Ranking the Vendors of Portfolio Management Systems
| Boston, MA, USA December 13, 2001
Ranking the Vendors of Portfolio Management Solutions
|Thomson Financial -- Portia||1|
|Advent Software -- Advent Office||2|
|Financial Models Company -- FMC Pacer||3|
The general industry movement towards automation, resulting in straight through processing and compressed trading and settlement cycles, holds the promise of cost savings and as well as being a competitive differentiator. Those firms capable of demonstrably better performance due to increased internal and external efficiencies will be able to woo more assets under their roof.
While it is impossible to move the market into calmer seas, it is possible for firms serving both institutional and retail investors to improve operational efficiency. Software systems have become useful tools in creating this operational efficiency while at the same time enhancing the client relationship. Portfolio management systems are core pieces of software for asset managers. These systems can help to address market and operational issues, and we expect that increasing interest in portfolio management solutions will translate into strong spending for such systems in the years to come, according to Fritz McCormick, author of the report.
The report highlights current trends in the industry and profiles twelve major vendors.
A Table of Contents is available online.
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Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].
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Table of Contents
|Boston, MA, USA December 13, 2001
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