Portfolio management software is software that deals with stocks, fixed income, debt, cash, structured products, and other individual securities. Portfolio management is a professional service managed by highly qualified and experienced portfolio managers. These portfolio managers manage these services on behalf of clients. Furthermore, this software helps track investments in stocks, mutual funds, bonds, F&O, PMS, AIF, and other assets.
One of the key drivers of the portfolio management software market is an increase in demand for efficient asset management. As more individuals and businesses seek to optimize their investments and assets, there is a growing demand for portfolio management software to help streamline the process and make informed decisions. Furthermore, continuous advancements in technology, such as artificial intelligence and data analytics, have enhanced the capabilities of portfolio management software, making it more powerful and attractive to users. Thus, technological advancements drive the adoption of portfolio management software and propel the market growth. In addition, regulatory compliance and risk management promote the growth of the portfolio management software market. Stricter regulatory requirements and the need for effective risk management have led to the adoption of portfolio management software, which can help ensure compliance and mitigate risks more effectively. However, the cost and complexity of portfolio management software and data security concerns hamper the growth of the portfolio management software market by affecting customer trust and confidence. On the contrary, the increasing demand for digital transformation is expected to provide lucrative growth opportunities to the portfolio management software market in the upcoming years because businesses and financial institutions are recognizing the benefits of going digital.
The portfolio management software market is segmented into component, deployment mode, enterprise size, end user, and region. By component, the market is differentiated into solution and service. Depending on deployment mode, it is fragmented into on-premise and cloud. As per enterprise size, the market is divided into large enterprises and small and medium-sized enterprises. According to end user, the market is divided into business and individual. Region-wise, the market is segmented into North America, Europe, Asia-Pacific, and LAMEA.
The key players operating in the portfolio management software market include MProfit Software Private Limited, Oracle, BlackRock, Inc., Beiley Software, Inc., Miles Software, SS&C Advent, Quicken Inc., Ziggma Analytics Inc., Planview, and FinFolio Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the portfolio management software industry.
One of the key drivers of the portfolio management software market is an increase in demand for efficient asset management. As more individuals and businesses seek to optimize their investments and assets, there is a growing demand for portfolio management software to help streamline the process and make informed decisions. Furthermore, continuous advancements in technology, such as artificial intelligence and data analytics, have enhanced the capabilities of portfolio management software, making it more powerful and attractive to users. Thus, technological advancements drive the adoption of portfolio management software and propel the market growth. In addition, regulatory compliance and risk management promote the growth of the portfolio management software market. Stricter regulatory requirements and the need for effective risk management have led to the adoption of portfolio management software, which can help ensure compliance and mitigate risks more effectively. However, the cost and complexity of portfolio management software and data security concerns hamper the growth of the portfolio management software market by affecting customer trust and confidence. On the contrary, the increasing demand for digital transformation is expected to provide lucrative growth opportunities to the portfolio management software market in the upcoming years because businesses and financial institutions are recognizing the benefits of going digital.
The portfolio management software market is segmented into component, deployment mode, enterprise size, end user, and region. By component, the market is differentiated into solution and service. Depending on deployment mode, it is fragmented into on-premise and cloud. As per enterprise size, the market is divided into large enterprises and small and medium-sized enterprises. According to end user, the market is divided into business and individual. Region-wise, the market is segmented into North America, Europe, Asia-Pacific, and LAMEA.
The key players operating in the portfolio management software market include MProfit Software Private Limited, Oracle, BlackRock, Inc., Beiley Software, Inc., Miles Software, SS&C Advent, Quicken Inc., Ziggma Analytics Inc., Planview, and FinFolio Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the portfolio management software industry.
Key Benefits For Stakeholders
- The study provides in-depth analysis of the portfolio management software market along with current trends and future estimations to illustrate the imminent investment pockets.
- Information about key drivers, restrains, & opportunities and their impact analysis on the Portfolio management software market size are provided in the report.
- The porter’s five forces analysis illustrates the potency of buyers and suppliers operating in the industry.
- The quantitative analysis of the portfolio management software market from 2022 to 2032 is provided to determine the market potential.
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Key Market Segments
By Component
- Solution
- Service
By Deployment Mode
- On-premise
- Cloud
By Enterprise Size
- Large Enterprises
- Small and Medium-sized Enterprises
By End User
- Business
- Individual
By Region
- North America
- U.S.
- Canada
- Europe
- UK
- Germany
- France
- Italy
- Spain
- Rest of Europe
- Asia-Pacific
- China
- Japan
- India
- Australia
- South Korea
- Rest of Asia-Pacific
- LAMEA
- Latin America
- Middle East
- Africa
- Key Market Players
- Planview
- Beiley Software, Inc.
- Quicken Inc.
- FinFolio Inc.
- Miles Software
- MProfit Software Private Limited
- Ziggma Analytics Inc.
- SS and C Advent
- Oracle Corporation
- BlackRock, Inc.
Table of Contents
CHAPTER 1: INTRODUCTION
CHAPTER 2: EXECUTIVE SUMMARY
CHAPTER 3: MARKET OVERVIEW
CHAPTER 4: PORTFOLIO MANAGEMENT SOFTWARE MARKET, BY COMPONENT
CHAPTER 5: PORTFOLIO MANAGEMENT SOFTWARE MARKET, BY DEPLOYMENT MODE
CHAPTER 6: PORTFOLIO MANAGEMENT SOFTWARE MARKET, BY ENTERPRISE SIZE
CHAPTER 7: PORTFOLIO MANAGEMENT SOFTWARE MARKET, BY END USER
CHAPTER 8: PORTFOLIO MANAGEMENT SOFTWARE MARKET, BY REGION
CHAPTER 9: COMPETITIVE LANDSCAPE
CHAPTER 10: COMPANY PROFILES
List of Tables
List of Figures
Executive Summary
According to the report, the portfolio management software market was valued at $3.2 billion in 2022, and is estimated to reach $11.8 billion by 2032, growing at a CAGR of 14.2% from 2023 to 2032.The portfolio management software market is likely to experience a significant growth rate of 14.2% from 2023-2032, owing to a rise in demand for efficient asset management, continuous advancements in technology, and regulatory compliance and risk management.
Portfolio management software is software that deals with stocks, fixed income, debt, cash, structured products, and other individual securities. Portfolio management is a professional service managed by highly qualified and experienced portfolio managers. These portfolio managers manage these services on behalf of clients. Furthermore, this software helps track investments in stocks, mutual funds, bonds, F&O, PMS, AIF, and other assets.
Furthermore, in July 2023, Planview, the leading platform for digitally connected work from portfolio planning to delivery, announced a first-to-market offering, Digital Product Insights, that combines portfolio management and agile planning with delivery insights from value stream management (VSM) and objectives & key results (OKRs). This strategy delivers on Planview’s digitally connected work mission by giving companies a concrete way to break down organizational silos with a single view of shared metrics and business outcome insights. Therefore, such strategies drive the growth of the market.
The market also offers growth opportunities to the key players in the market. Key players are adopting strategies to strengthen their market positions in the portfolio management software industry, including new technology adoption, product developments, mergers and acquisitions, joint ventures, alliances, and partnerships. For instance, in January 2021, Planview, the enterprise software company acquired for $1.6 billion by TPG and TA Associates, made an acquisition of its own with plans to buy Seattle-based Changepoint and San Mateo, Calif.-based Clarizen. The three companies are similar, offering software for project portfolio management, or PPM.
The portfolio management software market is segmented into component, deployment mode, enterprise size, end user, and region. By component, the market is differentiated into solution and service. Depending on deployment mode, it is fragmented into on-premise and cloud. As per enterprise size, the market is divided into large enterprises and small and medium-sized enterprises. According to end user, the market is divided into business and individual. Region wise, it is analyzed across North America (the U.S., and Canada), Europe (UK, Germany, France, Italy, Spain, and rest of Europe), Asia-Pacific (China, Japan, India, Australia, South Korea, and rest of Asia-Pacific), and LAMEA (Latin America, Middle East, and Africa).
The key players profiled in the study are MProfit Software Private Limited, Oracle, BlackRock, Inc., Beiley Software, Inc., Miles Software, SS&C Advent, Quicken Inc., Ziggma Analytics Inc., Planview, and FinFolio Inc. The players in the market have been actively engaged in the adoption of various strategies such as business expansion, product launch, collaboration, and partnership to remain competitive and gain an advantage over the competitors in the market. For instance, in May 2023, Planview, the leading platform for connected work from portfolio planning to delivery, formed a reseller agreement with NTT DATA, a global digital business and IT services leader. Featuring Planview Tasktop Hub and Planview Tasktop Viz, the company’s Value Stream Management (VSM) solution is now available as part of NTT DATA’s global ecosystem of technology solutions, offering organizations improved time-to-market predictability and efficiency that unlocks capacity and de-risks strategic bets.
Key Market Insights
By component, the solution segment was the highest revenue contributor to the market and is estimated to reach $7.16 billion by 2032, with a CAGR of 13.1%. However, the service segment is estimated to be the fastest-growing segment with a CAGR of 16.3% during the forecast period.By deployment mode, the on-premise segment was the highest revenue contributor to the market and is estimated to reach $5.50 billion by 2032, with a CAGR of 11.1%. However, the cloud segment is estimated to be the fastest-growing segment with a CAGR of 17.9% during the forecast period.
By enterprise size, the large enterprises segment was the highest revenue contributor to the market, and is estimated to reach $7.00 billion by 2032, with a CAGR of 13.0%. However, the small and medium-sized enterprises segment is estimated to be the fastest-growing segment with a CAGR of 16.2% during the forecast period.
By end user, the business segment was the highest revenue contributor to the market, and is estimated to reach $6.71 billion by 2032, with a CAGR of 12.1%. However, the individual segment is estimated to be the fastest-growing segment with a CAGR of 17.8% during the forecast period.
Based on region, North America was the highest revenue contributor, accounting for $1.24 billion in 2022, and is estimated to reach $3.77 billion by 2032, with a CAGR of 11.9%. However, Asia-Pacific is estimated to be the fastest-growing region with a CAGR of 17.7% during the forecast period.
Companies Mentioned
- Planview
- Beiley Software, Inc.
- Quicken Inc.
- FinFolio Inc.
- Miles Software
- MProfit Software Private Limited
- Ziggma Analytics Inc.
- SS and C Advent
- Oracle Corporation
- BlackRock, Inc.
Methodology
The analyst offers exhaustive research and analysis based on a wide variety of factual inputs, which largely include interviews with industry participants, reliable statistics, and regional intelligence. The in-house industry experts play an instrumental role in designing analytic tools and models, tailored to the requirements of a particular industry segment. The primary research efforts include reaching out participants through mail, tele-conversations, referrals, professional networks, and face-to-face interactions.
They are also in professional corporate relations with various companies that allow them greater flexibility for reaching out to industry participants and commentators for interviews and discussions.
They also refer to a broad array of industry sources for their secondary research, which typically include; however, not limited to:
- Company SEC filings, annual reports, company websites, broker & financial reports, and investor presentations for competitive scenario and shape of the industry
- Scientific and technical writings for product information and related preemptions
- Regional government and statistical databases for macro analysis
- Authentic news articles and other related releases for market evaluation
- Internal and external proprietary databases, key market indicators, and relevant press releases for market estimates and forecast
Furthermore, the accuracy of the data will be analyzed and validated by conducting additional primaries with various industry experts and KOLs. They also provide robust post-sales support to clients.
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