Just In Buyer Insights:

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● 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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● 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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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, Bloomberg Portfolio Analytics, BlackRock eFront Insight Sustainability, LSEG Refinitiv Lipper, MoneyGuidePro, Clearwater for Stable Value, Factset BISAM B-One, Nasdaq eVestment ESG Analytics, Morningstar On Demand, Clearwater Wilshire Atlas, FactSet Performance, In-House Spectrum Platform, Wealthcare GDX360, Allvue Performance Attribution, aixigo BLOXX Financial Planning, Broadridge Performance and Attribution and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
InvestCloud InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning Investment Management 8
Allvue Systems Allvue Investment Accounting Portfolio and Investment Performance and Planning Investment Management 87
eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 722
Iress Iress Xplan Portfolio and Investment Performance and Planning Investment Management 20
MoneyGuidePro MoneyGuidePro Portfolio and Investment Performance and Planning Investment Management 3
AssetMark AssetMark Adhesion Wealth Proposal Generation Portfolio and Investment Performance and Planning Investment Management 0
Advisor Controls Advisor Controls Portfolio and Investment Performance and Planning Investment Management 0
AdvisorEngine AdvisorEngine Goals-based Planning Portfolio and Investment Performance and Planning Investment Management 0
AdvisorEngine AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning Investment Management 0
Advisys Advisys Portfolio and Investment Performance and Planning Investment Management 0
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