Portfolio Management Compare 46 Companies

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INDATA

INDATA

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 Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More

www.indataipm.com

VestServe

VestServe

Rating: 5/5- 1 review

Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More

www.vestserve.com

ActiveViam

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... Read More

FundCount

Founded in 1999, FundCount is a global solutions provider of accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients worldwide. FundCount software integrates on a single platform all portfolio, partnership... Read More

Croesus

Croesus is a fintech offering cutting-edge, easy to use wealth management solutions. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions. Read More

Morningstar Research Inc. - C.P.M.S.

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. Read More

STP Investment Services

STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade... Read More

SS&C Advent Software

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... Read More

Broadridge Financial Solutions, Inc.

We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. Read More

Argo SE, Inc.

Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software. Read More

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