

The global Investment Management Software market size is predicted to grow from US$ 4591 million in 2025 to US$ 7842 million in 2031; it is expected to grow at a CAGR of 9.3% from 2025 to 2031.
Investment Management Software market, or investment (portfolio) management software, is a type of tools to paper-free investment management activities.
Investment Management Software is mainly classified into the following types: on-premises and cloud based. Cloud based type is the most widely used type who takes up about 68.5% of the global market.
Investment Management Software has wide range of applications, such as banking, private equity firms, M&A teams, venture capital groups, institutional investors, hedge funds, funds of funds, fund administrators, prime brokerages etc. This report classified them into Large Enterprises and SMEs (below 300 employees), personal segment are refers to individual and family offices. Among them, Large Enterprises segment was the most widely used area that took up about 75.35% of the global total.
BlackRock, Charles River, SS&C Technologies, Finastra, SimCorp, Addepar etc. are the key suppliers in the global Investment Management Software market. Top 5 took up above 44% of the global market.
The “Investment Management Software Industry Forecast” looks at past sales and reviews total world Investment Management Software sales in 2024, providing a comprehensive analysis by region and market sector of projected Investment Management Software sales for 2025 through 2031. With Investment Management Software sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Investment Management Software industry.
This Insight Report provides a comprehensive analysis of the global Investment Management Software landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyses the strategies of leading global companies with a focus on Investment Management Software portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Investment Management Software market.
This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Investment Management Software and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Investment Management Software.
This report presents a comprehensive overview, market shares, and growth opportunities of Investment Management Software market by product type, application, key players and key regions and countries.
Segmentation by Type:
Cloud-based
On-premises
Segmentation by Application:
Large Enterprises
SMEs
Personal Use
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
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
Please Note - This is an on demand report and will be delivered in 2 business days (48 hours) post payment.
1 Scope of the Report
1.1 Market Introduction
1.2 Years Considered
1.3 Research Objectives
1.4 Market Research Methodology
1.5 Research Process and Data Source
1.6 Economic Indicators
1.7 Currency Considered
1.8 Market Estimation Caveats
2 Executive Summary
2.1 World Market Overview
2.1.1 Global Investment Management Software Market Size (2020-2031)
2.1.2 Investment Management Software Market Size CAGR by Region (2020 VS 2024 VS 2031)
2.1.3 World Current & Future Analysis for Investment Management Software by Country/Region (2020, 2024 & 2031)
2.2 Investment Management Software Segment by Type
2.2.1 Cloud-based
2.2.2 On-premises
2.3 Investment Management Software Market Size by Type
2.3.1 Investment Management Software Market Size CAGR by Type (2020 VS 2024 VS 2031)
2.3.2 Global Investment Management Software Market Size Market Share by Type (2020-2025)
2.4 Investment Management Software Segment by Application
2.4.1 Large Enterprises
2.4.2 SMEs
2.4.3 Personal Use
2.5 Investment Management Software Market Size by Application
2.5.1 Investment Management Software Market Size CAGR by Application (2020 VS 2024 VS 2031)
2.5.2 Global Investment Management Software Market Size Market Share by Application (2020-2025)
3 Investment Management Software Market Size by Player
3.1 Investment Management Software Market Size Market Share by Player
3.1.1 Global Investment Management Software Revenue by Player (2020-2025)
3.1.2 Global Investment Management Software Revenue Market Share by Player (2020-2025)
3.2 Global Investment Management Software Key Players Head office and Products Offered
3.3 Market Concentration Rate Analysis
3.3.1 Competition Landscape Analysis
3.3.2 Concentration Ratio (CR3, CR5 and CR10) & (2023-2025)
3.4 New Products and Potential Entrants
3.5 Mergers & Acquisitions, Expansion
4 Investment Management Software by Region
4.1 Investment Management Software Market Size by Region (2020-2025)
4.2 Global Investment Management Software Annual Revenue by Country/Region (2020-2025)
4.3 Americas Investment Management Software Market Size Growth (2020-2025)
4.4 APAC Investment Management Software Market Size Growth (2020-2025)
4.5 Europe Investment Management Software Market Size Growth (2020-2025)
4.6 Middle East & Africa Investment Management Software Market Size Growth (2020-2025)
5 Americas
5.1 Americas Investment Management Software Market Size by Country (2020-2025)
5.2 Americas Investment Management Software Market Size by Type (2020-2025)
5.3 Americas Investment Management Software Market Size by Application (2020-2025)
5.4 United States
5.5 Canada
5.6 Mexico
5.7 Brazil
6 APAC
6.1 APAC Investment Management Software Market Size by Region (2020-2025)
6.2 APAC Investment Management Software Market Size by Type (2020-2025)
6.3 APAC Investment Management Software Market Size by Application (2020-2025)
6.4 China
6.5 Japan
6.6 South Korea
6.7 Southeast Asia
6.8 India
6.9 Australia
7 Europe
7.1 Europe Investment Management Software Market Size by Country (2020-2025)
7.2 Europe Investment Management Software Market Size by Type (2020-2025)
7.3 Europe Investment Management Software Market Size by Application (2020-2025)
7.4 Germany
7.5 France
7.6 UK
7.7 Italy
7.8 Russia
8 Middle East & Africa
8.1 Middle East & Africa Investment Management Software by Region (2020-2025)
8.2 Middle East & Africa Investment Management Software Market Size by Type (2020-2025)
8.3 Middle East & Africa Investment Management Software Market Size by Application (2020-2025)
8.4 Egypt
8.5 South Africa
8.6 Israel
8.7 Turkey
8.8 GCC Countries
9 Market Drivers, Challenges and Trends
9.1 Market Drivers & Growth Opportunities
9.2 Market Challenges & Risks
9.3 Industry Trends
10 Global Investment Management Software Market Forecast
10.1 Global Investment Management Software Forecast by Region (2026-2031)
10.1.1 Global Investment Management Software Forecast by Region (2026-2031)
10.1.2 Americas Investment Management Software Forecast
10.1.3 APAC Investment Management Software Forecast
10.1.4 Europe Investment Management Software Forecast
10.1.5 Middle East & Africa Investment Management Software Forecast
10.2 Americas Investment Management Software Forecast by Country (2026-2031)
10.2.1 United States Market Investment Management Software Forecast
10.2.2 Canada Market Investment Management Software Forecast
10.2.3 Mexico Market Investment Management Software Forecast
10.2.4 Brazil Market Investment Management Software Forecast
10.3 APAC Investment Management Software Forecast by Region (2026-2031)
10.3.1 China Investment Management Software Market Forecast
10.3.2 Japan Market Investment Management Software Forecast
10.3.3 Korea Market Investment Management Software Forecast
10.3.4 Southeast Asia Market Investment Management Software Forecast
10.3.5 India Market Investment Management Software Forecast
10.3.6 Australia Market Investment Management Software Forecast
10.4 Europe Investment Management Software Forecast by Country (2026-2031)
10.4.1 Germany Market Investment Management Software Forecast
10.4.2 France Market Investment Management Software Forecast
10.4.3 UK Market Investment Management Software Forecast
10.4.4 Italy Market Investment Management Software Forecast
10.4.5 Russia Market Investment Management Software Forecast
10.5 Middle East & Africa Investment Management Software Forecast by Region (2026-2031)
10.5.1 Egypt Market Investment Management Software Forecast
10.5.2 South Africa Market Investment Management Software Forecast
10.5.3 Israel Market Investment Management Software Forecast
10.5.4 Turkey Market Investment Management Software Forecast
10.6 Global Investment Management Software Forecast by Type (2026-2031)
10.7 Global Investment Management Software Forecast by Application (2026-2031)
10.7.1 GCC Countries Market Investment Management Software Forecast
11 Key Players Analysis
11.1 BlackRock
11.1.1 BlackRock Company Information
11.1.2 BlackRock Investment Management Software Product Offered
11.1.3 BlackRock Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.1.4 BlackRock Main Business Overview
11.1.5 BlackRock Latest Developments
11.2 Charles River
11.2.1 Charles River Company Information
11.2.2 Charles River Investment Management Software Product Offered
11.2.3 Charles River Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.2.4 Charles River Main Business Overview
11.2.5 Charles River Latest Developments
11.3 SS&C Technologies
11.3.1 SS&C Technologies Company Information
11.3.2 SS&C Technologies Investment Management Software Product Offered
11.3.3 SS&C Technologies Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.3.4 SS&C Technologies Main Business Overview
11.3.5 SS&C Technologies Latest Developments
11.4 Iress
11.4.1 Iress Company Information
11.4.2 Iress Investment Management Software Product Offered
11.4.3 Iress Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.4.4 Iress Main Business Overview
11.4.5 Iress Latest Developments
11.5 Murex
11.5.1 Murex Company Information
11.5.2 Murex Investment Management Software Product Offered
11.5.3 Murex Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.5.4 Murex Main Business Overview
11.5.5 Murex Latest Developments
11.6 SimCorp
11.6.1 SimCorp Company Information
11.6.2 SimCorp Investment Management Software Product Offered
11.6.3 SimCorp Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.6.4 SimCorp Main Business Overview
11.6.5 SimCorp Latest Developments
11.7 Allvue Systems
11.7.1 Allvue Systems Company Information
11.7.2 Allvue Systems Investment Management Software Product Offered
11.7.3 Allvue Systems Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.7.4 Allvue Systems Main Business Overview
11.7.5 Allvue Systems Latest Developments
11.8 Dynamo Software
11.8.1 Dynamo Software Company Information
11.8.2 Dynamo Software Investment Management Software Product Offered
11.8.3 Dynamo Software Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.8.4 Dynamo Software Main Business Overview
11.8.5 Dynamo Software Latest Developments
11.9 Quicken
11.9.1 Quicken Company Information
11.9.2 Quicken Investment Management Software Product Offered
11.9.3 Quicken Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.9.4 Quicken Main Business Overview
11.9.5 Quicken Latest Developments
11.10 Avantech Software
11.10.1 Avantech Software Company Information
11.10.2 Avantech Software Investment Management Software Product Offered
11.10.3 Avantech Software Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.10.4 Avantech Software Main Business Overview
11.10.5 Avantech Software Latest Developments
11.11 Finastra
11.11.1 Finastra Company Information
11.11.2 Finastra Investment Management Software Product Offered
11.11.3 Finastra Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.11.4 Finastra Main Business Overview
11.11.5 Finastra Latest Developments
11.12 Backstop
11.12.1 Backstop Company Information
11.12.2 Backstop Investment Management Software Product Offered
11.12.3 Backstop Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.12.4 Backstop Main Business Overview
11.12.5 Backstop Latest Developments
11.13 AlternativeSoft
11.13.1 AlternativeSoft Company Information
11.13.2 AlternativeSoft Investment Management Software Product Offered
11.13.3 AlternativeSoft Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.13.4 AlternativeSoft Main Business Overview
11.13.5 AlternativeSoft Latest Developments
11.14 Croesus
11.14.1 Croesus Company Information
11.14.2 Croesus Investment Management Software Product Offered
11.14.3 Croesus Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.14.4 Croesus Main Business Overview
11.14.5 Croesus Latest Developments
11.15 Finartis Group
11.15.1 Finartis Group Company Information
11.15.2 Finartis Group Investment Management Software Product Offered
11.15.3 Finartis Group Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.15.4 Finartis Group Main Business Overview
11.15.5 Finartis Group Latest Developments
11.16 Elysys
11.16.1 Elysys Company Information
11.16.2 Elysys Investment Management Software Product Offered
11.16.3 Elysys Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.16.4 Elysys Main Business Overview
11.16.5 Elysys Latest Developments
11.17 FA Solutions
11.17.1 FA Solutions Company Information
11.17.2 FA Solutions Investment Management Software Product Offered
11.17.3 FA Solutions Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.17.4 FA Solutions Main Business Overview
11.17.5 FA Solutions Latest Developments
11.18 Archer
11.18.1 Archer Company Information
11.18.2 Archer Investment Management Software Product Offered
11.18.3 Archer Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.18.4 Archer Main Business Overview
11.18.5 Archer Latest Developments
11.19 Addepar
11.19.1 Addepar Company Information
11.19.2 Addepar Investment Management Software Product Offered
11.19.3 Addepar Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.19.4 Addepar Main Business Overview
11.19.5 Addepar Latest Developments
11.20 ApexSoft
11.20.1 ApexSoft Company Information
11.20.2 ApexSoft Investment Management Software Product Offered
11.20.3 ApexSoft Investment Management Software Revenue, Gross Margin and Market Share (2020-2025)
11.20.4 ApexSoft Main Business Overview
11.20.5 ApexSoft Latest Developments
12 Research Findings and Conclusion
*If Applicable.