Portfolio Management Compare 36 Companies

Trade Order Management: Key Features: - Issue trade settlement and track status through SWIFT and FIX messaging capabilities - Require Trade approval by restricting unauthorized users to save non-compliant trades to a staging area for management approval - Allocate block trades across various portfolios various means:...
Learn more about Trade Order Management

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet...

Investment Management: At Conning, we work with a broad range of asset classes and strategies to construct optimal portfolio solutions for our clients. Whether you are an insurer, pension plan or institutional investor, our global team of experts is dedicated to building the ideal custom portfolio to meet your goals.
Learn more about Investment Management

Manage entity books and records for partnerships, trusts, individuals and other legal entities. 

The Finys Suite is a digital platform of integrated modules for processing property/casualty insurance. Our comprehensive network of partners and data sources connects through prebuilt integrations that bring the latest insurtech features and capabilities transparently into the Suite. It uses...

MAXIMIS: Designed to meet the regulatory and management reporting needs of large insurance companies, SS&C’s MAXIMIS is a functionally rich, web-based, multi-tiered,platform-independent investment accounting solution, providing unlimited accounting basis support and easy integration with other back...
Learn more about MAXIMIS

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.

Larsen & Toubro Infotech (LTI)is a global technology consulting and digital solutions Company helping more than 300 clients succeed in a converging world. With operations in 30 countries, we go the extra mile for our clients and accelerate their digital transformation with LTI’s Mosaic...

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...