AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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, BlackRock Aladdin, Murex MX.3, Bloomberg AIM, 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.

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Logo Vendor Product Category Market Records
SimCorp SimCorp Dimension Portfolio and Investment Management Investment Management 242
Orion Advisor Solutions Orion Enterprise Portfolio and Investment Management Investment Management 229
Envestnet Envestnet Tamarac Portfolio and Investment Management Investment Management 214
BlackRock BlackRock Aladdin Portfolio and Investment Management Investment Management 137
Murex Murex MX.3 Trading Platform, Portfolio and Investment Management Investment Management 135
Bloomberg Bloomberg AIM Portfolio and Investment Management Investment Management 135
SS&C Technologies SS&C Advent Geneva Portfolio and Investment Management Investment Management 129
Profidata Group Profidata XENTIS Portfolio and Investment Management Investment Management 99
Apex Group PFS-PAXUS Portfolio and Investment Management Investment Management 86
Charles River Development Charles River IMS - Portfolio Management Portfolio and Investment Management Investment Management 84
Showing 1 to 10 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. Vellichor Media, a United States based Media organization with 33 Employees
  2. Aesn, a United Kingdom based Professional Services company with 70 Employees
  3. Subnet Solutions, a Canada based Professional Services organization with 70 Employees
Logo Company Industry Employees Revenue Country Evaluated
Vellichor Media Media 33 $3M United States 2026-05-12
Aesn Professional Services 70 $7M United Kingdom 2026-05-05
Subnet Solutions Professional Services 70 $7M Canada 2026-04-30
Professional Services 6750 $1.7B Australia 2026-04-09
Manufacturing 63000 $14.2B Sweden 2026-03-31
Banking and Financial Services 200 $23M Hungary 2026-02-25
Construction and Real Estate 10 $1M United States 2026-02-22
Banking and Financial Services 10 $1M France 2026-02-16
Consumer Packaged Goods 100 $25M United States 2026-02-16
Healthcare 15 $2M United States 2026-02-16