Top Portfolio and Investment Management Software Apps, Market Size and Forecast

Since 2010, our global team of researchers has been studying the patterns of the Portfolio and Investment Management software purchases by customers around the world, aggregating massive amounts of data points that form the basis of our Portfolio and Investment Management software market size and forecast assumptions and perhaps the rise and fall of certain Portfolio and Investment Management vendors.

Custom data cuts related to the Portfolio and Investment Management software market are available:
  • Top 10 Portfolio and Investment Management software vendors, market share and forecast 2024-2029
  • 2023 Portfolio and Investment Management software market by revenue Type (on-prem vs cloud)
  • 2023 Portfolio and Investment Management software market by customer size (no. of employees, revenue)
  • 2023 Portfolio and Investment Management software market by industry (21 verticals)
  • 2023 Portfolio and Investment Management software market by geography (city, state, country, region)
  • 2023 Portfolio and Investment Management software market by channel (direct vs indirect)
  • 2023 Portfolio and Investment Management software market by product market share

Some of the Portfolio and Investment Management apps that we have been tracking include: SimCorp Dimension, Orion Enterprise, Envestnet Tamarac, Bloomberg AIM, Murex MX.3, BlackRock Aladdin, SS&C Advent Geneva, Profidata XENTIS, PFS-PAXUS, Charles River IMS - Portfolio Management, BNY Mellon Eagle Investment Accounting, SS&C Portia, SS&C HiPortfolio, SS&C Advent Portfolio Exchange, State Street PAM for Investments, FIS InTrader, Clearwater Platform, FIS Investment Accounting Manager (formerly InvestOne), SS&C Pacer, FIS AvantGard APS2 and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
SimCorp SimCorp Dimension Portfolio and Investment Management Investment Management 245
Orion Advisor Solutions Orion Enterprise Portfolio and Investment Management Investment Management 220
Envestnet Envestnet Tamarac Portfolio and Investment Management Investment Management 204
Bloomberg Bloomberg AIM Portfolio and Investment Management Investment Management 142
Murex Murex MX.3 Portfolio and Investment Management, Trading Platform Investment Management 135
BlackRock BlackRock Aladdin Portfolio and Investment Management Investment Management 132
SS&C Technologies SS&C Advent Geneva Portfolio and Investment Management Investment Management 130
Profidata Group Profidata XENTIS Portfolio and Investment Management Investment Management 99
Apex Group PFS-PAXUS Portfolio and Investment Management Investment Management 86
Charles River Development Charles River IMS - Portfolio Management Portfolio and Investment Management Investment Management 81
Showing 1 to 10 of 158 entries

Buyer Intent: Companies Evaluating Portfolio and Investment Management Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Portfolio and Investment Management applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Portfolio and Investment Management apps include:

  1. Cofinpro Germany, a Germany based Professional Services organization with 250 Employees
  2. IB Project Management, a United Kingdom based Professional Services company with 10 Employees
  3. CRISIL, a India based Banking and Financial Services organization with 3900 Employees
Logo Company Industry Employees Revenue Country Evaluated
No data found
FAQ - APPS RUN THE WORLD Portfolio and Investment Management Software Coverage

Portfolio and Investment Management is a software category within the Investment Management market used by organizations across 21+ industries.

The most adopted Portfolio and Investment Management apps include SimCorp Dimension, Orion Enterprise, Envestnet Tamarac, Bloomberg AIM, Murex MX.3, BlackRock Aladdin, SS&C Advent Geneva, Profidata XENTIS, PFS-PAXUS and Charles River IMS - Portfolio Management.

Category leaders by customer count include SimCorp, Orion Advisor Solutions, Envestnet, Bloomberg, Murex, BlackRock, SS&C Technologies, Profidata Group, Apex Group and Charles River Development.

We currently track 158 Portfolio and Investment Management applications with 2449 verified customer records.

The dataset is updated daily, covers historical records since the 1990s, and is revalidated once per year.

Over the last 12 months we recorded 38 active evaluations in Portfolio and Investment Management, including Cofinpro Germany, IB Project Management and CRISIL.

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