The leading portfolio management or reporting tool used by advisory firms worldwide in 2023 was Orion Advisor Services. Orion Advisor Services had a market share of over 15 percent that year, followed by Pershing Albridge Wealth Reporting, and Envestnet/Tamarac with market shares of around 13 and 11 percent, respectively.
Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2023
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
T3 Technology Hub. (March 6, 2023). Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2023 [Graph]. In Statista. Retrieved November 18, 2024, from https://www.statista.com/statistics/892638/market-share-top-portfolio-management-reporting-tools/
T3 Technology Hub. "Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2023 ." Chart. March 6, 2023. Statista. Accessed November 18, 2024. https://www.statista.com/statistics/892638/market-share-top-portfolio-management-reporting-tools/
T3 Technology Hub. (2023). Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2023 . Statista. Statista Inc.. Accessed: November 18, 2024. https://www.statista.com/statistics/892638/market-share-top-portfolio-management-reporting-tools/
T3 Technology Hub. "Market Share of The Largest Portfolio Management/Reporting Tools Used by Advisory Firms Worldwide in 2023 ." Statista, Statista Inc., 6 Mar 2023, https://www.statista.com/statistics/892638/market-share-top-portfolio-management-reporting-tools/
T3 Technology Hub, Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2023 Statista, https://www.statista.com/statistics/892638/market-share-top-portfolio-management-reporting-tools/ (last visited November 18, 2024)
Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2023 [Graph], T3 Technology Hub, March 6, 2023. [Online]. Available: https://www.statista.com/statistics/892638/market-share-top-portfolio-management-reporting-tools/
