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
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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 September 20, 2024, from https://www-statista-com.ezproxy.canberra.edu.au/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 September 20, 2024. https://www-statista-com.ezproxy.canberra.edu.au/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: September 20, 2024. https://www-statista-com.ezproxy.canberra.edu.au/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.ezproxy.canberra.edu.au/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.ezproxy.canberra.edu.au/statistics/892638/market-share-top-portfolio-management-reporting-tools/ (last visited September 20, 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.ezproxy.canberra.edu.au/statistics/892638/market-share-top-portfolio-management-reporting-tools/