Largest portfolio management/reporting tools used by advisory firms worldwide 2024

Published by Statista Research Department, Nov 22, 2024

The leading portfolio management or reporting tool used by advisory firms worldwide in 2024 was Orion Advisor Services. Orion Advisor Services had a market share of over 16.9 percent that year, followed by Pershing Albridge Wealth Reporting, and Envestnet/Tamarac with market shares of around 13 and 12 percent, respectively.

Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2024

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Release date

January 2024

Region

Worldwide

Survey time period

November and December 2023

Number of respondents

2,917 respondents

Special properties

Survey respondents are from advisory firms

Supplementary notes

Only the top 10 tools are displayed.

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$0 USD
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Access limited to Free Statistics. Premium Statistics are not included.
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