Find portfolio and investment accounting systems and solutions available to financial institutions on our online research platform and discover vendors listed on our directory. Use our innovative guide to evaluate portfolio/investment accounting software with comparison and analysis of their functionality including position and transaction-based calculation of realized and unrealized P/L.

Binfolio Celfocus (Former Novabase)
A flexible portfolio solution for valuation, accounting and reporting with automated data aggregation and a simple, modern user experience, for…
Oxane Crest Oxane Partners
Oxane CREST is an investment management platform aimed at real estate investors, lending platforms and asset managers, revolutionizing the way d…
OTC Derivatives, FI, FX, Swaps O/EMS Adroit Trading Technologies
The Alta E/OMS platform is the industries first front-to-back system capable of handling complex fund structures and OTC instruments out of the…
Dimension SimCorp
SimCorp Dimension is the most comprehensive integrated system on the market. It supports the complete buy-side investment management value chain…
ZagTrader Order Management Systems ZagTrader
ZagTrader Order Management System is a three-dimensional platform (Multi-Asset Class, Multi Market and Multi Currency), that supports Equities,…
BRITech Investment Management Platform BRITECH
BRITech's platform blends efficiency, simplicity and flexibility into an online suite that fully supports the needs of both front and back offic…
Oneview Asset Management Numerix
Oneview Asset Management is a cross-asset real-time risk and portfolio management solution for asset managers designed to provide institutional…
Babel Babel Systems Limited
Babel Systems is an advanced web-based modular platform for automated real time processing of equities, bonds and funds. Its modular design allo…
WealthMapper TietoEVRY
WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
PortfolioOne LayerOne Financial
PortfolioOne, is a turnkey, cloud-hosted, SaaS based solution that employs advanced big data principles and an intuitive, modern UI to address t…
PFTPro Suite Prometeia
PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
ZagTrader Asset & Portfolio Management ZagTrader
The ZagTrader Asset and Portfolio Management System (AMS) is a one-stop shop that will simplify all your operations so you can focus on your cor…
Insurance Policy Administration Radixweb
Radix’s in-depth understanding of the insurance business segment is reflected in this web-based insurance management system that resolves the lo…
Experlogix Document Generation and Automation Solution Experlogix
Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…

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