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.

25

Technologies Tracked

3016

Companies Tracked

Categories related to Investment Portfolio Management

Billing And Invoicing
Enterprise Resource Planning (ERP)
POS Systems
Payments Processing
Accounting

Top 5 Investment Portfolio Management technologies in 2024

Over 3016 companies are using Investment Portfolio Management tools. Black Diamond Wealth Platform with 38.36% market share (1157 customers), eFront with 24.40% market share (736 customers), IHS Markit iLevel with 6.53% market share (197 customers).

Technology

Market Share (Est.)

Customers

  • Black Diamond Wealth Platform

    38.36%

    1157

  • eFront

    24.40%

    736

  • IHS Markit iLevel

    6.53%

    197

  • FNZ Group

    5.90%

    178

  • Juniper Square

    3.71%

    112

  • Others

    21.09%

    636

  • Investment Portfolio Management Customers by Employee Size

    The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (900 companies), 20 - 49 employees (496 companies), 10 - 19 employees (298 companies).

    Employee Size

    Investment Portfolio Management Customers by Geography

    Companies using Investment Portfolio Management technology software are majorly from the United States with 2040 (72.57%), Australia with 251 (8.93%), United Kingdom with 204 (7.26%) customers respectively.

    Customers

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    Investment Portfolio Management Customers by Industry

    Top industries that use Investment Portfolio Management for Wealth Management (319), Investment Management (252), Financial Planning (248).

    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.)(%)
    1Black Diamond Wealth Platform115738.36
    2eFront73624.40
    3IHS Markit iLevel1976.53
    4FNZ Group1785.90
    5Juniper Square1123.71
    6FIS ZaiNet1083.58
    7PeopleSoft FSCM 9.2 : Deal Management913.02
    8Intralinks InvestorVision812.69
    9Allvue752.49
    10Advent Moxy591.96
    11SS&C Geneva391.29
    12FactorSoft280.93
    13Portfolio Valuation250.83
    14Covercy220.73
    15Portfolio Optimization210.70
    16TDX160.53
    17H&R Block At Home120.40
    18HedgeGuard110.36
    19Cobalt Portfolio Management110.36
    20RiskValue100.33
    21Riskturn70.23
    22Obsidian Suite60.20
    23SS&C HiPortfolio60.20
    24CGI MPower50.17
    25CGI MVest30.10

    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 Black Diamond Wealth Platform, eFront, IHS Markit iLevel. 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

    Black Diamond Wealth Platform vs eFront

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