List of Tables
Table 1. Global Portfolio Management Software Market Size Growth Rate by Type (US$ Million):2016 VS 2021 VS 2027
Table 2. Key Players of Web-based
Table 3. Key Players of Cloud-based
Table 4. Global Portfolio Management Software Market Size Growth by Application (US$ Million): 2016 VS 2021 VS 2027
Table 5. Global Portfolio Management Software Market Size by Regions (US$ Million): 2016 VS 2021 VS 2027
Table 6. Global Portfolio Management Software Market Size by Regions (2016-2021) & (US$ Million)
Table 7. Global Portfolio Management Software Market Share by Regions (2016-2021)
Table 8. Global Portfolio Management Software Forecasted Market Size by Regions (2022-2027) & (US$ Million)
Table 9. Global Portfolio Management Software Market Share by Regions (2022-2027)
Table 10. Portfolio Management Software Market Trends
Table 11. Portfolio Management Software Market Drivers
Table 12. Portfolio Management Software Market Challenges
Table 13. Portfolio Management Software Market Restraints
Table 14. Global Portfolio Management Software Revenue by Players (2016-2021) & (US$ Million)
Table 15. Global Portfolio Management Software Market Share by Players (2016-2021)
Table 16. Global Top Portfolio Management Software Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Portfolio Management Software as of 2020)
Table 17. Ranking of Global Top Portfolio Management Software Companies by Revenue (US$ Million) in 2020
Table 18. Global 5 Largest Players Market Share by Portfolio Management Software Revenue (CR5 and HHI) & (2016-2021)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players Portfolio Management Software Product Solution and Service
Table 21. Date of Enter into Portfolio Management Software Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Portfolio Management Software Market Size by Type (2016-2021) (US$ Million)
Table 24. Global Portfolio Management Software Revenue Market Share by Type (2016-2021)
Table 25. Global Portfolio Management Software Forecasted Market Size by Type (2022-2027) (US$ Million)
Table 26. Global Portfolio Management Software Revenue Market Share by Type (2022-2027) & (US$ Million)
Table 27. Global Portfolio Management Software Market Size Share by Application (2016-2021) & (US$ Million)
Table 28. Global Portfolio Management Software Revenue Market Share by Application (2016-2021)
Table 29. Global Portfolio Management Software Forecasted Market Size by Application (2022-2027) (US$ Million)
Table 30. Global Portfolio Management Software Revenue Market Share by Application (2022-2027) & (US$ Million)
Table 31. North America Portfolio Management Software Market Size by Type (2016-2021) (US$ Million)
Table 32. North America Portfolio Management Software Market Size by Type (2022-2027) & (US$ Million)
Table 33. North America Portfolio Management Software Market Size by Application (2016-2021) (US$ Million)
Table 34. North America Portfolio Management Software Market Size by Application (2022-2027) & (US$ Million)
Table 35. North America Portfolio Management Software Market Size by Country (2016-2021) & (US$ Million)
Table 36. North America Portfolio Management Software Market Size by Country (2022-2027) & (US$ Million)
Table 37. Europe Portfolio Management Software Market Size by Type (2016-2021) (US$ Million)
Table 38. Europe Portfolio Management Software Market Size by Type (2022-2027) & (US$ Million)
Table 39. Europe Portfolio Management Software Market Size by Application (2016-2021) (US$ Million)
Table 40. Europe Portfolio Management Software Market Size by Application (2022-2027) & (US$ Million)
Table 41. Europe Portfolio Management Software Market Size by Country (2016-2021) & (US$ Million)
Table 42. Europe Portfolio Management Software Market Size by Country (2022-2027) & (US$ Million)
Table 43. Asia-Pacific Portfolio Management Software Market Size by Type (2016-2021) (US$ Million)
Table 44. Asia-Pacific Portfolio Management Software Market Size by Type (2022-2027) & (US$ Million)
Table 45. Asia-Pacific Portfolio Management Software Market Size by Application (2016-2021) (US$ Million)
Table 46. Asia-Pacific Portfolio Management Software Market Size by Application (2022-2027) & (US$ Million)
Table 47. Asia-Pacific Portfolio Management Software Market Size by Region (2016-2021) & (US$ Million)
Table 48. Asia-Pacific Portfolio Management Software Market Size by Region (2022-2027) & (US$ Million)
Table 49. Latin America Portfolio Management Software Market Size by Type (2016-2021) (US$ Million)
Table 50. Latin America Portfolio Management Software Market Size by Type (2022-2027) & (US$ Million)
Table 51. Latin America Portfolio Management Software Market Size by Application (2016-2021) (US$ Million)
Table 52. Latin America Portfolio Management Software Market Size by Application (2022-2027) & (US$ Million)
Table 53. Latin America Portfolio Management Software Market Size by Country (2016-2021) & (US$ Million)
Table 54. Latin America Portfolio Management Software Market Size by Country (2022-2027) & (US$ Million)
Table 55. Middle East & Africa Portfolio Management Software Market Size by Type (2016-2021) (US$ Million)
Table 56. Middle East & Africa Portfolio Management Software Market Size by Type (2022-2027) & (US$ Million)
Table 57. Middle East & Africa Portfolio Management Software Market Size by Application (2016-2021) (US$ Million)
Table 58. Middle East & Africa Portfolio Management Software Market Size by Application (2022-2027) & (US$ Million)
Table 59. Middle East & Africa Portfolio Management Software Market Size by Country (2016-2021) & (US$ Million)
Table 60. Middle East & Africa Portfolio Management Software Market Size by Country (2022-2027) & (US$ Million)
Table 61. Personal Capital Company Details
Table 62. Personal Capital Business Overview
Table 63. Personal Capital Portfolio Management Software Product
Table 64. Personal Capital Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 65. Personal Capital Recent Development
Table 66. Stator Company Details
Table 67. Stator Business Overview
Table 68. Stator Portfolio Management Software Product
Table 69. Stator Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 70. Stator Recent Development
Table 71. eFront Company Details
Table 72. eFront Business Overview
Table 73. eFront Portfolio Management Software Product
Table 74. eFront Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 75. eFront Recent Development
Table 76. Fund Manager Company Details
Table 77. Fund Manager Business Overview
Table 78. Fund Manager Portfolio Management Software Product
Table 79. Fund Manager Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 80. Fund Manager Recent Development
Table 81. CoStar Company Details
Table 82. CoStar Business Overview
Table 83. CoStar Portfolio Management Software Product
Table 84. CoStar Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 85. CoStar Recent Development
Table 86. SoftTarget Company Details
Table 87. SoftTarget Business Overview
Table 88. SoftTarget Portfolio Management Software Product
Table 89. SoftTarget Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 90. SoftTarget Recent Development
Table 91. Investment Account Manager Company Details
Table 92. Investment Account Manager Business Overview
Table 93. Investment Account Manager Portfolio Management Software Product
Table 94. Investment Account Manager Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 95. Investment Account Manager Recent Development
Table 96. Advent Company Details
Table 97. Advent Business Overview
Table 98. Advent Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 99. Advent Recent Development
Table 100. Options Czar (Koona Software) Company Details
Table 101. Options Czar (Koona Software) Business Overview
Table 102. Options Czar (Koona Software) Portfolio Management Software Product
Table 103. Options Czar (Koona Software) Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 104. Options Czar (Koona Software) Recent Development
Table 105. Clarizen Company Details
Table 106. Clarizen Business Overview
Table 107. Clarizen Portfolio Management Software Product
Table 108. Clarizen Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 109. Clarizen Recent Development
Table 110. Miles Software Company Details
Table 111. Miles Software Business Overview
Table 112. Miles Software Portfolio Management Software Product
Table 113. Miles Software Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 114. Miles Software Recent Development
Table 115. OWL Software Company Details
Table 116. OWL Software Business Overview
Table 117. OWL Software Portfolio Management Software Product
Table 118. OWL Software Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 119. OWL Software Recent Development
Table 120. Conifer Financial Services Company Details
Table 121. Conifer Financial Services Business Overview
Table 122. Conifer Financial Services Portfolio Management Software Product
Table 123. Conifer Financial Services Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 124. Conifer Financial Services Recent Development
Table 125. FinFolio Company Details
Table 126. FinFolio Business Overview
Table 127. FinFolio Portfolio Management Software Product
Table 128. FinFolio Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 129. FinFolio Recent Development
Table 130. Mprofit Company Details
Table 131. Mprofit Business Overview
Table 132. Mprofit Portfolio Management Software Product
Table 133. Mprofit Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 134. Mprofit Recent Development
Table 135. InvestPlus Company Details
Table 136. InvestPlus Business Overview
Table 137. InvestPlus Portfolio Management Software Product
Table 138. InvestPlus Revenue in Portfolio Management Software Business (2016-2021) & (US$ Million)
Table 139. InvestPlus Recent Development
Table 140. Research Programs/Design for This Report
Table 141. Key Data Information from Secondary Sources
Table 142. Key Data Information from Primary Sources
List of Figures
Figure 1. Global Portfolio Management Software Market Share by Type: 2020 VS 2027
Figure 2. Web-based Features
Figure 3. Cloud-based Features
Figure 4. Global Portfolio Management Software Market Share by Application: 2020 VS 2027
Figure 5. Small and Medium Business Case Studies
Figure 6. Large Business Case Studies
Figure 7. Portfolio Management Software Report Years Considered
Figure 8. Global Portfolio Management Software Market Size (US$ Million), Year-over-Year: 2016-2027
Figure 9. Global Portfolio Management Software Market Size (US$ Million), 2016 VS 2021 VS 2027
Figure 10. Global Portfolio Management Software Market Share by Regions: 2020 VS 2027
Figure 11. Global Portfolio Management Software Market Share by Regions (2022-2027)
Figure 12. Global Portfolio Management Software Market Share by Players in 2020
Figure 13. Global Top Portfolio Management Software Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Portfolio Management Software as of 2020
Figure 14. The Top 10 and 5 Players Market Share by Portfolio Management Software Revenue in 2020
Figure 15. Global Portfolio Management Software Revenue Market Share by Type (2016-2021)
Figure 16. Global Portfolio Management Software Revenue Market Share by Type (2022-2027)
Figure 17. North America Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 18. North America Portfolio Management Software Market Share by Type (2016-2027)
Figure 19. North America Portfolio Management Software Market Share by Application (2016-2027)
Figure 20. North America Portfolio Management Software Market Share by Country (2016-2027)
Figure 21. United States Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 22. Canada Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 23. Europe Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 24. Europe Portfolio Management Software Market Share by Type (2016-2027)
Figure 25. Europe Portfolio Management Software Market Share by Application (2016-2027)
Figure 26. Europe Portfolio Management Software Market Share by Country (2016-2027)
Figure 27. Germany Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 28. France Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 29. U.K. Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 30. Italy Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 31. Russia Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 32. Nordic Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 33. Asia-Pacific Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 34. Asia-Pacific Portfolio Management Software Market Share by Type (2016-2027)
Figure 35. Asia-Pacific Portfolio Management Software Market Share by Application (2016-2027)
Figure 36. Asia-Pacific Portfolio Management Software Market Share by Region (2016-2027)
Figure 37. China Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 38. Japan Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 39. South Korea Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 40. Southeast Asia Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 41. India Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 42. Australia Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 43. Latin America Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 44. Latin America Portfolio Management Software Market Share by Type (2016-2027)
Figure 45. Latin America Portfolio Management Software Market Share by Application (2016-2027)
Figure 46. Latin America Portfolio Management Software Market Share by Country (2016-2027)
Figure 47. Mexico Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 48. Brazil Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 49. Middle East & Africa Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 50. Middle East & Africa Portfolio Management Software Market Share by Type (2016-2027)
Figure 51. Middle East & Africa Portfolio Management Software Market Share by Application (2016-2027)
Figure 52. Middle East & Africa Portfolio Management Software Market Share by Country (2016-2027)
Figure 53. Turkey Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 54. Saudi Arabia Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 55. UAE Portfolio Management Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 56. Personal Capital Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 57. Stator Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 58. eFront Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 59. Fund Manager Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 60. CoStar Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 61. SoftTarget Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 62. Investment Account Manager Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 63. Advent Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 64. Options Czar (Koona Software) Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 65. Clarizen Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 66. Miles Software Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 67. OWL Software Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 68. Conifer Financial Services Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 69. FinFolio Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 70. Mprofit Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 71. InvestPlus Revenue Growth Rate in Portfolio Management Software Business (2016-2021)
Figure 72. Bottom-up and Top-down Approaches for This Report
Figure 73. Data Triangulation
Figure 74. Key Executives Interviewed

LIST OF FIGURE