Global Investment Management Software Market by Size, by Type, by Application, by Region, History and Forecast 2020-2031

Summary

This report studies the Investment Management Software market, investment (portfolio) management software is a type of tools to paper-free investment management activities.

According to APO Research, The global Investment Management Software market is projected to grow from US$ million in 2025 to US$ million by 2031, at a Compound Annual Growth Rate (CAGR) of % during the forecast period.

The US & Canada market for Investment Management Software is estimated to increase from $ million in 2025 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

Asia-Pacific market for Investment Management Software is estimated to increase from $ million in 2025 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

The China market for Investment Management Software is estimated to increase from $ million in 2025 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

Europe market for Investment Management Software is estimated to increase from $ million in 2025 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

The major global companies of Investment Management Software include Misys, SS&C Tech, SimCorp, Eze Software, eFront, Macroaxis, Dynamo Software, Elysys and S.A.G.E., etc. In 2024, the world's top three vendors accounted for approximately % of the revenue.

Report Includes


This report presents an overview of global market for Investment Management Software, market size. Analyses of the global market trends, with historic market revenue data for 2020 - 2024, estimates for 2025, and projections of CAGR through 2031.

This report researches the key producers of Investment Management Software, also provides the revenue of main regions and countries. Of the upcoming market potential for Investment Management Software, and key regions or countries of focus to forecast this market into various segments and sub-segments. Country specific data and market value analysis for the U.S., Canada, Mexico, Brazil, China, Japan, South Korea, Southeast Asia, India, Germany, the U.K., Italy, Middle East, Africa, and Other Countries.

This report focuses on the Investment Management Software revenue, market share and industry ranking of main manufacturers, data from 2020 to 2025. Identification of the major stakeholders in the global Investment Management Software market, and analysis of their competitive landscape and market positioning based on recent developments and segmental revenues. This report will help stakeholders to understand the competitive landscape and gain more insights and position their businesses and market strategies in a better way.

This report analyzes the segments data by Type and by Application, revenue, and growth rate, from 2020 to 2031. Evaluation and forecast the market size for Investment Management Software revenue, projected growth trends, production technology, application and end-user industry.


Investment Management Software Segment by Company

Misys
SS&C Tech
SimCorp
Eze Software
eFront
Macroaxis
Dynamo Software
Elysys
S.A.G.E.
TransparenTech
Riskturn
SoftTarget
ProTrak International
PortfolioShop
Beiley Software
Quant IX Software
Quicken
OWL Software
Vestserve
APEXSOFT
Avantech Software

Investment Management Software Segment by Type

On-premises
Cloud-based

Investment Management Software Segment by Application

SME
Large Enterprise
Personal Use
Others

Investment Management Software Segment by Region

North America
United States
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Spain
Netherlands
Switzerland
Sweden
Poland
Asia-Pacific
China
Japan
South Korea
India
Australia
Taiwan
Southeast Asia
South America
Brazil
Argentina
Chile
Middle East & Africa
Egypt
South Africa
Israel
Türkiye
GCC Countries

Study Objectives

1. To analyze and research the global status and future forecast, involving, production, value, consumption, growth rate (CAGR), market share, historical and forecast.
2. To present the key manufacturers, capacity, production, revenue, market share, and Recent Developments.
3. To split the breakdown data by regions, type, manufacturers, and Application.
4. To analyze the global and key regions market potential and advantage, opportunity and challenge, restraints, and risks.
5. To identify significant trends, drivers, influence factors in global and regions.
6. To analyze competitive developments such as expansions, agreements, new product launches, and acquisitions in the market.

Reasons to Buy This Report

1. This report will help the readers to understand the competition within the industries and strategies for the competitive environment to enhance the potential profit. The report also focuses on the competitive landscape of the global Investment Management Software market, and introduces in detail the market share, industry ranking, competitor ecosystem, market performance, new product development, operation situation, expansion, and acquisition. etc. of the main players, which helps the readers to identify the main competitors and deeply understand the competition pattern of the market.
2. This report will help stakeholders to understand the global industry status and trends of Investment Management Software and provides them with information on key market drivers, restraints, challenges, and opportunities.
3. This report will help stakeholders to understand competitors better and gain more insights to strengthen their position in their businesses. The competitive landscape section includes the market share and rank (in volume and value), competitor ecosystem, new product development, expansion, and acquisition.
4. This report stays updated with novel technology integration, features, and the latest developments in the market.
5. This report helps stakeholders to gain insights into which regions to target globally.
6. This report helps stakeholders to gain insights into the end-user perception concerning the adoption of Investment Management Software.
7. This report helps stakeholders to identify some of the key players in the market and understand their valuable contribution.

Chapter Outline

Chapter 1: Introduces the report scope of the report, executive summary of different market segments (product type, application, etc), including the market size of each market segment, future development potential, and so on. Revenue of Investment Management Software in global and regional level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Analysis key trends, drivers, challenges, and opportunities within the global Investment Management Software industry.
Chapter 3: Detailed analysis of Investment Management Software companies' competitive landscape, revenue, market share and industry ranking, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the revenue, and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the revenue, and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: Provides profiles of key companies, introducing the basic situation of the main companies in the market in detail, including product descriptions and specifications, Investment Management Softwarerevenue, gross margin, and recent development, etc.
Chapter 7: North America (US & Canada) by type, by application and by country, revenue for each segment.
Chapter 8: Europe by type, by application and by country, revenue for each segment.
Chapter 9: China by type, and by application, revenue for each segment.
Chapter 10: Asia (excluding China) by type, by application and by region, revenue for each segment.
Chapter 11: South America, Middle East & Africa by type, by application and by country, revenue for each segment.
Chapter 12: Concluding Insights of the report.

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1 Market Overview
1.1 Product Definition
1.2 Market Analysis by Type
1.2.1 Global Investment Management Software Market Size Growth Rate by Type: 2020 VS 2024 VS 2031
1.2.2 On-premises
1.2.3 Cloud-based
1.3 Market Analysis by Application
1.3.1 Global Investment Management Software Market Size Growth Rate by Application: 2020 VS 2024 VS 2031
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Use
1.3.5 Others
1.4 Global Market Growth Prospects
1.5 Global Investment Management Software Growth Trends by Region
1.5.1 Global Investment Management Software Market Size by Region: 2020 VS 2024 VS 2031
1.5.2 Investment Management Software Market Size by Region (2020-2025)
1.5.3 Investment Management Software Market Size by Region (2026-2031)
1.6 Assumptions and Limitations
1.7 Study Goals and Objectives
1.8 Years Considered
2 Global Investment Management Software Market Dynamics
2.1 Investment Management Software Industry Trends
2.2 Investment Management Software Industry Drivers
2.3 Investment Management Software Industry Opportunities and Challenges
2.4 Investment Management Software Industry Restraints
3 Competitive Landscape by Company
3.1 Global Investment Management Software Revenue by Company (2020-2025)
3.2 Global Investment Management Software Players Revenue Ranking, 2023 VS 2024 VS 2025
3.3 Global Investment Management Software Key Company Head office and Area Served
3.4 Global Investment Management Software Company, Product Type & Application
3.5 Global Investment Management Software Company Establishment Date
3.6 Market Competitive Analysis
3.6.1 Global Investment Management Software Market CR5 and HHI
3.6.2 Global Top 5 and 10 Investment Management Software Players Market Share by Revenue in 2024
3.6.3 2024 Investment Management Software Tier 1, Tier 2, and Tier 3
4 Investment Management Software Market by Type
4.1 Global Investment Management Software Market Size by Type (2020 VS 2024 VS 2031)
4.2 Global Investment Management Software Market Size by Type (2020-2031)
4.3 Global Investment Management Software Market Size Share by Type (2020-2031)
5 Investment Management Software Market by Application
5.1 Global Investment Management Software Market Size by Application (2020 VS 2024 VS 2031)
5.2 Global Investment Management Software Market Size by Application (2020-2031)
5.3 Global Investment Management Software Market Size Share by Application (2020-2031)
6 Company Profiles
6.1 Misys
6.1.1 Misys Comapny Information
6.1.2 Misys Business Overview
6.1.3 Misys Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.1.4 Misys Investment Management Software Product Portfolio
6.1.5 Misys Recent Developments
6.2 SS&C Tech
6.2.1 SS&C Tech Comapny Information
6.2.2 SS&C Tech Business Overview
6.2.3 SS&C Tech Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.2.4 SS&C Tech Investment Management Software Product Portfolio
6.2.5 SS&C Tech Recent Developments
6.3 SimCorp
6.3.1 SimCorp Comapny Information
6.3.2 SimCorp Business Overview
6.3.3 SimCorp Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.3.4 SimCorp Investment Management Software Product Portfolio
6.3.5 SimCorp Recent Developments
6.4 Eze Software
6.4.1 Eze Software Comapny Information
6.4.2 Eze Software Business Overview
6.4.3 Eze Software Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.4.4 Eze Software Investment Management Software Product Portfolio
6.4.5 Eze Software Recent Developments
6.5 eFront
6.5.1 eFront Comapny Information
6.5.2 eFront Business Overview
6.5.3 eFront Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.5.4 eFront Investment Management Software Product Portfolio
6.5.5 eFront Recent Developments
6.6 Macroaxis
6.6.1 Macroaxis Comapny Information
6.6.2 Macroaxis Business Overview
6.6.3 Macroaxis Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.6.4 Macroaxis Investment Management Software Product Portfolio
6.6.5 Macroaxis Recent Developments
6.7 Dynamo Software
6.7.1 Dynamo Software Comapny Information
6.7.2 Dynamo Software Business Overview
6.7.3 Dynamo Software Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.7.4 Dynamo Software Investment Management Software Product Portfolio
6.7.5 Dynamo Software Recent Developments
6.8 Elysys
6.8.1 Elysys Comapny Information
6.8.2 Elysys Business Overview
6.8.3 Elysys Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.8.4 Elysys Investment Management Software Product Portfolio
6.8.5 Elysys Recent Developments
6.9 S.A.G.E.
6.9.1 S.A.G.E. Comapny Information
6.9.2 S.A.G.E. Business Overview
6.9.3 S.A.G.E. Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.9.4 S.A.G.E. Investment Management Software Product Portfolio
6.9.5 S.A.G.E. Recent Developments
6.10 TransparenTech
6.10.1 TransparenTech Comapny Information
6.10.2 TransparenTech Business Overview
6.10.3 TransparenTech Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.10.4 TransparenTech Investment Management Software Product Portfolio
6.10.5 TransparenTech Recent Developments
6.11 Riskturn
6.11.1 Riskturn Comapny Information
6.11.2 Riskturn Business Overview
6.11.3 Riskturn Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.11.4 Riskturn Investment Management Software Product Portfolio
6.11.5 Riskturn Recent Developments
6.12 SoftTarget
6.12.1 SoftTarget Comapny Information
6.12.2 SoftTarget Business Overview
6.12.3 SoftTarget Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.12.4 SoftTarget Investment Management Software Product Portfolio
6.12.5 SoftTarget Recent Developments
6.13 ProTrak International
6.13.1 ProTrak International Comapny Information
6.13.2 ProTrak International Business Overview
6.13.3 ProTrak International Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.13.4 ProTrak International Investment Management Software Product Portfolio
6.13.5 ProTrak International Recent Developments
6.14 PortfolioShop
6.14.1 PortfolioShop Comapny Information
6.14.2 PortfolioShop Business Overview
6.14.3 PortfolioShop Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.14.4 PortfolioShop Investment Management Software Product Portfolio
6.14.5 PortfolioShop Recent Developments
6.15 Beiley Software
6.15.1 Beiley Software Comapny Information
6.15.2 Beiley Software Business Overview
6.15.3 Beiley Software Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.15.4 Beiley Software Investment Management Software Product Portfolio
6.15.5 Beiley Software Recent Developments
6.16 Quant IX Software
6.16.1 Quant IX Software Comapny Information
6.16.2 Quant IX Software Business Overview
6.16.3 Quant IX Software Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.16.4 Quant IX Software Investment Management Software Product Portfolio
6.16.5 Quant IX Software Recent Developments
6.17 Quicken
6.17.1 Quicken Comapny Information
6.17.2 Quicken Business Overview
6.17.3 Quicken Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.17.4 Quicken Investment Management Software Product Portfolio
6.17.5 Quicken Recent Developments
6.18 OWL Software
6.18.1 OWL Software Comapny Information
6.18.2 OWL Software Business Overview
6.18.3 OWL Software Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.18.4 OWL Software Investment Management Software Product Portfolio
6.18.5 OWL Software Recent Developments
6.19 Vestserve
6.19.1 Vestserve Comapny Information
6.19.2 Vestserve Business Overview
6.19.3 Vestserve Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.19.4 Vestserve Investment Management Software Product Portfolio
6.19.5 Vestserve Recent Developments
6.20 APEXSOFT
6.20.1 APEXSOFT Comapny Information
6.20.2 APEXSOFT Business Overview
6.20.3 APEXSOFT Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.20.4 APEXSOFT Investment Management Software Product Portfolio
6.20.5 APEXSOFT Recent Developments
6.21 Avantech Software
6.21.1 Avantech Software Comapny Information
6.21.2 Avantech Software Business Overview
6.21.3 Avantech Software Investment Management Software Revenue and Gross Margin (US$ Million) & (2020-2025)
6.21.4 Avantech Software Investment Management Software Product Portfolio
6.21.5 Avantech Software Recent Developments
7 North America
7.1 North America Investment Management Software Market Size (2020-2031)
7.2 North America Investment Management Software Market Size by Type
7.2.1 North America Investment Management Software Market Size by Type (2020-2025)
7.2.2 North America Investment Management Software Market Size by Type (2026-2031)
7.2.3 North America Investment Management Software Market Share by Type (2020-2031)
7.3 North America Investment Management Software Market Size by Application
7.3.1 North America Investment Management Software Market Size by Application (2020-2025)
7.3.2 North America Investment Management Software Market Size by Application (2026-2031)
7.3.3 North America Investment Management Software Market Share by Application (2020-2031)
7.4 North America Investment Management Software Market Size by Country
7.4.1 North America Investment Management Software Market Size by Country (2020 VS 2024 VS 2031)
7.4.2 North America Investment Management Software Market Size by Country (2020-2025)
7.4.3 North America Investment Management Software Market Size by Country (2026-2031)
7.4.4 North America Investment Management Software Market Share by Country (2020-2031)
7.4.5 United States
7.4.6 Canada
7.4.7 Mexico
8 Europe
8.1 Europe Investment Management Software Market Size (2020-2031)
8.2 Europe Investment Management Software Market Size by Type
8.2.1 Europe Investment Management Software Market Size by Type (2020-2025)
8.2.2 Europe Investment Management Software Market Size by Type (2026-2031)
8.2.3 Europe Investment Management Software Market Share by Type (2020-2031)
8.3 Europe Investment Management Software Market Size by Application
8.3.1 Europe Investment Management Software Market Size by Application (2020-2025)
8.3.2 Europe Investment Management Software Market Size by Application (2026-2031)
8.3.3 Europe Investment Management Software Market Share by Application (2020-2031)
8.4 Europe Investment Management Software Market Size by Country
8.4.1 Europe Investment Management Software Market Size by Country (2020 VS 2024 VS 2031)
8.4.2 Europe Investment Management Software Market Size by Country (2020-2025)
8.4.3 Europe Investment Management Software Market Size by Country (2026-2031)
8.4.4 Europe Investment Management Software Market Share by Country (2020-2031)
8.4.5 Germany
8.4.6 France
8.4.7 U.K.
8.4.8 Italy
8.4.9 Russia
8.4.10 Nordic Countries
9 China
9.1 China Investment Management Software Market Size (2020-2031)
9.2 China Investment Management Software Market Size by Type
9.2.1 China Investment Management Software Market Size by Type (2020-2025)
9.2.2 China Investment Management Software Market Size by Type (2026-2031)
9.2.3 China Investment Management Software Market Share by Type (2020-2031)
9.3 China Investment Management Software Market Size by Application
9.3.1 China Investment Management Software Market Size by Application (2020-2025)
9.3.2 China Investment Management Software Market Size by Application (2026-2031)
9.3.3 China Investment Management Software Market Share by Application (2020-2031)
10 Asia (Excluding China)
10.1 Asia Investment Management Software Market Size (2020-2031)
10.2 Asia Investment Management Software Market Size by Type
10.2.1 Asia Investment Management Software Market Size by Type (2020-2025)
10.2.2 Asia Investment Management Software Market Size by Type (2026-2031)
10.2.3 Asia Investment Management Software Market Share by Type (2020-2031)
10.3 Asia Investment Management Software Market Size by Application
10.3.1 Asia Investment Management Software Market Size by Application (2020-2025)
10.3.2 Asia Investment Management Software Market Size by Application (2026-2031)
10.3.3 Asia Investment Management Software Market Share by Application (2020-2031)
10.4 Asia Investment Management Software Market Size by Country
10.4.1 Asia Investment Management Software Market Size by Country (2020 VS 2024 VS 2031)
10.4.2 Asia Investment Management Software Market Size by Country (2020-2025)
10.4.3 Asia Investment Management Software Market Size by Country (2026-2031)
10.4.4 Asia Investment Management Software Market Share by Country (2020-2031)
10.4.5 Japan
10.4.6 South Korea
10.4.7 Taiwan
10.4.8 Southeast Asia
10.4.9 India
10.4.10 Australia
11 South America, Middle East & Africa
11.1 South America, Middle East & Africa Investment Management Software Market Size (2020-2031)
11.2 South America, Middle East & Africa Investment Management Software Market Size by Type
11.2.1 South America, Middle East & Africa Investment Management Software Market Size by Type (2020-2025)
11.2.2 South America, Middle East & Africa Investment Management Software Market Size by Type (2026-2031)
11.2.3 South America, Middle East & Africa Investment Management Software Market Share by Type (2020-2031)
11.3 South America, Middle East & Africa Investment Management Software Market Size by Application
11.3.1 South America, Middle East & Africa Investment Management Software Market Size by Application (2020-2025)
11.3.2 South America, Middle East & Africa Investment Management Software Market Size by Application (2026-2031)
11.3.3 South America, Middle East & Africa Investment Management Software Market Share by Application (2020-2031)
11.4 South America, Middle East & Africa Investment Management Software Market Size by Country
11.4.1 South America, Middle East & Africa Investment Management Software Market Size by Country (2020 VS 2024 VS 2031)
11.4.2 South America, Middle East & Africa Investment Management Software Market Size by Country (2020-2025)
11.4.3 South America, Middle East & Africa Investment Management Software Market Size by Country (2026-2031)
11.4.4 South America, Middle East & Africa Investment Management Software Market Share by Country (2020-2031)
11.4.5 Brazil
11.4.6 South Africa
11.4.7 Saudi Arabia
11.4.8 Turkey
11.4.9 Argentina
11.4.9 UAE
11.4.9 Egypt
11.4.9 Chile
12 Concluding Insights
13 Appendix
13.1 Reasons for Doing This Study
13.2 Research Methodology
13.3 Research Process
13.4 Authors List of This Report
13.5 Data Source
13.5.1 Secondary Sources
13.5.2 Primary Sources
13.6 Disclaimer

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