Portfolio Management Systems (32 companies found)

Compare and research Portfolio Management Systems companies and businesses online.

  • eFileCabinet, Inc.

    Document Management Software • Access & Share Files from Anywhere
    Rating: 3 - 2 reviews
    For the very best in document management software (DMS) and paperless office solutions, the choice is eFileCabinet. With more than fourteen years of experience implementing document management systems for clients that span multiple industries, eFileCabinet specializes in increasing profitability...
  • eFront

    Software for Private Equity, Real Estate & Enterprise Risk
    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 countries,...
  • Global RADAR

    We were in your position before embarking to create Global RADAR®. As financial service providers, we were constantly wondering what measures could be taken to protect our organization from Anti-Money Laundering and financial crimes. How to keep our organizations out of the headlines that flood...
  • SimCorp

    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 has developed...
  • MIMICS, Inc.

    MIMICS Portfolio Management System was designed for portfolios of different sizes & complexity. Manages equity, fixed income, equity derivatives, fixed income derivatives, commodities, forex & other securities. Is able to segregate securities & automatically prepare all compliance reporting....
  • Broadridge Financial Solutions, Inc.

    Mortgage-Backed Securities through MBS Expert®: MBS Expert is an operationally-efficient Mortgage Backed Securities system for front- and middle-office functions. Among broker dealers and asset managers, MBS Expert is the most widely used post-trade Mortgage Backed Securities system that supports large volume throughput while mitigating trade...
  • Advent Software

    Advent Direct® Investor Management : The first of many planned solutions leveraging the Advent Direct® platform, Advent Direct® Investor Management empowers client-facing teams to more effectively manage and grow relationships. By providing easy access to actionable information about portfolios, products, and people, Advent Direct®...
  • VestServe

    Query & Reporting: Portfolio managers searching for new solutions often put a powerful, flexible reporting engine at the top of his/her wish list. IMS’ flexible reporting capabilities are designed to meet the most demanding requirements. With the click of a button, IMS can report current, historical, and projected...
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  • Morningstar, Inc.

    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, financial advisors, asset managers, and retirement plan providers and sponsors....