
Investment Tracking Software Global Market Report 2025
Description
Investment Tracking Software Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on investment tracking software market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Reasons to Purchase
Where is the largest and fastest growing market for investment tracking software ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The investment tracking software market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
Markets Covered:1) By Component: Software; Services
2) By Deployment Mode: On Premises; Cloud-Based
3) By Organization Size: Small And Medium Enterprises; Large Enterprises
4) By Application: Personal; Enterprise
5) By End-User: Individual Investors; Financial Advisors; Wealth Management Firms; Banks; Other End-Users
Subsegments:
1) By Software: Portfolio Management Software; Risk Analysis Tools; Automated Investment Trackers; Wealth Management Platforms; Tax Optimization Software
2) By Services: System Integration Services; Consulting And Advisory Services; Maintenance And Support Services; Training And Onboarding Services; Customization Services
Companies Mentioned: Empower Annuity Insurance Company of America; Morningstar Inc.; Addepar Inc.; Orion Advisor Tech Inc.; Betterment LLC; Wealthfront Inc.; SigFig Wealth Management LLC; Firstrade Securities Inc.; Sharesight; Delta by eToro; Kubera; Moneydance; Ziggma Analytics Inc.; Stock Rover LLC; MProfit Software Private Limited; Altoo AG; Koyfin; Snowball Analytics; Portseido; Mezzi.
Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain.
Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time Series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,
Data Segmentations: country and regional historic and forecast data, market share of competitors, market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.
Delivery Format: PDF, Word and Excel Data Dashboard.
Please Note: Report will be updated with the latest data and delivered to you within 3-5 working days of order.
This report focuses on investment tracking software market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Reasons to Purchase
- Gain a truly global perspective with the most comprehensive report available on this market covering 15 geographies.
- Assess the impact of key macro factors such as geopolitical conflicts, trade policies and tariffs, post-pandemic supply chain realignment, inflation and interest rate fluctuations, and evolving regulatory landscapes.
- Create regional and country strategies on the basis of local data and analysis.
- Identify growth segments for investment.
- Outperform competitors using forecast data and the drivers and trends shaping the market.
- Understand customers based on the latest market shares.
- Benchmark performance against key competitors.
- Suitable for supporting your internal and external presentations with reliable high quality data and analysis
- Report will be updated with the latest data and delivered to you within 2-3 working days of order along with an Excel data sheet for easy data extraction and analysis.
- All data from the report will also be delivered in an excel dashboard format.
Where is the largest and fastest growing market for investment tracking software ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The investment tracking software market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
- The market characteristics section of the report defines and explains the market.
- The market size section gives the market size ($b) covering both the historic growth of the market, and forecasting its development.
- The forecasts are made after considering the major factors currently impacting the market. These include:
- The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.
- Market segmentations break down the market into sub markets.
- The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth.
- The competitive landscape chapter gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
- The trends and strategies section analyses the shape of the market as it emerges from the crisis and suggests how companies can grow as the market recovers.
Markets Covered:1) By Component: Software; Services
2) By Deployment Mode: On Premises; Cloud-Based
3) By Organization Size: Small And Medium Enterprises; Large Enterprises
4) By Application: Personal; Enterprise
5) By End-User: Individual Investors; Financial Advisors; Wealth Management Firms; Banks; Other End-Users
Subsegments:
1) By Software: Portfolio Management Software; Risk Analysis Tools; Automated Investment Trackers; Wealth Management Platforms; Tax Optimization Software
2) By Services: System Integration Services; Consulting And Advisory Services; Maintenance And Support Services; Training And Onboarding Services; Customization Services
Companies Mentioned: Empower Annuity Insurance Company of America; Morningstar Inc.; Addepar Inc.; Orion Advisor Tech Inc.; Betterment LLC; Wealthfront Inc.; SigFig Wealth Management LLC; Firstrade Securities Inc.; Sharesight; Delta by eToro; Kubera; Moneydance; Ziggma Analytics Inc.; Stock Rover LLC; MProfit Software Private Limited; Altoo AG; Koyfin; Snowball Analytics; Portseido; Mezzi.
Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain.
Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time Series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,
Data Segmentations: country and regional historic and forecast data, market share of competitors, market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.
Delivery Format: PDF, Word and Excel Data Dashboard.
Please Note: Report will be updated with the latest data and delivered to you within 3-5 working days of order.
Table of Contents
250 Pages
- 1. Executive Summary
- 2. Investment Tracking Software Market Characteristics
- 3. Investment Tracking Software Market Trends And Strategies
- 4. Investment Tracking Software Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics, Trade Wars and Tariffs, And Covid And Recovery On The Market
- 4.1. Supply Chain Impact from Tariff War & Trade Protectionism
- 5. Global Investment Tracking Software Growth Analysis And Strategic Analysis Framework
- 5.1. Global Investment Tracking Software PESTEL Analysis (Political, Social, Technological, Environmental and Legal Factors, Drivers and Restraints)
- 5.2. Analysis Of End Use Industries
- 5.3. Global Investment Tracking Software Market Growth Rate Analysis
- 5.4. Global Investment Tracking Software Historic Market Size and Growth, 2019 - 2024, Value ($ Billion)
- 5.5. Global Investment Tracking Software Forecast Market Size and Growth, 2024 - 2029, 2034F, Value ($ Billion)
- 5.6. Global Investment Tracking Software Total Addressable Market (TAM)
- 6. Investment Tracking Software Market Segmentation
- 6.1. Global Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Software
- Services
- 6.2. Global Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- On Premises
- Cloud-Based
- 6.3. Global Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Small And Medium Enterprises
- Large Enterprises
- 6.4. Global Investment Tracking Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Personal
- Enterprise
- 6.5. Global Investment Tracking Software Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Individual Investors
- Financial Advisors
- Wealth Management Firms
- Banks
- Other End-Users
- 6.6. Global Investment Tracking Software Market, Sub-Segmentation Of Software, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- Portfolio Management Software
- Risk Analysis Tools
- Automated Investment Trackers
- Wealth Management Platforms
- Tax Optimization Software
- 6.7. Global Investment Tracking Software Market, Sub-Segmentation Of Services, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- System Integration Services
- Consulting And Advisory Services
- Maintenance And Support Services
- Training And Onboarding Services
- Customization Services
- 7. Investment Tracking Software Market Regional And Country Analysis
- 7.1. Global Investment Tracking Software Market, Split By Region, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 7.2. Global Investment Tracking Software Market, Split By Country, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8. Asia-Pacific Investment Tracking Software Market
- 8.1. Asia-Pacific Investment Tracking Software Market Overview
- Region Information, Market Information, Background Information, Government Initiatives, Regulations, Regulatory Bodies, Major Associations, Taxes Levied, Corporate Tax Structure, Investments, Major Companies
- 8.2. Asia-Pacific Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8.3. Asia-Pacific Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 8.4. Asia-Pacific Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 9. China Investment Tracking Software Market
- 9.1. China Investment Tracking Software Market Overview
- 9.2. China Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 9.3. China Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 9.4. China Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
- 10. India Investment Tracking Software Market
- 10.1. India Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 10.2. India Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 10.3. India Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11. Japan Investment Tracking Software Market
- 11.1. Japan Investment Tracking Software Market Overview
- 11.2. Japan Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11.3. Japan Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 11.4. Japan Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12. Australia Investment Tracking Software Market
- 12.1. Australia Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12.2. Australia Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 12.3. Australia Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13. Indonesia Investment Tracking Software Market
- 13.1. Indonesia Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13.2. Indonesia Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 13.3. Indonesia Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14. South Korea Investment Tracking Software Market
- 14.1. South Korea Investment Tracking Software Market Overview
- 14.2. South Korea Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14.3. South Korea Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 14.4. South Korea Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15. Western Europe Investment Tracking Software Market
- 15.1. Western Europe Investment Tracking Software Market Overview
- 15.2. Western Europe Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15.3. Western Europe Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 15.4. Western Europe Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16. UK Investment Tracking Software Market
- 16.1. UK Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16.2. UK Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 16.3. UK Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17. Germany Investment Tracking Software Market
- 17.1. Germany Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17.2. Germany Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 17.3. Germany Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18. France Investment Tracking Software Market
- 18.1. France Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18.2. France Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 18.3. France Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19. Italy Investment Tracking Software Market
- 19.1. Italy Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19.2. Italy Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 19.3. Italy Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20. Spain Investment Tracking Software Market
- 20.1. Spain Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20.2. Spain Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 20.3. Spain Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21. Eastern Europe Investment Tracking Software Market
- 21.1. Eastern Europe Investment Tracking Software Market Overview
- 21.2. Eastern Europe Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21.3. Eastern Europe Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 21.4. Eastern Europe Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22. Russia Investment Tracking Software Market
- 22.1. Russia Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22.2. Russia Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 22.3. Russia Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23. North America Investment Tracking Software Market
- 23.1. North America Investment Tracking Software Market Overview
- 23.2. North America Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23.3. North America Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 23.4. North America Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24. USA Investment Tracking Software Market
- 24.1. USA Investment Tracking Software Market Overview
- 24.2. USA Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24.3. USA Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 24.4. USA Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25. Canada Investment Tracking Software Market
- 25.1. Canada Investment Tracking Software Market Overview
- 25.2. Canada Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25.3. Canada Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 25.4. Canada Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26. South America Investment Tracking Software Market
- 26.1. South America Investment Tracking Software Market Overview
- 26.2. South America Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26.3. South America Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 26.4. South America Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27. Brazil Investment Tracking Software Market
- 27.1. Brazil Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27.2. Brazil Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 27.3. Brazil Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28. Middle East Investment Tracking Software Market
- 28.1. Middle East Investment Tracking Software Market Overview
- 28.2. Middle East Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28.3. Middle East Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 28.4. Middle East Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29. Africa Investment Tracking Software Market
- 29.1. Africa Investment Tracking Software Market Overview
- 29.2. Africa Investment Tracking Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29.3. Africa Investment Tracking Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 29.4. Africa Investment Tracking Software Market, Segmentation By Organization Size, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
- 30. Investment Tracking Software Market Competitive Landscape And Company Profiles
- 30.1. Investment Tracking Software Market Competitive Landscape
- 30.2. Investment Tracking Software Market Company Profiles
- 30.2.1. Empower Annuity Insurance Company of America Overview, Products and Services, Strategy and Financial Analysis
- 30.2.2. Morningstar Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.3. Addepar Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.4. Orion Advisor Tech Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.5. Betterment LLC Overview, Products and Services, Strategy and Financial Analysis
- 31. Investment Tracking Software Market Other Major And Innovative Companies
- 31.1. Wealthfront Inc.
- 31.2. SigFig Wealth Management LLC
- 31.3. Firstrade Securities Inc.
- 31.4. Sharesight
- 31.5. Delta by eToro
- 31.6. Kubera
- 31.7. Moneydance
- 31.8. Ziggma Analytics Inc.
- 31.9. Stock Rover LLC
- 31.10. MProfit Software Private Limited
- 31.11. Altoo AG
- 31.12. Koyfin
- 31.13. Snowball Analytics
- 31.14. Portseido
- 31.15. Mezzi
- 32. Global Investment Tracking Software Market Competitive Benchmarking And Dashboard
- 33. Key Mergers And Acquisitions In The Investment Tracking Software Market
- 34. Recent Developments In The Investment Tracking Software Market
- 35. Investment Tracking Software Market High Potential Countries, Segments and Strategies
- 35.1 Investment Tracking Software Market In 2029 - Countries Offering Most New Opportunities
- 35.2 Investment Tracking Software Market In 2029 - Segments Offering Most New Opportunities
- 35.3 Investment Tracking Software Market In 2029 - Growth Strategies
- 35.3.1 Market Trend Based Strategies
- 35.3.2 Competitor Strategies
- 36. Appendix
- 36.1. Abbreviations
- 36.2. Currencies
- 36.3. Historic And Forecast Inflation Rates
- 36.4. Research Inquiries
- 36.5. The Business Research Company
- 36.6. Copyright And Disclaimer
Pricing
Currency Rates
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