AI Buyer Insights:

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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
Limina Limina IMS Portfolio and Investment Management Investment Management 4
SS&C Technologies SS&C Advent General Ledger Exchange Portfolio and Investment Management Investment Management 4
Temenos Temenos FundSuite Portfolio and Investment Management Investment Management 4
SimCorp SimCorp Portfolio Workbench Portfolio and Investment Management Investment Management 4
Morningstar Morningstar Portfolio Manager Portfolio and Investment Management Investment Management 4
SS&C Technologies SS&C Advent Revenue Center Portfolio and Investment Management Investment Management 3
AngelList AngelList Fund Administration Portfolio and Investment Management Investment Management 3
Infront Infront Assetmax Portfolio and Investment Management Investment Management 3
Jack Henry & Associates Jack Henry FactorSoft Portfolio and Investment Management Investment Management 3
FIS Global FIS Global Plus Portfolio and Investment Management Investment Management 3
Showing 71 to 80 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. PPM America, a United States based Banking and Financial Services organization with 222 Employees
  2. Advik Communication, a India based Communications company with 230 Employees
  3. Indigobook, a United States based Communications organization with 360 Employees
Logo Company Industry Employees Revenue Country Evaluated
PPM America Banking and Financial Services 222 $42M United States 2026-07-13
Advik Communication Communications 230 $58M India 2026-07-11
Indigobook Communications 360 $27M United States 2026-06-06
Professional Services 40 $4M United States 2026-06-06
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