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
2843
Companies Tracked
Categories related to Investment Portfolio Management
Over 2843 companies are using Investment Portfolio Management tools. Black Diamond Wealth Platform with 41.22% market share (1172 customers), eFront with 25.18% market share (716 customers), IHS Markit iLevel with 5.63% market share (160 customers).
Technology
Market Share (Est.)
Customers
41.22%
1172
25.18%
716
5.63%
160
4.92%
140
3.31%
94
Others
19.73%
561
The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (885 companies), 20 - 49 employees (477 companies), 10 - 19 employees (289 companies).
Employee Size
Companies using Investment Portfolio Management technology software are majorly from the United States with 1956 (73.67%), Australia with 248 (9.34%), United Kingdom with 176 (6.63%) customers respectively.
Customers
Top industries that use Investment Portfolio Management for Wealth Management (297), Investment Management (241), Financial Planning (237).
Customers
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 | 1172 | 41.22 |
2 | eFront | 716 | 25.18 |
3 | IHS Markit iLevel | 160 | 5.63 |
4 | FNZ Group | 140 | 4.92 |
5 | FIS ZaiNet | 94 | 3.31 |
6 | Juniper Square | 93 | 3.27 |
7 | Intralinks InvestorVision | 82 | 2.88 |
8 | Allvue | 76 | 2.67 |
9 | PeopleSoft FSCM 9.2 : Deal Management | 61 | 2.15 |
10 | Advent Moxy | 50 | 1.76 |
11 | SS&C Geneva | 30 | 1.06 |
12 | Portfolio Valuation | 28 | 0.98 |
13 | FactorSoft | 26 | 0.91 |
14 | Covercy | 24 | 0.84 |
15 | Portfolio Optimization | 20 | 0.70 |
16 | HedgeGuard | 13 | 0.46 |
17 | H&R Block At Home | 9 | 0.32 |
18 | Cobalt Portfolio Management | 9 | 0.32 |
19 | TDX | 9 | 0.32 |
20 | RiskValue | 8 | 0.28 |
21 | Riskturn | 7 | 0.25 |
22 | Obsidian Suite | 6 | 0.21 |
23 | SS&C HiPortfolio | 6 | 0.21 |
24 | CGI MPower | 2 | 0.07 |
25 | CGI MVest | 2 | 0.07 |
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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