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
3241
Companies Tracked
Categories related to Investment Portfolio Management
Top 5 Investment Portfolio Management technologies in 2024
Over 3241 companies are using Investment Portfolio Management tools. Black Diamond Wealth Platform with 36.01% market share (1167 customers), eFront with 25.73% market share (834 customers), IHS Markit iLevel with 6.54% market share (212 customers).
Technology
Market Share
Customers
36.01%
1167
25.73%
834
6.54%
212
6.42%
208
5.12%
166
Others
20.18%
654
Investment Portfolio Management Customers by Employee Size
The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (921 companies), 20 - 49 employees (553 companies), 10 - 19 employees (317 companies).
Employee Size
Investment Portfolio Management Customers by Geography
Companies using Investment Portfolio Management technology software are majorly from the United States with 2157 (71.88%), Australia with 264 (8.80%), United Kingdom with 238 (7.93%) customers respectively.
Customers
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Investment Portfolio Management Customers by Industry
Top industries that use Investment Portfolio Management for Financial Planning (225), Wealth Management (224), Investment Management (220).
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(%) |
|---|---|---|---|
| 1 | Black Diamond Wealth Platform | 1167 | 36.01 |
| 2 | eFront | 834 | 25.73 |
| 3 | IHS Markit iLevel | 212 | 6.54 |
| 4 | FNZ Group | 208 | 6.42 |
| 5 | Juniper Square | 166 | 5.12 |
| 6 | FIS ZaiNet | 117 | 3.61 |
| 7 | PeopleSoft FSCM 9.2 : Deal Management | 100 | 3.09 |
| 8 | Allvue | 86 | 2.65 |
| 9 | Intralinks InvestorVision | 84 | 2.59 |
| 10 | Advent Moxy | 66 | 2.04 |
| 11 | SS&C Geneva | 50 | 1.54 |
| 12 | Portfolio Valuation | 23 | 0.71 |
| 13 | Portfolio Optimization | 21 | 0.65 |
| 14 | Covercy | 20 | 0.62 |
| 15 | TDX | 16 | 0.49 |
| 16 | H&R Block At Home | 12 | 0.37 |
| 17 | Cobalt Portfolio Management | 11 | 0.34 |
| 18 | RiskValue | 9 | 0.28 |
| 19 | HedgeGuard | 8 | 0.25 |
| 20 | Obsidian Suite | 7 | 0.22 |
| 21 | Riskturn | 7 | 0.22 |
| 22 | SS&C HiPortfolio | 7 | 0.22 |
| 23 | CGI MPower | 5 | 0.15 |
| 24 | CGI MVest | 3 | 0.09 |
| 25 | IMS Platform | 2 | 0.06 |
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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