The most commonly used online portfolio management tool used by advisory firms worldwide in 2024 was Envestnet, with a market share of roughly 5.6 percent. 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 2024
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T3 Technology Hub. (January 10, 2024). Market share of the largest online portfolio management tools used by advisory firms worldwide in 2024 [Graph]. In Statista. Retrieved December 11, 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 2024." Chart. January 10, 2024. Statista. Accessed December 11, 2024. https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/
T3 Technology Hub. (2024). Market share of the largest online portfolio management tools used by advisory firms worldwide in 2024. Statista. Statista Inc.. Accessed: December 11, 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 2024." Statista, Statista Inc., 10 Jan 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 2024 Statista, https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/ (last visited December 11, 2024)
Market share of the largest online portfolio management tools used by advisory firms worldwide in 2024 [Graph], T3 Technology Hub, January 10, 2024. [Online]. Available: https://www.statista.com/statistics/1263670/market-share-top-online-portfolio-management-tools/