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Comprehensive end‑to‑end platform covering portfolio management, risk analytics, trading, and compliance for large asset managers.
Integrated investment management solution with order management, compliance, risk, and performance measurement.
Enterprise‑grade investment management system offering portfolio accounting, risk analytics, and reporting across multiple asset classes.
Robust analytics suite delivering performance attribution, risk modeling, and client reporting with real‑time data integration.
Full‑service order management and portfolio analytics platform tightly integrated with Bloomberg’s market data.
Modular platform covering OMS, portfolio accounting, compliance, and performance measurement for hedge funds and asset managers.
Cloud‑based portfolio accounting and performance reporting solution designed for wealth managers and family offices.
Investment analysis platform offering research, portfolio analytics, and reporting with extensive data coverage.
Risk and performance analytics engine delivering factor‑based insights and multi‑asset class reporting.
Integrated solution for portfolio accounting, performance measurement, and client reporting tailored to RIAs and wealth managers.
Unified platform combining portfolio management, trading, compliance, and reporting for independent advisors.
Enterprise suite delivering front‑to‑back office capabilities, including accounting, risk, and performance analytics.
Scalable portfolio accounting and performance reporting solution for mid‑size and large asset managers.
Data‑driven investment management platform focusing on performance attribution, risk analytics, and reporting.
#16 Riskalyze
Risk‑focused analytics platform that quantifies client risk tolerance and aligns portfolios accordingly.
Web‑based portfolio accounting and reporting system offering customizable dashboards and client portals.
#18 InvestCloud
Digital wealth platform delivering portfolio management, performance reporting, and client engagement tools.
Secure, cloud‑native solution for portfolio management, performance analytics, and client reporting for banks and credit unions.
#20 AssetMark
Comprehensive platform for independent advisors offering portfolio management, performance reporting, and compliance tools.
SaaS‑based investment accounting and reporting solution with real‑time performance analytics and audit‑ready data.