Portfolio Analytics Compare 41 Companies

Powerful Reporting Capabilities: Key Features: - Drag and drop design tool to add fields (including user defined fields), groups and formulas - Powerful formula engine turns reports into analytical tools - Directly output any report to Excel, PDF, Word, Email or Fax - Web reporting for customer access via a secure client portal
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PortFini: Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, fixed income portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single...
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Founded by industry experts, ActiveViam understands the data analytics challenges faced by financial institutions across trading desks, risk, and compliance. That is why we pioneered the use of high-performance analytics in finance, helping the largest investment banks, asset managers and hedge...

InfoReach provides broker-neutral, multi-asset technology for global electronic trading and analysis. Comprehensive, out-of-the-box functionality, rapid implementation and proven reliability make us the provider of choice for buy- and sell-side firms around the world. The InfoReach Trade...

Eze Software Investment Suite: Eze Software Investment Suite is a comprehensive investment management solution designed to meet the needs of buy-side and sell-side asset managers. Eze Software offers an extensive range of capabilities for managing your portfolios through three fully integrated best-of-breed applications (EMS,...
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Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.

Fair Value Insight: Fair Value Insight is an easy to use, cost-effective and secure web-based derivatives valuation solution built upon FINCAD's industry standard analytics and ICAP's unrivaled market data. Fair Value Insight is a robust solution for valuing interest rate, FX, commodities, OTC derivatives,...
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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 ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...