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Portfolio Management (51 companies found)

Compare and research Portfolio Management companies and businesses online.

Refine results for Portfolio Management:

Institutional/Hedge Funds (37)
Private Client (20)
SMA (18)
  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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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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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...
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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...
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...
eFront is a leading software provider of end-to-end solutions dedicated to the financial services industry with a recognized expertise in alternative investments, enterprise risk management, and customer relationship management. eFront’s solutions serve more than 800 customers in 48...
Companies 1-10 of 51

Portfolio Management Products

Integrated Client Portal...
FinFolio
Your client's first stop on the web. An integrated client portal and mobile web site give you a single focal point for electronic client interaction. Static documents and live data sets combine into the most customizable client portal available to wealth... 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 ›
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 ›