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.

44

Technologies Tracked

9045

Companies Tracked

Categories related to Investment Portfolio Management

Billing And Invoicing
Enterprise Resource Planning (ERP)
Payments Processing
Insurance Administration And Management
POS Systems

Top 5 Investment Portfolio Management technologies in 2026

Over 9045 companies are using Investment Portfolio Management tools. Natixis with 14.41% market share (1303 customers), Black Diamond Wealth Platform with 14.17% market share (1282 customers), Wilshire with 11.69% market share (1057 customers).

Technology

Market Share (Est.)

Customers

  • Natixis

    14.41%

    1303

  • Black Diamond Wealth Platform

    14.17%

    1282

  • Wilshire

    11.69%

    1057

  • eFront

    8.76%

    792

  • Invesco

    8.08%

    731

  • Others

    42.90%

    3880

  • Investment Portfolio Management Customers by Employee Size

    The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (1690 companies), 20 - 49 employees (1643 companies), 10,000+ employees (1432 companies).

    Employee Size

    Investment Portfolio Management Customers by Geography

    Companies using Investment Portfolio Management technology software are majorly from the United States with 5209 (63.95%), France with 877 (10.77%), United Kingdom with 816 (10.02%) customers respectively.

    Customers

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    Investment Portfolio Management Customers by Industry

    Top industries that use Investment Portfolio Management for Wealth Management (891), Asset Management (651), Investment Management (574).

    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(Est.)(%)
    1Natixis130314.41
    2Black Diamond Wealth Platform128214.17
    3Wilshire105711.69
    4eFront7928.76
    5Invesco7318.08
    6Morningstar Direct4815.32
    7Cboe4414.88
    8Charles River Investment Management Solution (IMS)3764.16
    9Aladdin By Blackrock3343.69
    10SEI1992.20
    11Tegus1882.08
    12FNZ Group1812.00
    13Equiniti1721.90
    14Juniper Square1641.81
    15IHS Markit iLevel1481.64
    16Bloomberg EMSX1411.56
    17Intelliflo1321.46
    18Allvue1071.18
    19FIS ZaiNet991.09
    20PeopleSoft FSCM 9.2 : Deal Management911.01
    21Morningstar Office810.90
    22Advent Moxy760.84
    23Intralinks InvestorVision680.75
    24ION Markets670.74
    25Covercy610.67
    26SS&C Geneva380.42
    27Portfolio Valuation340.38
    28State Street Alpha310.34
    29FactorSoft300.33
    30Cobalt Portfolio Management230.25
    31Eze Software210.23
    32Portfolio Optimization180.20
    33AdvisorEngine150.17
    34TDX140.15
    35HedgeGuard130.14
    36IMS Platform90.10
    37CGI MPower70.08
    38Obsidian Suite40.04
    39CGI MVest40.04
    40State Street PAM40.04
    41H&R Block At Home20.02
    42RiskValue20.02
    43Riskturn20.02
    44SS&C HiPortfolio20.02

    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 Natixis, Black Diamond Wealth Platform, Wilshire. Here, you can view a full list of Investment Portfolio Management tools in the market.

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    How many companies use Investment Portfolio Management software these days?

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    Which company has the most significant market share in the Investment Portfolio Management software space?

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    What are the top industries that usually use Investment Portfolio Management softwares?

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    Popular Comparisons

    Natixis vs Black Diamond Wealth Platform

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