Investment Modeling Software Market Size, Share, Growth, And Industry Analysis, By Type (Cloud-Based and On-Premise), By Application (Large Enterprises and Small and Medium-sized Enterprises (SMEs)), Regional Forecast From 2024 to 2031

Updated On: 29 April 2024

Investment Modeling Software Market Report Overview

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The global investment modeling software market size expanded rapidly in 2021, as per our research, the market is expected to generate substantial revenue by 2031, a robust CAGR during the forecast period.

The global COVID-19 pandemic has been unprecedented and staggering, with the investment modeling software market experiencing higher-than-anticipated demand across all regions compared to pre-pandemic levels. The sudden rise in CAGR is attributable to the market’s growth and demand returning to pre-pandemic levels once the pandemic is over.

Software for managing investments is referred to as investment modeling software. Typically, it offers tools for account reconciliation, order administration, performance monitoring, and profitability analysis. Software that assists people or organizations in managing their investments is known as investment software. Users can use it to oversee and monitor their inventories and to decide what to invest in. Users of financial management software can keep track of their investments while they are gone. Without any specialized financial expertise, anyone can use the management programme on a desktop or smartphone.

The international investment modeling software industry is expected to grow faster in the upcoming years due to rising needs from large businesses and SMEs. In addition, the growing popularity of cloud-based deployment is anticipated to increase interest for investment management in the coming years. In addition, the worldwide software industry is anticipated to grow over the course of the projected period due to growing awareness about danger and asset management.

COVID-19 Impact: Increased Demand for the Software as Investors were Looking for Modeling Tools

The COVID-19 epidemic has had a large effect on the world economy, which also includes the market for investment modeling software. The COVID-19 epidemic had caused the financial markets to become more volatile and uncertain, which had raised the demand for investment software. In this volatile market environment, investors were looking for sophisticated modeling tools to aid in their decision-making. Also, the pandemic had sped up the financial services sector's transition to digital technology, particularly the market for modeling software. Investment firms used digital instruments and platforms more and more to improve their investment modeling capabilities, enabled remote working, and streamlined operations.

Latest Trends

"New Software Introduced Aims to Provide Users with View of their Assets Synced with Spending Tracker"

To keep up their lead in the investment software industry, market participants are implementing a variety of business tactics. For illustration, in January 2020, Quicken Inc., one of the key participants in the investment modeling software industry, announced the arrival of "Simplifi," a cutting-edge investment software product that aims to provide users with a consolidated view of all assets synced with the spending tracker. The new ad-free software manages monetary inflows and outflows with exceptional effectiveness. It is the most comprehensive and powerful solution while remaining a simple and intuitive smart tool.

Investment Modeling Software Market Segmentation

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• By Type Analysis

According to type, the market can be segmented into Cloud-Based and On-Premise

• By Application Analysis

Based on application, the market can be divided into Large Enterprises and Small and Medium-sized Enterprises (SMEs)

Driving Factors

"Rising Need for Precise Financial Research is Piloting the Modeling Software Industry"

The market for investment modeling software is being fuelled in part by the rising need for precise financial research. In order to make knowledgeable investment decisions, investors require fast and accurate financial data. By utilizing cutting-edge analytics and data visualization technologies, investment software may provide this information in order to assist investors in identifying trends, dangers, and opportunities in the financial markets. Additionally, using their particular investing objectives and techniques, investors can develop tailored financial models with the aid of investment modeling tools. As a result, they may model various scenarios, evaluate the prospective effects of market developments, and make wiser investment decisions.

"Expanding Complexity of the Capital Markets is Fueling the Market for Investments "

Another reason fueling the market for investment modeling software is the expanding complexity of the capital markets. The financial markets, which have several asset classes, trading platforms, and investing techniques, are growing more and more complicated. Investors find it difficult to precisely and effectively examine and comprehend financial data as a result. By giving them a complete picture of the financial world, modeling software can assist investors in navigating this complexity. Investment software enables investors to recognize patterns, dangers, and possibilities across many asset classes and markets by applying modern analytics and data visualization tools. Investors are able to achieve their financial objectives by making better-informed investment decisions and optimizing their investment methods.

Restraining Factors

"Evolving Client Taste and Stringent Restrictions are Factors Hindering Market Expansion"

In such a dynamic economic environment, it is difficult to execute the management software market due to the adoption of varied operating strategies by enterprises. Moreover, throughout the forecast period, investment modeling software market growth is anticipated to be constrained by adherence to specific rules and regulations as well as currency changes in several areas. As a result, it is predicted that the software market will see declines during the forecasted period as a consequence of evolving customer tastes and stringent restrictions.

Investment Modeling Software Market Regional Insights

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"Advancements in Technology and Growing Need for Inventory Management are Driving the Regional Market"

In North America throughout the projected time frame, the investment modeling software market share is expected to expand significantly. Due to the advancements in technology in the area and the increasing use of cloud computing by businesses, the United States is projected to contribute significantly to the investment industry. In addition, the growing need for optimized inventory management in various industries and the growing preference for management software as a consequence of the necessity for precise and efficient handling of investment-related data are key factors anticipated to propel the market in this region. In addition, legal requirements notably Retail Distribution Review (RDR), MiFID II, and more are rapidly taking on greater significance. A timely, precise, and transparent monitoring of investments is needed by both public and private investors, which is projected to support regional market expansion.

Key Industry Players

"Key Players Focus on Partnerships and Product Innovations to Gain a Competitive Advantage"

Considerable fragmentation exists in the investment modeling software sector. Important companies are adopting a variety of methods to strengthen their position in the market, including strategic partnerships and alliances, innovative products, geographical growth, acquisitions and mergers, and efforts to conduct research and development. Market participants are also concentrating on providing cloud-based solutions to both large- and small- & medium-sized enterprises (SMEs). These solutions are moreover specifically created to assist financial firms in effectively handling the assets and revenue of their clients. Suppliers are concentrating on providing their customers with mixed services, such as tailored and pre-packaged guidance.

List of Market Players Profiled

• Quicken Inc (U.S.)
• Owl Software (U.S.)
• Quant IX Software (U.S.)
• Beiley Software (U.S.)
• FundCount (U.S.)
• eFront (France)

Report Coverage

This report covers the investment modeling software market. The CAGR expected to be in during the forecast period, and also the USD value in 2021 and what it is expected to be in 2031. The effect COVID-19 had on the market in the beginning of the pandemic. The latest trends taking place in this industry. The factors that are driving this market as well as the factors that are restraining the growth of industry. The segmentation of this market based on type and applications. The region leading in the industry and why they will continue to do so during the forecast period. Further, the key market players, what all is being done by them to stay ahead of their competition as well as retain their market positions. All these details are covered in the report.