Largest online portfolio management tools used by advisory firms worldwide 2024
收藏www.statista.com2025-01-21 收录
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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.
在2024年，全球咨询公司普遍采用的在线投资组合管理工具为Envestnet，其市场份额约为5.6%。Schwab Intelligent Portfolios与SEI分别位居第二和第三，占据较大的市场份额。
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