Integrated Portfolio System Suites With OMS: Stand by Me
Report Summary
Integrated Portfolio System Suites With OMS: Stand by Me
To meet increased demand, integrated portfolio system providers enhance their order management systems.
Boston, December 18, 2013 – For firms that offer portfolio management and accounting systems, competing in the trade OMS market is a particularly tough endeavor. In the face of demanding clients, asset management firms' expanding global footprint, and new competition, these often-established vendors must stand by their clients, delivering a full spectrum of features and functionality. For their part, asset managers still wonder which to choose: Suite, or best of breed? Hosted, or installation? The ultimate decision reflects each client’s viewpoint at a particular point in time, rendering the replacement market an active and valuable one.
This Aite Group Impact Report reviews the state of the front-to-back, integrated portfolio systems market with OMS, assisting asset managers and fund administrators in short-listing portfolio systems. It also profiles eight integrated portfolio system suites with OMS: Advent Software, Eze Software Group, Indata, Linedata , Misys, Paladyne, SimCorp, and SS&C Technologies. Based on August to October 2013 Aite Group surveys of and interviews with 22 vendors representing 31 portfolio management and accounting systems, it is the second in a series of reports about portfolio systems—find the first here.
This 56-page Impact Report contains six figures and 19 tables. Clients of Aite Group's Institutional Securities & Investments service can download this report.