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Portfolio Accounting (54 companies found)

Compare and research Portfolio Accounting companies and businesses online.
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Three Proven Platforms Axys, Portfolio Exchange & Geneva
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...
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Web-Based Portfolio Accounting & Performance Reporting
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...
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Precision Trading. Reducing Costs For Buy-side Firms.
iPM Back Office: iPM Back Office is a multi-instrument, multi-currency portfolio accounting system. It maintains transaction archives, capital changes, dividends, pricing and all other back-office portfolio maintenance functions. The system also has an extensive array of back-office tools such as...
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A State Street Company. PAM® for Securities.
PAM for Securities : PAM for Securities is a comprehensive investment accounting and management platform that supports international accounting and reporting requirements for a diverse range of assets and portfolio types. Whether you are looking to fulfill domestic accounting needs or require accounting...
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The flexible solution for sophisticated portfolio management.
Query & Reporting: Portfolio managers searching for new solutions often put a powerful, flexible reporting engine at the top of his/her wish list. IMS’ flexible reporting capabilities are designed to meet the most demanding requirements. With the click of a button, IMS can report current, historical,...
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Established in 1987, Croesus is a portfolio management and CRM software provider. Leader in Canada with $500 billion AUM on its platform, Croesus is serving investment professionals across North America from its headquarters in Montreal and offices in Toronto and New...
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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...
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Performance Measurement Solutions: Understand trends. Deliver results. Stay agile and responsive to seemingly constant market, client and regulatory changes with help from Eagle’s innovative performance measurement solutions. With integrated workflows from data consolidation, return calculation, to analysis and...
InvestEdge offers a suite of wealth management solutions for banks, trust companies, brokerage firms, and advisors. These solutions provide the power and performance investment managers need to analyze, manage, and report on the assets.
Vantage Reporting is the only software provider that delivers customizable software modules that extend and enhance the existing systems hedge funds, private equity firms, funds-of-funds and investment advisors have in place. The company’s four core software modules—Vantage Deal...
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