Waters Rankings' Best Portfolio Management System: Advent Software

Bernadette Crockett and Megan Sullivan

1. Advent Software 33.24%
2. Bloomberg 20.11%
3. Charles River Development 13.1%

When Waters readers seek the Best Portfolio Management System Provider, they know that they can count on San Francisco-based Advent Software to offer the right product for the job, whether it be the firm’s Geneva portfolio management system for alternative investments, its Advent Portfolio Exchange (APX) asset management tool, or its Axys integrated portfolio management, reporting and accounting system.

This year

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AFTAs 2023: All the winners and why they won

Here are the winners of the 30 categories in the 2023 American Financial Technology Awards. This year's multi-category winners are JP Morgan, Morgan Stanley, Goldman Sachs, Northern Trust and Wells Fargo.

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