The most commonly used online portfolio management tool used by advisory firms worldwide in 2023 was Envestnet, with a market share of roughly 5.77. Schwab Intelligent Portfolios and SEI had the second and third largest market share at this time.
Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023
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T3 Technology Hub. (March 6, 2023). Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023 [Graph]. In Statista. Retrieved June 13, 2024, from https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/
T3 Technology Hub. "Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023 ." Chart. March 6, 2023. Statista. Accessed June 13, 2024. https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/
T3 Technology Hub. (2023). Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023 . Statista. Statista Inc.. Accessed: June 13, 2024. https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/
T3 Technology Hub. "Market Share of The Largest Online Portfolio Management Tools Used by Advisory Firms Worldwide in 2023 ." Statista, Statista Inc., 6 Mar 2023, https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/
T3 Technology Hub, Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023 Statista, https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/ (last visited June 13, 2024)
Market share of the largest online portfolio management tools used by advisory firms worldwide in 2023 [Graph], T3 Technology Hub, March 6, 2023. [Online]. Available: https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/