Gartner Research

The Asset Management CIO's Guide to Portfolio Management Systems

Published: 29 January 2018

ID: G00345870

Analyst(s): Ali Merji

Summary

Most asset management firms' current portfolio management systems don't meet their rapidly changing regulatory requirements and market demands. This research provides CIOs a vendor landscape overview in terms of core functionality, risk and compliance management, reporting and additional tools.

Table Of Contents

Analysis

  • Portfolio Management System Capabilities Are Evolving and Expanding to Address Changing Customer Needs
  • Asset Management Firms' Portfolio Management Requirements Are Shifting
  • A Complex Market Environment Is Driving Portfolio Management System Consolidation
    • Cross-Asset-Class Support for Risk Analytics, Performance Management and Reporting
    • Ease of Integration
    • Availability of Flexible Deployment Models
  • PMS Vendors and Their Offerings
  • Vendor Profiles
    • Bloomberg
    • Broadridge
    • CAD IT
    • Calypso Technology
    • Charles River Development
    • Eagle Investment Systems
    • Eze Software
    • Fidessa
    • Finastra
    • FIS
    • INDATA
    • Linedata
    • Murex
    • Numerix
    • Openlink
    • Profile Software
    • SimCorp
    • SS&C
    • Tata Consultancy Services (TCS)
    • TORA

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