SMA (16 companies found)

Compare and research Portfolio SMA companies and businesses online.

  • VestServe

    The flexible solution for sophisticated portfolio management.
    Rating: 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,...
  • 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...
  • SS&C Advent Software

    Advent Portfolio Exchange®: 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 entire enterprise—front, middle, and...
  • Argo SE, Inc.

    Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software.
  • Tegra118

    Unified Wealth Platform (UWP): Tegra118’s Unified Wealth Platform (UWP) provides financial institutions and advisors with easy access to sophisticated UMA portfolio management and trading capabilities for greater flexibility and a streamlined experience. The platform also offers goals-based and comprehensive financial...
  • Albridge Solutions

    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 independent registered investment advisors. Albridge Solutions draws upon its financial...
  • Compuware

    We leverage Agile development and DevOps best practices to accelerate customer collaboration and deliver meaningful innovations every 90 days. Our modern mainframe solutions integrate into your cross-platform, enterprise-DevOps toolchain so you can fully leverage your high-value mainframe...
  • ClearStructure Financial Technology

    Sentry PM - Portfolio Management System: Sentry PM is a web-based front-to-back office portfolio management system. Sentry PM combines robust functionality with a user-friendly experience to offer a scalable solution and deliver efficiency and transparency to your investment management process.
  • Dolphin Enterprises Ltd.

    Dolphin Enterprises MIC Manager and Syndicate Manager integrates and automates data for companies managing mortgages and related investments.
  • State Street Global Exchange (US) LLC

    State Street Global Exchange offers information, investment analytics and data solutions to help asset owners and managers create and execute their strategy. Our research and insights challenge investment approaches, while our information, data management and analytics tools show results and...