Global Portfolio Management Software Market Status and Forecast 2021-2027

Code: RW00014249840
GRD Survey
May-2021
Technology, Media, & Telecommunications
131 Pages

Covid-19 has impacted the supply and demand status for many industries along the supply chain. In this report a comprehensive analysis of current global Portfolio Management Software market in terms of demand and supply environment is provided, as well as price trend currently and in the next few years. Global leading players are profiled with their revenue, market share, profit margin, major product portfolio and SWOT analysis. This report also includes global and regional market size and forecast, major product development trend and typical downstream segment scenario, under the context of market drivers and inhibitors analysis. According to this survey, the global Portfolio Management Software market is estimated to have reached $ xx million in 2020, and projected to grow at a CAGR of xx% to $ xx million in 2027.

Segmented by Category
Web-based

Cloud-based

Segmented by End User/Segment
Small and Medium Business

Large Business

Segmented by Country
North America
United States
Canada
Mexico
Europe
Germany
France
UK
Italy
Russia
Spain
Asia Pacific
China
Japan
Korea
Southeast Asia
India
Australasia
Central & South America
Brazil
Argentina
Colombia
Middle East & Africa
Iran
Israel
Turkey
South Africa
Saudi Arabia

Key manufacturers included in this survey
Stator

SoftTarget

Personal Capital

OWL Software

Options Czar (Koona Software)

Mprofit

Miles Software

InvestPlus

Investment Account Manager

Fund Manager

FinFolio

eFront

CoStar

Conifer Financial Services

Clarizen

Advent

Table of Contents

1 Product Introduction and Overview
1.1 Product Definition
1.2 Product Specification
1.3 Global Market Overview
1.3.1 Global Portfolio Management Software Market Status and Forecast (2016-2027)
1.3.2 Global Portfolio Management Software Sales Value CAGR by Region
1.4 Market Drivers, Inhibitors
1.4.1 Market Drivers
1.4.2 Market Inhibitors
1.4.3 COVID-19 Impact Analysis
2 Global Portfolio Management Software Supply by Company
2.1 Global Portfolio Management Software Sales Value by Company
2.2 Portfolio Management Software Sales Area of Main Manufacturers
2.3 Trend of Concentration Rate
3 Global and Regional Portfolio Management Software Market Status by Category
3.1 Portfolio Management Software Category Introduction
3.1.1 Web-based

3.1.2 Cloud-based
3.2 Global Portfolio Management Software Market by Category
3.3 North America: by Category
3.4 Europe: by Category
3.5 Asia Pacific: by Category
3.6 Central & South America: by Category
3.7 Middle East & Africa: by Category
4 Global and Regional Portfolio Management Software Market Status by End User/Segment
4.1 Portfolio Management Software Segment by End User/Segment
4.1.1 Small and Medium Business

4.1.2 Large Business
4.2 Global Portfolio Management Software Market by End User/Segment
4.3 North America: by End User/Segment
4.4 Europe: by End User/Segment
4.5 Asia Pacific: by End User/Segment
4.6 Central & South America: by End User/Segment
4.7 Middle East & Africa: by End User/Segment
5 Global Portfolio Management Software Market Status by Region
5.1 Global Portfolio Management Software Market by Region
5.2 North America Portfolio Management Software Market Status
5.3 Europe Portfolio Management Software Market Status
5.4 Asia Pacific Portfolio Management Software Market Status
5.5 Central & South America Portfolio Management Software Market Status
5.6 Middle East & Africa Portfolio Management Software Market Status
6 North America Portfolio Management Software Market Status
6.1 North America Portfolio Management Software Market by Country
6.2 United States
6.3 Canada
6.4 Mexico
7 Europe Portfolio Management Software Market Status
7.1 Europe Portfolio Management Software Market by Country
7.2 Germany
7.3 France
7.4 UK
7.5 Italy
7.6 Russia
7.7 Spain
8 Asia Pacific Portfolio Management Software Market Status
8.1 Asia Pacific Portfolio Management Software Market by Country
8.2 China
8.3 Japan
8.4 Korea
8.5 Southeast Asia
8.6 India
8.7 Australasia
9 Central & South America Portfolio Management Software Market Status
9.1 Central & South America Portfolio Management Software Market by Country
9.2 Brazil
9.3 Argentina
9.4 Colombia
10 Middle East & Africa Portfolio Management Software Market Status
10.1 Middle East & Africa Portfolio Management Software Market by Country
10.2 Iran
10.3 Israel
10.4 Turkey
10.5 South Africa
10.8 Saudi Arabia
11 Major Downstream Customers Analysis
11.1 Customer One Analysis
11.2 Customer Two Analysis
11.3 Customer Three Analysis
11.4 Customer Four Analysis
12 Global Portfolio Management Software Market Forecast by Category and by End User/Segment
12.1 Global Portfolio Management Software Sales Value Forecast (2022-2027)
12.2 Global Portfolio Management Software Forecast by Category
12.3 Global Portfolio Management Software Forecast by End User/Segment
13 Global Portfolio Management Software Market Forecast by Region/Country
13.1 Global Portfolio Management Software Market Forecast by Region (2022-2027)
13.2 North America Market Forecast
13.3 Europe Market Forecast
13.4 Asia Pacific Market Forecast
13.5 Central & South America Market Forecast
13.6 Middle East & Africa Market Forecast
14 Key Participants Company Information
14.1 Stator

14.1.1 Company Information
14.1.2 Portfolio Management Software Product Introduction
14.1.3 Stator
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.1.4 SWOT Analysis
14.2 SoftTarget

14.2.1 Company Information
14.2.2 Portfolio Management Software Product Introduction
14.2.3 SoftTarget
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.2.4 SWOT Analysis
14.3 Personal Capital

14.3.1 Company Information
14.3.2 Portfolio Management Software Product Introduction
14.3.3 Personal Capital
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.3.4 SWOT Analysis
14.4 OWL Software

14.4.1 Company Information
14.4.2 Portfolio Management Software Product Introduction
14.4.3 OWL Software
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.4.4 SWOT Analysis
14.5 Options Czar (Koona Software)

14.5.1 Company Information
14.5.2 Portfolio Management Software Product Introduction
14.5.3 Options Czar (Koona Software)
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.5.4 SWOT Analysis
14.6 Mprofit

14.6.1 Company Information
14.6.2 Portfolio Management Software Product Introduction
14.6.3 Mprofit
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.6.4 SWOT Analysis
14.7 Miles Software

14.7.1 Company Information
14.7.2 Portfolio Management Software Product Introduction
14.7.3 Miles Software
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.7.4 SWOT Analysis
14.8 InvestPlus

14.8.1 Company Information
14.8.2 Portfolio Management Software Product Introduction
14.8.3 InvestPlus
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.8.4 SWOT Analysis
14.9 Investment Account Manager

14.9.1 Company Information
14.9.2 Portfolio Management Software Product Introduction
14.9.3 Investment Account Manager
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.9.4 SWOT Analysis
14.10 Fund Manager

14.10.1 Company Information
14.10.2 Portfolio Management Software Product Introduction
14.10.3 Fund Manager
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
14.10.4 SWOT Analysis
14.11 FinFolio

14.12 eFront

14.13 CoStar

14.14 Conifer Financial Services

14.15 Clarizen

14.16 Advent

15 Conclusion
16 Methodology

List of Tables

Table Global Portfolio Management Software Sales Value (Million USD) and CAGR by Region (2016-2027)
Table Global Portfolio Management Software Sales Value (Million USD) by Company (2019-2021)
Table Global Portfolio Management Software Sales Value Market Share by Company (2019-2021)
Table Main Manufacturers Portfolio Management Software Sales Area
Table Portfolio Management Software Market Concentration (Top 3, Top 5) (2019-2021)
Table Global Portfolio Management Software Sales Value (Million USD) by Category (2016-2021)
Table Global Portfolio Management Software Sals Value Market Share by Category (2016-2021)
Table North America Portfolio Management Software Sales Value (Million USD) by Category (2016-2021)
Table North America Portfolio Management Software Sales Value Market Share by Category (2016-2021)
Table Europe Portfolio Management Software Sales Value (Million USD) by Category (2016-2021)
Table Europe Portfolio Management Software Sales Value Market Share by Category (2016-2021)
Table Asia Pacific Portfolio Management Software Sales Value (Million USD) by Category (2016-2021)
Table Asia Pacific Portfolio Management Software Sales Value Market Share by Category (2016-2021)
Table Central & South America Portfolio Management Software Sales Value (Million USD) by Category (2016-2021)
Table Central & South America Pacific Portfolio Management Software Sales Value Market Share by Category (2016-2021)
Table Middle East & Africa Portfolio Management Software Sales Value (Million USD) by Category (2016-2021)
Table Middle East & Africa Portfolio Management Software Sales Value Market Share by Category (2016-2021)
Table Global Portfolio Management Software Sales Value (Million USD) by End User/Segment (2016-2021)
Table Global Portfolio Management Software Value Market Share by End User/Segment (2016-2021)
Table North America Portfolio Management Software Sales Value (Million USD) by End User/Segment (2016-2021)
Table North America Portfolio Management Software Sales Value Market Share by End User/Segment (2016-2021)
Table Europe Portfolio Management Software Sales Value (Million USD) by End User/Segment (2016-2021)
Table Europe Portfolio Management Software Sales Value Market Share by End User/Segment (2016-2021)
Table Asia Pacific Portfolio Management Software Sales Value (Million USD) by End User/Segment (2016-2021)
Table Asia Pacific Portfolio Management Software Sales Value Market Share by End User/Segment (2016-2021)
Table Central & South America Portfolio Management Software Sales Value (Million USD) by End User/Segment (2016-2021)
Table Central & South America Pacific Portfolio Management Software Sales Value Market Share by End User/Segment (2016-2021)
Table Middle East & Africa Portfolio Management Software Sales Value (Million USD) by End User/Segment (2016-2021)
Table Middle East & Africa Portfolio Management Software Sales Value Market Share by End User/Segment (2016-2021)
Table Global Portfolio Management Software Sales Value (Million USD) by Region (2016-2021)
Table Global Portfolio Management Software Value Market Share by Region (2016-2021)
Table North America Portfolio Management Software Sales Value (Million USD) by Country (2016-2021)
Table North America Portfolio Management Software Value Market Share by Country (2016-2021)
Table Europe Portfolio Management Software Sales Value (Million USD) by Country (2016-2021)
Table Europe Portfolio Management Software Value Market Share by Country (2016-2021)
Table Asia Pacific Portfolio Management Software Sales Value (Million USD) by Country (2016-2021)
Table Asia Pacific Portfolio Management Software Value Market Share by Country (2016-2021)
Table Central & South America Portfolio Management Software Sales Value (Million USD) by Country (2016-2021)
Table Central & South America Portfolio Management Software Value Market Share by Country (2016-2021)
Table Middle East & Africa Portfolio Management Software Sales Value (Million USD) by Country (2016-2021)
Table Middle East & Africa Portfolio Management Software Value Market Share by Country (2016-2021)
Table Global Portfolio Management Software Value (Million USD) Forecast by Category (2022-2027)
Table Global Portfolio Management Software Value Market Share Forecast by Category (2022-2027)
Table Global Portfolio Management Software Value (Million USD) Forecast by End User/Segment (2022-2027)
Table Global Portfolio Management Software Value Market Share Forecast by End User/Segment (2022-2027)
Table Global Portfolio Management Software Value (Million USD) Forecast by Region (2022-2027)
Table Global Portfolio Management Software Value Market Share Forecast by Region (2022-2027)
Table Stator
Company Information
Table Stator
Product Introduction
Table Stator
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table SoftTarget
Company Information
Table SoftTarget
Product Introduction
Table SoftTarget
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table Personal Capital
Company Information
Table Personal Capital
Product Introduction
Table Personal Capital
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table OWL Software
Company Information
Table OWL Software
Product Introduction
Table OWL Software
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table Options Czar (Koona Software)
Company Information
Table Options Czar (Koona Software)
Product Introduction
Table Options Czar (Koona Software)
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table Mprofit
Company Information
Table Mprofit
Product Introduction
Table Mprofit
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table Miles Software
Company Information
Table Miles Software
Product Introduction
Table Miles Software
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table InvestPlus
Company Information
Table InvestPlus
Product Introduction
Table InvestPlus
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table Investment Account Manager
Company Information
Table Investment Account Manager
Product Introduction
Table Investment Account Manager
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)
Table Fund Manager
Company Information
Table Fund Manager
Product Introduction
Table Fund Manager
Portfolio Management Software Sales Value, Gross Margin and Global Share (2019-2021)

List of Figures

Figure Portfolio Management Software Picture
Figure Global Portfolio Management Software Sales Value (Million USD) and Growth Rate (2016-2027)
Figure Global Portfolio Management Software Sales Value CAGR (2020-2027) by Region
Figure Global Portfolio Management Software Sales Value Market Share by Company, 2020
Figure Product Picture of Web-based

Figure Product Picture of Cloud-based
Figure Global Portfolio Management Software Sales Value Market Share by Category, 2020
Figure North America Portfolio Management Software Sales Value Market Share by Category, 2020
Figure Europe Portfolio Management Software Sales Value Market Share by Category, 2020
Figure Asia Pacific Portfolio Management Software Sales Value Market Share by Category, 2020
Figure Central & South America Portfolio Management Software Sales Value Market Share by Category, 2020
Figure Middle East & Africa Portfolio Management Software Sales Value Market Share by Category, 2020
Figure Portfolio Management Software in Small and Medium Business

Figure Global Portfolio Management Software Market: Small and Medium Business
(2016-2021)
Figure Portfolio Management Software in Large Business
Figure Global Portfolio Management Software Market: Large Business (2016-2021)
Figure Global Portfolio Management Software Sales Value Market Share by End User/Segment, 2020
Figure North America Portfolio Management Software Sales Value Market Share by End User/Segment, 2020
Figure Europe Portfolio Management Software Sales Value Market Share by End User/Segment, 2020
Figure Asia Pacific Portfolio Management Software Sales Value Market Share by End User/Segment, 2020
Figure Central & South America Portfolio Management Software Sales Value Market Share by End User/Segment, 2020
Figure Middle East & Africa Portfolio Management Software Sales Value Market Share by End User/Segment, 2020
Figure Global Portfolio Management Software Sales Value Market Share by Region (2016-2021)
Figure North America Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure Europe Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure Asia Pacific Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure Central & South America Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure Middle East & Africa Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure North America Portfolio Management Software Sales Value Market Share by Country, 2020
Figure United States Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure Canada Portfolio Management Software Sales Value (Million USD) Status (2016-2021)
Figure Mexico Portfolio Management Software Sales Value (Million USD) Status (2016-2021)

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