Investment Portfolio Management

Gain market share and customer base information about the top Investment Portfolio Management tracked by 6sense. 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.

Technologies Tracked

2912

Companies Tracked

Movements

Categories related to Investment Portfolio Management

Top 5 Investment Portfolio Management technologies in 2023

Over 2,912 companies are using Investment Portfolio Management tools. Black Diamond Wealth Platform with 40.04% market share (1,166 customers), eFront with 25.31% market share (737 customers), IHS Markit iLevel with 6.11% market share (178 customers),

Market Share Market share is calculated based on the data captured and tracked on the 6sense platform.

Customers Customer counts are calculated based on the data captured and tracked on the 6sense platform.
Black Diamond Wealth Platform

40.04 %

1166
eFront

25.31 %

737
IHS Markit iLevel

6.11 %

178
Juniper Square

5.08 %

148
FIS ZaiNet

4.19 %

122
Others

19.27 %

561

Investment Portfolio Management Customers by Employee Size

The majority of Investment Portfolio Management category falls in the company size of 0 - 9 employees (9,174 companies), 20 - 49 employees (6,225 companies), 10 - 19 employees (2,116 companies).

Investment Portfolio Management Customers by Geography

Companies using Investment Portfolio Management technology software are majorly from the United States with 14,822 (75.27%), United Kingdom with 1,087 (5.52%), Canada with 921 (4.68%) customers respectively.

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Investment Portfolio Management Customers by Industry

Top industries that use Investment Portfolio Management for Technology (6,579), Professional Services (4,762), Financial Services (1,624).

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 Customer counts are calculated based on the data captured and tracked on the 6sense platform.	Market share (%) Market share is calculated based on the data captured and tracked on the 6sense platform.
1	Black Diamond Wealth Platform	1166	40.04
2	eFront	737	25.31
3	IHS Markit iLevel	178	6.11
4	Juniper Square	148	5.08
5	FIS ZaiNet	122	4.19
6	Allvue	109	3.74
7	Intralinks InvestorVision	90	3.09
8	PeopleSoft FSCM 9.2 : Deal Management	87	2.99
9	Advent Moxy	56	1.92
10	SS&C Geneva	39	1.34
11	Covercy	34	1.17
12	Portfolio Valuation	22	0.76
13	Portfolio Optimization	21	0.72
14	IMS Platform	17	0.58
15	TDX	17	0.58
16	RiskValue	14	0.48
17	HedgeGuard	10	0.34
18	StockMarketEye	7	0.24
19	Obsidian Suite	7	0.24
20	H&R Block At Home	7	0.24
21	SS&C HiPortfolio	6	0.21
22	Cobalt Portfolio Management	6	0.21
23	Riskturn	5	0.17
24	CGI MVest	4	0.14
25	CGI MPower	3	0.10

Technology	Market share
Black Diamond Wealth Platform	40.04 (%)
eFront	25.31 (%)
IHS Markit iLevel	6.11 (%)
Juniper Square	5.08 (%)
FIS ZaiNet	4.19 (%)
Allvue	3.74 (%)
Intralinks InvestorVision	3.09 (%)
PeopleSoft FSCM 9.2 : Deal Management	2.99 (%)
Advent Moxy	1.92 (%)
SS&C Geneva	1.34 (%)
Covercy	1.17 (%)
Portfolio Valuation	0.76 (%)
Portfolio Optimization	0.72 (%)
IMS Platform	0.58 (%)
TDX	0.58 (%)
RiskValue	0.48 (%)
HedgeGuard	0.34 (%)
StockMarketEye	0.24 (%)
Obsidian Suite	0.24 (%)
H&R Block At Home	0.24 (%)
SS&C HiPortfolio	0.21 (%)
Cobalt Portfolio Management	0.21 (%)
Riskturn	0.17 (%)
CGI MVest	0.14 (%)
CGI MPower	0.10 (%)

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, eFront, IHS Markit iLevel. 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?

Around the world in 2023, over 21,955 companies are currently using one or more Investment Portfolio Management software. Out of these, there are 14,822 companies using Investment Portfolio Management tools that are originally from the United States .

Which company has the most significant market share in the Investment Portfolio Management software space?

The top few companies that have the most significant market share in the Investment Portfolio Management space are Black Diamond Wealth Platform with 40.04 % of market share, and eFront with 25.31 % of market share and IHS Markit iLevel with 6.11 % of market share . Check for other Investment Portfolio Management technologies market share here.

What are the top industries that usually use Investment Portfolio Management softwares?

The top industries that use Investment Portfolio Management software are Technology (6,579) , Professional Services (4,762) , Financial Services (1,624) .