AI Buyer Insights:

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

Top Portfolio and Investment Management Software Apps, Market Size and Forecast

Since 2010, our global team of researchers has been studying the patterns of the Portfolio and Investment Management software purchases by customers around the world, aggregating massive amounts of data points that form the basis of our Portfolio and Investment Management software market size and forecast assumptions and perhaps the rise and fall of certain Portfolio and Investment Management vendors.

Custom data cuts related to the Portfolio and Investment Management software market are available:
  • Top 10 Portfolio and Investment Management software vendors, market share, 2010-to-present, and five-year forecast
  • 2010-to-present Portfolio and Investment Management software market by revenue Type (on-prem vs cloud vs AI)
  • 2010-to-present Portfolio and Investment Management software market by customer size (revenue, employees, asset)
  • 2010-to-present Portfolio and Investment Management software market by industry (21 verticals)
  • 2010-to-present Portfolio and Investment Management software market by geography (city, state, country, region)
  • 2010-to-present Portfolio and Investment Management software market by channel (direct vs indirect)
  • 2010-to-present Portfolio and Investment Management software market by product market share

Some of the Portfolio and Investment Management apps that we have been tracking include: SimCorp Dimension, Orion Enterprise, Envestnet Tamarac, Bloomberg AIM, BlackRock Aladdin, Murex MX.3, SS&C Advent Geneva, Profidata XENTIS, PFS-PAXUS, Charles River IMS - Portfolio Management, BNY Mellon Eagle Investment Accounting, SS&C Portia, SS&C HiPortfolio, SS&C Advent Portfolio Exchange, State Street PAM for Investments, Clearwater Platform, FIS InTrader, FIS Investment Accounting Manager (formerly InvestOne), SS&C Pacer, FIS AvantGard APS2 and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
DTCC DTCC ITP (formerly Omgeo) Portfolio and Investment Management Investment Management 6
FIS Global FIS TrustDesk Portfolio and Investment Management Investment Management 3
CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management Investment Management 24
Broadridge Broadridge Portfolio Master Portfolio and Investment Management Investment Management 4
Morningstar Morningstar Direct Portfolio and Investment Management Investment Management 7
Charles River Development Charles River Anywhere Portfolio and Investment Management Investment Management 4
Clearwater Analytics Clearwater JUMP Portfolio and Investment Management Investment Management 2
BNY Mellon BNY Mellon Eagle Investment Accounting Portfolio and Investment Management Investment Management 75
Linedata Linedata MFact Portfolio and Investment Management Investment Management 14
Financial Risk Solutions FRS InvestPro Portfolio and Investment Management Investment Management 30
Showing 61 to 70 of 166 entries

Buyer Intent: Companies Evaluating Portfolio and Investment Management Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Portfolio and Investment Management applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Portfolio and Investment Management apps include:

  1. Whole Health Center Houston United States, a United States based Healthcare organization with 15 Employees
  2. Abc Recouvrement, a France based Banking and Financial Services company with 10 Employees
  3. Apres Nail, a United States based Consumer Packaged Goods organization with 100 Employees
Logo Company Industry Employees Revenue Country Evaluated
No data found