Investment Portfolio Management
Gain market share and customer base information about the top Investment Portfolio Management software. Check out our list of Investment Portfolio Management Software, analyze them by marketshare, region, company size along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more.
25
Technologies Tracked
2767
Companies Tracked
Categories related to Investment Portfolio Management
Top 5 Investment Portfolio Management technologies in 2024
Over 2767 companies are using Investment Portfolio Management tools. Black Diamond Wealth Platform with 42.46% market share (1175 customers), eFront with 23.64% market share (654 customers), IHS Markit iLevel with 5.53% market share (153 customers).
Technology
Market Share (Est.)
Customers
42.46%
1175
23.64%
654
5.53%
153
4.92%
136
3.40%
94
Others
20.06%
555
Investment Portfolio Management Customers by Employee Size
The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (882 companies), 20 - 49 employees (451 companies), 10 - 19 employees (286 companies).
Employee Size
Investment Portfolio Management Customers by Geography
Companies using Investment Portfolio Management technology software are majorly from the United States with 1929 (74.39%), Australia with 242 (9.33%), United Kingdom with 170 (6.56%) customers respectively.
Customers
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Investment Portfolio Management Customers by Industry
Top industries that use Investment Portfolio Management for Wealth Management (297), Financial Planning (243), Investment Management (238).
Customers
Market Share for Top Investment Portfolio Management Technologies
Analyze the market share of popular Investment Portfolio Management technologies along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more
Ranking | Technology | Customers | Market share(Est.)(%) |
|---|---|---|---|
| 1 | Black Diamond Wealth Platform | 1175 | 42.46 |
| 2 | eFront | 654 | 23.64 |
| 3 | IHS Markit iLevel | 153 | 5.53 |
| 4 | FNZ Group | 136 | 4.92 |
| 5 | Juniper Square | 94 | 3.40 |
| 6 | FIS ZaiNet | 91 | 3.29 |
| 7 | Intralinks InvestorVision | 83 | 3.00 |
| 8 | Allvue | 72 | 2.60 |
| 9 | PeopleSoft FSCM 9.2 : Deal Management | 60 | 2.17 |
| 10 | Advent Moxy | 50 | 1.81 |
| 11 | SS&C Geneva | 32 | 1.16 |
| 12 | Portfolio Valuation | 26 | 0.94 |
| 13 | FactorSoft | 26 | 0.94 |
| 14 | Covercy | 23 | 0.83 |
| 15 | Portfolio Optimization | 21 | 0.76 |
| 16 | HedgeGuard | 12 | 0.43 |
| 17 | RiskValue | 10 | 0.36 |
| 18 | H&R Block At Home | 9 | 0.33 |
| 19 | TDX | 9 | 0.33 |
| 20 | Cobalt Portfolio Management | 8 | 0.29 |
| 21 | Riskturn | 7 | 0.25 |
| 22 | Obsidian Suite | 6 | 0.22 |
| 23 | SS&C HiPortfolio | 6 | 0.22 |
| 24 | CGI MPower | 2 | 0.07 |
| 25 | CGI MVest | 2 | 0.07 |
FAQ
Find answers to the most often asked questions by users.
Who are the top Investment Portfolio Management software market leaders?
Top leaders in the category for Investment Portfolio Management software are Black Diamond Wealth Platform, eFront, IHS Markit iLevel. Here, you can view a full list of Investment Portfolio Management tools in the market.
How many companies use Investment Portfolio Management software these days?
Which company has the most significant market share in the Investment Portfolio Management software space?
What are the top industries that usually use Investment Portfolio Management softwares?
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