Global Portfolio Management Software Market Size, Status and Forecast 2025

Published: Jan, 2018 | Pages: 105 | Publisher: QYResearch
Industry: ICT | Report Format: Electronic (PDF)

This report studies the global Portfolio Management Software market, analyzes and researches the Portfolio Management Software development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the top players in global market, like

•	Personal Capital
•	Stator
•	eFront
•	Fund Manager
•	CoStar
•	SoftTarget
•	Investment Account Manager
•	Advent
•	Options Czar (Koona Software)
•	Clarizen
•	Miles Software
•	OWL Software
•	Conifer Financial Services
•	FinFolio
•	Mprofit
•	InvestPlus

Market segment by Regions/Countries, this report covers

•	United States
•	EU
•	Japan
•	China
•	India
•	Southeast Asia

Market segment by Type, the product can be split into

•	Web-based
•	Cloud-based

Market segment by Application, Portfolio Management Software can be split into

•	Small and Medium Business
•	Large Business

If you have any special requirements, please let us know and we will offer you the report as you want.

 Table of Contents

Global Portfolio Management Software Market Size, Status and Forecast 2025

1 Industry Overview of Portfolio Management Software
    1.1  Portfolio Management Software Market Overview
        1.1.1 Portfolio Management Software Product Scope
        1.1.2 Market Status and Outlook
    1.2 Global Portfolio Management Software Market Size and Analysis by Regions (2013-2018)
        1.2.1 United States
        1.2.2 EU
        1.2.3 Japan
        1.2.4 China
        1.2.5 India
        1.2.6 Southeast Asia
    1.3 Portfolio Management Software Market by Type
        1.3.1 Web-based
        1.3.2 Cloud-based
    1.4 Portfolio Management Software Market by End Users/Application
        1.4.1 Small and Medium Business
        1.4.2 Large Business

2 Global Portfolio Management Software Competition Analysis by Players
    2.1 Portfolio Management Software Market Size (Value) by Players (2013-2018)
    2.2 Competitive Status and Trend
        2.2.1 Market Concentration Rate
        2.2.2 Product/Service Differences
        2.2.3 New Entrants
        2.2.4 The Technology Trends in Future

3 Company (Top Players) Profiles
    3.1 Personal Capital
        3.1.1 Company Profile
        3.1.2 Main Business/Business Overview
        3.1.3 Products, Services and Solutions
        3.1.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.1.5 Recent Developments
    3.2 Stator
        3.2.1 Company Profile
        3.2.2 Main Business/Business Overview
        3.2.3 Products, Services and Solutions
        3.2.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.2.5 Recent Developments
    3.3 eFront
        3.3.1 Company Profile
        3.3.2 Main Business/Business Overview
        3.3.3 Products, Services and Solutions
        3.3.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.3.5 Recent Developments
    3.4 Fund Manager
        3.4.1 Company Profile
        3.4.2 Main Business/Business Overview
        3.4.3 Products, Services and Solutions
        3.4.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.4.5 Recent Developments
    3.5 CoStar
        3.5.1 Company Profile
        3.5.2 Main Business/Business Overview
        3.5.3 Products, Services and Solutions
        3.5.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.5.5 Recent Developments
    3.6 SoftTarget
        3.6.1 Company Profile
        3.6.2 Main Business/Business Overview
        3.6.3 Products, Services and Solutions
        3.6.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.6.5 Recent Developments
    3.7 Investment Account Manager
        3.7.1 Company Profile
        3.7.2 Main Business/Business Overview
        3.7.3 Products, Services and Solutions
        3.7.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.7.5 Recent Developments
    3.8 Advent
        3.8.1 Company Profile
        3.8.2 Main Business/Business Overview
        3.8.3 Products, Services and Solutions
        3.8.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.8.5 Recent Developments
    3.9 Options Czar (Koona Software)
        3.9.1 Company Profile
        3.9.2 Main Business/Business Overview
        3.9.3 Products, Services and Solutions
        3.9.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.9.5 Recent Developments
    3.10 Clarizen
        3.10.1 Company Profile
        3.10.2 Main Business/Business Overview
        3.10.3 Products, Services and Solutions
        3.10.4 Portfolio Management Software Revenue (Million USD) (2013-2018)
        3.10.5 Recent Developments
    3.11 Miles Software
    3.12 OWL Software
    3.13 Conifer Financial Services
    3.14 FinFolio
    3.15 Mprofit
    3.16 InvestPlus

4 Global Portfolio Management Software Market Size by Type and Application (2013-2018)
    4.1 Global Portfolio Management Software Market Size by Type (2013-2018)
    4.2 Global Portfolio Management Software Market Size by Application (2013-2018)
    4.3 Potential Application of Portfolio Management Software in Future
    4.4 Top Consumer/End Users of Portfolio Management Software

5 United States Portfolio Management Software Development Status and Outlook
    5.1 United States Portfolio Management Software Market Size (2013-2018)
    5.2 United States Portfolio Management Software Market Size and Market Share by Players (2013-2018)
    5.3 United States Portfolio Management Software Market Size by Application (2013-2018)

6 EU Portfolio Management Software Development Status and Outlook
    6.1 EU Portfolio Management Software Market Size (2013-2018)
    6.2 EU Portfolio Management Software Market Size and Market Share by Players (2013-2018)
    6.3 EU Portfolio Management Software Market Size by Application (2013-2018)

7 Japan Portfolio Management Software Development Status and Outlook
    7.1 Japan Portfolio Management Software Market Size (2013-2018)
    7.2 Japan Portfolio Management Software Market Size and Market Share by Players (2013-2018)
    7.3 Japan Portfolio Management Software Market Size by Application (2013-2018)

8 China Portfolio Management Software Development Status and Outlook
    8.1 China Portfolio Management Software Market Size (2013-2018)
    8.2 China Portfolio Management Software Market Size and Market Share by Players (2013-2018)
    8.3 China Portfolio Management Software Market Size by Application (2013-2018)

9 India Portfolio Management Software Development Status and Outlook
    9.1 India Portfolio Management Software Market Size (2013-2018)
    9.2 India Portfolio Management Software Market Size and Market Share by Players (2013-2018)
    9.3 India Portfolio Management Software Market Size by Application (2013-2018)

10 Southeast Asia Portfolio Management Software Development Status and Outlook
    10.1 Southeast Asia Portfolio Management Software Market Size (2013-2018)
    10.2 Southeast Asia Portfolio Management Software Market Size and Market Share by Players (2013-2018)
    10.3 Southeast Asia Portfolio Management Software Market Size by Application (2013-2018)

11 Market Forecast by Regions, Type and Application (2018-2025)
    11.1 Global Portfolio Management Software Market Size (Value) by Regions (2018-2025)
        11.1.1 United States Portfolio Management Software Revenue and Growth Rate (2018-2025)
        11.1.2 EU Portfolio Management Software Revenue and Growth Rate (2018-2025)
        11.1.3 Japan Portfolio Management Software Revenue and Growth Rate (2018-2025)
        11.1.4 China Portfolio Management Software Revenue and Growth Rate (2018-2025)
        11.1.5 India Portfolio Management Software Revenue and Growth Rate (2018-2025)
        11.1.6 Southeast Asia Portfolio Management Software Revenue and Growth Rate (2018-2025)
    11.2 Global Portfolio Management Software Market Size (Value) by Type (2018-2025)
    11.3 Global Portfolio Management Software Market Size by Application (2018-2025)

12 Portfolio Management Software Market Dynamics
    12.1 Portfolio Management Software Market Opportunities
    12.2 Portfolio Management Software Challenge and Risk
        12.2.1 Competition from Opponents
        12.2.2 Downside Risks of Economy
    12.3 Portfolio Management Software Market Constraints and Threat
        12.3.1 Threat from Substitute
        12.3.2 Government Policy
        12.3.3 Technology Risks
    12.4 Portfolio Management Software Market Driving Force
        12.4.1 Growing Demand from Emerging Markets
        12.4.2 Potential Application

13 Market Effect Factors Analysis
    13.1 Technology Progress/Risk
        13.1.1 Substitutes
        13.1.2 Technology Progress in Related Industry
    13.2 Consumer Needs Trend/Customer Preference
    13.3 External Environmental Change
        13.3.1 Economic Fluctuations
        13.3.2 Other Risk Factors

14 Research Finding/Conclusion

15 Appendix
    Methodology
    Analyst Introduction
    Data Source

List of Tables and Figures

    Figure Global Portfolio Management Software Market Size (Million USD) Status and Outlook (2013-2018)
    Table Global Portfolio Management Software Revenue (Million USD) Comparison by Regions (2013-2018)
    Figure Global Portfolio Management Software Market Share by Regions (2013-2018)
    Figure United States Portfolio Management Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure EU Portfolio Management Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure Japan Portfolio Management Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure China Portfolio Management Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure India Portfolio Management Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Figure Southeast Asia Portfolio Management Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
    Table Global Portfolio Management Software Revenue (Million USD) and Growth Rate (%) Comparison by Product (2013-2018)
    Figure Global Portfolio Management Software Revenue Market Share by Type in 2017
    Figure Web-based Market Size (Million USD) and Growth Rate (2013-2018)
    Figure Cloud-based Market Size (Million USD) and Growth Rate (2013-2018)
    Figure Global Portfolio Management Software Market Share by Application in 2017
    Figure Portfolio Management Software Market Size (Million USD) and Growth Rate in Small and Medium Business (2013-2018)
    Figure Portfolio Management Software Market Size (Million USD) and Growth Rate in Large Business (2013-2018)
    Figure Portfolio Management Software Market Size (Million USD) and Growth Rate in Applications 3 (2013-2018)
    Table Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure Portfolio Management Software Market Size Share by Players in 2013
    Figure Portfolio Management Software Market Size Share by Players in 2017
    Table Personal Capital Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Personal Capital (2013-2018)
    Figure Personal Capital Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Stator Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Stator (2013-2018)
    Figure Stator Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table eFront Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of eFront (2013-2018)
    Figure eFront Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Fund Manager Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Fund Manager (2013-2018)
    Figure Fund Manager Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table CoStar Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of CoStar (2013-2018)
    Figure CoStar Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table SoftTarget Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of SoftTarget (2013-2018)
    Figure SoftTarget Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Investment Account Manager Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Investment Account Manager (2013-2018)
    Figure Investment Account Manager Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Advent Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Advent (2013-2018)
    Figure Advent Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Options Czar (Koona Software) Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Options Czar (Koona Software) (2013-2018)
    Figure Options Czar (Koona Software) Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Clarizen Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Clarizen (2013-2018)
    Figure Clarizen Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Miles Software Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Miles Software (2013-2018)
    Figure Miles Software Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table OWL Software Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of OWL Software (2013-2018)
    Figure OWL Software Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Conifer Financial Services Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Conifer Financial Services (2013-2018)
    Figure Conifer Financial Services Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table FinFolio Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of FinFolio (2013-2018)
    Figure FinFolio Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Mprofit Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of Mprofit (2013-2018)
    Figure Mprofit Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table InvestPlus Basic Information List
    Table Portfolio Management Software Business Revenue (Million USD) of InvestPlus (2013-2018)
    Figure InvestPlus Portfolio Management Software Business Revenue Market Share (2013-2018)
    Table Global Portfolio Management Software Market Size (Million USD) by Product (2013-2018)
    Figure Global Portfolio Management Software Revenue Market Share (%) by Product (2013-2018)
    Figure Global Portfolio Management Software Market Share by Product in 2017
    Table Global Portfolio Management Software Market Size by Application (2013-2018)
    Figure Global Portfolio Management Software Revenue Market Share (%) by Application in 2017
    Table Top Consumer/End Users of Portfolio Management Software
    Figure United States Portfolio Management Software Market Size (Million USD) and Growth Rate (2013-2018)
    Table United States Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure United States Portfolio Management Software Market Size Share by Players in 2013
    Figure United States Portfolio Management Software Market Size Share by Players in 2017
    Table United States Portfolio Management Software Market Size by Application (2013-2018)
    Figure United States Portfolio Management Software Revenue Market Share (%) by Application (2013-2018)
    Figure United States Portfolio Management Software Market Size Share by Application in 2017
    Figure EU Portfolio Management Software Market Size (Million USD) and Growth Rate (2013-2018)
    Table EU Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure EU Portfolio Management Software Market Size Share by Players in 2013
    Figure EU Portfolio Management Software Market Size Share by Players in 2017
    Table EU Portfolio Management Software Market Size by Application (2013-2018)
    Figure EU Portfolio Management Software Revenue Market Share (%) by Application (2013-2018)
    Figure EU Portfolio Management Software Market Size Share by Application in 2017
    Figure Japan Portfolio Management Software Market Size (Million USD) and Growth Rate (2013-2018)
    Table Japan Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure Japan Portfolio Management Software Market Size Share by Players in 2013
    Figure Japan Portfolio Management Software Market Size Share by Players in 2017
    Table Japan Portfolio Management Software Market Size by Application (2013-2018)
    Figure Japan Portfolio Management Software Revenue Market Share (%) by Application (2013-2018)
    Figure Japan Portfolio Management Software Market Size Share by Application in 2017
    Figure China Portfolio Management Software Market Size (Million USD) and Growth Rate (2013-2018)
    Table China Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure China Portfolio Management Software Market Size Share by Players in 2013
    Figure China Portfolio Management Software Market Size Share by Players in 2017
    Table China Portfolio Management Software Market Size by Application (2013-2018)
    Figure China Portfolio Management Software Revenue Market Share (%) by Application (2013-2018)
    Figure China Portfolio Management Software Market Size Share by Application in 2017
    Figure India Portfolio Management Software Market Size (Million USD) and Growth Rate (2013-2018)
    Table India Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure India Portfolio Management Software Market Size Share by Players in 2013
    Figure India Portfolio Management Software Market Size Share by Players in 2017
    Table India Portfolio Management Software Market Size by Application (2013-2018)
    Figure India Portfolio Management Software Revenue Market Share (%) by Application (2013-2018)
    Figure India Portfolio Management Software Market Size Share by Application in 2017
    Figure Southeast Asia Portfolio Management Software Market Size (Million USD) and Growth Rate (2013-2018)
    Table Southeast Asia Portfolio Management Software Market Size (Million USD) by Players (2013-2018)
    Figure Southeast Asia Portfolio Management Software Market Size Share by Players in 2013
    Figure Southeast Asia Portfolio Management Software Market Size Share by Players in 2017
    Table Southeast Asia Portfolio Management Software Market Size by Application (2013-2018)
    Figure Southeast Asia Portfolio Management Software Revenue Market Share (%) by Application (2013-2018)
    Figure Southeast Asia Portfolio Management Software Market Size Share by Application in 2017
    Figure Global Portfolio Management Software Market Size and Growth Rate (2018-2025)
    Table Global Portfolio Management Software Market Size (Million USD) by Regions (2018-2025)
    Figure Global Portfolio Management Software Market Size Share (2018-2025)
    Figure Global Portfolio Management Software Market Size Share by Regions in 2025
    Figure United States Portfolio Management Software Revenue (Million USD) and Growth Rate (2018-2025)
    Figure EU Portfolio Management Software Revenue (Million USD) and Growth Rate (2018-2025)
    Figure Japan Portfolio Management Software Revenue (Million USD) and Growth Rate (2018-2025)
    Figure China Portfolio Management Software Revenue (Million USD) and Growth Rate (2018-2025)
    Figure India Portfolio Management Software Revenue (Million USD) and Growth Rate (2018-2025)
    Figure Southeast Asia Portfolio Management Software Revenue (Million USD) and Growth Rate (2018-2025)
    Table Global Portfolio Management Software Market Size (Million USD) by Type (2018-2025)
    Figure Global Portfolio Management Software Market Size Share by Type in 2018
    Figure Global Portfolio Management Software Market Size Share by Type in 2025
    Table Global Portfolio Management Software Market Size (Million USD) by Application (2018-2025)
    Figure Global Portfolio Management Software Market Size (Million USD) by Application in 2018
    Figure Global Portfolio Management Software Market Size (Million USD) by Application in 2025