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.
43
Technologies Tracked
10220
Companies Tracked
Categories related to Investment Portfolio Management
Top 5 Investment Portfolio Management technologies in 2025
Over 10220 companies are using Investment Portfolio Management tools. Natixis with 15.10% market share (1543 customers), Wilshire with 13.60% market share (1390 customers), Black Diamond Wealth Platform with 11.69% market share (1195 customers).
Technology
Market Share (Est.)
Customers
15.10%
1543
13.60%
1390
11.69%
1195
9.68%
989
7.91%
808
Others
42.03%
4295
Investment Portfolio Management Customers by Employee Size
The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (1963 companies), 20 - 49 employees (1920 companies), 10,000+ employees (1569 companies).
Employee Size
Investment Portfolio Management Customers by Geography
Companies using Investment Portfolio Management technology software are majorly from the United States with 5978 (64.01%), France with 1034 (11.07%), United Kingdom with 975 (10.44%) customers respectively.
Customers
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Investment Portfolio Management Customers by Industry
Top industries that use Investment Portfolio Management for Wealth Management (981), Asset Management (690), Investment Management (656).
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.)(%) |
|---|---|---|---|
| 1 | Natixis | 1543 | 15.10 |
| 2 | Wilshire | 1390 | 13.60 |
| 3 | Black Diamond Wealth Platform | 1195 | 11.69 |
| 4 | Invesco | 989 | 9.68 |
| 5 | eFront | 808 | 7.91 |
| 6 | Morningstar Direct | 577 | 5.65 |
| 7 | Cboe | 576 | 5.64 |
| 8 | Charles River Investment Management Solution (IMS) | 378 | 3.70 |
| 9 | Aladdin By Blackrock | 336 | 3.29 |
| 10 | SEI | 235 | 2.30 |
| 11 | FNZ Group | 201 | 1.97 |
| 12 | Equiniti | 194 | 1.90 |
| 13 | Tegus | 192 | 1.88 |
| 14 | Juniper Square | 188 | 1.84 |
| 15 | IHS Markit iLevel | 178 | 1.74 |
| 16 | Bloomberg EMSX | 165 | 1.61 |
| 17 | Intelliflo | 131 | 1.28 |
| 18 | Morningstar Office | 125 | 1.22 |
| 19 | FIS ZaiNet | 105 | 1.03 |
| 20 | PeopleSoft FSCM 9.2 : Deal Management | 103 | 1.01 |
| 21 | Allvue | 98 | 0.96 |
| 22 | ION Markets | 74 | 0.72 |
| 23 | Intralinks InvestorVision | 68 | 0.67 |
| 24 | Advent Moxy | 51 | 0.50 |
| 25 | Covercy | 49 | 0.48 |
| 26 | FactorSoft | 35 | 0.34 |
| 27 | Eze Software | 35 | 0.34 |
| 28 | State Street Alpha | 32 | 0.31 |
| 29 | Portfolio Valuation | 31 | 0.30 |
| 30 | SS&C Geneva | 29 | 0.28 |
| 31 | Portfolio Optimization | 17 | 0.17 |
| 32 | TDX | 16 | 0.16 |
| 33 | HedgeGuard | 13 | 0.13 |
| 34 | AdvisorEngine | 13 | 0.13 |
| 35 | H&R Block At Home | 10 | 0.10 |
| 36 | CGI MPower | 8 | 0.08 |
| 37 | SS&C HiPortfolio | 7 | 0.07 |
| 38 | IMS Platform | 6 | 0.06 |
| 39 | Riskturn | 5 | 0.05 |
| 40 | Cobalt Portfolio Management | 5 | 0.05 |
| 41 | CGI MVest | 4 | 0.04 |
| 42 | Obsidian Suite | 3 | 0.03 |
| 43 | RiskValue | 2 | 0.02 |
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, Wilshire, 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?
Which company has the most significant market share in the Investment Portfolio Management software space?
What are the top industries that usually use Investment Portfolio Management softwares?
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