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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)
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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  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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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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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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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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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

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 ›
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 ›
Advent Portfolio Exchange®
Advent Software
For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the... Read more ›