Just In Buyer Insights:

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● 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

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

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, FactSet Portfolio Analytics, Clearwater Wilshire Atlas, LSEG Refinitiv Lipper, FactSet Performance, MoneyGuidePro, BlackRock eFront Insight Sustainability, Bloomberg Portfolio Analytics, Clearwater for Stable Value, Morningstar On Demand, Nasdaq eVestment ESG Analytics, Factset BISAM B-One, In-House Spectrum Platform, aixigo BLOXX Financial Planning, Broadridge Performance and Attribution, Allvue Performance Attribution, Wealthcare GDX360 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 722
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 21
InvestCloud InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning Investment Management 8
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
MoneyGuidePro MoneyGuidePro Portfolio and Investment Performance and Planning Investment Management 3
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
BlackRock BlackRock eFront Insight Sustainability 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. Evelyn Partners, a United Kingdom based Banking and Financial Services organization with 4097 Employees
  2. KFin Technologies India, a India based Banking and Financial Services company with 5500 Employees
  3. EKO Integrated Services, a Ireland based Professional Services organization with 30 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, FactSet Portfolio Analytics, Clearwater Wilshire Atlas, MoneyGuidePro, FactSet Performance, LSEG Refinitiv Lipper and BlackRock eFront Insight Sustainability.

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

We currently track 70 Portfolio and Investment Performance and Planning applications with 873 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 6 active evaluations in Portfolio and Investment Performance and Planning, including Evelyn Partners, KFin Technologies India and EKO Integrated Services.

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