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.

Technologies

19295

Companies

Movements

Categories related to Investment Portfolio Management

Top 5 Investment Portfolio Management technologies in 2023

Over 19,295 companies are using Investment Portfolio Management tools. The CRE Suite with 85.10% market share (16,421 customers), Black Diamond Wealth Platform with 6.01% market share (1,160 customers), eFront with 3.77% market share (728 customers),

The CRE Suite

85.10 %

Market Share

16421

Customers
Black Diamond Wealth Platform

6.01 %

Market Share

1160

Customers
eFront

3.77 %

Market Share

728

Customers
IHS Markit iLevel

0.90 %

Market Share

173

Customers
Juniper Square

0.69 %

Market Share

134

Customers
Others

3.52 %

Market Share

679

Customers

Investment Portfolio Management Customers by Employee Size

The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (9,174 companies), 20 - 49 employees (6,225 companies), 10 - 19 employees (2,116 companies).

Investment Portfolio Management Customers by Geography

Companies using Investment Portfolio Management technology software are majorly from the United States with 14,822 (75.27%), United Kingdom with 1,087 (5.52%), Canada with 921 (4.68%) customers respectively.

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Investment Portfolio Management Customers by Industry

Top industries that use Investment Portfolio Management for Technology (6,579), Professional Services (4,762), Financial Services (1,624).

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
1	The CRE Suite	16421	85.10 (%)
2	Black Diamond Wealth Platform	1160	6.01 (%)
3	eFront	728	3.77 (%)
4	IHS Markit iLevel	173	0.90 (%)
5	Juniper Square	134	0.69 (%)
6	FIS ZaiNet	117	0.61 (%)
7	Allvue	105	0.54 (%)
8	Intralinks InvestorVision	90	0.47 (%)
9	PeopleSoft FSCM 9.2 : Deal Management	90	0.47 (%)
10	Advent Moxy	57	0.30 (%)
11	SS&C Geneva	36	0.19 (%)
12	Covercy	33	0.17 (%)
13	Portfolio Valuation	22	0.11 (%)
14	Portfolio Optimization	21	0.11 (%)
15	TDX	19	0.10 (%)
16	IMS Platform	17	0.09 (%)
17	RiskValue	14	0.07 (%)
18	HedgeGuard	11	0.06 (%)
19	Cobalt Portfolio Management	8	0.04 (%)
20	StockMarketEye	7	0.04 (%)
21	Obsidian Suite	7	0.04 (%)
22	H&R Block At Home	7	0.04 (%)
23	SS&C HiPortfolio	6	0.03 (%)
24	Riskturn	5	0.03 (%)
25	CGI MVest	4	0.02 (%)
26	CGI MPower	3	0.02 (%)

Technology	Market share
The CRE Suite	85.10 (%)
Black Diamond Wealth Platform	6.01 (%)
eFront	3.77 (%)
IHS Markit iLevel	0.90 (%)
Juniper Square	0.69 (%)
FIS ZaiNet	0.61 (%)
Allvue	0.54 (%)
Intralinks InvestorVision	0.47 (%)
PeopleSoft FSCM 9.2 : Deal Management	0.47 (%)
Advent Moxy	0.30 (%)
SS&C Geneva	0.19 (%)
Covercy	0.17 (%)
Portfolio Valuation	0.11 (%)
Portfolio Optimization	0.11 (%)
TDX	0.10 (%)
IMS Platform	0.09 (%)
RiskValue	0.07 (%)
HedgeGuard	0.06 (%)
Cobalt Portfolio Management	0.04 (%)
StockMarketEye	0.04 (%)
Obsidian Suite	0.04 (%)
H&R Block At Home	0.04 (%)
SS&C HiPortfolio	0.03 (%)
Riskturn	0.03 (%)
CGI MVest	0.02 (%)
CGI MPower	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 The CRE Suite, Black Diamond Wealth Platform, eFront. 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?

Around the world in 2023, over 21,955 companies are currently using one or more Investment Portfolio Management software. Out of these, there are 14,822 companies using Investment Portfolio Management tools that are originally from the United States .

Which company has the most significant market share in the Investment Portfolio Management software space?

The top few companies that have the most significant market share in the Investment Portfolio Management space are The CRE Suite with 85.10 % of market share, and Black Diamond Wealth Platform with 6.01 % of market share and eFront with 3.77 % of market share . Check for other Investment Portfolio Management technologies market share here.

What are the top industries that usually use Investment Portfolio Management softwares?

The top industries that use Investment Portfolio Management software are Technology (6,579) , Professional Services (4,762) , Financial Services (1,624) .