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Portfolio Management

Portfolio Management Software

This includes Composite Reporting packages and to simplify GIPS compliance. Portfolio management software are usually used by the Asset Management group of a bank. Here are some popular vendors of portfolio management software.

SunGard Investment Management Systems

For advanced processing of shareholder accounts, mutual fund sponsors around the world turn to SunGard Investar*ONE.

Investar*ONE is the world's only real-time, high-volume transfer agency platform with 24/7 accessibility. It has long been the choice of leading mutual fund providers throughout the United States. And in recent years, it has become a truly global solution, providing fund sponsors around the world with the features and functions they need to succeed in today's super-competitive market.


Charles River Development

The Charles River Trading System (CRTS), a multicurrency portfolio and order management system automates the buy-side investment management process to facilitate straight through processing (STP). ComplianceMaster, a pre/post trade compliance solution, significantly increases firm compliance through the real-time monitoring of account and regulatory guidelines and risk exposure.


Advent Software Inc.

The world's leading provider of automated solutions for investment professionals. Advent's powerful solutions enable firms of all sizes to run their business more effectively, maximize client service and performance, and improve productivity and communication throughout their organization.



StatPro is a leading provider of portfolio analytics for the global asset management industry. StatPro was founded in 1994 by Justin Wheatley. StatPro subsequently developed a suite of products including StatPro Composites that is used to help fund managers comply with Global Investment Performance Standards ("GIPS").

Client List: Abbey National, Atlanta Capital, Baring Asset Management, Credit Suisse Asset Management, Deutsche Asset Management, Dresdner Bank, Generali, HSBC, IBM, UBS Fund Managment (Switzerland)

Products & Services: StatPro Performance and Attribution, Composites, Risk Management, Fixed Income, Funds, API, Composites Views.


Related Websites

Links to other portfolio management software solutions.

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