Portfolio Systems Catalog: A Comprehensive Guide to Portfolio Systems Vendor/Product Detail

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23 November 2015


The Portfolio Systems Catalog is a comprehensive review of portfolio systems applications and services currently serving the buy side, including asset managers, insurance funds, pension funds, family offices, hedge funds, custodians, and fund administrators.

The catalog is to be used as a reference guide covering the majority of portfolio systems providers across the globe currently providing applications to the buy side market. Material has been edited to be concise.

Vendor portfolio systems vary widely depending on the AuM level of the asset manager targeted. This is especially apparent where family office wealth management merges with SME institutional investing. This reference guide is inclusive of vendors that broadly fall within the definition of portfolio systems in order to give the reader a fuller view of the market and supporting vendors.

“The buy side is looking beyond tactical fixes to solve front-to-back trade flow and overall portfolio management,” says Jay Wolstenholme, a senior analyst with Celent’s Securities & Investment practice and author of the report. “Asset managers need cost-efficient solutions to handle the diverse demands of clients, regulators, and investments. Asset managers managing multi-trillion AuM to family offices and wealth managers are all re-evaluating their portfolio operations and systems and where to best source their optimal solution.”

The report covers more than 50 vendor products.