AI Buyer Insights:

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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
Morningstar Morningstar Direct Portfolio and Investment Management Investment Management 7
DTCC DTCC ITP (formerly Omgeo) Portfolio and Investment Management Investment Management 6
SS&C Technologies SS&C Advent Axys Portfolio and Investment Management Investment Management 6
FIS Global SunGard Global Plus Portfolio and Investment Management Investment Management 6
Profidata Group Profidata e-AMIS Portfolio and Investment Management Investment Management 6
CGI Group CGI Wealth360 Portfolio Management (formerly mPower) Portfolio and Investment Management Investment Management 5
Linedata Linedata Chorus Portfolio and Investment Management Investment Management 5
AdvisorEngine AdvisorEngine Portfolio Management Portfolio and Investment Management Investment Management 5
SimCorp Simcorp Dimensions Portfolio and Investment Management Investment Management 4
BlackRock BlackRock Aladdin Accounting Portfolio and Investment Management Investment Management 4
Showing 41 to 50 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