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Portfolio Management (50 companies found)

Compare and research Portfolio Management companies and businesses online.

Refine results for Portfolio Management:

Institutional/Hedge Funds (36)
Private Client (19)
SMA (17)
  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,...
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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...
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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...
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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...
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Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment...
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Broadridge is a leading provider of investor communications and technology-driven-solutions to banks, broker-dealers, mutual funds, and corporations globally. Our systems and services include investor communication...
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Isis Financial Systems is a leading provider of portfolio-management and accounting software and services. Our solution - “IMS” provides mission-critical services to asset managers, hedge funds, mutual funds,...
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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 -...
Since 1987, Croesus has been providing highly sophisticated and intuitive portfolio management and CRM solutions to wealth management firms throughout North America. Currently, 9,500 investment professionals use the Croesus application to manage over $700 billion in assets. Croesus...
Imagine Software provides real-time portfolio, risk management and regulatory solutions for financial firms worldwide. Imagine helps firms of all sizes and complexity successfully navigate market risk, improve portfolio performance, deliver operational efficiencies and provide...
Companies 1-10 of 50

Portfolio Management Products

Mortgage-Backed Securities...
Broadridge Financial...
MBS Expert is an operationally-efficient Mortgage Backed Securities system for front- and middle-office functions. Among broker dealers and asset managers, MBS Expert is the most widely used post-trade Mortgage Backed Securities system that supports large... Read more ›
Geneva®
Advent Software
Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting. Geneva is designed to... Read more ›
iPM - Intelligent...
INDATA
INDATA iPM - Intelligent Portfolio Management® is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process... Read more ›