Investment Management Software Market Overview

The Investment Management Software market size is estimated to reach $5.1 billion by 2026, growing at a CAGR of 9.7% over the forecast period of 2021-2026.

Investment management solutions help investors or owners identify, manage and communicate the performance and risks of assets and related investments. As an alternative to time-consuming data tracking and manual reporting, fund managers, owners, and operators can maximize performance. 

The need to automate the investment management process in digital devices is driving the global market throughout the forecast period. Some of the most significant end users of wealth management software include banks, businesses, brokerage firms, forex traders, and asset managers. In addition to being economical, these platforms can help users manage their assets and automate workflows. 

The platforms can also enhance digital participation by providing omnibus access and an open architecture that easily integrates with various wealth administration applications. These advantages are suitable for the growth of the market.

COVID 19 Impacts:

The COVID-19 pandemic has impacted every industry sector across the world. Therefore, stats and Reports are constantly apprehending the influence of the COVID-19 pandemic on different domains of the industry. 

Our research reports provide comprehensive research of COVID-19, which will guide you to understand the significant growth driving and restraining factors. Furthermore, the Global Investment Management Software Market research report helps you with the statistics, revised government policies, and many other valuable understandings.

 Key Takeaways from Investment Management Software Market Report:

• Evaluate Investment Management Software market potential through analyzing growth rates (CAGR %), Volume (Units), and Value ($M) data given at country level – for product types, end-use, applications, and by different industry verticals.
• Understand the different market dynamics – key driving factors, challenges, and hidden opportunities.
• Get in-depth insights on your competitor's performance – market shares, strategies, financial benchmarking, product benchmarking, SWOT, and more.
• Analyze the sales and distribution channels across key geographies to improve top-line revenues.
• Understand the industry supply chain with a deep dive on the value augmentation at each step to optimize value and bring efficiencies in your processes.
• Get a quick outlook on the market entropy – M&As, deals, partnerships, product launches of all key players for the past 4 years.
• Evaluate the supply-demand gaps, import-export statistics, and regulatory landscape for more than the top 20 countries globally for the market.

Market Dynamics

Driver:  The Growing need to automate the wealth management process in digital devices is expected to drive the global market throughout the forecast period.

With the rise of emerging players, there has been a wake-up call for traditional wealth management companies. And best of the incumbents are trying to figure out how to customize businesses to recognize the power of digital technology and business models and the brand and reputation that continue to be critical in wealth management.

Also, ease in usage of digital devices is attracting the demand from Gen Z. Even the digital commitment and interaction cannot be achieved by solely implementing a top-notch communication tool or any other stand-alone digital solution. It only adds partial value to a client-centric and hybrid advisory approach. Thus, there is a trend to automate the wealth management process in digital devices and drive the market.

Challenge: Lack of Awareness Regarding Financial Tools among People

Investment Management Software Industry is currently in the middle stage of commercialization, yet many people are unaware of the benefits of the software. In addition, many consumers have little understanding of finances, how credit works, and the potential harm to financial well-being that poor financial decisions can create for many years.

In fact, a lack of economic understanding has been signaled as one of the main reasons many Americans struggle with saving and investing. As per statistics conducted by the Financial Industry Regulatory Authority (FINRA), only 34% of individuals in the U.S. have basic economic and financial principles. During the projected period, the impact of this difficulty is predicted to be moderately high.

By product, the market for Cloud based to grow at the highest CAGR during the forecast period

During the forecast period, the Investment Management Software market for Cloud based is predicted to develop at the fastest rate of 10.2%. Cloud-based is also the most significant contributor towards Investment Management Software Market. An increasing number of tech-savvy businesses and industry leaders recognize the many benefits of the cloud-computing trend. 

But more than that, they are using this technology to run their organizations more efficiently, serve their customers, and dramatically increase their overall profit margins, which is fuelling growth.

By End-use, Personal use to grow at the highest CAGR during the forecast period.

The Personal Use end-user is predicted to develop at the fastest CAGR of 10.8% during the projection period. In addition, increasing understanding of Investment management software Market among the young population and entrepreneurs boosts the growth. 

As of 2020, the commercial is the largest consumer of Investment Management Software Market. This market share is mainly attributed to the boom in commercial usage of software and demand to sustainably manage assets and wealth.

Geographical Overview

North America to account for the largest market share during the forecast period.

North America held the largest share of the Investment Management Software market in 2020 with a global market share of 35.3%. The U.S. is expected to face remarkable growth during the forecast period due to technological advancements in the region and the increasing cloud adoption technologies by enterprises. 

Significant factors driving this market are the rising Investment Management Software Market demand attributable to the necessity for reliable and efficient processing of investment-related data alongside the growing need for efficient asset management in different organizations.

Moreover, increasing regulatory requirements such as MiFID II, Retail Distribution Review (RDR), and others are becoming significant gradually. Therefore, institutional and private investors need quick and accurate monitoring of investments with transparency which is contributing prominently to the market's growth.

Key Market Players:

Key Players in Investment Management Software Market consist of EFront Financial Solutions (France), Quant IX Software (United States), Broadridge Investment Accounting (United States), Portfolio Shop (United States), Beiley Software Inc. (United States), Quicken Inc. (United States), OneStream Software (United States), Finartis Group SA (Switzerland), QED Financial Systems (United States) and Instream Solutions (United States) among others.

Recent Developments:

• In 2021, Moody's Analytics announced the launch of PortfolioStudioTM, new cloud-based credit portfolio management software. PortfolioStudio provides a complete portfolio view of current and emerging risks in one platform so users can scan for risks and opportunities, evaluate possible actions, and decide how to act.

Report Coverage and Scope

The report "Investment Management Software Market" by Research Informatic covers an in-depth detailed analysis for the following segment covered under the scope.

By Product

• On-premise
• Cloud-based

By Application

• Asset management
• Wealth management
• Sovereign wealth funds management
• Pension funds management
• Personal banking management
• Insurance investment management
• Others

By End-user:

• Commercial

• Small and Medium Enterprises
• Large Enterprises
• Others
• Personal Use

Geography

• North America
• Europe
• APAC
• RoW

SWOT Analysis:

The report is created based on comprehensive SWOT analysis and Porter's five force analysis tools; the strengths, weaknesses, opportunities, and combinations of key companies are extensively figured out in the report. Furthermore, every prominent player in the global market is outlined with their associated details such as product types, market overview, marketing strategies, production base, applications, and other specifications.

Global Investment Management Software Market Growth, Trend and Forecast 2021-2028

Chapter 1 Investment Management Software Market Overview
1.1 Product Overview and Scope of Investment Management Software
1.2 Investment Management Software Market Segmentation by Type
1.2.1 Global Production Market Share of Investment Management Software by Type in 2020
1.2.1 Type 1
1.2.2 Type 2
1.2.3 Type 3
1.3 Investment Management Software Market Segmentation by Application
1.3.1 Investment Management Software Consumption Market Share by Application in 2020
1.3.2 Application 1
1.3.3 Application 2
1.3.4 Application 3
1.4 Investment Management Software Market Segmentation by Regions
1.4.1 North America
1.4.2 China
1.4.3 Europe
1.4.4 Southeast Asia
1.4.5 Japan
1.4.6 India
1.5 Global Market Size (Value) of Investment Management Software (2014-2028)

Chapter 2 Global Economic Impact on Investment Management Software Industry
2.1 Global Macroeconomic Environment Analysis
2.1.1 Global Macroeconomic Analysis
2.1.2 Global Macroeconomic Environment Development Trend
2.2 Global Macroeconomic Environment Analysis by Regions

Chapter 3 Global Investment Management Software Market Competition by Manufacturers
3.1 Global Investment Management Software Production and Share by Manufacturers (2020 and 2020)
3.2 Global Investment Management Software Revenue and Share by Manufacturers (2020 and 2020)
3.3 Global Investment Management Software Average Price by Manufacturers (2020 and 2020)
3.4 Manufacturers Investment Management Software Manufacturing Base Distribution, Production Area and Product Type
3.5 Investment Management Software Market Competitive Situation and Trends
3.5.1 Investment Management Software Market Concentration Rate
3.5.2 Investment Management Software Market Share of Top 3 and Top 5 Manufacturers
3.5.3 Mergers & Acquisitions, Expansion

Chapter 4 Global Investment Management Software Production, Revenue (Value) by Region (2014-2021)
4.1 Global Investment Management Software Production by Region (2014-2021)
4.2 Global Investment Management Software Production Market Share by Region (2014-2021)
4.3 Global Investment Management Software Revenue (Value) and Market Share by Region (2014-2021)
4.4 Global Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)
4.5 North America Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)
4.6 Europe Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)
4.7 China Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)
4.8 Japan Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)
4.9 Southeast Asia Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)
4.10 India Investment Management Software Production, Revenue, Price and Gross Margin (2014-2021)

Chapter 5 Global Investment Management Software Supply (Production), Consumption, Export, Import by Regions (2014-2021)
5.1 Global Investment Management Software Consumption by Regions (2014-2021)
5.2 North America Investment Management Software Production, Consumption, Export, Import by Regions (2014-2021)
5.3 Europe Investment Management Software Production, Consumption, Export, Import by Regions (2014-2021)
5.4 China Investment Management Software Production, Consumption, Export, Import by Regions (2014-2021)
5.5 Japan Investment Management Software Production, Consumption, Export, Import by Regions (2014-2021)
5.6 Southeast Asia Investment Management Software Production, Consumption, Export, Import by Regions (2014-2021)
5.7 India Investment Management Software Production, Consumption, Export, Import by Regions (2014-2021)

Chapter 6 Global Investment Management Software Production, Revenue (Value), Price Trend by Type
6.1 Global Investment Management Software Production and Market Share by Type (2014-2021)
6.2 Global Investment Management Software Revenue and Market Share by Type (2014-2021)
6.3 Global Investment Management Software Price by Type (2014-2021)
6.4 Global Investment Management Software Production Growth by Type (2014-2021)

Chapter 7 Global Investment Management Software Market Analysis by Application
7.1 Global Investment Management Software Consumption and Market Share by Application (2014-2021)
7.2 Global Investment Management Software Consumption Growth Rate by Application (2014-2021)
7.3 Market Drivers and Opportunities
7.3.1 Potential Applications
7.3.2 Emerging Markets/Countries

Chapter 8 Investment Management Software Manufacturing Cost Analysis
8.1 Investment Management Software Key Raw Materials Analysis
8.1.1 Key Raw Materials
8.1.2 Price Trend of Key Raw Materials
8.1.3 Key Suppliers of Raw Materials
8.1.4 Market Concentration Rate of Raw Materials
8.2 Proportion of Manufacturing Cost Structure
8.2.1 Raw Materials
8.2.2 Labor Cost
8.2.3 Manufacturing Expenses
8.3 Manufacturing Process Analysis of Investment Management Software

Chapter 9 Industrial Chain, Sourcing Strategy and Downstream Buyers
9.1 Investment Management Software Industrial Chain Analysis
9.2 Upstream Raw Materials Sourcing
9.3 Raw Materials Sources of Investment Management Software Major Manufacturers in 2020
9.4 Downstream Buyers

Chapter 10 Marketing Strategy Analysis, Distributors/Traders
10.1 Marketing Channel
10.1.1 Direct Marketing
10.1.2 Indirect Marketing
10.1.3 Marketing Channel Development Trend
10.2 Market Positioning
10.2.1 Pricing Strategy
10.2.2 Brand Strategy
10.2.3 Target Client
10.3 Distributors/Traders List

Chapter 11 Market Effect Factors Analysis
11.1 Technology Progress/Risk
11.1.1 Substitutes Threat
11.1.2 Technology Progress in Related Industry
11.2 Consumer Needs/Customer Preference Change
11.3 Economic/Political Environmental Change

Chapter 12 Global Investment Management Software Market Forecast (2021-2028)
12.1 Global Investment Management Software Production, Revenue Forecast (2021-2028)
12.2 Global Investment Management Software Production, Consumption Forecast by Regions (2021-2028)
12.3 Global Investment Management Software Production Forecast by Type (2021-2028)
12.4 Global Investment Management Software Consumption Forecast by Application (2021-2028)
12.5 Investment Management Software Price Forecast (2021-2028)

Chapter 13 Appendix