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Investment Management Software Comprehensive Study by Application (Asset management, Wealth management, Sovereign wealth funds management, Pension funds management, Personal banking management, Insurance investment management, Others), Deployment Model (On-Premise, Cloud), End User (Commercial ( Small and Medium Enterprises, and Large Enterprises), Individuals) Players and Region - Global Market Outlook to 2030
Investment Management Software Market by XX Submarkets | Forecast Years 2024-2030 | CAGR: 9.95%
Investment Management Software Market Scope
Investment management software help to manage, recognize and communicate the risks and performance of investment and assets for financial advisors, investor and their clients. It provides on-demand access for the investments through an investor portal. Investment management software market has high growth prospects owing to increasing demand for the effective resource management system from various Industries and technological advancement for product development. According to AMA, the Global Investment Management Software market is expected to see growth rate of 9.95%
Investment management software market is fragmented owing t number of players present in the market. Market players are focusing on technological development to provide a better user interface. Further, advancement in cloud-based investment management software expected to drive the demand for Investment management software in the long-standing. Research Analyst at AMA estimates that United States Players will contribute to the maximum growth of Global Investment Management Software market throughout the predicted period.
EFront Financial Solutions (France), Quant IX Software (United States), Broadridge Investment Accounting (United States), Portfolio Shop (United States), Beiley Software Inc. (United States), Quicken Inc. (United States), OneStream Software (United States), Finartis Group SA (Switzerland), QED Financial Systems (United States) and Instream Solutions (United States) are some of the key players that are part of study coverage. Additionally, the Players which are also part of the research are Miles Software Solutions Private Limited (India), ProTrak International (United States), OWL Software (Canada), Macroaxis LLC (United States), Elysys Financial system (Monaco), Profile Software (Cyprus) and SimCorp (Denmark).
Segmentation Overview
The study have segmented the market of Global Investment Management Software market , by Application (Asset management, Wealth management, Sovereign wealth funds management, Pension funds management, Personal banking management, Insurance investment management and Others) and Region with country level break-up.On the basis of geography, the market of Investment Management Software has been segmented into South America (Brazil, Argentina, Rest of South America), Asia Pacific (China, Japan, India, South Korea, Taiwan, Australia, Rest of Asia-Pacific), Europe (Germany, France, Italy, United Kingdom, Netherlands, Rest of Europe), MEA (Middle East, Africa), North America (United States, Canada, Mexico).
Influencing Trend:
Emphasizing On Real-Time Investment Management Analytics and Increasing Demand for Effective Resource Management SystemMarket Growth Drivers:
Provide Better Decision Making, Risk Management and Improves Operational Efficiency and Compatible with Numerous Platform Such As Windows. Mac, And OthersChallenges:
Eliminating Operational Issues Associated With Investment Management Software and Lack of Awareness Regarding Financial Tools among PeopleRestraints:
Integration of Investment Management Software with Different Operating Models and Data Security and Safety Concerns Associated With Investment Management SoftwareOpportunities:
Increasing Demand for Investment Management Software from Small and Medium Enterprises and Growing Adoption in Developing Economies for Auditable Asset and Compliance ManagementMarket Leaders and their Expansionary Development Strategies
In February 2024,Flexera has completed the acquisition of Snow Software. The combination empowers ITAM and FinOps teams with the data and technology intelligence to manage spend and reduce risk in their hybrid IT environments. Customers will have even more ability to derive value from their technology investments with unprecedented visibility and insights into their IT estate.In February 2019, OneStream Software which provides corporate performance management solutions secured an investment from the private equity firm KKR. With this investment company is focusing on developing all-around corporate financial solutions.
Key Target Audience
Investment management software providers, Technology Providers for Investment management software, Associations, Organizations, and Alliances Related to Investment management software, Government Regulatory and Research Organizations, Business Entities and Consulting Companies, Investment Research Firms / Associations, Government Organizations and OthersAbout Approach
The research aims to propose a patent-based approach in searching for potential technology partners as a supporting tool for enabling open innovation. The study also proposes a systematic searching process of technology partners as a preliminary step to select the emerging and key players that are involved in implementing market estimations. While patent analysis is employed to overcome the aforementioned data- and process-related limitations, as expenses occurred in that technology allows us to estimate the market size by evolving segments as target market from the total available market.
Report Objectives / Segmentation Covered
By Application
- Asset management
- Wealth management
- Sovereign wealth funds management
- Pension funds management
- Personal banking management
- Insurance investment management
- Others
By Deployment Model
- On-Premise
- Cloud
By End User
- Commercial [ Small and Medium Enterprises, and Large Enterprises]
- Individuals
By Regions
- South America
- Brazil
- Argentina
- Rest of South America
- Asia Pacific
- China
- Japan
- India
- South Korea
- Taiwan
- Australia
- Rest of Asia-Pacific
- Europe
- Germany
- France
- Italy
- United Kingdom
- Netherlands
- Rest of Europe
- MEA
- Middle East
- Africa
- North America
- United States
- Canada
- Mexico
- 1. Market Overview
- 1.1. Introduction
- 1.2. Scope/Objective of the Study
- 1.2.1. Research Objective
- 2. Executive Summary
- 2.1. Introduction
- 3. Market Dynamics
- 3.1. Introduction
- 3.2. Market Drivers
- 3.2.1. Provide Better Decision Making, Risk Management and Improves Operational Efficiency
- 3.2.2. Compatible with Numerous Platform Such As Windows. Mac, And Others
- 3.3. Market Challenges
- 3.3.1. Eliminating Operational Issues Associated With Investment Management Software
- 3.3.2. Lack of Awareness Regarding Financial Tools among People
- 3.4. Market Trends
- 3.4.1. Emphasizing On Real-Time Investment Management Analytics
- 3.4.2. Increasing Demand for Effective Resource Management System
- 4. Market Factor Analysis
- 4.1. Porters Five Forces
- 4.2. Supply/Value Chain
- 4.3. PESTEL analysis
- 5. Global Investment Management Software, by Application, Deployment Model, End User and Region (value) (2018-2023)
- 5.1. Introduction
- 6. Investment Management Software: Manufacturers/Players Analysis
- 6.1. Company Profile
- 6.1.1. EFront Financial Solutions (France)
- 6.1.1.1. Business Overview
- 6.1.1.2. Products/Services Offerings
- 6.1.1.3. Financial Analysis
- 6.1.1.4. SWOT Analysis
- 6.1.2. Quant IX Software (United States)
- 6.1.2.1. Business Overview
- 6.1.2.2. Products/Services Offerings
- 6.1.2.3. Financial Analysis
- 6.1.2.4. SWOT Analysis
- 6.1.3. Broadridge Investment Accounting (United States)
- 6.1.3.1. Business Overview
- 6.1.3.2. Products/Services Offerings
- 6.1.3.3. Financial Analysis
- 6.1.3.4. SWOT Analysis
- 6.1.4. Portfolio Shop (United States)
- 6.1.4.1. Business Overview
- 6.1.4.2. Products/Services Offerings
- 6.1.4.3. Financial Analysis
- 6.1.4.4. SWOT Analysis
- 6.1.5. Beiley Software Inc. (United States)
- 6.1.5.1. Business Overview
- 6.1.5.2. Products/Services Offerings
- 6.1.5.3. Financial Analysis
- 6.1.5.4. SWOT Analysis
- 6.1.6. Quicken Inc. (United States)
- 6.1.6.1. Business Overview
- 6.1.6.2. Products/Services Offerings
- 6.1.6.3. Financial Analysis
- 6.1.6.4. SWOT Analysis
- 6.1.7. OneStream Software (United States)
- 6.1.7.1. Business Overview
- 6.1.7.2. Products/Services Offerings
- 6.1.7.3. Financial Analysis
- 6.1.7.4. SWOT Analysis
- 6.1.8. Finartis Group SA (Switzerland)
- 6.1.8.1. Business Overview
- 6.1.8.2. Products/Services Offerings
- 6.1.8.3. Financial Analysis
- 6.1.8.4. SWOT Analysis
- 6.1.9. QED Financial Systems (United States)
- 6.1.9.1. Business Overview
- 6.1.9.2. Products/Services Offerings
- 6.1.9.3. Financial Analysis
- 6.1.9.4. SWOT Analysis
- 6.1.10. Instream Solutions (United States)
- 6.1.10.1. Business Overview
- 6.1.10.2. Products/Services Offerings
- 6.1.10.3. Financial Analysis
- 6.1.10.4. SWOT Analysis
- 6.1.1. EFront Financial Solutions (France)
- 6.1. Company Profile
- 7. Global Investment Management Software Sale, by Application, Deployment Model, End User and Region (value) (2025-2030)
- 7.1. Introduction
- 8. Appendix
- 8.1. Acronyms
- 9. Methodology and Data Source
- 9.1. Methodology/Research Approach
- 9.1.1. Research Programs/Design
- 9.1.2. Market Size Estimation
- 9.1.3. Market Breakdown and Data Triangulation
- 9.2. Data Source
- 9.2.1. Secondary Sources
- 9.2.2. Primary Sources
- 9.3. Disclaimer
- 9.1. Methodology/Research Approach
List of Tables
- Table 1. Company Basic Information, Sales Area and Its Competitors
- Table 2. Company Basic Information, Sales Area and Its Competitors
- Table 3. Company Basic Information, Sales Area and Its Competitors
- Table 4. Company Basic Information, Sales Area and Its Competitors
- Table 5. Company Basic Information, Sales Area and Its Competitors
- Table 6. Company Basic Information, Sales Area and Its Competitors
- Table 7. Company Basic Information, Sales Area and Its Competitors
- Table 8. Company Basic Information, Sales Area and Its Competitors
- Table 9. Company Basic Information, Sales Area and Its Competitors
- Table 10. Company Basic Information, Sales Area and Its Competitors
- Table 11. Research Programs/Design for This Report
- Table 12. Key Data Information from Secondary Sources
- Table 13. Key Data Information from Primary Sources
List of Figures
- Figure 1. Porters Five Forces
- Figure 2. Supply/Value Chain
- Figure 3. PESTEL analysis
- Figure 4. EFront Financial Solutions (France) Revenue, Net Income and Gross profit
- Figure 5. EFront Financial Solutions (France) Revenue: by Geography 2023
- Figure 6. Quant IX Software (United States) Revenue, Net Income and Gross profit
- Figure 7. Quant IX Software (United States) Revenue: by Geography 2023
- Figure 8. Broadridge Investment Accounting (United States) Revenue, Net Income and Gross profit
- Figure 9. Broadridge Investment Accounting (United States) Revenue: by Geography 2023
- Figure 10. Portfolio Shop (United States) Revenue, Net Income and Gross profit
- Figure 11. Portfolio Shop (United States) Revenue: by Geography 2023
- Figure 12. Beiley Software Inc. (United States) Revenue, Net Income and Gross profit
- Figure 13. Beiley Software Inc. (United States) Revenue: by Geography 2023
- Figure 14. Quicken Inc. (United States) Revenue, Net Income and Gross profit
- Figure 15. Quicken Inc. (United States) Revenue: by Geography 2023
- Figure 16. OneStream Software (United States) Revenue, Net Income and Gross profit
- Figure 17. OneStream Software (United States) Revenue: by Geography 2023
- Figure 18. Finartis Group SA (Switzerland) Revenue, Net Income and Gross profit
- Figure 19. Finartis Group SA (Switzerland) Revenue: by Geography 2023
- Figure 20. QED Financial Systems (United States) Revenue, Net Income and Gross profit
- Figure 21. QED Financial Systems (United States) Revenue: by Geography 2023
- Figure 22. Instream Solutions (United States) Revenue, Net Income and Gross profit
- Figure 23. Instream Solutions (United States) Revenue: by Geography 2023
List of companies from research coverage that are profiled in the study
- EFront Financial Solutions (France)
- Quant IX Software (United States)
- Broadridge Investment Accounting (United States)
- Portfolio Shop (United States)
- Beiley Software Inc. (United States)
- Quicken Inc. (United States)
- OneStream Software (United States)
- Finartis Group SA (Switzerland)
- QED Financial Systems (United States)
- Instream Solutions (United States)
Additional players considered in the study are as follows:
Miles Software Solutions Private Limited (India)
,
ProTrak International (United States)
,
OWL Software (Canada)
,
Macroaxis LLC (United States)
,
Elysys Financial system (Monaco)
,
Profile Software (Cyprus)
,
SimCorp (Denmark)
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Key Highlights of Report
Mar 2024
236 Pages
65 Tables
Base Year: 2023
Coverage: 15+ Companies; 18 Countries
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