Portfolio Management Systems Compare 25 Companies
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Performance Measurement Tools: Key Features:
- Many price sensitivity, yield, and return measures
- Asset allocations and contribution returns broken out by country, currency, sector, sub-sector, asset type, portfolios or any desired group
- Maintain GIPS compliance with return analytics including IRR, time weighted rate of...
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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....
Global RADAR is the leader in client onboarding, customer due diligence and transaction surveillance. We make it easier to open accounts in a secure digital environment while ensuring compliance with global regulatory requirements and leverage sophisticated analytics to ensure suitability of...
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.
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®...
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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...
Performance Measurement Solutions: Understand trends. Deliver results. Stay agile and responsive to seemingly constant market, client and regulatory changes with help from Eagle’s innovative performance measurement solutions. With integrated workflows from data consolidation, return calculation, to analysis and reporting, the...
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Charles River provides a single solution integrated software, hosting, application management, data and FIX connectivity to support portfolio management, performance and risk, compliance monitoring, order and execution management, and post-trade processing.
3i Infotech offers a comprehensive range of software and IT solutions, including packaged applications for the Banking, Financial Services & Insurance (BFSI), Manufacturing, Contracting, and Retail & Distribution industries. In addition, it offers a broad range of software services such as...
Teslar, by 3E, is a robust portfolio management system that aggregates and automates your loan and deposit processes into a single system.
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