Portfolio management software is the centralized management of the processes, methods, and technologies used by project managers and project management offices (PMOs) to analyze and collectively manage current or proposed projects based on numerous key characteristics.
The Portfolio Management Software market revenue was xx.xx Million USD in 2019, and will reach xx.xx Million USD in 2025, with a CAGR of x.x% during 2020-2025.
Under COVID-19 outbreak globally, this report provides 360 degrees of analysis from supply chain, import and export control to regional government policy and future influence on the industry. Detailed analysis about market status (2015-2020), enterprise competition pattern, advantages and disadvantages of enterprise products, industry development trends (2020-2025), regional industrial layout characteristics and macroeconomic policies, industrial policy has also been included. From raw materials to end users of this industry are analyzed scientifically, the trends of product circulation and sales channel will be presented as well. Considering COVID-19, this report provides comprehensive and in-depth analysis on how the epidemic push this industry transformation and reform.
In COVID-19 outbreak, Chapter 2.2 of this report provides an analysis of the impact of COVID-19 on the global economy and the Portfolio Management Software industry.
Chapter 3.7 covers the analysis of the impact of COVID-19 from the perspective of the industry chain.
In addition, chapters 7-11 consider the impact of COVID-19 on the regional economy.
The Portfolio Management Software market can be split based on product types, major applications, and important countries as follows:
Key players in the global Portfolio Management Software market covered in Chapter 12:
Mprofit
FinFolio
CoStar
Clarizen
Options Czar (Koona Software)
Advent
InvestPlus
Fund Manager
eFront
OWL Software
Personal Capital
SoftTarget
Investment Account Manager
Conifer Financial Services
Stator
Miles Software
In Chapter 4 and 14.1, on the basis of types, the Portfolio Management Software market from 2015 to 2025 is primarily split into:
Web-based Portfolio Management Software
Cloud Based Portfolio Management Software
In Chapter 5 and 14.2, on the basis of applications, the Portfolio Management Software market from 2015 to 2025 covers:
Small and Medium Business
Large Business
Geographically, the detailed analysis of consumption, revenue, market share and growth rate, historic and forecast (2015-2025) of the following regions are covered in Chapter 6, 7, 8, 9, 10, 11, 14:
North America (Covered in Chapter 7 and 14)
United States
Canada
Mexico
Europe (Covered in Chapter 8 and 14)
Germany
UK
France
Italy
Spain
Russia
Others
Asia-Pacific (Covered in Chapter 9 and 14)
China
Japan
South Korea
Australia
India
Southeast Asia
Others
Middle East and Africa (Covered in Chapter 10 and 14)
Saudi Arabia
UAE
Egypt
Nigeria
South Africa
Others
South America (Covered in Chapter 11 and 14)
Brazil
Argentina
Columbia
Chile
Others
Years considered for this report:
Historical Years: 2015-2019
Base Year: 2019
Estimated Year: 2020
Forecast Period: 2020-2025
Table of Content
1 Portfolio Management Software Introduction and Market Overview
1.1 Objectives of the Study
1.2 Overview of Portfolio Management Software
1.3 Scope of The Study
1.3.1 Key Market Segments
1.3.2 Players Covered
1.3.3 COVID-19's impact on the Portfolio Management Software industry
1.4 Methodology of The Study
1.5 Research Data Source
2 Executive Summary
2.1 Market Overview
2.1.1 Global Portfolio Management Software Market Size, 2015 - 2020
2.1.2 Global Portfolio Management Software Market Size by Type, 2015 - 2020
2.1.3 Global Portfolio Management Software Market Size by Application, 2015 - 2020
2.1.4 Global Portfolio Management Software Market Size by Region, 2015 - 2025
2.2 Business Environment Analysis
2.2.1 Global COVID-19 Status and Economic Overview
2.2.2 Influence of COVID-19 Outbreak on Portfolio Management Software Industry Development
3 Industry Chain Analysis
3.1 Upstream Raw Material Suppliers of Portfolio Management Software Analysis
3.2 Major Players of Portfolio Management Software
3.3 Portfolio Management Software Manufacturing Cost Structure Analysis
3.3.1 Production Process Analysis
3.3.2 Manufacturing Cost Structure of Portfolio Management Software
3.3.3 Labor Cost of Portfolio Management Software
3.4 Market Distributors of Portfolio Management Software
3.5 Major Downstream Buyers of Portfolio Management Software Analysis
3.6 The Impact of Covid-19 From the Perspective of Industry Chain
3.7 Regional Import and Export Controls Will Exist for a Long Time
3.8 Continued downward PMI Spreads Globally
4 Global Portfolio Management Software Market, by Type
4.1 Global Portfolio Management Software Value and Market Share by Type (2015-2020)
4.2 Global Portfolio Management Software Production and Market Share by Type (2015-2020)
4.3 Global Portfolio Management Software Value and Growth Rate by Type (2015-2020)
4.3.1 Global Portfolio Management Software Value and Growth Rate of Web-based Portfolio Management Software
4.3.2 Global Portfolio Management Software Value and Growth Rate of Cloud Based Portfolio Management Software
4.4 Global Portfolio Management Software Price Analysis by Type (2015-2020)
5 Portfolio Management Software Market, by Application
5.1 Downstream Market Overview
5.2 Global Portfolio Management Software Consumption and Market Share by Application (2015-2020)
5.3 Global Portfolio Management Software Consumption and Growth Rate by Application (2015-2020)
5.3.1 Global Portfolio Management Software Consumption and Growth Rate of Small and Medium Business (2015-2020)
5.3.2 Global Portfolio Management Software Consumption and Growth Rate of Large Business (2015-2020)
6 Global Portfolio Management Software Market Analysis by Regions
6.1 Global Portfolio Management Software Sales, Revenue and Market Share by Regions
6.1.1 Global Portfolio Management Software Sales by Regions (2015-2020)
6.1.2 Global Portfolio Management Software Revenue by Regions (2015-2020)
6.2 North America Portfolio Management Software Sales and Growth Rate (2015-2020)
6.3 Europe Portfolio Management Software Sales and Growth Rate (2015-2020)
6.4 Asia-Pacific Portfolio Management Software Sales and Growth Rate (2015-2020)
6.5 Middle East and Africa Portfolio Management Software Sales and Growth Rate (2015-2020)
6.6 South America Portfolio Management Software Sales and Growth Rate (2015-2020)
7 North America Portfolio Management Software Market Analysis by Countries
7.1 The Influence of COVID-19 on North America Market
7.2 North America Portfolio Management Software Sales, Revenue and Market Share by Countries
7.2.1 North America Portfolio Management Software Sales by Countries (2015-2020)
7.2.2 North America Portfolio Management Software Revenue by Countries (2015-2020)
7.3 United States Portfolio Management Software Sales and Growth Rate (2015-2020)
7.4 Canada Portfolio Management Software Sales and Growth Rate (2015-2020)
7.5 Mexico Portfolio Management Software Sales and Growth Rate (2015-2020)
8 Europe Portfolio Management Software Market Analysis by Countries
8.1 The Influence of COVID-19 on Europe Market
8.2 Europe Portfolio Management Software Sales, Revenue and Market Share by Countries
8.2.1 Europe Portfolio Management Software Sales by Countries (2015-2020)
8.2.2 Europe Portfolio Management Software Revenue by Countries (2015-2020)
8.3 Germany Portfolio Management Software Sales and Growth Rate (2015-2020)
8.4 UK Portfolio Management Software Sales and Growth Rate (2015-2020)
8.5 France Portfolio Management Software Sales and Growth Rate (2015-2020)
8.6 Italy Portfolio Management Software Sales and Growth Rate (2015-2020)
8.7 Spain Portfolio Management Software Sales and Growth Rate (2015-2020)
8.8 Russia Portfolio Management Software Sales and Growth Rate (2015-2020)
9 Asia Pacific Portfolio Management Software Market Analysis by Countries
9.1 The Influence of COVID-19 on Asia Pacific Market
9.2 Asia Pacific Portfolio Management Software Sales, Revenue and Market Share by Countries
9.2.1 Asia Pacific Portfolio Management Software Sales by Countries (2015-2020)
9.2.2 Asia Pacific Portfolio Management Software Revenue by Countries (2015-2020)
9.3 China Portfolio Management Software Sales and Growth Rate (2015-2020)
9.4 Japan Portfolio Management Software Sales and Growth Rate (2015-2020)
9.5 South Korea Portfolio Management Software Sales and Growth Rate (2015-2020)
9.6 India Portfolio Management Software Sales and Growth Rate (2015-2020)
9.7 Southeast Asia Portfolio Management Software Sales and Growth Rate (2015-2020)
9.8 Australia Portfolio Management Software Sales and Growth Rate (2015-2020)
10 Middle East and Africa Portfolio Management Software Market Analysis by Countries
10.1 The Influence of COVID-19 on Middle East and Africa Market
10.2 Middle East and Africa Portfolio Management Software Sales, Revenue and Market Share by Countries
10.2.1 Middle East and Africa Portfolio Management Software Sales by Countries (2015-2020)
10.2.2 Middle East and Africa Portfolio Management Software Revenue by Countries (2015-2020)
10.3 Saudi Arabia Portfolio Management Software Sales and Growth Rate (2015-2020)
10.4 UAE Portfolio Management Software Sales and Growth Rate (2015-2020)
10.5 Egypt Portfolio Management Software Sales and Growth Rate (2015-2020)
10.6 Nigeria Portfolio Management Software Sales and Growth Rate (2015-2020)
10.7 South Africa Portfolio Management Software Sales and Growth Rate (2015-2020)
11 South America Portfolio Management Software Market Analysis by Countries
11.1 The Influence of COVID-19 on Middle East and Africa Market
11.2 South America Portfolio Management Software Sales, Revenue and Market Share by Countries
11.2.1 South America Portfolio Management Software Sales by Countries (2015-2020)
11.2.2 South America Portfolio Management Software Revenue by Countries (2015-2020)
11.3 Brazil Portfolio Management Software Sales and Growth Rate (2015-2020)
11.4 Argentina Portfolio Management Software Sales and Growth Rate (2015-2020)
11.5 Columbia Portfolio Management Software Sales and Growth Rate (2015-2020)
11.6 Chile Portfolio Management Software Sales and Growth Rate (2015-2020)
12 Competitive Landscape
12.1 Mprofit
12.1.1 Mprofit Basic Information
12.1.2 Portfolio Management Software Product Introduction
12.1.3 Mprofit Production, Value, Price, Gross Margin 2015-2020
12.2 FinFolio
12.2.1 FinFolio Basic Information
12.2.2 Portfolio Management Software Product Introduction
12.2.3 FinFolio Production, Value, Price, Gross Margin 2015-2020
12.3 CoStar
12.3.1 CoStar Basic Information
12.3.2 Portfolio Management Software Product Introduction
12.3.3 CoStar Production, Value, Price, Gross Margin 2015-2020
12.4 Clarizen
12.4.1 Clarizen Basic Information
12.4.2 Portfolio Management Software Product Introduction
12.4.3 Clarizen Production, Value, Price, Gross Margin 2015-2020
12.5 Options Czar (Koona Software)
12.5.1 Options Czar (Koona Software) Basic Information
12.5.2 Portfolio Management Software Product Introduction
12.5.3 Options Czar (Koona Software) Production, Value, Price, Gross Margin 2015-2020
12.6 Advent
12.6.1 Advent Basic Information
12.6.2 Portfolio Management Software Product Introduction
12.6.3 Advent Production, Value, Price, Gross Margin 2015-2020
12.7 InvestPlus
12.7.1 InvestPlus Basic Information
12.7.2 Portfolio Management Software Product Introduction
12.7.3 InvestPlus Production, Value, Price, Gross Margin 2015-2020
12.8 Fund Manager
12.8.1 Fund Manager Basic Information
12.8.2 Portfolio Management Software Product Introduction
12.8.3 Fund Manager Production, Value, Price, Gross Margin 2015-2020
12.9 eFront
12.9.1 eFront Basic Information
12.9.2 Portfolio Management Software Product Introduction
12.9.3 eFront Production, Value, Price, Gross Margin 2015-2020
12.10 OWL Software
12.10.1 OWL Software Basic Information
12.10.2 Portfolio Management Software Product Introduction
12.10.3 OWL Software Production, Value, Price, Gross Margin 2015-2020
12.11 Personal Capital
12.11.1 Personal Capital Basic Information
12.11.2 Portfolio Management Software Product Introduction
12.11.3 Personal Capital Production, Value, Price, Gross Margin 2015-2020
12.12 SoftTarget
12.12.1 SoftTarget Basic Information
12.12.2 Portfolio Management Software Product Introduction
12.12.3 SoftTarget Production, Value, Price, Gross Margin 2015-2020
12.13 Investment Account Manager
12.13.1 Investment Account Manager Basic Information
12.13.2 Portfolio Management Software Product Introduction
12.13.3 Investment Account Manager Production, Value, Price, Gross Margin 2015-2020
12.14 Conifer Financial Services
12.14.1 Conifer Financial Services Basic Information
12.14.2 Portfolio Management Software Product Introduction
12.14.3 Conifer Financial Services Production, Value, Price, Gross Margin 2015-2020
12.15 Stator
12.15.1 Stator Basic Information
12.15.2 Portfolio Management Software Product Introduction
12.15.3 Stator Production, Value, Price, Gross Margin 2015-2020
12.16 Miles Software
12.16.1 Miles Software Basic Information
12.16.2 Portfolio Management Software Product Introduction
12.16.3 Miles Software Production, Value, Price, Gross Margin 2015-2020
13 Industry Outlook
13.1 Market Driver Analysis
13.1.2 Market Restraints Analysis
13.1.3 Market Trends Analysis
13.2 Merger, Acquisition and New Investment
13.3 News of Product Release
14 Global Portfolio Management Software Market Forecast
14.1 Global Portfolio Management Software Market Value & Volume Forecast, by Type (2020-2025)
14.1.1 Web-based Portfolio Management Software Market Value and Volume Forecast (2020-2025)
14.1.2 Cloud Based Portfolio Management Software Market Value and Volume Forecast (2020-2025)
14.2 Global Portfolio Management Software Market Value & Volume Forecast, by Application (2020-2025)
14.2.1 Small and Medium Business Market Value and Volume Forecast (2020-2025)
14.2.2 Large Business Market Value and Volume Forecast (2020-2025)
14.3 Portfolio Management Software Market Analysis and Forecast by Region
14.3.1 North America Market Value and Consumption Forecast (2020-2025)
14.3.2 Europe Market Value and Consumption Forecast (2020-2025)
14.3.3 Asia Pacific Market Value and Consumption Forecast (2020-2025)
14.3.4 Middle East and Africa Market Value and Consumption Forecast (2020-2025)
14.3.5 South America Market Value and Consumption Forecast (2020-2025)
15 New Project Feasibility Analysis
15.1 Industry Barriers and New Entrants SWOT Analysis
15.1.1 Porter