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

This report aims to provide a comprehensive presentation of the global market for Investment Management Software study by Market Intellix gives insights concerning the market elements influencing the market, Market scope, Market division, and overlays shadow upon the leading market players featuring the positive cutthroat scene and patterns beating the years.

Global Investment Management Software Market Revenue, 2017-2022, 2023-2028, ($ millions)

Global top five companies in 2021 (%)

The global Investment Management Software market was valued at 3358.5 million in 2021 and is projected to reach US$ 6100.2 million by 2028, at a CAGR of 8.9% during the forecast period 2022-2028.

The U.S. Market is Estimated at $ Million in 2021, While China is Forecast to Reach $ Million by 2028.

Cloud-based Segment to Reach $ Million by 2028, with a % CAGR in next six years.

The global key manufacturers of Investment Management Software include BlackRock, Charles River, SS&C Technologies, Iress, Murex, SimCorp, Allvue Systems, Dynamo Software and Quicken, etc. In 2021, the global top five players have a share approximately % in terms of revenue.

The study provides the Investment Management Software companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.

Segmental Outline:

Global Investment Management Software Market, by Type, 2017-2022, 2023-2028 ($ millions)

Global Investment Management Software Market Segment Percentages, by Type, 2021 (%)

Cloud-based

On-premises

Global Investment Management Software Market, by Application, 2017-2022, 2023-2028 ($ millions)

Global Investment Management Software Market Segment Percentages, by Application, 2021 (%)

Large Enterprises

SMEs

Personal Use

Global Investment Management Software Market, By Region and Country, 2017-2022, 2023-2028 ($ Millions)

Global Investment Management Software Market Segment Percentages, By Region and Country, 2021 (%)

North America

US

Canada

Mexico

Europe

Germany

France

U.K.

Italy

Russia

Nordic Countries

Benelux

Rest of Europe

Asia

China

Japan

South Korea

Southeast Asia

India

Rest of Asia

South America

Brazil

Argentina

Rest of South America

Middle East & Africa

Turkey

Israel

Saudi Arabia

UAE

Rest of Middle East & Africa

Competitor Analysis

The report also provides analysis of leading market participants including:

Key companies Investment Management Software revenues in global market, 2017-2022 (estimated), ($ millions)

Key companies Investment Management Software revenues share in global market, 2021 (%)

Further, the report presents profiles of competitors in the market, key players include:

BlackRock

Charles River

SS&C Technologies

Iress

Murex

SimCorp

Allvue Systems

Dynamo Software

Quicken

Avantech Software

Finastra

Backstop

AlternativeSoft

Croesus

FINARTIS Group

Elysys

FA Solutions

Archer

Addepar

APEXSOFT

This Report Addresses:

– Market Intelligence enables effective decision-making

– Market estimates and forecasts from 2022 to 2028

– Growth opportunities and trend analysis

– Segment and regional revenue forecast for market evaluation

– Competitive strategy and analysis of market segments

– List of product innovations to stay on top.

– The impact of COVID-19 and how to survive in these fast-growing markets.

1 Introduction to Research & Analysis Reports

1.1 Investment Management Software Market Definition

1.2 Market Segments

1.2.1 Market by Type

1.2.2 Market by Application

1.3 Global Investment Management Software Market Overview

1.4 Features & Benefits of This Report

1.5 Methodology & Sources of Information

1.5.1 Research Methodology

1.5.2 Research Process

1.5.3 Base Year

1.5.4 Report Assumptions & Caveats

2 Global Investment Management Software Overall Market Size

2.1 Global Investment Management Software Market Size: 2021 VS 2028

2.2 Global Investment Management Software Market Size, Prospects & Forecasts: 2017-2028

2.3 Key Market Trends, Opportunity, Drivers and Restraints

2.3.1 Market Opportunities & Trends

2.3.2 Market Drivers

2.3.3 Market Restraints

3 Company Landscape

3.1 Top Investment Management Software Players in Global Market

3.2 Top Global Investment Management Software Companies Ranked by Revenue

3.3 Global Investment Management Software Revenue by Companies

3.4 Top 3 and Top 5 Investment Management Software Companies in Global Market, by Revenue in 2021

3.5 Global Companies Investment Management Software Product Type

3.6 Tier 1, Tier 2 and Tier 3 Investment Management Software Players in Global Market

3.6.1 List of Global Tier 1 Investment Management Software Companies

3.6.2 List of Global Tier 2 and Tier 3 Investment Management Software Companies

4 Market Sights by Product

4.1 Overview

4.1.1 by Type - Global Investment Management Software Market Size Markets, 2021 & 2028

4.1.2 Cloud-based

4.1.3 On-premises

4.2 By Type - Global Investment Management Software Revenue & Forecasts

4.2.1 By Type - Global Investment Management Software Revenue, 2017-2022

4.2.2 By Type - Global Investment Management Software Revenue, 2023-2028

4.2.3 By Type - Global Investment Management Software Revenue Market Share, 2017-2028

5 Sights by Application

5.1 Overview

5.1.1 By Application - Global Investment Management Software Market Size, 2021 & 2028

5.1.2 Large Enterprises

5.1.3 SMEs

5.1.4 Personal Use

5.2 By Application - Global Investment Management Software Revenue & Forecasts

5.2.1 By Application - Global Investment Management Software Revenue, 2017-2022

5.2.2 By Application - Global Investment Management Software Revenue, 2023-2028

5.2.3 By Application - Global Investment Management Software Revenue Market Share, 2017-2028

6 Sights by Region

6.1 By Region - Global Investment Management Software Market Size, 2021 & 2028

6.2 By Region - Global Investment Management Software Revenue & Forecasts

6.2.1 By Region - Global Investment Management Software Revenue, 2017-2022

6.2.2 By Region - Global Investment Management Software Revenue, 2023-2028

6.2.3 By Region - Global Investment Management Software Revenue Market Share, 2017-2028

6.3 North America

6.3.1 By Country - North America Investment Management Software Revenue, 2017-2028

6.3.2 US Investment Management Software Market Size, 2017-2028

6.3.3 Canada Investment Management Software Market Size, 2017-2028

6.3.4 Mexico Investment Management Software Market Size, 2017-2028

6.4 Europe

6.4.1 By Country - Europe Investment Management Software Revenue, 2017-2028

6.4.2 Germany Investment Management Software Market Size, 2017-2028

6.4.3 France Investment Management Software Market Size, 2017-2028

6.4.4 U.K. Investment Management Software Market Size, 2017-2028

6.4.5 Italy Investment Management Software Market Size, 2017-2028

6.4.6 Russia Investment Management Software Market Size, 2017-2028

6.4.7 Nordic Countries Investment Management Software Market Size, 2017-2028

6.4.8 Benelux Investment Management Software Market Size, 2017-2028

6.5 Asia

6.5.1 By Region - Asia Investment Management Software Revenue, 2017-2028

6.5.2 China Investment Management Software Market Size, 2017-2028

6.5.3 Japan Investment Management Software Market Size, 2017-2028

6.5.4 South Korea Investment Management Software Market Size, 2017-2028

6.5.5 Southeast Asia Investment Management Software Market Size, 2017-2028

6.5.6 India Investment Management Software Market Size, 2017-2028

6.6 South America

6.6.1 By Country - South America Investment Management Software Revenue, 2017-2028

6.6.2 Brazil Investment Management Software Market Size, 2017-2028

6.6.3 Argentina Investment Management Software Market Size, 2017-2028

6.7 Middle East & Africa

6.7.1 By Country - Middle East & Africa Investment Management Software Revenue, 2017-2028

6.7.2 Turkey Investment Management Software Market Size, 2017-2028

6.7.3 Israel Investment Management Software Market Size, 2017-2028

6.7.4 Saudi Arabia Investment Management Software Market Size, 2017-2028

6.7.5 UAE Investment Management Software Market Size, 2017-2028

7 Players Profiles

7.1 BlackRock

7.1.1 BlackRock Corporate Summary

7.1.2 BlackRock Business Overview

7.1.3 BlackRock Investment Management Software Major Product Offerings

7.1.4 BlackRock Investment Management Software Revenue in Global Market (2017-2022)

7.1.5 BlackRock Key News

7.2 Charles River

7.2.1 Charles River Corporate Summary

7.2.2 Charles River Business Overview

7.2.3 Charles River Investment Management Software Major Product Offerings

7.2.4 Charles River Investment Management Software Revenue in Global Market (2017-2022)

7.2.5 Charles River Key News

7.3 SS&C Technologies

7.3.1 SS&C Technologies Corporate Summary

7.3.2 SS&C Technologies Business Overview

7.3.3 SS&C Technologies Investment Management Software Major Product Offerings

7.3.4 SS&C Technologies Investment Management Software Revenue in Global Market (2017-2022)

7.3.5 SS&C Technologies Key News

7.4 Iress

7.4.1 Iress Corporate Summary

7.4.2 Iress Business Overview

7.4.3 Iress Investment Management Software Major Product Offerings

7.4.4 Iress Investment Management Software Revenue in Global Market (2017-2022)

7.4.5 Iress Key News

7.5 Murex

7.5.1 Murex Corporate Summary

7.5.2 Murex Business Overview

7.5.3 Murex Investment Management Software Major Product Offerings

7.5.4 Murex Investment Management Software Revenue in Global Market (2017-2022)

7.5.5 Murex Key News

7.6 SimCorp

7.6.1 SimCorp Corporate Summary

7.6.2 SimCorp Business Overview

7.6.3 SimCorp Investment Management Software Major Product Offerings

7.6.4 SimCorp Investment Management Software Revenue in Global Market (2017-2022)

7.6.5 SimCorp Key News

7.7 Allvue Systems

7.7.1 Allvue Systems Corporate Summary

7.7.2 Allvue Systems Business Overview

7.7.3 Allvue Systems Investment Management Software Major Product Offerings

7.7.4 Allvue Systems Investment Management Software Revenue in Global Market (2017-2022)

7.7.5 Allvue Systems Key News

7.8 Dynamo Software

7.8.1 Dynamo Software Corporate Summary

7.8.2 Dynamo Software Business Overview

7.8.3 Dynamo Software Investment Management Software Major Product Offerings

7.8.4 Dynamo Software Investment Management Software Revenue in Global Market (2017-2022)

7.8.5 Dynamo Software Key News

7.9 Quicken

7.9.1 Quicken Corporate Summary

7.9.2 Quicken Business Overview

7.9.3 Quicken Investment Management Software Major Product Offerings

7.9.4 Quicken Investment Management Software Revenue in Global Market (2017-2022)

7.9.5 Quicken Key News

7.10 Avantech Software

7.10.1 Avantech Software Corporate Summary

7.10.2 Avantech Software Business Overview

7.10.3 Avantech Software Investment Management Software Major Product Offerings

7.10.4 Avantech Software Investment Management Software Revenue in Global Market (2017-2022)

7.10.5 Avantech Software Key News

7.11 Finastra

7.11.1 Finastra Corporate Summary

7.11.2 Finastra Business Overview

7.11.3 Finastra Investment Management Software Major Product Offerings

7.11.4 Finastra Investment Management Software Revenue in Global Market (2017-2022)

7.11.5 Finastra Key News

7.12 Backstop

7.12.1 Backstop Corporate Summary

7.12.2 Backstop Business Overview

7.12.3 Backstop Investment Management Software Major Product Offerings

7.12.4 Backstop Investment Management Software Revenue in Global Market (2017-2022)

7.12.5 Backstop Key News

7.13 AlternativeSoft

7.13.1 AlternativeSoft Corporate Summary

7.13.2 AlternativeSoft Business Overview

7.13.3 AlternativeSoft Investment Management Software Major Product Offerings

7.13.4 AlternativeSoft Investment Management Software Revenue in Global Market (2017-2022)

7.13.5 AlternativeSoft Key News

7.14 Croesus

7.14.1 Croesus Corporate Summary

7.14.2 Croesus Business Overview

7.14.3 Croesus Investment Management Software Major Product Offerings

7.14.4 Croesus Investment Management Software Revenue in Global Market (2017-2022)

7.14.5 Croesus Key News

7.15 FINARTIS Group

7.15.1 FINARTIS Group Corporate Summary

7.15.2 FINARTIS Group Business Overview

7.15.3 FINARTIS Group Investment Management Software Major Product Offerings

7.15.4 FINARTIS Group Investment Management Software Revenue in Global Market (2017-2022)

7.15.5 FINARTIS Group Key News

7.16 Elysys

7.16.1 Elysys Corporate Summary

7.16.2 Elysys Business Overview

7.16.3 Elysys Investment Management Software Major Product Offerings

7.16.4 Elysys Investment Management Software Revenue in Global Market (2017-2022)

7.16.5 Elysys Key News

7.17 FA Solutions

7.17.1 FA Solutions Corporate Summary

7.17.2 FA Solutions Business Overview

7.17.3 FA Solutions Investment Management Software Major Product Offerings

7.17.4 FA Solutions Investment Management Software Revenue in Global Market (2017-2022)

7.17.5 FA Solutions Key News

7.18 Archer

7.18.1 Archer Corporate Summary

7.18.2 Archer Business Overview

7.18.3 Archer Investment Management Software Major Product Offerings

7.18.4 Archer Investment Management Software Revenue in Global Market (2017-2022)

7.18.5 Archer Key News

7.19 Addepar

7.19.1 Addepar Corporate Summary

7.19.2 Addepar Business Overview

7.19.3 Addepar Investment Management Software Major Product Offerings

7.19.4 Addepar Investment Management Software Revenue in Global Market (2017-2022)

7.19.5 Addepar Key News

7.20 APEXSOFT

7.20.1 APEXSOFT Corporate Summary

7.20.2 APEXSOFT Business Overview

7.20.3 APEXSOFT Investment Management Software Major Product Offerings

7.20.4 APEXSOFT Investment Management Software Revenue in Global Market (2017-2022)

7.20.5 APEXSOFT Key News

8 Conclusion

9 Appendix

9.1 Note

9.2 Examples of Clients

9.3 Disclaimer

Methodology/Research Approach

This research study involved the extensive usage of both primary and secondary data sources. The research process involved the study of various factors affecting the industry, including the government policy, market environment, competitive landscape, historical data, present trends in the market, technological innovation, upcoming technologies and the technical progress in related industry, and market risks, opportunities, market barriers and challenges. The following illustrative figure shows the market research methodology applied in this report.

Research Programs/Design

Historical Data (2015-2019)	Industry Trends Competitive Landscape By Company Expansion Mergers and Acquisitions Market Segment by Type by Application By Regions/ Geography	Value Status and Outlook Value for Major Players Market Share Growth Rate Present Situation Analysis Value Market Share Growth Rate Present Situation Analysis
Influencing Factors	Market Environment Government Policy Technological Changes Market Risks	Market Drivers Growing Demand of Downstream Reduction in Cost
Market Forecast (2021-2026)	Overall Size by Type by Application By Regions/Geography	Key Data (Value) Market Share Growth Rate CAGR (2021-2026)

Market Size Estimation

Top-down and bottom-up approaches are used to validate the global Voluntary Carbon Offset market size market and estimate the market size for Company, regions segments, product segments and Application (end users).

The market estimations in this report are based on the marketed sale price of Voluntary Carbon Offset (excluding any discounts provided by the player, distributor, wholesaler or traders). The percentage splits, market share, and breakdowns of the product segments are derived on the basis of weights assigned to each of the segments on the basis of their utilization rate and average sale price. The regional splits of the overall Voluntary Carbon Offset market and its sub-segments are based on the percentage adoption or utilization of the given product in the respective region or country.

Major Company in the market is identified through secondary research and their market revenues determined through primary and secondary research. Secondary research included the research of the annual and financial reports of the top Company; whereas, primary research included extensive interviews of key opinion leaders and industry experts such as experienced front-line staff, directors, CEOs and marketing executives. The percentage splits, market share, Growth Rate and breakdowns of the product markets are determined through using secondary sources and verified through the primary sources.

All possible factors that influence the markets included in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data. The market size for top-level markets and sub-segments is normalized, and the effect of inflation, economic downturns, and regulatory & policy changes or other factors are not accounted for in the market forecast. This data is combined and added with detailed inputs and analysis from Market Intellix and presented in this report

The following figure shows an illustrative representation of the overall market size estimation process used for this study.

Market Breakdown and Data Triangulation

After complete market engineering with calculations for market statistics; market size estimations; market forecasting; market breakdown; and data triangulation, extensive primary research was conducted to gather information and verify and validate the critical numbers arrived at. In the complete market engineering process, both top-down and bottom-up approaches were extensively used, along with several data triangulation methods, to perform market estimation and market forecasting for the overall market segments and sub-segments listed in this report. Extensive qualitative and further quantitative analysis is also done from all the numbers arrived at in the complete market engineering process to list key information throughout the report.

Data Source

Secondary Sources

Secondary sources include such as press releases, annual reports, non-profit organizations, industry associations, governmental agencies and customs data, etc. This research study involves the usage of widespread secondary sources, directories, databases such as Bloomberg Business, Wind Info, Hoovers, Factiva (Dow Jones & Company), and TRADING ECONOMICS, and News Network, statista, Federal Reserve Economic Data, annual reports, BIS Statistics, ICIS; company house documents; CAS(American Chemical Society); investor presentations; and SEC filings of companies. Secondary research was used to identify and collect information useful for the extensive, technical, market-oriented, and Hospitals study of the Voluntary Carbon Offset market. It was also used to obtain important information about the top companies, market classification and segmentation according to industry trends to the bottom-most level, and key developments related to market and technology perspectives.

Market Size	Segmental value Geographic Penetration Product Adoption Rate for Different market	Journals, Websites, and Press Releases Annual Reports and SEC Filings Company Websites and Press Releases Public and Paid Databases Market Intellix Data Repository
Market Position of Top Company	Product Financials Geographic value Mix Total Company value Business/Segmental value Mix
Qualitative Analysis	Influence Factors Market Potential Market Risks and Opportunities Industry Trends Geographical Features Government Policies	Company Websites and Press Releases Public and Paid Databases Annual Reports Industry Associations Market Intellix Data Repository

Primary Sources

In the primary research process, various sources from both the supply and demand sides were interviewed to obtain qualitative and quantitative information for this report. The primary sources from the supply side include product Company (and their competitors), opinion leaders, industry experts, research institutions, distributors, dealer and traders, as well as the raw materials suppliers and producers, etc.

The primary sources from the demand side include industry experts such as business leaders, marketing and sales directors, technology and innovation directors, supply chain executive, end use (product buyers), and related key executives from various key companies and organizations operating in the global market.

Primary research was conducted to identify segmentation Type, product price range, product Application, key Company, raw materials supply and the downstream demand, industry status and outlook, and key market dynamics such as risks, influence factors, opportunities, market barriers, industry trends, and key player strategies.

Key Executives Interviewed

Key Data Information from Primary Sources

Primary Sources	Parameters	Key Data
Market Segments(by Application, by Type)	Value by Type Status and Forecast Value by Application Value by Regions, Status and Forecast (2021-2026)	Value Market Share by Type Value Growth Rate by Type Value by Application Percentage and Growth Rate by Application Value Growth Rate and Market Share by Regions Market Size Status and Forecast (2021-2026)
Total Market	Overall Size, Status and Forecast	Market Size Status and Forecast (2021-2026)