AI Buyer Insights:

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● 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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● 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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● 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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● 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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Printpack, 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, 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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Filters
Logo Vendor Product Category Market Records
BNY Mellon BNY Mellon Eagle Investment Accounting Portfolio and Investment Management Investment Management 75
SS&C Technologies SS&C Portia Portfolio and Investment Management Investment Management 63
SS&C Technologies SS&C HiPortfolio Portfolio and Investment Management Investment Management 60
SS&C Technologies SS&C Advent Portfolio Exchange Portfolio and Investment Management Investment Management 59
State Street Corporation State Street PAM for Investments Portfolio and Investment Management Investment Management 54
Clearwater Analytics Clearwater Platform Portfolio and Investment Management Investment Management 50
FIS Global FIS InTrader Portfolio and Investment Management Investment Management 49
FIS Global FIS Investment Accounting Manager (formerly InvestOne) Portfolio and Investment Management Investment Management 45
SS&C Technologies SS&C Pacer Portfolio and Investment Management Investment Management 41
FIS Global FIS AvantGard APS2 Portfolio and Investment Management Investment Management 37
Showing 11 to 20 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