Investment Portfolio Management Software Market Size, Share & Industry Analysis, By Type (Cloud-Based and On-Premise), By Application (SME, Large Enterprise, Personal Use and Others) Regional Forecast From 2024 To 2032

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INVESTMENT PORTFOLIO MANAGEMENT SOFTWARE MARKET REPORT OVERVIEW

The global investment portfolio management software market size was USD 3.65 billion in 2023 and is projected to grow from USD 4 billion in 2024 to USD 8.3 billion by 2032, exhibiting a CAGR of 9.6% during the forecast period. Asia-Pacific holds leading position in investment portfolio management software market share in 2023.

Investment portfolio management software, is the collection, arrangement and management of a business’s agendas and ventures, and inclusive with its tactical goals and competence to achieve the listed objectives. Furthermore, the aim of the service is to stabilize the employment of fluctuating proposals and preserve the business as established, while improving the amount reimbursement on an investment done by a customer or investor. In continuation, the investment portfolio management software recognizes the risk tolerance of the investor before strategically investing into stocks and other assets

On the other hand, the investment portfolio management software market is inclusive of two types such as cloud based and on premise software. Firstly, a cloud based software is an application software that is situated in the cloud. Moreover, it provides access to a user as it is consumed through a web browser, a donated desktop user, or an application programming interface (API) that assimilates with a desktop or mobile functioning device. Secondly, an on premise system demands that a business acquires a permit or a model of the software to consume the product. Furthermore, due to the software being licensed itself and the occurrence of software exists inside the business grounds only, there is potentially a more secured fortification of data and sensitive information than using a cloud based system.

COVID-19 Impact: Due to Government Regulations Demand Level was Hampered

The global COVID-19 pandemic has been unprecedented and staggering, with the investment portfolio management software market experiencing lower-than anticipated demand across all regions compared to pre-pandemic levels.

The COVID-19 virus widespread had forced the global governments to announce harsh regulations, as the pandemics repercussion’s led to several negative impacts upon uncountable industries and its market, as the COVID-19 virus relentlessly grew on a global scale. However, the market experienced a major reduction in supply and demand levels for their services, as the insensitive government regulations had implemented a rigid lockdown, restricted movement activities, closure of several malls, workplaces and restaurants and other public areas. During the unfortunate pandemic period, as workplaces were closed and the requirement for cloud based and on premise security and data backup systems, were at a standstill, it hampered the investment portfolio management software market as COVID-19 cases were increasing.

LATEST TRENDS

Rising Trend of Cloud Based Deployment Stimulates Product Demand

An unswerving surge of dominant players in the market adopting the consumption of cloud based services is setting a trend, as this system enhances the IT’s structure to combat cyber hazards and encourages businesses to adopt the use of cloud based systems on their business platform. Furthermore, several investment companies’ aim on implementing the usage of this system as, the cloud base investment management software is flawless and effortless for cooperation amid several stakeholders and for the ease of complex procedures for improved efficiency and precision. Moreover, the data stored on the system can be accessible to its consumers from the comfort of their home and it also creates convenience amid employees and consumers in a firm to strategic assist, complete audits, assets allotment and minimize risks of investment portfolio details. Moreover, businesses are demanding cloud based services as it is catering to rising security needs therefore, boosting the overall market sales.

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INVESTMENT PORTFOLIO MANAGEMENT SOFTWARE MARKET SEGMENTATION

• By Type

Based on type; Cloud-based and on premise

Cloud-based is the leading type in this segment

• By Application

Based on application; SME, large enterprise, personal use and others

Large enterprise is the leading application in this segment

DRIVING FACTORS

Introduction of Artificial Intelligence (AI) in the Market Strengthens Market Growth

The introduction of artificial intelligence to the investment portfolio management software, is critically beneficial to the companies and consumers in the market. Due to, this introduction assists the investing company to improve efficiency and productivity by advancements in trading execution, fundamental analysis, strategic testing and accurate asset allocation. Furthermore, these factors reassure the investor of a significant reduction in risks and dangers of investing. Hence, more people recognize this application and stimulate and this leads towards the investment portfolio management software market growth.

Increased Awareness of Portfolio Management Perils Boosts Market Growth

The dangers of portfolio management spread amid investors and investing companies, the risk come to light with investments. Furthermore, the risk incurred can be investment failure, incorrect stock choosing and inflation risk. Moreover, as this awareness spreads and numerous investors aim to invest through investment portfolio management software only, as its applications are precise, strategized, reliable and does calculated investments with benefitting outcomes. Hence, as consumers use more of the investment portfolio management software to increase the investment portfolio management software market share.

RESTRAINING FACTORS

Drawbacks of the Products Applications Restricts Market Growth

The investment portfolio management software can be beneficial and useful in uncountable ways, but its applications disadvantages can hold back its products demand. Furthermore, the product can at times have a defective forecasting of investments and reduce the return on investment secondly, the risk of excessive diversification increases the dangers for an investor because of several investments done for receiving high returns, managing the investments can be inefficient and causes losses. These factors can hamper the market growth.

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INVESTMENT PORTFOLIO MANAGEMENT SOFTWARE MARKET REGIONAL INSIGHTS

Asia Pacific Region Stands at the Leading Market Position

The Asia Pacific region claims this entitlement because, of having one of the largest investing companies present. Moreover, this region has people having high levels of disposable income which stimulates the amount of investments done within the market and the region. Hence, this factor increases demand for the product in this region.

KEY INDUSTRY PLAYERS

Key Players Aim Product Advancements and Market Growth

The key market players strategize to increase the amount of research and development of the product, to cater to the consumer’s desires and necessities. Due to, stimulating demand levels, growing their customer base and improving their market share. Additionally, the key players also advertise the products uses and raise awareness in the market.

List Of Top Investment Portfolio Management Software Companies

• Misys (U.K.)
• SS&C Tech (U.S.)
• SimCorp (Denmark)
• Eze Software (U.S.)
• eFront (France)
• Macroaxis (U.S.)
• Dynamo Software (Europe)
• Elysys (Europe)
• S.A.G.E. (U.K.)
• TransparenTech (U.S.)
• Riskturn (U.S.)
• SoftTarget (Canada)
• ProTrak International (U.S.)
• PortfolioShop (U.S.)
• Beiley Software (U.S.)
• Quant IX Software (U.S.)
• Quicken (U.S.)
• OWL Software (India)
• Vestserve (U.S.)
• APEXSOFT (India)
• Avantech Software (India)

INDUSTRY DEVELOPMENT

March 2019: Plainview Company is one of the largest and leading investment portfolio management company. Furthermore, they have announced the launch of its new Plainview Lean Kit, it enhances collaboration over multiple users at the same time.

November 2019:  SAP PE, introduced new improvements to its existing product known as the SAP PPM solution. Moreover, the company launched developments in their product portfolio and upcoming projects.

REPORT COVERAGE

This report highlights types of the investment portfolio management software and the products latest trends. Including driving and restraining factors and strategizes of the key industry players in the market and factors of how leading region reaches its position