AI Buyer Insights:

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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
Broadridge Broadridge Sentry PM Portfolio and Investment Management Investment Management 4
Captools Captools Portfolio and Investment Management Investment Management 1
Carta Carta Fund Administration Portfolio and Investment Management Investment Management 3
CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management Investment Management 24
CGI Group CGI Wealth360 Portfolio Management (formerly mPower) Portfolio and Investment Management Investment Management 5
Charles River Development Charles River Anywhere Portfolio and Investment Management Investment Management 4
Charles River Development Charles River IMS - Portfolio Management Portfolio and Investment Management Investment Management 84
The Citco Group Citco AExeo Portfolio and Investment Management Investment Management 2
Clearwater Analytics Clearwater JUMP Portfolio and Investment Management Investment Management 2
Clearwater Analytics Clearwater Platform Portfolio and Investment Management Investment Management 49
Showing 31 to 40 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