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.

Technologies

20011

Companies

Movements

Categories related to Investment Portfolio Management

Top 5 Investment Portfolio Management technologies in 2023

Over 20,011 companies are using Investment Portfolio Management tools. The CRE Suite with 70.67% market share (14,142 customers), H&R Block At Home with 16.20% market share (3,242 customers), Black Diamond Wealth Platform with 5.35% market share (1,070 customers),

The CRE Suite

70.67 %

Market Share

14142

Customers
H&R Block At Home

16.20 %

Market Share

3242

Customers
Black Diamond Wealth Platform

5.35 %

Market Share

1070

Customers
eFront

3.38 %

Market Share

677

Customers
IHS Markit iLevel

0.78 %

Market Share

156

Customers
Others

3.62 %

Market Share

724

Customers

Investment Portfolio Management Customers by Employee Size

The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (9,174 companies), 20 - 49 employees (6,225 companies), 10 - 19 employees (2,116 companies).

Investment Portfolio Management Customers by Geography

Companies using Investment Portfolio Management technology software are majorly from the United States with 14,822 (75.27%), United Kingdom with 1,087 (5.52%), Canada with 921 (4.68%) customers respectively.

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Investment Portfolio Management Customers by Industry

Top industries that use Investment Portfolio Management for Technology (6,579), Professional Services (4,762), Financial Services (1,624).

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
1	The CRE Suite	14142	70.67 (%)
2	H&R Block At Home	3242	16.20 (%)
3	Black Diamond Wealth Platform	1070	5.35 (%)
4	eFront	677	3.38 (%)
5	IHS Markit iLevel	156	0.78 (%)
6	Juniper Square	120	0.60 (%)
7	Intralinks InvestorVision	89	0.44 (%)
8	FIS ZaiNet	89	0.44 (%)
9	Allvue	87	0.43 (%)
10	PeopleSoft FSCM 9.2 : Deal Management	84	0.42 (%)
11	Advent Moxy	47	0.23 (%)
12	SS&C Geneva	32	0.16 (%)
13	Covercy	29	0.14 (%)
14	Portfolio Valuation	22	0.11 (%)
15	Portfolio Optimization	22	0.11 (%)
16	IMS Platform	21	0.10 (%)
17	TDX	17	0.08 (%)
18	RiskValue	15	0.07 (%)
19	StockMarketEye	10	0.05 (%)
20	HedgeGuard	9	0.04 (%)
21	Obsidian Suite	8	0.04 (%)
22	Cobalt Portfolio Management	8	0.04 (%)
23	Riskturn	5	0.02 (%)
24	SS&C HiPortfolio	5	0.02 (%)
25	CGI MPower	3	0.01 (%)
26	CGI MVest	2	0.01 (%)

Technology	Market share
The CRE Suite	70.67 (%)
H&R Block At Home	16.20 (%)
Black Diamond Wealth Platform	5.35 (%)
eFront	3.38 (%)
IHS Markit iLevel	0.78 (%)
Juniper Square	0.60 (%)
Intralinks InvestorVision	0.44 (%)
FIS ZaiNet	0.44 (%)
Allvue	0.43 (%)
PeopleSoft FSCM 9.2 : Deal Management	0.42 (%)
Advent Moxy	0.23 (%)
SS&C Geneva	0.16 (%)
Covercy	0.14 (%)
Portfolio Valuation	0.11 (%)
Portfolio Optimization	0.11 (%)
IMS Platform	0.10 (%)
TDX	0.08 (%)
RiskValue	0.07 (%)
StockMarketEye	0.05 (%)
HedgeGuard	0.04 (%)
Obsidian Suite	0.04 (%)
Cobalt Portfolio Management	0.04 (%)
Riskturn	0.02 (%)
SS&C HiPortfolio	0.02 (%)
CGI MPower	0.01 (%)
CGI MVest	0.01 (%)

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 The CRE Suite, H&R Block At Home, Black Diamond Wealth Platform. 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?

Around the world in 2023, over 21,955 companies are currently using one or more Investment Portfolio Management software. Out of these, there are 14,822 companies using Investment Portfolio Management tools that are originally from the United States .

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

The top few companies that have the most significant market share in the Investment Portfolio Management space are The CRE Suite with 70.67 % of market share, and H&R Block At Home with 16.20 % of market share and Black Diamond Wealth Platform with 5.35 % of market share . Check for other Investment Portfolio Management technologies market share here.

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

The top industries that use Investment Portfolio Management software are Technology (6,579) , Professional Services (4,762) , Financial Services (1,624) .