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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
ByAllAccounts, Inc. enables the automated gathering of financial account data, which includes collecting balance, position, and transaction data from thousands of financial institutions. This aggregate...
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Advent Portfolio Exchange is an end-to-end solution integrating all phases of the investment management process - CRM, portfolio management, performance analytics, accounting, reporting and marketing. Advent...
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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...
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ClearStructure Financial Technology is a leading provider of financial services technology. Our web-based portfolio management system, Sentry PM, leverages the latest advancements in technology to provide the unmatched flexibility, complete functionality and seamless automation. ...
Eagle Investment Systems LLC enables financial Institutions to grow their assets by creating operational efficiencies and delivering award-winning solutions for data management, investment accounting, and performance measurement and attribution, supported by an unparalleled level of...
Companies 1-10 of 50

Portfolio Management Products

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 ›
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 ›
Portfolio Modeling
Isis Financial Systems
Portfolio Management Tools Portfolio Modeling: Reliable portfolio-management tools are essential to making accurate and timely decisions for your clients. With Isis Financial Systems’ Investment Management System – “IMS”, managers can design portfolio models... Read more ›