AI Buyer Insights:

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● 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

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

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

● California Polytechnic State University, an Oracle PeopleSoft ERP 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, 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. Indigobook, a United States based Communications organization with 360 Employees
  2. 8 Miles Solution, a United States based Professional Services company with 40 Employees
  3. African Trade Insurance Agency, a Kenya based Insurance organization with 1125 Employees
Logo Company Industry Employees Revenue Country Evaluated
Indigobook Communications 360 $27M United States 2026-06-06
8 Miles Solution Professional Services 40 $4M United States 2026-06-06
African Trade Insurance Agency Insurance 1125 $145M Kenya 2026-06-02
Media 33 $3M United States 2026-05-12
Professional Services 70 $7M United Kingdom 2026-05-05
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