Portfolio Management Software Market - Global Professional Analysis and Forecast to 2026

Oct 17, 2019  |  191 PAGES  |  REPORT CODE: CMM215665
  • REPORT SUMMARY
  • TABLE OF CONTENTS
  • INDUSTRY COVERAGE

The worldwide Portfolio Management Software market was valued at XX.0 Million US$ in 2018 and is projected to reach XX.0 Million US$ by 2026, at a CAGR (Compound Annual Growth Rate) of 5.5% during the forecast period.

This report presents the market size and development trends by detailing the Portfolio Management Software market revenue, market share and growth rate from 2015-2026, and it gives a thorough analysis by various product types, applications, regions, and main participants. The market conditions (2015-2019), corporate competition pattern, corporate SWOT analysis are elaborated, and other qualitative analyses like market dynamics, market penetration, market business environment analyses, the regional regulatory scenario in the Portfolio Management Software market will be shown in this report. In short, this report will comprehensively reveal the characteristics of Portfolio Management Software industry and will help you to build a panoramic view of the industrial development.

Portfolio Management Software Market, By Type:

  • Web-based Portfolio Management Software

  • Cloud Based Portfolio Management Software

Portfolio Management Software Market, By Application:

  • Small and Medium Business

  • Large Business

Some of the leading players are as follows:

  • Personal Capital

  • Investment Account Manager

  • SoftTarget

  • Miles Software

  • Stator

  • Clarizen

  • OWL Software

  • Advent

  • eFront

  • CoStar

  • Fund Manager

  • Conifer Financial Services

  • Options Czar (Koona Software)

  • FinFolio

  • InvestPlus

  • Mprofit

Geographically, Major regions are analyzed in details are as follows:

  • North America

  • Europe

  • Asia Pacific

  • Latin America

  • Middle East & Africa

Table of Contents

1 Methodology and Scope

  • 1.1 Market Segmentation & Scope

    • 1.1.1 Technology Type

    • 1.1.2 Product

    • 1.1.3 Application

    • 1.1.4 Regional scope

    • 1.1.5 Estimates and forecast timeline

  • 1.2 Research Methodology

  • 1.3 Information Procurement

    • 1.3.1 Purchased database

    • 1.3.2 Internal database

    • 1.3.3 Secondary sources

    • 1.3.4 Primary research

    • 1.3.5 Details of primary research

  • 1.4 Information or Data Analysis

    • 1.4.1 Data analysis models

  • 1.5 Market Formulation & Validation

  • 1.6 Model Details

    • 1.6.1 Commodity flow analysis

    • 1.6.2 Volume price analysis

  • 1.7 List of Secondary Sources

  • 1.8 List of Abbreviations

2 Executive Summary

  • 2.1 Market Outlook

  • 2.2 Segment Outlook

3 Market Variables, Trends, & Scope

  • 3.1 Market Lineage Outlook

  • 3.1.1 Parent market outlook

    • 3.1.2 Ancillary market outlook

  • 3.2 Market Segmentation

    • 3.2.1 Analysis

  • 3.3 Market Dynamics

    • 3.3.1 Market driver analysis

    • 3.3.2 Market restraint analysis

    • 3.3.3 Industry opportunities

  • 3.4 Penetration & Growth Prospect Mapping

    • 3.4.1 Penetration & growth prospect mapping analysis

  • 3.5 Business Environment Analysis Tools

    • 3.5.1 Porter's five forces analysis

    • 3.5.2 PESTLE analysis

    • 3.5.3 Major deals & strategic alliances analysis

4 Portfolio Management Software Market: Technology Type Analysis

  • 4.1 Portfolio Management Software Technology Type Market Share Analysis, 2018 & 2026

  • 4.2 Portfolio Management Software Technology Type Market: Segment Dashboard

  • 4.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Technology Type Segment

    • 4.3.1 Web-based Portfolio Management Software

    • 4.3.2 Cloud Based Portfolio Management Software

5 Portfolio Management Software Market: Product Analysis

  • 5.1 Portfolio Management Software Product Market Share Analysis, 2018 & 2026

  • 5.2 Portfolio Management Software Product Market: Segment Dashboard

  • 5.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Product Segment

6 Portfolio Management Software Market: Application Analysis

  • 6.1 Portfolio Management Software Application Market Share Analysis, 2018 & 2026

  • 6.2 Portfolio Management Software Application Market: Segment Dashboard

  • 6.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Application Segment

    • 6.3.1 Small and Medium Business

    • 6.3.2 Large Business

7 Portfolio Management Software Market: Regional Analysis

  • 7.1 Portfolio Management Software Regional Market Share Analysis, 2018 & 2026

  • 7.2 Portfolio Management Software Regional Market: Segment Dashboard

  • 7.3 Regional Market Snapshot (Market Size, CAGR, Top Countries)

  • 7.4 List of Players at Regional Level

    • 7.4.1 North America

    • 7.4.2 Europe

    • 7.4.3 Asia Pacific

  • 7.5 SWOT Analysis, by Factor (Political & Legal, Economic and Technological)

    • 7.5.1 North America

    • 7.5.2 Europe

    • 7.5.3 Asia Pacific

    • 7.5.4 Latin America

    • 7.5.5 MEA

  • 7.6 Market Size & Forecasts, and Trend Analysis, 2015 to 2026

    • 7.6.1 North America

    • 7.6.2 Europe

    • 7.6.3 Asia Pacific

    • 7.6.4 Latin America

    • 7.6.5 Middle East & Africa

8 Competitive Analysis

  • 8.1 Recent Developments & Impact Analysis, by Key Market Participants

  • 8.2 Strategic Framework/Competition Categorization (Key innovators, Market leaders, Emerging players)

  • 8.3 Vendor Landscape

    • 8.3.1 Company market position analysis (Geographic presence, service portfolio, strategic initiatives)

9 Company Profiles

  • 9.1 Personal Capital

    • 9.1.1 Personal Capital Company overview

    • 9.1.2 Financial performance

    • 9.1.3 Product benchmarking

    • 9.1.4 Strategic initiatives

    • 9.1.5 SWOT analysis

  • 9.2 Investment Account Manager

    • 9.2.1 Investment Account Manager Company overview

    • 9.2.2 Financial performance

    • 9.2.3 Product benchmarking

    • 9.2.4 Strategic initiatives

    • 9.2.5 SWOT analysis

  • 9.3 SoftTarget

    • 9.3.1 SoftTarget Company overview

    • 9.3.2 Financial performance

    • 9.3.3 Product benchmarking

    • 9.3.4 Strategic initiatives

    • 9.3.5 SWOT analysis

  • 9.4 Miles Software

    • 9.4.1 Miles Software Company overview

    • 9.4.2 Financial performance

    • 9.4.3 Product benchmarking

    • 9.4.4 Strategic initiatives

    • 9.4.5 SWOT analysis

  • 9.5 Stator

    • 9.5.1 Stator Company overview

    • 9.5.2 Financial performance

    • 9.5.3 Product benchmarking

    • 9.5.4 Strategic initiatives

    • 9.5.5 SWOT analysis

  • 9.6 Clarizen

    • 9.6.1 Clarizen Company overview

    • 9.6.2 Financial performance

    • 9.6.3 Product benchmarking

    • 9.6.4 Strategic initiatives

    • 9.6.5 SWOT analysis

  • 9.7 OWL Software

    • 9.7.1 OWL Software Company overview

    • 9.7.2 Financial performance

    • 9.7.3 Product benchmarking

    • 9.7.4 Strategic initiatives

    • 9.7.5 SWOT analysis

  • 9.8 Advent

    • 9.8.1 Advent Company overview

    • 9.8.2 Financial performance

    • 9.8.3 Product benchmarking

    • 9.8.4 Strategic initiatives

    • 9.8.5 SWOT analysis

  • 9.9 eFront

    • 9.9.1 eFront Company overview

    • 9.9.2 Financial performance

    • 9.9.3 Product benchmarking

    • 9.9.4 Strategic initiatives

    • 9.9.5 SWOT analysis

  • 9.10 CoStar

    • 9.10.1 CoStar Company overview

    • 9.10.2 Financial performance

    • 9.10.3 Product benchmarking

    • 9.10.4 Strategic initiatives

    • 9.10.5 SWOT analysis

  • 9.11 Fund Manager

    • 9.11.1 Fund Manager Company overview

    • 9.11.2 Financial performance

    • 9.11.3 Product benchmarking

    • 9.11.4 Strategic initiatives

    • 9.11.5 SWOT analysis

  • 9.12 Conifer Financial Services

    • 9.12.1 Conifer Financial Services Company overview

    • 9.12.2 Financial performance

    • 9.12.3 Product benchmarking

    • 9.12.4 Strategic initiatives

    • 9.12.5 SWOT analysis

  • 9.13 Options Czar (Koona Software)

    • 9.13.1 Options Czar (Koona Software) Company overview

    • 9.13.2 Financial performance

    • 9.13.3 Product benchmarking

    • 9.13.4 Strategic initiatives

    • 9.13.5 SWOT analysis

  • 9.14 FinFolio

    • 9.14.1 FinFolio Company overview

    • 9.14.2 Financial performance

    • 9.14.3 Product benchmarking

    • 9.14.4 Strategic initiatives

    • 9.14.5 SWOT analysis

  • 9.15 InvestPlus

    • 9.15.1 InvestPlus Company overview

    • 9.15.2 Financial performance

    • 9.15.3 Product benchmarking

    • 9.15.4 Strategic initiatives

    • 9.15.5 SWOT analysis

  • 9.16 Mprofit

    • 9.16.1 Mprofit Company overview

    • 9.16.2 Financial performance

    • 9.16.3 Product benchmarking

    • 9.16.4 Strategic initiatives

    • 9.16.5 SWOT analysis

 

The List of Tables and Figures (Totals 87 Figures and 142 Tables)

  • Figure Web-based Portfolio Management Software Portfolio Management Software market, 2015 - 2026 (USD Million)

  • Figure Cloud Based Portfolio Management Software Portfolio Management Software market, 2015 - 2026 (USD Million)

  • Figure Small and Medium Business market, 2015 - 2026 (USD Million)

  • Figure Large Business market, 2015 - 2026 (USD Million)

  • Table List of players in North America

  • Table List of players in Europe

  • Table List of players in Asia Pacific

  • Table SWOT analysis

  • Table North America Portfolio Management Software market, by country, 2015 - 2026 (USD Million)

  • Table North America Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table North America Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table North America Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table U.S. Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table U.S. Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table U.S. Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Canada Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Canada Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Canada Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Europe Portfolio Management Software market, by country, 2015 - 2026 (USD Million)

  • Table Europe Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Europe Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Europe Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table U.K. Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table U.K. Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table U.K. Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Germany Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Germany Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Germany Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table France Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table France Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table France Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Italy Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Italy Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Italy Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Spain Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Spain Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Spain Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Asia Pacific Portfolio Management Software market, by country, 2015 - 2026 (USD Million)

  • Table Asia Pacific Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Asia Pacific Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Asia Pacific Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table China Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table China Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table China Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Japan Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Japan Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Japan Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table India Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table India Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table India Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Latin America Portfolio Management Software market, by country, 2015 - 2026 (USD Million)

  • Table Latin America Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Latin America Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Latin America Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Brazil Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Brazil Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Brazil Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Mexico Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Mexico Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Mexico Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Argentina Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Argentina Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Argentina Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table MEA Portfolio Management Software market, by country, 2015 - 2026 (USD Million)

  • Table MEA Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table MEA Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table MEA Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table South Africa Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table South Africa Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table South Africa Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Regulatory scenario

  • Table Nigeria Portfolio Management Software market, by type, 2015 - 2026 (USD Million)

  • Table Nigeria Portfolio Management Software market, by product, 2015 - 2026 (USD Million)

  • Table Nigeria Portfolio Management Software market, by application, 2015 - 2026 (USD Million)

  • Table Recent Developments & Impact Analysis, by Key Market Participants

  • Table Recent Developments & Impact Analysis, by Key Market Participants

  • Table Company market position analysis

  • Table Company Profiles

  • Table Personal Capital Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Investment Account Manager Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table SoftTarget Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Miles Software Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Stator Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Clarizen Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table OWL Software Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Advent Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table eFront Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table CoStar Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Fund Manager Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Conifer Financial Services Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Options Czar (Koona Software) Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table FinFolio Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table InvestPlus Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

  • Table Company Profiles

  • Table Mprofit Production, Value, Price, Gross Margin 2014-2019

  • Table Product benchmarking

  • Table Strategic initiatives

  • Table SWOT analysis

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