Portfolio Management Systems for Portfolio Management
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
Other Portfolio Management
A comprehensive investment management platform for trading, compliance, accounting, and operations. Provides order management, execution management, portfolio analytics, and compliance monitoring for investment bankers and asset managers.
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.
A comprehensive portfolio management platform that includes order management, portfolio management, and pre/post trade compliance. Supports equity, fixed income, derivatives, and FX trading with extensive analytics and modeling tools.
A cloud-native SaaS platform providing portfolio management, order management, execution, accounting, and analytics in a single solution. Features include real-time P&L, risk analytics, compliance monitoring, and multi-asset class support.
A comprehensive portfolio management platform with performance reporting, fee billing, and client portal capabilities. Features include daily reconciliation, custom benchmarking, tax-loss harvesting, and model-based rebalancing.
The Investment Café is a comprehensive portfolio management solution that enables users to manage investments across various asset classes with features for reporting, risk analysis, and performance metrics.
Integrated portfolio management and accounting system with performance measurement, client reporting, compliance, and workflow automation for multi-asset investment portfolios.
Flexible solution for portfolio management, accounting, and performance with scalable infrastructure, real-time data, and automated workflows for asset managers and owners.
Portfolio analytics solution focused on ESG risk assessment, climate impact metrics, and portfolio optimization for sustainable finance and fund managers.
Comprehensive portfolio and order management system for asset managers and institutions, supporting compliance, performance analysis, risk, and multi-asset workflows.
Integrated solution for portfolio management, risk, compliance, accounting, and operations covering all asset classes in a cross-functional environment.
Delivers real-time portfolio management, analytics, risk, performance, and compliance tools across multi-asset class portfolios, with integrated trading and risk platform.
Provides advanced portfolio management, cross-asset risk analytics, compliance, accounting, performance, and back-office functions on an integrated platform.
A born-in-the-cloud investment solution that simplifies operations with an all-in-one system for front, middle, and back office. Features include order and execution management, portfolio management, accounting, investor relations, and compliance.
A buy-side order management system that provides portfolio management, trading, compliance, operations, and P&L capabilities. Includes real-time positions, pre-trade compliance, order management, trading tools, and comprehensive reporting.
A portfolio management and order management system supporting multi-asset class management, modeling, order generation, compliance, and performance analytics. Features include real-time P&L, risk analytics, and regulatory reporting.
A cloud-based investment accounting and analytics platform providing data aggregation, reconciliation, investment accounting, compliance monitoring, performance tracking, and risk analytics across all asset classes.
A comprehensive wealth management platform that supports model management, portfolio construction, trading, rebalancing, performance reporting, and compliance monitoring. Features include tax-efficient trading, custom model creation, and secure client reporting.
