Rochester Hills, 48306, MI,
United States
Manifest Investing Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Manifest Investing and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 260 Manifest Investing employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Manifest Investing has purchased the following applications: Investment Account Manager for Portfolio and Investment Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Manifest Investing is running and its propensity to invest more and deepen its relationship with Investment Account Manager or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Manifest Investing revenues, which have grown to $65.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Manifest Investing intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Investment Account Manager | Legacy | Investment Account Manager | Portfolio and Investment Management | Investment Management | n/a | 2019 | 2019 |
In 2019, Manifest Investing implemented Investment Account Manager to support portfolio analysis and investor-facing reporting in the United States. Investment Account Manager is used as a Portfolio and Investment Management solution to handle portfolio accounting and consolidated investor reporting for the advisory business.
The deployment focuses on portfolio accounting and reporting modules, inferred to include portfolio analytics, performance attribution, security-level positions, transaction processing, and automated client statement generation consistent with Portfolio and Investment Management capabilities. Investment Account Manager provides a unified data model for holdings, transactions, and cash flows to enable periodic investor reports and advisor-facing portfolio analysis.
Operational coverage is centered on investment operations and client reporting within Manifest Investing's advisory services, delivering analytical outputs and investor-facing statements to advisors and clients. Manifest Investing is listed as a partner on the Investment Account Manager vendor site, confirming use of Investment Account Manager for portfolio analysis and investor-facing reporting, and the relationship is characterized as Manifest Investing Investment Account Manager Portfolio and Investment Management for advisory reporting workflows.
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||