Largest portfolio management/reporting tools used by advisory firms worldwide 2025

Published by Statista Research Department, May 7, 2025

The leading portfolio management or reporting tool used by advisory firms worldwide in 2025 was Orion Advisor Services. Orion Advisor Services had a market share of over 16.5 percent that year, followed by Envestnet/Tamarac, and Advyzon with market shares of around 11.6 and 11 percent, respectively.

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Market share of the largest portfolio management/reporting tools used by advisory firms worldwide in 2025

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Release date

February 2025

Region

Worldwide

Survey time period

December 2024 to H1 February 2025

Number of respondents

2,128 respondents

Special properties

Survey respondents are from advisory firms

Supplementary notes

Only the top 10 tools are displayed.

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