Global Portfolio Management System Market Size, Share, Opportunities, And Trends By Deployment Model (On-Premise, Cloud), By Enterprise Size (Small, Medium, Large), By End-User Industry (Communication and Technology, Healthcare, Business Services, Financial Services, Manufacturing, Retail, Others), And By Geography - Forecasts From 2025 To 2030

Portfolio Management System Market Size:

The global portfolio management system market is expected to grow from USD 9.133 billion in 2025 to USD 15.438 billion in 2030, at a CAGR of 11.07%.

To achieve investors' long-term financial goals and to limit risk, portfolio management is the practice of building and managing a portfolio of investments. Active portfolio management involves methodically purchasing and selling stocks and other assets to outperform the market. The prime factor propelling the market growth is the rising competitive marketplace with more emerging startups and product launches in the portfolio management system market.

Portfolio Management System Market Drivers:

• Growth Drivers of the global portfolio management system market

There are factors propelling the global portfolio management system market such as the growing adoption of agile solutions in the enterprise, cloud-based computing, and a more fact-focused approach. For instance, cloud adoption globally reached 81% in 2020 as per the Cloud Standards Organization. Big data's advent and the escalating technological demands it has spawned have made standard storage solutions unsuitable for most organizations and necessitated the development of more advanced tools for data search and pattern identification. Further, the Cloud Standard Organization estimates that the adoption of cloud computing will increase exponentially with each passing year.

• Rising Competitive Market and Product Launches

The rising number of start-ups and expansion of companies creating a more competitive market is propelling the global portfolio management system market. Enterprises need to have access to a technology platform that offers comprehensive portfolio management solutions because there are now more data flows to maintain than ever before. Companies in a competitive market try their best to be at the top in the market through the adoption of advanced technology, automation, and other portfolio management system such as cloud computing. According to the US Business Formation Statistics, the total number of business applications filed in 2022 was 5.07 million.

 The registration of new companies in India increased by 14.7% in the first half of 2022 as compared to 2021 according to the Ministry of Corporate Affairs, India with the service sector registering the highest growth.

• The cloud deployment model is expected to grow.

The rising adoption of cloud analytics to enhance business operations for small and medium-sized enterprises is expected to drive overall market growth during the forecast period. The growing demand for cloud-based solutions for the management of large-scale projects is one of the major factors which is contributing to the market growth.

Moreover, the increase in the number of organizations using cloud project management software solutions is also rising. Companies are making significant efforts to efficiently track and control their projects which have boosted the demand for cloud-based solutions as they offer cost efficiency and flexibility owing to which the user preference for the adoption of cloud solutions is higher. The deployment of cloud-based solutions is a virtual process that makes service delivery easier and helps the organization to access its data across connected devices at any point in time. These advantages are anticipated to drive the global portfolio management system growth during the forecast period.

• Introduction of Technologically superior enterprises solution to encourage market growth.

The introduction of technologically superior enterprise solutions by various small to large companies is projected to encourage overall market growth. For instance, Infosys has launched Live Enterprise Suite which is a comprehensive set of platforms, solutions, and digital services that help enterprises to accelerate their digital transformation and innovation journey.

Victory Square Technologies has introduced an AI-based solution known as “Tim” which is real-time resource management software. KeyedIn has announced the launch of a new version of its cloud-based project and portfolio management (PPM) solution with enhanced Gantt chart performance which helps users to plan and execute projects with more than 20k tasks with superior performance.  Data Systems International has introduced a cloud-based inventory management solution that helps in improving productivity, compliance, inventory optimization, and revenue generation.

Portfolio Management System Market Geographical Outlook:

• The United States in North America is an Expected Dominant Market

The USA portfolio management system market will continue to rise on account of a rising number of businesses and increasing digitization. Increased investments across industries in the US, as well as the inexpensive availability of portfolio management systems, are likely to be important drivers of market expansion.

Market expansion is also likely to be fuelled by the introduction of improved technologies, especially in the BFSI sector as businesses want to attract a larger client base. For example, Planview, a Texas-based portfolio management technology supplier, announced significant updates to its Planview Lean Kit in March 2019. Organizations may gain improved visibility into their workflows and strengthen current relationships among teams working on numerous projects with this new Agile Scaler solution. The continual pumping of enormous investments into this region by major companies across industries will fuel market expansion in this region.

For instance, Backstage outlined plans to invest US$250,000 to US$1 million across 30 startups in March 2022, while also setting aside funds for additional follow-on funding, while the Opportunity Fund is still being funded. Backstage's initial average check amount of US$40,000 has further increased. In September 2021, the BlackRock Foundation provided a US$100 million grant to Breakthrough Energy's Catalyst Program to speed up the development of climate solutions required to generate net-zero emissions by 2050.

Segmentation:

• By Products
  • On-Premise
  • Cloud
• By Services (Size)
  • Small
  • Medium
  • Large
• By Services (Industry)
  • Communication and Technology
  • Healthcare
  • Business Services
  • Financial Services
  • Manufacturing
  • Retail
  • Others
• By Geography
  • North America
    • USA
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Others
  • Europe
    • Germany
    • France
    • United Kingdom
    • Spain
    • Others
  • Middle East and Africa
    • Saudi Arabia
    • UAE
    • Others
  • Asia Pacific
    • China
    • India
    • Japan
    • South Korea
    • Indonesia
    • Thailand
    • Others

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1. EXECUTIVE SUMMARY 

2. MARKET SNAPSHOT

2.1. Market Overview

2.2. Market Definition

2.3. Scope of the Study

2.4. Market Segmentation

3. BUSINESS LANDSCAPE 

3.1. Market Drivers

3.2. Market Restraints

3.3. Market Opportunities 

3.4. Porter’s Five Forces Analysis

3.5. Industry Value Chain Analysis

3.6. Policies and Regulations 

3.7. Strategic Recommendations 

4. TECHNOLOGICAL OUTLOOK

5. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY PRODUCTS

5.1. Introduction

5.2. On-Premise

5.3. Cloud

6. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY SERVICES

6.1. Introduction

6.2. Small

6.3. Medium

6.4. Large

7. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY SERVICES

7.1. Introduction

7.2. Communication and Technology

7.3. Healthcare

7.4. Business Services

7.5. Financial Services

7.6. Manufacturing

7.7. Retail

7.8. Others

8. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY GEOGRAPHY

8.1. Introduction

8.2. North America

8.2.1. USA

8.2.2. Canada

8.2.3. Mexico

8.3. South America

8.3.1. Brazil

8.3.2. Argentina

8.3.3. Others

8.4. Europe

8.4.1. Germany

8.4.2. France

8.4.3. United Kingdom

8.4.4. Spain

8.4.5. Others

8.5. Middle East and Africa

8.5.1. Saudi Arabia

8.5.2. UAE

8.5.3. Others

8.6. Asia Pacific

8.6.1. China

8.6.2. India

8.6.3. Japan

8.6.4. South Korea

8.6.5. Indonesia

8.6.6. Thailand

8.6.7. Others

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

9.1. Major Players and Strategy Analysis

9.2. Market Share Analysis

9.3. Mergers, Acquisitions, Agreements, and Collaborations

9.4. Competitive Dashboard

10. COMPANY PROFILES

10.1. BlackRock, Inc.

10.2. Charles River Systems, Inc.

10.3. MSCI Inc.

10.4. The Vanguard Group, Inc.

10.5. T. Rowe Price Group, Inc.

10.6. FactSet

10.7. HedgeGuard

10.8. Broadridge Financial Solutions, Inc.

10.9. SAGE Group SA

10.10. FA SOLUTIONS

11. APPENDIX

11.1. Currency 

11.2. Assumptions

11.3. Base and Forecast Years Timeline

11.4. Key benefits for the stakeholders

11.5. Research Methodology 

11.6. Abbreviations 

LIST OF FIGURES

LIST OF TABLES

BlackRock, Inc.

Charles River Systems, Inc.

MSCI Inc.

The Vanguard Group, Inc.

T. Rowe Price Group, Inc.

FactSet

HedgeGuard

Broadridge Financial Solutions, Inc.

SAGE Group SA

FA SOLUTIONS