Portfolio Management Systems (31 companies found)

Compare and research Portfolio Management Systems companies and businesses online.

  • Global RADAR

    Assuring Integrity
    Rating: 5 - 2 reviews
    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...
  • Triskell Software

    Triskell is a true Enterprise solution focused on Strategy Execution with advanced Project Portfolio Management features, helping to fill the gap between planning and proper execution. Triskell allows companies to plan, prioritize, manage, and monitor their organization's initiatives. It...
  • SS&C 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®...
  • 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....
  • Eagle Investment Systems LLC

    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...
  • eFileCabinet, Inc.

    Rating: 5 - 1 review
    For the top-rated document management system (DMS) and paperless office solutions, the choice is eFileCabinet. With more than 15 years of experience implementing document management systems for clients in multiple industries, eFileCabinet specializes in increasing profitability for over...
  • 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...
  • 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...
  • eFront

    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,...
  • SunGard

    Through organic growth and strategic acquisition, FIS has evolved into a leading global provider of technology for the financial services industry. What has never changed is our dedication to helping our clients succeed.