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Industry‑standard market data, analytics, trading, and portfolio management tools with real‑time news and extensive integration.
#3 FactSet
Integrated data and analytics platform delivering portfolio analytics, risk management, and reporting for investment professionals.
Powerful financial data, analytics, and workflow tools for portfolio construction, risk, and compliance.
Enterprise‑grade investment management system covering front‑, middle‑ and back‑office functions, including accounting and performance reporting.
End‑to‑end order and execution management, compliance, and portfolio analytics for asset managers.
Comprehensive risk analytics, portfolio management, and operations platform used by large asset managers and insurers.
Cloud‑based portfolio accounting, performance measurement, and reporting solution for RIAs and wealth managers.
Integrated portfolio accounting, performance reporting, billing, and client portal for independent advisors.
Unified platform for portfolio management, reporting, rebalancing, and client communication.
#11 Allvue Systems
Front‑, middle‑ and back‑office solution for alternative asset managers, offering accounting, reporting, and investor relations.
Data aggregation and analytics platform for private equity and alternative investment managers.
#13 Vestmark
Portfolio accounting, performance measurement, and reporting system designed for wealth managers and RIAs.
#14 S&P Capital IQ
Financial data, analytics, and reporting tools that integrate with portfolio management workflows.
#15 YCharts
Data visualization and analytics platform offering portfolio tracking, performance attribution, and client reporting.
#16 InvestEdge
Cloud‑based portfolio accounting, performance measurement, and compliance solution for small to mid‑size firms.
Comprehensive portfolio accounting and reporting suite with robust performance analytics.
SaaS investment accounting and reporting platform with real‑time data aggregation and compliance tools.
Specialized solution for private equity, real estate, and other alternative assets, covering accounting, reporting, and investor relations.
Integrated front‑ and back‑office platform offering portfolio management, performance reporting, and client portals.
#21 Addepar
Data aggregation and analytics platform for wealth managers, delivering customizable reporting and performance dashboards.