Global Portfolio Management Software Market Size, Status and Forecast 2018-2025

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Date: 31-Oct-2018
No. of pages: 107
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This report focuses on the global Portfolio Management Software status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Portfolio Management Software development in United States, Europe and China.

In 2017, the global Portfolio Management Software market size was million US$ and it is expected to reach million US$ by the end of 2025, with a CAGR of during 2018-2025.

The key players covered in this study

- 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 Type, the product can be split into

- Web-based Portfolio Management Software

- Cloud Based Portfolio Management Software

Market segment by Application, split into

- Small and Medium Business

- Large Business

Market segment by Regions/Countries, this report covers

- United States

- Europe

- China

- Japan

- Southeast Asia

- India

- Central & South America

The study objectives of this report are:

- To analyze global Portfolio Management Software status, future forecast, growth opportunity, key market and key players.

- To present the Portfolio Management Software development in United States, Europe and China.

- To strategically profile the key players and comprehensively analyze their development plan and strategies.

- To define, describe and forecast the market by product type, market and key regions.

In this study, the years considered to estimate the market size of Portfolio Management Software are as follows:

- History Year: 2013-2017

- Base Year: 2017

- Estimated Year: 2018

- Forecast Year 2018 to 2025

For the data information by region, company, type and application, 2017 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.

Global Portfolio Management Software Market Size, Status and Forecast 2018-2025

Table of Contents
1 Report Overview
1.1 Study Scope
1.2 Key Market Segments
1.3 Players Covered
1.4 Market Analysis by Type
1.4.1 Global Portfolio Management Software Market Size Growth Rate by Type (2013-2025)
1.4.2 Web-based Portfolio Management Software
1.4.3 Cloud Based Portfolio Management Software
1.5 Market by Application
1.5.1 Global Portfolio Management Software Market Share by Application (2013-2025)
1.5.2 Small and Medium Business
1.5.3 Large Business
1.6 Study Objectives
1.7 Years Considered
2 Global Growth Trends
2.1 Portfolio Management Software Market Size
2.2 Portfolio Management Software Growth Trends by Regions
2.2.1 Portfolio Management Software Market Size by Regions (2013-2025)
2.2.2 Portfolio Management Software Market Share by Regions (2013-2018)
2.3 Industry Trends
2.3.1 Market Top Trends
2.3.2 Market Drivers
2.3.3 Market Opportunities
3 Market Share by Key Players
3.1 Portfolio Management Software Market Size by Manufacturers
3.1.1 Global Portfolio Management Software Revenue by Manufacturers (2013-2018)
3.1.2 Global Portfolio Management Software Revenue Market Share by Manufacturers (2013-2018)
3.1.3 Global Portfolio Management Software Market Concentration Ratio (CR5 and HHI)
3.2 Portfolio Management Software Key Players Head office and Area Served
3.3 Key Players Portfolio Management Software Product/Solution/Service
3.4 Date of Enter into Portfolio Management Software Market
3.5 Mergers & Acquisitions, Expansion Plans
4 Breakdown Data by Type and Application
4.1 Global Portfolio Management Software Market Size by Type (2013-2018)
4.2 Global Portfolio Management Software Market Size by Application (2013-2018)
5 United States
5.1 United States Portfolio Management Software Market Size (2013-2018)
5.2 Portfolio Management Software Key Players in United States
5.3 United States Portfolio Management Software Market Size by Type
5.4 United States Portfolio Management Software Market Size by Application
6 Europe
6.1 Europe Portfolio Management Software Market Size (2013-2018)
6.2 Portfolio Management Software Key Players in Europe
6.3 Europe Portfolio Management Software Market Size by Type
6.4 Europe Portfolio Management Software Market Size by Application
7 China
7.1 China Portfolio Management Software Market Size (2013-2018)
7.2 Portfolio Management Software Key Players in China
7.3 China Portfolio Management Software Market Size by Type
7.4 China Portfolio Management Software Market Size by Application
8 Japan
8.1 Japan Portfolio Management Software Market Size (2013-2018)
8.2 Portfolio Management Software Key Players in Japan
8.3 Japan Portfolio Management Software Market Size by Type
8.4 Japan Portfolio Management Software Market Size by Application
9 Southeast Asia
9.1 Southeast Asia Portfolio Management Software Market Size (2013-2018)
9.2 Portfolio Management Software Key Players in Southeast Asia
9.3 Southeast Asia Portfolio Management Software Market Size by Type
9.4 Southeast Asia Portfolio Management Software Market Size by Application
10 India
10.1 India Portfolio Management Software Market Size (2013-2018)
10.2 Portfolio Management Software Key Players in India
10.3 India Portfolio Management Software Market Size by Type
10.4 India Portfolio Management Software Market Size by Application
11 Central & South America
11.1 Central & South America Portfolio Management Software Market Size (2013-2018)
11.2 Portfolio Management Software Key Players in Central & South America
11.3 Central & South America Portfolio Management Software Market Size by Type
11.4 Central & South America Portfolio Management Software Market Size by Application
12 International Players Profiles
12.1 Personal Capital
12.1.1 Personal Capital Company Details
12.1.2 Company Description and Business Overview
12.1.3 Portfolio Management Software Introduction
12.1.4 Personal Capital Revenue in Portfolio Management Software Business (2013-2018)
12.1.5 Personal Capital Recent Development
12.2 Stator
12.2.1 Stator Company Details
12.2.2 Company Description and Business Overview
12.2.3 Portfolio Management Software Introduction
12.2.4 Stator Revenue in Portfolio Management Software Business (2013-2018)
12.2.5 Stator Recent Development
12.3 eFront
12.3.1 eFront Company Details
12.3.2 Company Description and Business Overview
12.3.3 Portfolio Management Software Introduction
12.3.4 eFront Revenue in Portfolio Management Software Business (2013-2018)
12.3.5 eFront Recent Development
12.4 Fund Manager
12.4.1 Fund Manager Company Details
12.4.2 Company Description and Business Overview
12.4.3 Portfolio Management Software Introduction
12.4.4 Fund Manager Revenue in Portfolio Management Software Business (2013-2018)
12.4.5 Fund Manager Recent Development
12.5 CoStar
12.5.1 CoStar Company Details
12.5.2 Company Description and Business Overview
12.5.3 Portfolio Management Software Introduction
12.5.4 CoStar Revenue in Portfolio Management Software Business (2013-2018)
12.5.5 CoStar Recent Development
12.6 SoftTarget
12.6.1 SoftTarget Company Details
12.6.2 Company Description and Business Overview
12.6.3 Portfolio Management Software Introduction
12.6.4 SoftTarget Revenue in Portfolio Management Software Business (2013-2018)
12.6.5 SoftTarget Recent Development
12.7 Investment Account Manager
12.7.1 Investment Account Manager Company Details
12.7.2 Company Description and Business Overview
12.7.3 Portfolio Management Software Introduction
12.7.4 Investment Account Manager Revenue in Portfolio Management Software Business (2013-2018)
12.7.5 Investment Account Manager Recent Development
12.8 Advent
12.8.1 Advent Company Details
12.8.2 Company Description and Business Overview
12.8.3 Portfolio Management Software Introduction
12.8.4 Advent Revenue in Portfolio Management Software Business (2013-2018)
12.8.5 Advent Recent Development
12.9 Options Czar (Koona Software)
12.9.1 Options Czar (Koona Software) Company Details
12.9.2 Company Description and Business Overview
12.9.3 Portfolio Management Software Introduction
12.9.4 Options Czar (Koona Software) Revenue in Portfolio Management Software Business (2013-2018)
12.9.5 Options Czar (Koona Software) Recent Development
12.10 Clarizen
12.10.1 Clarizen Company Details
12.10.2 Company Description and Business Overview
12.10.3 Portfolio Management Software Introduction
12.10.4 Clarizen Revenue in Portfolio Management Software Business (2013-2018)
12.10.5 Clarizen Recent Development
12.11 Miles Software
12.12 OWL Software
12.13 Conifer Financial Services
12.14 FinFolio
12.15 Mprofit
12.16 InvestPlus
13 Market Forecast 2018-2025
13.1 Market Size Forecast by Regions
13.2 United States
13.3 Europe
13.4 China
13.5 Japan
13.6 Southeast Asia
13.7 India
13.8 Central & South America
13.9 Market Size Forecast by Product (2018-2025)
13.10 Market Size Forecast by Application (2018-2025)
14 Analyst's Viewpoints/Conclusions
15 Appendix
15.1 Research Methodology
15.1.1 Methodology/Research Approach
15.1.1.1 Research Programs/Design
15.1.1.2 Market Size Estimation
12.1.1.3 Market Breakdown and Data Triangulation
15.1.2 Data Source
15.1.2.1 Secondary Sources
15.1.2.2 Primary Sources
15.2 Disclaimer
15.3 Author Details
List of Tables and Figures
Table Portfolio Management Software Key Market Segments
Table Key Players Portfolio Management Software Covered
Table Global Portfolio Management Software Market Size Growth Rate by Type 2013-2025 (Million US$)
Figure Global Portfolio Management Software Market Size Market Share by Type 2013-2025
Figure Web-based Portfolio Management Software Figures
Table Key Players of Web-based Portfolio Management Software
Figure Cloud Based Portfolio Management Software Figures
Table Key Players of Cloud Based Portfolio Management Software
Table Global Portfolio Management Software Market Size Growth by Application 2013-2025 (Million US$)
Figure Small and Medium Business Case Studies
Figure Large Business Case Studies
Figure Portfolio Management Software Report Years Considered
Table Global Portfolio Management Software Market Size 2013-2025 (Million US$)
Figure Global Portfolio Management Software Market Size and Growth Rate 2013-2025 (Million US$)
Table Global Portfolio Management Software Market Size by Regions 2013-2025 (Million US$)
Table Global Portfolio Management Software Market Size by Regions 2013-2018 (Million US$)
Table Global Portfolio Management Software Market Share by Regions 2013-2018
Figure Global Portfolio Management Software Market Share by Regions 2013-2018
Figure Global Portfolio Management Software Market Share by Regions 2018
Table Market Top Trends
Table Global Portfolio Management Software Revenue by Manufacturers (2013-2018) (Million US$)
Table Global Portfolio Management Software Market Share by Manufacturers (2013-2018)
Figure Global Portfolio Management Software Market Share by Manufacturers in 2018
Table Global Portfolio Management Software Manufacturers Market Concentration Ratio (CR5 and HHI)
Table Key Players Head office and Area Served
Table Key Players Portfolio Management Software Product/Solution/Service
Table Date of Enter into Portfolio Management Software Market
Table Mergers & Acquisitions, Expansion Plans
Table Global Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table Global Portfolio Management Software Market Size Share by Type (2013-2018)
Figure Global Portfolio Management Software Market Size Market Share by Type (2013-2018)
Table Global Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table Global Portfolio Management Software Market Size Share by Application (2013-2018)
Figure Global Portfolio Management Software Market Size Market Share by Application (2013-2018)
Figure Global Portfolio Management Software Revenue Market Share by Application in 2017
Figure United States Portfolio Management Software Market Size 2013-2018 (Million US$)
Table United States Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table United States Key Players Portfolio Management Software Market Share (2017-2018)
Table United States Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table United States Portfolio Management Software Market Share by Type (2013-2018)
Table United States Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table United States Portfolio Management Software Market Share by Application (2013-2018)
Figure Europe Portfolio Management Software Market Size 2013-2018 (Million US$)
Table Europe Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table Europe Key Players Portfolio Management Software Market Share (2017-2018)
Table Europe Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table Europe Portfolio Management Software Market Share by Type (2013-2018)
Table Europe Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table Europe Portfolio Management Software Market Share by Application (2013-2018)
Figure China Portfolio Management Software Market Size 2013-2018 (Million US$)
Table China Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table China Key Players Portfolio Management Software Market Share (2017-2018)
Table China Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table China Portfolio Management Software Market Share by Type (2013-2018)
Table China Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table China Portfolio Management Software Market Share by Application (2013-2018)
Figure Japan Portfolio Management Software Market Size 2013-2018 (Million US$)
Table Japan Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table Japan Key Players Portfolio Management Software Market Share (2017-2018)
Table Japan Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table Japan Portfolio Management Software Market Share by Type (2013-2018)
Table Japan Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table Japan Portfolio Management Software Market Share by Application (2013-2018)
Figure Southeast Asia Portfolio Management Software Market Size 2013-2018 (Million US$)
Table Southeast Asia Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table Southeast Asia Key Players Portfolio Management Software Market Share (2017-2018)
Table Southeast Asia Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table Southeast Asia Portfolio Management Software Market Share by Type (2013-2018)
Table Southeast Asia Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table Southeast Asia Portfolio Management Software Market Share by Application (2013-2018)
Figure India Portfolio Management Software Market Size 2013-2018 (Million US$)
Table India Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table India Key Players Portfolio Management Software Market Share (2017-2018)
Table India Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table India Portfolio Management Software Market Share by Type (2013-2018)
Table India Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table India Portfolio Management Software Market Share by Application (2013-2018)
Figure Central & South America Portfolio Management Software Market Size 2013-2018 (Million US$)
Table Central & South America Key Players Portfolio Management Software Revenue (2017-2018) (Million US$)
Table Central & South America Key Players Portfolio Management Software Market Share (2017-2018)
Table Central & South America Portfolio Management Software Market Size by Type (2013-2018) (Million US$)
Table Central & South America Portfolio Management Software Market Share by Type (2013-2018)
Table Central & South America Portfolio Management Software Market Size by Application (2013-2018) (Million US$)
Table Central & South America Portfolio Management Software Market Share by Application (2013-2018)
Table Personal Capital Company Details
Table Personal Capital Revenue in Portfolio Management Software Business (2013-2018) (Million US$)
Figure Personal Capital Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Personal Capital Recent Development
Table Stator Company Details
Table Stator Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure Stator Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Stator Recent Development
Table eFront Company Details
Table eFront Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure eFront Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table eFront Recent Development
Table Fund Manager Company Details
Table Fund Manager Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure Fund Manager Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Fund Manager Recent Development
Table CoStar Company Details
Table CoStar Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure CoStar Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table CoStar Recent Development
Table SoftTarget Company Details
Table SoftTarget Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure SoftTarget Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table SoftTarget Recent Development
Table Investment Account Manager Company Details
Table Investment Account Manager Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure Investment Account Manager Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Investment Account Manager Recent Development
Table Advent Company Details
Table Advent Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure Advent Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Advent Recent Development
Table Options Czar (Koona Software) Company Details
Table Options Czar (Koona Software) Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure Options Czar (Koona Software) Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Options Czar (Koona Software) Recent Development
Table Clarizen Company Details
Table Clarizen Revenue in Portfolio Management Software Business (2013-2018)(Million US$)
Figure Clarizen Revenue Growth Rate in Portfolio Management Software Business (2013-2018)
Table Clarizen Recent Development
Table Miles Software Company Details
Table OWL Software Company Details
Table Conifer Financial Services Company Details
Table FinFolio Company Details
Table Mprofit Company Details
Table InvestPlus Company Details
Table Global Portfolio Management Software Market Size by Regions (Million US$) 2018-2025
Figure Global Portfolio Management Software Market Size Share by Regions (2018-2025)
Figure Global Portfolio Management Software Market Size Share by Regions in 2025
Figure United States Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Figure Europe Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Figure China Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Figure Japan Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Figure Southeast Asia Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Figure India Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Figure Central & South America Portfolio Management Software Market Size Forecast (2018-2025)(Million USD)
Table Global Portfolio Management Software Market Size by Product (2018-2025) (Million US$)
Figure Global Portfolio Management Software Market Size by Product (2018-2025)
Figure Global Portfolio Management Software Market Size by Product in 2025
Table Global Portfolio Management Software Market Size by Application (2018-2025) (Million US$)
Figure Global Portfolio Management Software Market Size by Application (2018-2025)
Figure Global Portfolio Management Software Market Size by Application in 2025
Table Research Programs/Design for This Report
Figure Bottom-up and Top-down Approaches for This Report
Figure Data Triangulation
Table Key Data Information from Secondary Sources
Table Key Data Information from Primary Sources
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