional Analysis:
Asia Pacific is expected to emerge as the fastest-growing regional market over the forecast period. The growth can be attributed to increasing awareness about online accounting and reporting, presence of a large number of small and medium enterprises in economies such as China, India, Indonesia, Philippines, Vietnam etc., which makes it an ideal region for portfolio management software implementation. Moreover cloud-based solutions provide high flexibility for customization according to the requirements of users thereby making it suitable for mid-size businesses also.
North America accounted for more than 25% revenue share in 2016 owing to increased adoption by medium and large size business organizations located in U.S., Canada & Mexico due to rising complexities associated with international trade activities coupled with need for improved internal controls over financial transactions among others reasons driving them towards Portfolio Management Software (PMS).
Growth Factors:
- Increasing demand for portfolio management software from small and medium-sized businesses (SMBs) due to the growing awareness of the benefits of using such software.
- The increasing trend of outsourcing portfolio management functions to third-party service providers, which is driving the demand for portfolio management software.
- The growing popularity of cloud-based solutions, which is aiding the growth of the market for portfolio management software.
- The increasing use of big data and analytics in investment decision making, which is leading to an increase in demand for portfolio management software products that are capable of handling big data sets effectively.
- The rising number of mergers and acquisitions (M&As) in the financial services sector, as well as the increasing focus on risk mitigation by organizations, is fueling demand for advanced and sophisticated portfolio management software products
Scope Of The Report
Report Attributes
Report Details
Report Title
Portfolio Management Software Market Research Report
By Type
Web-based, Cloud-based
By Application
Small and Medium Business, Large Business
By Companies
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
Regions Covered
North America, Europe, APAC, Latin America, MEA
Base Year
2021
Historical Year
2019 to 2020 (Data from 2010 can be provided as per availability)
Forecast Year
2030
Number of Pages
221
Number of Tables & Figures
155
Customization Available
Yes, the report can be customized as per your need.
Global Portfolio Management Software Market Report Segments:
The global Portfolio Management Software market is segmented on the basis of:
Types
Web-based, Cloud-based
The product segment provides information about the market share of each product and the respective CAGR during the forecast period. It lays out information about the product pricing parameters, trends, and profits that provides in-depth insights of the market. Furthermore, it discusses latest product developments & innovation in the market.
Applications
Small and Medium Business, Large Business
The application segment fragments various applications of the product and provides information on the market share and growth rate of each application segment. It discusses the potential future applications of the products and driving and restraining factors of each application segment.
Some of the companies that are profiled in this report are:
- 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
Highlights of The Portfolio Management Software Market Report:
- The market structure and projections for the coming years.
- Drivers, restraints, opportunities, and current trends of market.
- Historical data and forecast.
- Estimations for the forecast period 2030.
- Developments and trends in the market.
- By Type:
- Web-based
- Cloud-based
- By Application:
- Small and Medium Business
- Large Business
- Market scenario by region, sub-region, and country.
- Market share of the market players, company profiles, product specifications, SWOT analysis, and competitive landscape.
- Analysis regarding upstream raw materials, downstream demand, and current market dynamics.
- Government Policies, Macro & Micro economic factors are also included in the report.
We have studied the Portfolio Management Software Market in 360 degrees via. both primary & secondary research methodologies. This helped us in building an understanding of the current market dynamics, supply-demand gap, pricing trends, product preferences, consumer patterns & so on. The findings were further validated through primary research with industry experts & opinion leaders across countries. The data is further compiled & validated through various market estimation & data validation methodologies. Further, we also have our in-house data forecasting model to predict market growth up to 2030.
Regional Analysis
- North America
- Europe
- Asia Pacific
- Middle East & Africa
- Latin America
Note: A country of choice can be added in the report at no extra cost. If more than one country needs to be added, the research quote will vary accordingly.
The geographical analysis part of the report provides information about the product sales in terms of volume and revenue in regions. It lays out potential opportunities for the new entrants, emerging players, and major players in the region. The regional analysis is done after considering the socio-economic factors and government regulations of the countries in the regions.
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8 Reasons to Buy This Report
- Includes a Chapter on the Impact of COVID-19 Pandemic On the Market
- Report Prepared After Conducting Interviews with Industry Experts & Top Designates of the Companies in the Market
- Implemented Robust Methodology to Prepare the Report
- Includes Graphs, Statistics, Flowcharts, and Infographics to Save Time
- Industry Growth Insights Provides 24/5 Assistance Regarding the Doubts in the Report
- Provides Information About the Top-winning Strategies Implemented by Industry Players.
- In-depth Insights On the Market Drivers, Restraints, Opportunities, and Threats
- Customization of the Report Available
Frequently Asked Questions?
Portfolio management software is a computer program that helps individuals and organizations manage their investments. The program typically includes features to help investors track their asset allocation, performance, and risk.
Some of the key players operating in the portfolio management software market are 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.
The portfolio management software market is expected to register a CAGR of 10.8%.
Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Portfolio Management Software Market Overview 4.1 Introduction 4.1.1 Market Taxonomy 4.1.2 Market Definition 4.1.3 Macro-Economic Factors Impacting the Market Growth 4.2 Portfolio Management Software Market Dynamics 4.2.1 Market Drivers 4.2.2 Market Restraints 4.2.3 Market Opportunity 4.3 Portfolio Management Software Market - Supply Chain Analysis 4.3.1 List of Key Suppliers 4.3.2 List of Key Distributors 4.3.3 List of Key Consumers 4.4 Key Forces Shaping the Portfolio Management Software Market 4.4.1 Bargaining Power of Suppliers 4.4.2 Bargaining Power of Buyers 4.4.3 Threat of Substitution 4.4.4 Threat of New Entrants 4.4.5 Competitive Rivalry 4.5 Global Portfolio Management Software Market Size & Forecast, 2018-2028 4.5.1 Portfolio Management Software Market Size and Y-o-Y Growth 4.5.2 Portfolio Management Software Market Absolute $ Opportunity
Chapter 5 Global Portfolio Management Software Market Analysis and Forecast by Type
5.1 Introduction
5.1.1 Key Market Trends & Growth Opportunities by Type
5.1.2 Basis Point Share (BPS) Analysis by Type
5.1.3 Absolute $ Opportunity Assessment by Type
5.2 Portfolio Management Software Market Size Forecast by Type
5.2.1 Web-based
5.2.2 Cloud-based
5.3 Market Attractiveness Analysis by Type
Chapter 6 Global Portfolio Management Software Market Analysis and Forecast by Applications
6.1 Introduction
6.1.1 Key Market Trends & Growth Opportunities by Applications
6.1.2 Basis Point Share (BPS) Analysis by Applications
6.1.3 Absolute $ Opportunity Assessment by Applications
6.2 Portfolio Management Software Market Size Forecast by Applications
6.2.1 Small and Medium Business
6.2.2 Large Business
6.3 Market Attractiveness Analysis by Applications
Chapter 7 Global Portfolio Management Software Market Analysis and Forecast by Region
7.1 Introduction
7.1.1 Key Market Trends & Growth Opportunities by Region
7.1.2 Basis Point Share (BPS) Analysis by Region
7.1.3 Absolute $ Opportunity Assessment by Region
7.2 Portfolio Management Software Market Size Forecast by Region
7.2.1 North America
7.2.2 Europe
7.2.3 Asia Pacific
7.2.4 Latin America
7.2.5 Middle East & Africa (MEA)
7.3 Market Attractiveness Analysis by Region
Chapter 8 Coronavirus Disease (COVID-19) Impact
8.1 Introduction
8.2 Current & Future Impact Analysis
8.3 Economic Impact Analysis
8.4 Government Policies
8.5 Investment Scenario
Chapter 9 North America Portfolio Management Software Analysis and Forecast
9.1 Introduction
9.2 North America Portfolio Management Software Market Size Forecast by Country
9.2.1 U.S.
9.2.2 Canada
9.3 Basis Point Share (BPS) Analysis by Country
9.4 Absolute $ Opportunity Assessment by Country
9.5 Market Attractiveness Analysis by Country
9.6 North America Portfolio Management Software Market Size Forecast by Type
9.6.1 Web-based
9.6.2 Cloud-based
9.7 Basis Point Share (BPS) Analysis by Type
9.8 Absolute $ Opportunity Assessment by Type
9.9 Market Attractiveness Analysis by Type
9.10 North America Portfolio Management Software Market Size Forecast by Applications
9.10.1 Small and Medium Business
9.10.2 Large Business
9.11 Basis Point Share (BPS) Analysis by Applications
9.12 Absolute $ Opportunity Assessment by Applications
9.13 Market Attractiveness Analysis by Applications
Chapter 10 Europe Portfolio Management Software Analysis and Forecast
10.1 Introduction
10.2 Europe Portfolio Management Software Market Size Forecast by Country
10.2.1 Germany
10.2.2 France
10.2.3 Italy
10.2.4 U.K.
10.2.5 Spain
10.2.6 Russia
10.2.7 Rest of Europe
10.3 Basis Point Share (BPS) Analysis by Country
10.4 Absolute $ Opportunity Assessment by Country
10.5 Market Attractiveness Analysis by Country
10.6 Europe Portfolio Management Software Market Size Forecast by Type
10.6.1 Web-based
10.6.2 Cloud-based
10.7 Basis Point Share (BPS) Analysis by Type
10.8 Absolute $ Opportunity Assessment by Type
10.9 Market Attractiveness Analysis by Type
10.10 Europe Portfolio Management Software Market Size Forecast by Applications
10.10.1 Small and Medium Business
10.10.2 Large Business
10.11 Basis Point Share (BPS) Analysis by Applications
10.12 Absolute $ Opportunity Assessment by Applications
10.13 Market Attractiveness Analysis by Applications
Chapter 11 Asia Pacific Portfolio Management Software Analysis and Forecast
11.1 Introduction
11.2 Asia Pacific Portfolio Management Software Market Size Forecast by Country
11.2.1 China
11.2.2 Japan
11.2.3 South Korea
11.2.4 India
11.2.5 Australia
11.2.6 South East Asia (SEA)
11.2.7 Rest of Asia Pacific (APAC)
11.3 Basis Point Share (BPS) Analysis by Country
11.4 Absolute $ Opportunity Assessment by Country
11.5 Market Attractiveness Analysis by Country
11.6 Asia Pacific Portfolio Management Software Market Size Forecast by Type
11.6.1 Web-based
11.6.2 Cloud-based
11.7 Basis Point Share (BPS) Analysis by Type
11.8 Absolute $ Opportunity Assessment by Type
11.9 Market Attractiveness Analysis by Type
11.10 Asia Pacific Portfolio Management Software Market Size Forecast by Applications
11.10.1 Small and Medium Business
11.10.2 Large Business
11.11 Basis Point Share (BPS) Analysis by Applications
11.12 Absolute $ Opportunity Assessment by Applications
11.13 Market Attractiveness Analysis by Applications
Chapter 12 Latin America Portfolio Management Software Analysis and Forecast
12.1 Introduction
12.2 Latin America Portfolio Management Software Market Size Forecast by Country
12.2.1 Brazil
12.2.2 Mexico
12.2.3 Rest of Latin America (LATAM)
12.3 Basis Point Share (BPS) Analysis by Country
12.4 Absolute $ Opportunity Assessment by Country
12.5 Market Attractiveness Analysis by Country
12.6 Latin America Portfolio Management Software Market Size Forecast by Type
12.6.1 Web-based
12.6.2 Cloud-based
12.7 Basis Point Share (BPS) Analysis by Type
12.8 Absolute $ Opportunity Assessment by Type
12.9 Market Attractiveness Analysis by Type
12.10 Latin America Portfolio Management Software Market Size Forecast by Applications
12.10.1 Small and Medium Business
12.10.2 Large Business
12.11 Basis Point Share (BPS) Analysis by Applications
12.12 Absolute $ Opportunity Assessment by Applications
12.13 Market Attractiveness Analysis by Applications
Chapter 13 Middle East & Africa (MEA) Portfolio Management Software Analysis and Forecast
13.1 Introduction
13.2 Middle East & Africa (MEA) Portfolio Management Software Market Size Forecast by Country
13.2.1 Saudi Arabia
13.2.2 South Africa
13.2.3 UAE
13.2.4 Rest of Middle East & Africa (MEA)
13.3 Basis Point Share (BPS) Analysis by Country
13.4 Absolute $ Opportunity Assessment by Country
13.5 Market Attractiveness Analysis by Country
13.6 Middle East & Africa (MEA) Portfolio Management Software Market Size Forecast by Type
13.6.1 Web-based
13.6.2 Cloud-based
13.7 Basis Point Share (BPS) Analysis by Type
13.8 Absolute $ Opportunity Assessment by Type
13.9 Market Attractiveness Analysis by Type
13.10 Middle East & Africa (MEA) Portfolio Management Software Market Size Forecast by Applications
13.10.1 Small and Medium Business
13.10.2 Large Business
13.11 Basis Point Share (BPS) Analysis by Applications
13.12 Absolute $ Opportunity Assessment by Applications
13.13 Market Attractiveness Analysis by Applications
Chapter 14 Competition Landscape
14.1 Portfolio Management Software Market: Competitive Dashboard
14.2 Global Portfolio Management Software Market: Market Share Analysis, 2019
14.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
14.3.1 Personal Capital
14.3.2 Stator
14.3.3 eFront
14.3.4 Fund Manager
14.3.5 CoStar
14.3.6 SoftTarget
14.3.7 Investment Account Manager
14.3.8 Advent
14.3.9 Options Czar (Koona Software)
14.3.10 Clarizen
14.3.11 Miles Software
14.3.12 OWL Software
14.3.13 Conifer Financial Services
14.3.14 FinFolio
14.3.15 Mprofit
14.3.16 InvestPlus