Investment Tracking Software Market Report 2025

The investment tracking software market size has grown rapidly in recent years. It will grow from $1.96 billion in 2024 to $2.27 billion in 2025 at a compound annual growth rate (CAGR) of 15.8%. The growth during the historic period can be attributed to rising demand for greater portfolio visibility, increased awareness of personal finance management, growing complexity of investment instruments, wider adoption of digital banking, and an increasing need for consolidated financial tracking.

The investment tracking software market size is expected to see rapid growth in the next few years. It will grow to $4.05 billion in 2029 at a compound annual growth rate (CAGR) of 15.5%. In the forecast period, growth is expected to be driven by enhanced integration with robo-advisors, expanded use of artificial intelligence for predictive analytics, rising demand for real-time investment monitoring, a stronger focus on tax-efficient investing, and greater reliance on data-driven investment decisions. Key trends anticipated include advancements in real-time data synchronization, innovations in AI-powered investment recommendations, investments in personalized user experiences, progress in cross-platform integration, and developments in multi-asset class tracking systems.

The increase in investments is expected to drive growth in the investment tracking software market in the coming years. Investments involve allocating money into financial assets or ventures with the goal of generating returns over time. This growth is largely fueled by the rising popularity of digital trading platforms, which have made investing more accessible and encouraged broader participation in capital markets. Investment tracking software offers real-time portfolio monitoring, asset allocation analysis, and insights into market trends and risk exposure, helping investors make more informed financial decisions. For example, in October 2024, the Investment Company Institute (ICI), a US-based investment research organization, reported that approximately 56% of U.S. households - around 74 million - held investments in mutual funds or other U.S.-registered investment vehicles such as exchange-traded funds (ETFs), closed-end funds (CEFs), and unit investment trusts (UITs), totaling about 126.8 million individual investors. Consequently, this rise in investments is propelling the investment tracking software market forward.

Leading companies in the investment tracking software market are increasingly forming strategic partnerships to offer integrated financial solutions that address evolving investor needs. Strategic partnerships involve collaborative agreements between organizations to combine resources and pursue common goals, enabling them to enhance capabilities, enter new markets, and develop innovative products together. For instance, in February 2025, National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL), both India-based central securities depositories, partnered with the Securities and Exchange Board of India (SEBI), the country’s securities and commodities regulator, to launch the Unified Investor Platform App. This app allows users to access consolidated holdings from both NSDL and CDSL through a single login, view transaction and margin details, and benefit from enhanced security features such as two-factor authentication, all aimed at reducing fraud and improving user convenience. By integrating data from NSDL and CDSL, the platform provides investors with a unified and secure view of their entire portfolio.

In May 2025, Betterment LLC, a US-based financial advisory firm, acquired Rowboat Advisors for an undisclosed amount. This acquisition is intended to strengthen Betterment’s advisor-facing platform by incorporating Rowboat’s portfolio management technology. It enables independent advisors to deliver personalized investment strategies - including custom indexing and tax-loss harvesting - more effectively through Betterment’s digital platform. Rowboat Advisors is a US-based provider specializing in portfolio management software.

Major players in the investment tracking software market are Empower Annuity Insurance Company of America, Morningstar Inc., Addepar Inc., Orion Advisor Tech Inc., Betterment LLC, Wealthfront Inc., SigFig Wealth Management LLC, Firstrade Securities Inc., Sharesight, Delta by eToro, Kubera, Moneydance, Ziggma Analytics Inc., Stock Rover LLC, MProfit Software Private Limited, Altoo AG, Koyfin, Snowball Analytics, Portseido, and Mezzi.

North America was the largest region in the investment tracking software market in 2024. The regions covered in investment tracking software report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa. The countries covered in the investment tracking software market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report’s recommendations and conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.

The rapid escalation of U.S. tariffs and the resulting trade tensions in spring 2025 are significantly impacting the financial sector, particularly in investment strategies and risk management. Heightened tariffs have fueled market volatility, prompting cautious behavior among institutional investors and increasing demand for hedging instruments. Banks and asset managers are facing higher costs associated with cross-border transactions, as tariffs disrupt global supply chains and dampen corporate earnings, key drivers of equity market performance. Insurance companies, meanwhile, are grappling with increased claims risks tied to supply chain disruptions and trade-related business losses. Additionally, reduced consumer spending and weakened export demand are constraining credit growth and investment appetite. The sector must now prioritize diversification, digital transformation, and robust scenario planning to navigate the heightened economic uncertainty and protect profitability.

Investment tracking software is a digital tool that allows individuals and businesses to effectively monitor and manage their financial investments in real time. By integrating data from various sources, it provides insights into portfolio performance, asset allocation, and market trends, enabling users to make well-informed financial decisions. Its primary goal is to simplify investment oversight, increase transparency, and facilitate smarter financial planning.

The main components of investment tracking software include software and services. The software consists of digital applications designed to enhance investment management through features such as portfolio tracking, real-time updates, tax reporting, and performance analysis for both individual and institutional users. These solutions are available in different deployment models, including on-premises and cloud-based, and serve organizations of varying sizes - from small and medium enterprises to large corporations. They are applicable in diverse contexts such as personal and enterprise use, and are employed by various end-users including individual investors, financial advisors, wealth management firms, banks, and others.

The investment tracking software market research report is one of a series of new reports that provides investment tracking software market statistics, including the investment tracking software industry global market size, regional shares, competitors with the investment tracking software market share, detailed investment tracking software market segments, market trends, opportunities, and any further data you may need to thrive in the investment tracking software industry. This investment tracking software market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.

The investment tracking software market includes revenues earned by entities through portfolio aggregation, real-time alerts and notifications, financial goal planning, tax reporting, and capital gains tracking. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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