Investment Portfolio Management
Gain market share and customer base information about the top Investment Portfolio Management software. Check out our list of Investment Portfolio Management Software, analyze them by marketshare, region, company size along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more.
42
Technologies Tracked
6907
Companies Tracked
Categories related to Investment Portfolio Management
Top 5 Investment Portfolio Management technologies in 2025
Over 6907 companies are using Investment Portfolio Management tools. Black Diamond Wealth Platform with 17.94% market share (1239 customers), Wilshire with 13.48% market share (931 customers), Natixis with 9.11% market share (629 customers).
Technology
Market Share (Est.)
Customers
17.94%
1239
13.48%
931
9.11%
629
8.56%
591
8.43%
582
Others
42.49%
2935
Investment Portfolio Management Customers by Employee Size
The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (1367 companies), 20 - 49 employees (1232 companies), 10,000+ employees (974 companies).
Employee Size
Investment Portfolio Management Customers by Geography
Companies using Investment Portfolio Management technology software are majorly from the United States with 4490 (70.11%), United Kingdom with 614 (9.59%), France with 432 (6.75%) customers respectively.
Customers
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Investment Portfolio Management Customers by Industry
Top industries that use Investment Portfolio Management for Wealth Management (712), Investment Management (533), Asset Management (462).
Customers
Market Share for Top Investment Portfolio Management Technologies
Analyze the market share of popular Investment Portfolio Management technologies along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more
Ranking | Technology | Customers | Market share(Est.)(%) |
|---|---|---|---|
| 1 | Black Diamond Wealth Platform | 1239 | 17.94 |
| 2 | Wilshire | 931 | 13.48 |
| 3 | Natixis | 629 | 9.11 |
| 4 | eFront | 591 | 8.56 |
| 5 | Invesco | 582 | 8.43 |
| 6 | Morningstar Direct | 408 | 5.91 |
| 7 | Cboe | 346 | 5.01 |
| 8 | Charles River Investment Management Solution (IMS) | 266 | 3.85 |
| 9 | SEI | 256 | 3.71 |
| 10 | Aladdin By Blackrock | 225 | 3.26 |
| 11 | Juniper Square | 135 | 1.95 |
| 12 | IHS Markit iLevel | 122 | 1.77 |
| 13 | Tegus | 114 | 1.65 |
| 14 | FNZ Group | 107 | 1.55 |
| 15 | Equiniti | 104 | 1.51 |
| 16 | Bloomberg EMSX | 86 | 1.25 |
| 17 | Morningstar Office | 86 | 1.25 |
| 18 | Intelliflo | 78 | 1.13 |
| 19 | Intralinks InvestorVision | 72 | 1.04 |
| 20 | FIS ZaiNet | 68 | 0.98 |
| 21 | Allvue | 60 | 0.87 |
| 22 | PeopleSoft FSCM 9.2 : Deal Management | 55 | 0.80 |
| 23 | Covercy | 48 | 0.69 |
| 24 | ION Markets | 46 | 0.67 |
| 25 | Advent Moxy | 38 | 0.55 |
| 26 | Portfolio Valuation | 32 | 0.46 |
| 27 | Eze Software | 30 | 0.43 |
| 28 | SS&C Geneva | 23 | 0.33 |
| 29 | FactorSoft | 23 | 0.33 |
| 30 | State Street Alpha | 23 | 0.33 |
| 31 | Portfolio Optimization | 20 | 0.29 |
| 32 | HedgeGuard | 14 | 0.20 |
| 33 | H&R Block At Home | 10 | 0.14 |
| 34 | AdvisorEngine | 10 | 0.14 |
| 35 | TDX | 6 | 0.09 |
| 36 | Riskturn | 5 | 0.07 |
| 37 | SS&C HiPortfolio | 5 | 0.07 |
| 38 | Cobalt Portfolio Management | 4 | 0.06 |
| 39 | Obsidian Suite | 3 | 0.04 |
| 40 | CGI MPower | 3 | 0.04 |
| 41 | RiskValue | 2 | 0.03 |
| 42 | CGI MVest | 2 | 0.03 |
FAQ
Find answers to the most often asked questions by users.
Who are the top Investment Portfolio Management software market leaders?
Top leaders in the category for Investment Portfolio Management software are Black Diamond Wealth Platform, Wilshire, Natixis. Here, you can view a full list of Investment Portfolio Management tools in the market.
How many companies use Investment Portfolio Management software these days?
Which company has the most significant market share in the Investment Portfolio Management software space?
What are the top industries that usually use Investment Portfolio Management softwares?
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