Boston, September 13, 2016 – The global investment business totals US$63 trillion in assets under management, and behind the scenes, the industry is powered by investment-centric technology: portfolio systems. The portfolio system is most typically, and ideally, a single database solution with fully integrated components that serve nearly every functional area of an investment firm, but today more than ever, solutions have deepened features and functionality to serve a wider variety of product types at investment firms.
This report explores the past, present, and future trends in this critical technology sector. It is based on 2016 Aite Group interviews of strategy staff, product managers, implementation representatives, and/or sales managers from vendors of more than 35 portfolio management and accounting systems serving the asset management industry.
This 32-page Impact Report contains five figures and three tables. Clients of Aite Group’s Institutional Securities & Investments or Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Backstop Solutions, Black Mountain, Bloomberg, BNY Mellon’s Nexen, Bravura, Broadridge (Paladyne/QED), ERI Bancaire, Calypso, Charles River, Clearwater Analytics, ClearStructure, Eze Software, Equipos, Enfusion, HedgeGuard, FactSet Code Red, Imagine Software, Indata, InvestSoft Technology, Linedata, MetricStream, Misys, Murex, Narrative Science, OpenLink Financial, Pacific Fund Systems, NeoXam, NRI, Milestone Group, Eagle Investment, FIS SunGard, SimCorp, State Street GX, S&S Technologies, Vidrio Financial, Temenos, Varden, Vermillion, VestServe, TradingScreen, and Xnet.