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市場調查報告書
商品編碼
1911642

基金會計軟體市場規模、佔有率和成長分析(按部署模式、組織規模、應用、最終用途和地區分類)-2026-2033年產業預測

Fund Accounting Software Market Size, Share, and Growth Analysis, By Deployment Model, By Organization Size (Small & Medium Enterprises, Large Enterprises), By Application, By End-Use, By Region - Industry Forecast 2026-2033

出版日期: | 出版商: SkyQuest | 英文 187 Pages | 商品交期: 3-5個工作天內

價格
簡介目錄

全球基金會計軟體市場規模預計在 2024 年達到 31.8 億美元,從 2025 年的 33.7 億美元成長到 2033 年的 53.7 億美元,在預測期(2026-2033 年)內複合年成長率為 6%。

全球基金會計軟體市場正經歷強勁成長,這主要得益於資產管理公司、基金管理人和機構投資者對自動化、監管合規和提高透明度的需求不斷成長。隨著機構處理的交易量和投資組合日益多元化,一個強大的會計平台對於降低營運風險和確保審核準備至關重要。基於雲端的解決方案正日益普及,能夠實現即時對帳、報告和安全的投資者溝通。鼓勵參與的法規結構進一步推動了市場發展,而亞太地區的採用率更是激增。供應商正透過人工智慧驅動的異常檢測、區塊鏈檢驗和分析儀表板等功能來增強其產品,從而提高營運效率。儘管存在高昂的轉換成本和與舊有系統整合等挑戰,但靈活的授權選項仍在推動市場成長。

全球基金會計軟體市場促進因素

對複雜的多層衍生性商品和多元化投資產品的日益依賴,以及諸如IFRS 9等嚴格的國際法規,使得傳統會計方法難以滿足需求。這種轉變凸顯了對能夠管理複雜估值流程和全面報告要求的先進軟體解決方案的迫切需求。此外,新的環境、社會和管治(ESG)報告標準的實施進一步推動了對能夠高效追蹤和報告非財務數據的軟體的需求。監管的複雜性和不斷演變的金融產品格局,正顯著推動全球基金會計軟體市場的擴張。

限制全球基金會計軟體市場的因素

實施新的基金會計軟體面臨許多挑戰,包括成本高昂、複雜性高、實施週期長。這需要進行大規模的資料遷移和整合工作,可能會對營運造成嚴重干擾。因此,由於系統切換帶來的財務和營運負擔,機構可能會更加依賴現有供應商。這種「供應商鎖定」現象會阻礙基金經理人投資新平台,因為資料遷移成本成為一大障礙。這些因素共同阻礙了全球基金會計軟體市場的擴張和競爭,尤其影響新參與企業的市場進入。

全球基金會計軟體市場趨勢

全球基金會計軟體市場的一個顯著趨勢是從傳統的本地部署系統轉向現代化的雲端原生軟體即服務 (SaaS) 平台。這項轉變的驅動力在於資產管理公司對更高擴充性、更低基礎設施成本以及透過開放 API 實現更強大的整合能力的需求。隨著越來越多的機構認知到雲端技術的諸多優勢,例如即時數據存取和柔軟性,對雲端託管解決方案的需求持續成長。這一轉變正在重塑市場格局,推動創新,並影響新功能的開發,以滿足基金經理人不斷變化的需求。

目錄

介紹

  • 調查目標
  • 市場定義和範圍

調查方法

  • 調查過程
  • 二手資料和一手資料方法
  • 市場規模估算方法

執行摘要

  • 全球市場展望
  • 市場主要亮點
  • 細分市場概覽
  • 競爭格局概述

市場動態與展望

  • 總體經濟指標
  • 促進因素和機遇
  • 限制與挑戰
  • 供給面趨勢
  • 需求面趨勢
  • 波特的分析和影響

關鍵市場考察

  • 關鍵成功因素
  • 影響市場的因素
  • 關鍵投資機會
  • 生態系測繪
  • 市場吸引力指數(2025)
  • PESTEL 分析
  • 價值鏈分析
  • 定價分析
  • 案例研究
  • 監管環境
  • 技術評估
  • 技術評估
  • 監管環境

全球基金會計軟體市場規模(按部署模式和複合年成長率分類)(2026-2033 年)

  • 基於雲端的
  • 本地部署
  • 混合

全球基金會計軟體市場規模(依組織規模及複合年成長率分類)(2026-2033 年)

  • 中小企業
  • 主要企業

全球基金會計軟體市場規模(依應用領域及複合年成長率分類)(2026-2033 年)

  • 一般基金會計
  • 津貼管理
  • 捐贈基金管理
  • 投資基金管理

全球基金會計軟體市場規模(按最終用途和複合年成長率分類)(2026-2033 年)

  • 非營利組織
  • 政府機構
  • 教育機構
  • 醫療機構
  • 投資和資產管理公司

全球基金會計軟體市場規模(按地區分類)及複合年成長率(2026-2033 年)

  • 北美洲
    • 美國
    • 加拿大
  • 歐洲
    • 德國
    • 西班牙
    • 法國
    • 英國
    • 義大利
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 亞太其他地區
  • 拉丁美洲
    • 墨西哥
    • 巴西
    • 其他拉丁美洲地區
  • 中東和非洲
    • 海灣合作理事會國家
    • 南非
    • 其他中東和非洲地區

競爭資訊

  • 前五大公司對比
  • 主要企業的市場定位(2025 年)
  • 主要市場參與者所採取的策略
  • 近期市場趨勢
  • 公司市佔率分析(2025 年)
  • 主要企業公司簡介
    • 公司詳情
    • 產品系列分析
    • 依業務板塊進行公司股票分析
    • 2023-2025年營收年比比較

主要企業簡介

  • Blackbaud
  • SS&C Technologies
  • Sage Intacct
  • Oracle
  • Workday/Adaptive Insights
  • AccuFund
  • Cougar Mountain Software
  • Fund EZ
  • Aplos
  • Epicor
  • Blackbaud
  • SS&C Technologies
  • Sage Intacct
  • Oracle
  • Workday/Adaptive Insights
  • AccuFund
  • Cougar Mountain Software
  • Fund EZ
  • Aplos
  • Epicor

結論與建議

簡介目錄
Product Code: SQMIG45E2523

Global Fund Accounting Software Market size was valued at USD 3.18 Billion in 2024 and is poised to grow from USD 3.37 Billion in 2025 to USD 5.37 Billion by 2033, growing at a CAGR of 6% during the forecast period (2026-2033).

The global fund accounting software market is experiencing robust growth driven by heightened demand for automation, regulatory compliance, and enhanced transparency among asset managers, fund administrators, and institutional investors. As organizations handle an increasing volume of transactions and diverse portfolios, the necessity for robust accounting platforms has become paramount to mitigate operational risk and ensure audit preparedness. Cloud-based solutions are gaining traction, enabling real-time reconciliation, reporting, and secure communication with investors. The market is further bolstered by regulatory frameworks promoting participation, while a surge in adoption is noted in the Asia-Pacific region. Vendors are enhancing their offerings with AI-driven anomaly detection, blockchain verification, and analytical dashboards, fostering greater operational efficiency. Despite challenges like high switching costs and legacy integration, flexible licensing options are facilitating market growth.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Fund Accounting Software market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Fund Accounting Software Market Segments Analysis

Global Fund Accounting Software Market is segmented by Deployment Model, Organization Size, Application, End-Use and region. Based on Deployment Model, the market is segmented into Cloud-Based, On-Premises and Hybrid. Based on Organization Size, the market is segmented into Small & Medium Enterprises (SMEs) and Large Enterprises. Based on Application, the market is segmented into General Fund Accounting, Grant Management, Endowment Fund Management and Investment Fund Management. Based on End-Use, the market is segmented into Non-Profit Organizations, Government Agencies, Educational Institutions, Healthcare Organizations and Investment / Asset Management Firms. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Fund Accounting Software Market

The increasing dependency on complex, multi-layered derivatives and various investment instruments, along with stringent global regulations like IFRS 9, has rendered traditional accounting practices inadequate. This shift underscores the need for sophisticated software solutions capable of managing intricate valuation processes and comprehensive reporting requirements. Additionally, the introduction of new environmental, social, and governance (ESG) reporting standards has further heightened the demand for software that efficiently tracks and reports non-financial data. The combination of regulatory intricacies and the evolving landscape of financial instruments significantly propels the expansion of the global fund accounting software market.

Restraints in the Global Fund Accounting Software Market

The adoption of new fund accounting software presents significant challenges, often characterized by high costs, complexity, and lengthy implementation timelines. This involves extensive data migration and integration, which can lead to considerable business disruptions. Consequently, organizations may become heavily reliant on existing vendors due to the financial and operational burdens associated with switching systems. This "vendor lock-in" phenomenon constrains fund managers' willingness to invest in newer platforms, as data migration costs emerge as a major obstacle. These factors collectively hinder the expansion and competitiveness within the global fund accounting software market, particularly affecting the entry of new participants.

Market Trends of the Global Fund Accounting Software Market

The global fund accounting software market is witnessing a significant trend towards the migration from traditional on-premise systems to modern cloud-native Software-as-a-Service (SaaS) platforms. This transition is fueled by asset managers seeking enhanced scalability, lower infrastructure costs, and improved integration capabilities through open APIs. As more organizations recognize the myriad benefits associated with cloud technology, such as real-time data access and flexibility, the demand for cloud-hosted solutions continues to surge. This shift is reshaping the competitive landscape of the market, driving innovation, and influencing the development of new features tailored to the evolving needs of fund managers.

Table of Contents

Introduction

  • Objectives of the Study
  • Market Definition & Scope

Research Methodology

  • Research Process
  • Secondary & Primary Data Methods
  • Market Size Estimation Methods

Executive Summary

  • Global Market Outlook
  • Key Market Highlights
  • Segmental Overview
  • Competition Overview

Market Dynamics & Outlook

  • Macro-Economic Indicators
  • Drivers & Opportunities
  • Restraints & Challenges
  • Supply Side Trends
  • Demand Side Trends
  • Porters Analysis & Impact
    • Competitive Rivalry
    • Threat of Substitute
    • Bargaining Power of Buyers
    • Threat of New Entrants
    • Bargaining Power of Suppliers

Key Market Insights

  • Key Success Factors
  • Market Impacting Factors
  • Top Investment Pockets
  • Ecosystem Mapping
  • Market Attractiveness Index, 2025
  • PESTEL Analysis
  • Value Chain Analysis
  • Pricing Analysis
  • Case Studies
  • Regulatory Landscape
  • Technology Assessment
  • Technology Assessment
  • Regulatory Landscape

Global Fund Accounting Software Market Size by Deployment Model & CAGR (2026-2033)

  • Market Overview
  • Cloud-Based
  • On-Premises
  • Hybrid

Global Fund Accounting Software Market Size by Organization Size & CAGR (2026-2033)

  • Market Overview
  • Small & Medium Enterprises (SMEs)
  • Large Enterprises

Global Fund Accounting Software Market Size by Application & CAGR (2026-2033)

  • Market Overview
  • General Fund Accounting
  • Grant Management
  • Endowment Fund Management
  • Investment Fund Management

Global Fund Accounting Software Market Size by End - Use & CAGR (2026-2033)

  • Market Overview
  • Non-Profit Organizations
  • Government Agencies
  • Educational Institutions
  • Healthcare Organizations
  • Investment / Asset Management Firms

Global Fund Accounting Software Market Size & CAGR (2026-2033)

  • North America (Deployment Model, Organization Size, Application, End-Use)
    • US
    • Canada
  • Europe (Deployment Model, Organization Size, Application, End-Use)
    • Germany
    • Spain
    • France
    • UK
    • Italy
    • Rest of Europe
  • Asia Pacific (Deployment Model, Organization Size, Application, End-Use)
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • Latin America (Deployment Model, Organization Size, Application, End-Use)
    • Mexico
    • Brazil
    • Rest of Latin America
  • Middle East & Africa (Deployment Model, Organization Size, Application, End-Use)
    • GCC Countries
    • South Africa
    • Rest of Middle East & Africa

Competitive Intelligence

  • Top 5 Player Comparison
  • Market Positioning of Key Players, 2025
  • Strategies Adopted by Key Market Players
  • Recent Developments in the Market
  • Company Market Share Analysis, 2025
  • Company Profiles of All Key Players
    • Company Details
    • Product Portfolio Analysis
    • Company's Segmental Share Analysis
    • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

  • Blackbaud
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • SS&C Technologies
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Sage Intacct
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Oracle
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Workday / Adaptive Insights
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • AccuFund
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Cougar Mountain Software
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fund EZ
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Aplos
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Epicor
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Blackbaud
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • SS&C Technologies
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Sage Intacct
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Oracle
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Workday / Adaptive Insights
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • AccuFund
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Cougar Mountain Software
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fund EZ
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Aplos
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Epicor
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments

Conclusion & Recommendations