AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

Top Portfolio and Investment Performance and Planning Software Apps, Market Size and Forecast

Since 2010, our global team of researchers has been studying the patterns of the Portfolio and Investment Performance and Planning software purchases by customers around the world, aggregating massive amounts of data points that form the basis of our Portfolio and Investment Performance and Planning software market size and forecast assumptions and perhaps the rise and fall of certain Portfolio and Investment Performance and Planning vendors.

Custom data cuts related to the Portfolio and Investment Performance and Planning software market are available:
  • Top 10 Portfolio and Investment Performance and Planning software vendors, market share and forecast 2024-2029
  • 2023 Portfolio and Investment Performance and Planning software market by revenue Type (on-prem vs cloud)
  • 2023 Portfolio and Investment Performance and Planning software market by customer size (no. of employees, revenue)
  • 2023 Portfolio and Investment Performance and Planning software market by industry (21 verticals)
  • 2023 Portfolio and Investment Performance and Planning software market by geography (city, state, country, region)
  • 2023 Portfolio and Investment Performance and Planning software market by channel (direct vs indirect)
  • 2023 Portfolio and Investment Performance and Planning software market by product market share

Some of the Portfolio and Investment Performance and Planning apps that we have been tracking include: eMoney Advisor, Allvue Investment Accounting, Iress Xplan, InvestCloud Advicent NaviPlan, AdvisorEngine Goals-based Planning, AdvisorEngine Portfolio Management Performance Reporting, FactSet Portfolio Analytics, Clearwater Wilshire Atlas, Allocare AMS Performance and Reporting, Allocare AMS Portfolio Analysis, aixigo BLOXX Financial Planning, Allvue Portfolio Monitoring, Allvue Performance Attribution, AssetMark Adhesion Wealth Proposal Generation, Accutech Cheetah TAX, MoneyGuidePro, Accutech Cheetah PROPOSAL, ARGUS Intelligence, Asset-Map Financial Planning, BlackRock eFront Insight Sustainability and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 723
Allvue Systems Allvue Investment Accounting Portfolio and Investment Performance and Planning Investment Management 88
Iress Iress Xplan Portfolio and Investment Performance and Planning Investment Management 22
InvestCloud InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning Investment Management 8
AdvisorEngine AdvisorEngine Goals-based Planning Portfolio and Investment Performance and Planning Investment Management 6
AdvisorEngine AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning Investment Management 6
FactSet FactSet Portfolio Analytics Portfolio and Investment Performance and Planning Investment Management 5
Clearwater Analytics Clearwater Wilshire Atlas Portfolio and Investment Performance and Planning Investment Management 4
FactSet FactSet Performance Portfolio and Investment Performance and Planning Investment Management 3
London Stock Exchange Group LSEG Refinitiv Lipper Portfolio and Investment Performance and Planning Investment Management 3
Showing 1 to 10 of 70 entries

Buyer Intent: Companies Evaluating Portfolio and Investment Performance and Planning Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Portfolio and Investment Performance and Planning applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Portfolio and Investment Performance and Planning apps include:

  1. Amogen Pharma India, a India based Life Sciences organization with 27 Employees
  2. Evelyn Partners, a United Kingdom based Banking and Financial Services company with 4097 Employees
  3. KFin Technologies India, a India based Banking and Financial Services organization with 5500 Employees
Logo Company Industry Employees Revenue Country Evaluated
No data found
FAQ - APPS RUN THE WORLD Portfolio and Investment Performance and Planning Software Coverage

Portfolio and Investment Performance and Planning is a software category within the Investment Management market used by organizations across 21+ industries.

The most adopted Portfolio and Investment Performance and Planning apps include eMoney Advisor, Allvue Investment Accounting, Iress Xplan, InvestCloud Advicent NaviPlan, AdvisorEngine Goals-based Planning, AdvisorEngine Portfolio Management Performance Reporting, FactSet Portfolio Analytics, Clearwater Wilshire Atlas, FactSet Performance and LSEG Refinitiv Lipper.

Category leaders by customer count include eMoney Advisor, Allvue Systems, Iress, InvestCloud, AdvisorEngine, FactSet, Clearwater Analytics, London Stock Exchange Group, MoneyGuidePro and Altus Group.

We currently track 70 Portfolio and Investment Performance and Planning applications with 920 verified customer records.

The dataset is updated daily, covers historical records since the 1990s, and is revalidated once per year.

Over the last 12 months we recorded 7 active evaluations in Portfolio and Investment Performance and Planning, including Amogen Pharma India, Evelyn Partners and KFin Technologies India.

Subscribe to APPS RUN THE WORLD to access complete Portfolio and Investment Performance and Planning datasets, including customer lists, firmographics, technographics, and deployment details.