Portfolio Management Software Market by Module (Capital Planning, Portfolio Analysis & Reporting, Strategic Planning), Industry (Aerospace & Defense, Automotive & Transportation, Banking, Financial Services & Insurance), Deployment, Organisation Size - Gl

Portfolio Management Software Market by Module (Capital Planning, Portfolio Analysis & Reporting, Strategic Planning), Industry (Aerospace & Defense, Automotive & Transportation, Banking, Financial Services & Insurance), Deployment, Organisation Size - Global Forecast 2024-2030


The Portfolio Management Software Market size was estimated at USD 4.24 billion in 2023 and expected to reach USD 4.76 billion in 2024, at a CAGR 12.42% to reach USD 9.63 billion by 2030.

Global Portfolio Management Software Market

FPNV Positioning Matrix

The FPNV Positioning Matrix is pivotal in evaluating the Portfolio Management Software Market. It offers a comprehensive assessment of vendors, examining key metrics related to Business Strategy and Product Satisfaction. This in-depth analysis empowers users to make well-informed decisions aligned with their requirements. Based on the evaluation, the vendors are then categorized into four distinct quadrants representing varying levels of success: Forefront (F), Pathfinder (P), Niche (N), or Vital (V).

Market Share Analysis

The Market Share Analysis is a comprehensive tool that provides an insightful and in-depth examination of the current state of vendors in the Portfolio Management Software Market. By meticulously comparing and analyzing vendor contributions in terms of overall revenue, customer base, and other key metrics, we can offer companies a greater understanding of their performance and the challenges they face when competing for market share. Additionally, this analysis provides valuable insights into the competitive nature of the sector, including factors such as accumulation, fragmentation dominance, and amalgamation traits observed over the base year period studied. With this expanded level of detail, vendors can make more informed decisions and devise effective strategies to gain a competitive edge in the market.

Key Company Profiles

The report delves into recent significant developments in the Portfolio Management Software Market, highlighting leading vendors and their innovative profiles. These include Anfield Capital Pty Ltd, Beiley Software, Inc., BlackRock, Inc., CoStar Realty Information, Inc., Croesus, FinFolio, Informer Technologies, Inc., Infosoft Private Limited, Miles Software, MProfit Software Private Limited, Otto-Williams Ltd., Personal Capital Corporation, Planview, Inc., QUANT IX SOFTWARE, Inc., and SS&C Technologies Holdings Inc..

Market Segmentation & Coverage

This research report categorizes the Portfolio Management Software Market to forecast the revenues and analyze trends in each of the following sub-markets:

Module
Capital Planning
Portfolio Analysis & Reporting
Strategic Planning
Industry
Aerospace & Defense
Automotive & Transportation
Banking, Financial Services & Insurance
Building, Construction & Real Estate
Consumer Goods & Retail
Education
Energy & Utilities
Government & Public Sector
Healthcare & Life Sciences
Information Technology
Manufacturing
Media & Entertainment
Telecommunication
Travel & Hospitality
Deployment
On-Cloud
On-Premise
Organisation Size
Freelancers
Large Enterprises
SMEs
Region
Americas
Argentina
Brazil
Canada
Mexico
United States
California
Florida
Illinois
New York
Ohio
Pennsylvania
Texas
Asia-Pacific
Australia
China
India
Indonesia
Japan
Malaysia
Philippines
Singapore
South Korea
Taiwan
Thailand
Vietnam
Europe, Middle East & Africa
Denmark
Egypt
Finland
France
Germany
Israel
Italy
Netherlands
Nigeria
Norway
Poland
Qatar
Russia
Saudi Arabia
South Africa
Spain
Sweden
Switzerland
Turkey
United Arab Emirates
United Kingdom

The report offers valuable insights on the following aspects:

1. Market Penetration: It presents comprehensive information on the market provided by key players.
2. Market Development: It delves deep into lucrative emerging markets and analyzes the penetration across mature market segments.
3. Market Diversification: It provides detailed information on new product launches, untapped geographic regions, recent developments, and investments.
4. Competitive Assessment & Intelligence: It conducts an exhaustive assessment of market shares, strategies, products, certifications, regulatory approvals, patent landscape, and manufacturing capabilities of the leading players.
5. Product Development & Innovation: It offers intelligent insights on future technologies, R&D activities, and breakthrough product developments.

The report addresses key questions such as:

1. What is the market size and forecast of the Portfolio Management Software Market?
2. Which products, segments, applications, and areas should one consider investing in over the forecast period in the Portfolio Management Software Market?
3. What are the technology trends and regulatory frameworks in the Portfolio Management Software Market?
4. What is the market share of the leading vendors in the Portfolio Management Software Market?
5. Which modes and strategic moves are suitable for entering the Portfolio Management Software Market?

Note: PDF & Excel + Online Access - 1 Year


1. Preface
1.1. Objectives of the Study
1.2. Market Segmentation & Coverage
1.3. Years Considered for the Study
1.4. Currency & Pricing
1.5. Language
1.6. Limitations
1.7. Assumptions
1.8. Stakeholders
2. Research Methodology
2.1. Define: Research Objective
2.2. Determine: Research Design
2.3. Prepare: Research Instrument
2.4. Collect: Data Source
2.5. Analyze: Data Interpretation
2.6. Formulate: Data Verification
2.7. Publish: Research Report
2.8. Repeat: Report Update
3. Executive Summary
4. Market Overview
4.1. Introduction
4.2. Portfolio Management Software Market, by Region
5. Market Insights
5.1. Market Dynamics
5.1.1. Drivers
5.1.1.1. Increased need of accuracy and efficiency of resources
5.1.1.2. Exponential use of cloud computing software in enterprises
5.1.1.3. Government initiatives for business digitalization
5.1.2. Restraints
5.1.2.1. Risk of security and privacy of the organizational data
5.1.2.2. High cost of programs with less ROI
5.1.3. Opportunities
5.1.3.1. Innovation in project portfolio management such as mobile applications based PPM solutions
5.1.3.2. Increased penetration of IOT-based infrastructure
5.1.4. Challenges
5.1.4.1. High complexity involved in portfolio management software solutions
5.2. Market Segmentation Analysis
5.3. Market Trend Analysis
5.4. Cumulative Impact of High Inflation
5.5. Porter’s Five Forces Analysis
5.5.1. Threat of New Entrants
5.5.2. Threat of Substitutes
5.5.3. Bargaining Power of Customers
5.5.4. Bargaining Power of Suppliers
5.5.5. Industry Rivalry
5.6. Value Chain & Critical Path Analysis
5.7. Regulatory Framework
6. Portfolio Management Software Market, by Module
6.1. Introduction
6.2. Capital Planning
6.3. Portfolio Analysis & Reporting
6.4. Strategic Planning
7. Portfolio Management Software Market, by Industry
7.1. Introduction
7.2. Aerospace & Defense
7.3. Automotive & Transportation
7.4. Banking, Financial Services & Insurance
7.5. Building, Construction & Real Estate
7.6. Consumer Goods & Retail
7.7. Education
7.8. Energy & Utilities
7.9. Government & Public Sector
7.10. Healthcare & Life Sciences
7.11. Information Technology
7.12. Manufacturing
7.13. Media & Entertainment
7.14. Telecommunication
7.15. Travel & Hospitality
8. Portfolio Management Software Market, by Deployment
8.1. Introduction
8.2. On-Cloud
8.3. On-Premise
9. Portfolio Management Software Market, by Organisation Size
9.1. Introduction
9.2. Freelancers
9.3. Large Enterprises
9.4. SMEs
10. Americas Portfolio Management Software Market
10.1. Introduction
10.2. Argentina
10.3. Brazil
10.4. Canada
10.5. Mexico
10.6. United States
11. Asia-Pacific Portfolio Management Software Market
11.1. Introduction
11.2. Australia
11.3. China
11.4. India
11.5. Indonesia
11.6. Japan
11.7. Malaysia
11.8. Philippines
11.9. Singapore
11.10. South Korea
11.11. Taiwan
11.12. Thailand
11.13. Vietnam
12. Europe, Middle East & Africa Portfolio Management Software Market
12.1. Introduction
12.2. Denmark
12.3. Egypt
12.4. Finland
12.5. France
12.6. Germany
12.7. Israel
12.8. Italy
12.9. Netherlands
12.10. Nigeria
12.11. Norway
12.12. Poland
12.13. Qatar
12.14. Russia
12.15. Saudi Arabia
12.16. South Africa
12.17. Spain
12.18. Sweden
12.19. Switzerland
12.20. Turkey
12.21. United Arab Emirates
12.22. United Kingdom
13. Competitive Landscape
13.1. FPNV Positioning Matrix
13.2. Market Share Analysis, By Key Player
13.3. Competitive Scenario Analysis, By Key Player
14. Competitive Portfolio
14.1. Key Company Profiles
14.1.1. Anfield Capital Pty Ltd
14.1.2. Beiley Software, Inc.
14.1.3. BlackRock, Inc.
14.1.4. CoStar Realty Information, Inc.
14.1.5. Croesus
14.1.6. FinFolio
14.1.7. Informer Technologies, Inc.
14.1.8. Infosoft Private Limited
14.1.9. Miles Software
14.1.10. MProfit Software Private Limited
14.1.11. Otto-Williams Ltd.
14.1.12. Personal Capital Corporation
14.1.13. Planview, Inc.
14.1.14. QUANT IX SOFTWARE, Inc.
14.1.15. SS&C Technologies Holdings Inc.
14.2. Key Product Portfolio
15. Appendix
15.1. Discussion Guide
15.2. License & Pricing
FIGURE 1. PORTFOLIO MANAGEMENT SOFTWARE MARKET RESEARCH PROCESS
FIGURE 2. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, 2023 VS 2030
FIGURE 3. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, 2018-2030 (USD MILLION)
FIGURE 4. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY REGION, 2023 VS 2030 (%)
FIGURE 5. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY REGION, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 6. PORTFOLIO MANAGEMENT SOFTWARE MARKET DYNAMICS
FIGURE 7. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY MODULE, 2023 VS 2030 (%)
FIGURE 8. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY MODULE, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 9. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY INDUSTRY, 2023 VS 2030 (%)
FIGURE 10. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY INDUSTRY, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 11. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY DEPLOYMENT, 2023 VS 2030 (%)
FIGURE 12. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY DEPLOYMENT, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 13. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY ORGANISATION SIZE, 2023 VS 2030 (%)
FIGURE 14. PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY ORGANISATION SIZE, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 15. AMERICAS PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY COUNTRY, 2023 VS 2030 (%)
FIGURE 16. AMERICAS PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY COUNTRY, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 17. UNITED STATES PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY STATE, 2023 VS 2030 (%)
FIGURE 18. UNITED STATES PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY STATE, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 19. ASIA-PACIFIC PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY COUNTRY, 2023 VS 2030 (%)
FIGURE 20. ASIA-PACIFIC PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY COUNTRY, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 21. EUROPE, MIDDLE EAST & AFRICA PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY COUNTRY, 2023 VS 2030 (%)
FIGURE 22. EUROPE, MIDDLE EAST & AFRICA PORTFOLIO MANAGEMENT SOFTWARE MARKET SIZE, BY COUNTRY, 2023 VS 2024 VS 2030 (USD MILLION)
FIGURE 23. PORTFOLIO MANAGEMENT SOFTWARE MARKET, FPNV POSITIONING MATRIX, 2023
FIGURE 24. PORTFOLIO MANAGEMENT SOFTWARE MARKET SHARE, BY KEY PLAYER, 2023

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