AIM Software enables Private Banking and Wealth Management organizations to streamline their data management operations, increase their business agility, and meet client expectations. We provide fully-productized business applications for reference data management, portfolio pricing and analytics, corporate actions processing and legal entity data management.
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
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.