Top Portfolio and Investment Performance and Planning Software Apps, Market Size and Forecast

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

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

Some of the Portfolio and Investment Performance and Planning apps that we have been tracking include: eMoney Advisor, Allvue Investment Accounting, Iress Xplan, InvestCloud Advicent NaviPlan, FactSet Portfolio Analytics, Bloomberg Portfolio Analytics, BlackRock eFront Insight Sustainability, LSEG Refinitiv Lipper, MoneyGuidePro, Factset BISAM B-One, Nasdaq eVestment ESG Analytics, Morningstar On Demand, Clearwater Wilshire Atlas, FactSet Performance, Clearwater for Stable Value, In-House Spectrum Platform, Wealthcare GDX360, Allvue Performance Attribution, aixigo BLOXX Financial Planning, Broadridge Performance and Attribution and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 720
Allvue Systems Allvue Investment Accounting Portfolio and Investment Performance and Planning Investment Management 86
Iress Iress Xplan Portfolio and Investment Performance and Planning Investment Management 16
InvestCloud InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning Investment Management 8
FactSet FactSet Portfolio Analytics Portfolio and Investment Performance and Planning Investment Management 5
MoneyGuidePro MoneyGuidePro Portfolio and Investment Performance and Planning Investment Management 3
London Stock Exchange Group LSEG Refinitiv Lipper Portfolio and Investment Performance and Planning Investment Management 3
BlackRock BlackRock eFront Insight Sustainability Portfolio and Investment Performance and Planning Investment Management 3
Bloomberg Bloomberg Portfolio Analytics Portfolio and Investment Performance and Planning Investment Management 3
FactSet Factset BISAM B-One Portfolio and Investment Performance and Planning Investment Management 2
Showing 1 to 10 of 70 entries

Buyer Intent: Companies Evaluating Portfolio and Investment Performance and Planning Apps

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

  1. Evelyn Partners, a United Kingdom based Banking and Financial Services organization with 4097 Employees
  2. Kfin Technologies, a India based Banking and Financial Services company with 5500 Employees
  3. EKO Integrated Services, a Ireland based Professional Services organization with 30 Employees
Logo Company Industry Employees Revenue Country Evaluated
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FAQ - APPS RUN THE WORLD Portfolio and Investment Performance and Planning Software Coverage

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

The most adopted Portfolio and Investment Performance and Planning apps include eMoney Advisor, Allvue Investment Accounting, Iress Xplan, InvestCloud Advicent NaviPlan, FactSet Portfolio Analytics, MoneyGuidePro, LSEG Refinitiv Lipper, BlackRock eFront Insight Sustainability, Bloomberg Portfolio Analytics and Factset BISAM B-One.

Category leaders by customer count include eMoney Advisor, Allvue Systems, Iress, InvestCloud, FactSet, MoneyGuidePro, London Stock Exchange Group, BlackRock, Bloomberg and Morningstar.

We currently track 70 Portfolio and Investment Performance and Planning applications with 857 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 6 active evaluations in Portfolio and Investment Performance and Planning, including Evelyn Partners, Kfin Technologies and EKO Integrated Services.

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