11 — Technology category · TR-140.50
Investment Management Platforms
Portfolio, order and investment accounting systems that model and rebalance portfolios, run orders through pre-trade checks to execution, and keep the book of record for holdings and performance.
- Order Management System
- OMS
- Execution Management System
- Portfolio Management System
- Investment Book of Record
- IBOR
- Wealth Management Platform
In scope
- Portfolio modeling and rebalancing
- Order and execution management with pre-trade compliance
- Trade allocation and post-trade matching
- Investment accounting and performance measurement
- Advisor and client wealth workstations
Out of scope
Example technologies · 7
Well-known technologies in this category, named as facts. Not a shortlist or an endorsement.
- BlackRock Aladdin
- Charles River IMS
- SimCorp
- SS&C Advent
- Bloomberg AIM
- Envestnet
- FIX Protocol