Portfolio Management (52 companies found)

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  • Morningstar, Inc.

    Rating: 5 - 3 reviews
    Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.... Read More
  • Advent Software

    Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More
  • Albridge Solutions

    Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial... Read More

    INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA's iPM - Intelligent Portfolio Management® technology platform allows end users to collaborate in real-time... Read More
  • Argo SE, Inc.

    Argo SE is a provider of highly efficient software for financial markets. We strive to produce innovative solutions and offer services that meet ever evolving needs of our customers. Our main focus is development of quality software components for our flagship product - broker-neutral,... Read More
  • State Street Global Exchange (US) LLC

    State Street Global Exchange offers information, investment analytics and data solutions to help asset owners and managers create and execute their strategy. Our research and insights challenge investment approaches, while our information, data management and analytics tools show results and... Read More
  • VestServe

    VestServe’ Investment Management System (IMS) is a fully integrated investment management and accounting solution. By integrating the front, middle and back office operations into one solution, VestServe can improve an organization’s business performance while lowering total cost of ownership. Read More
  • FinFolio

    FinFolio develops and supports portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to almost $100 billion.​​ Philosophy We think portfolio management... Read More
  • Calypso Technology

    Calypso is a global application software provider that delivers an integrated suite of trading applications to the capital markets function within banks and other companies participating in the world’s financial markets. The Calypso Trading and Risk Management Platform is the industry’s first...
  • SimCorp

    SimCorp develops, implements and supports one product – SimCorp Dimension; an integrated, enterprise-wide portfolio management system that can support the entire investment management lifecycle of all asset classes on a single, comprehensive platform. For over 35 years, SimCorp has developed...