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

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Source

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.

Citation formats

Largest online portfolio management tools used by advisory firms worldwide 2024

Published by K. Scholle, Nov 22, 2024

The most commonly used online portfolio management tool used by advisory firms worldwide in 2024 was Envestnet, with a market share of roughly *** percent. Schwab Intelligent Portfolios and SEI had the second and third largest market share at this time.

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