Business, Startups & Finance

Top 20 Alternatives to FactSet Portfolio Analytics in Investment Management Software

FactSet Portfolio Analytics offers deep risk, performance, and attribution tools for institutional investors. Below is a curated list of 20 comparable platforms that provide portfolio analytics, risk management, and reporting capabilities for investment managers.

ID: 10837
Items: 20
Total Votes: 0
Forks: 0
Disclosure: Some links are affiliate links. If you buy through them, we may earn a commission at no extra cost to you, supporting our work without affecting our ratings.
Want to feature your product on this list?
Sponsorship

Get targeted exposure with custom position pinning and highlighted placement.

Contact Us
1
0

Bloomberg Terminal

Visit

Comprehensive market data, analytics, and trading tools with robust portfolio risk and performance analytics.

2
0

Refinitiv Eikon

Visit

Real‑time data, analytics, and workflow solutions, including multi‑asset risk and attribution modules.

3
0

Morningstar Direct

Visit

Investment research platform with portfolio analysis, performance attribution, and benchmarking tools.

More Related Lists to Explore
4
0

S&P Capital IQ

Visit

Financial intelligence suite offering portfolio analytics, risk modeling, and peer comparison.

5
0

MSCI Barra

Visit

Advanced risk analytics and factor modeling for equities, fixed income, and multi‑asset portfolios.

6
0

BlackRock Aladdin

Visit

End‑to‑end investment management platform with risk analytics, scenario analysis, and compliance monitoring.

7
0

SimCorp Dimension

Visit

Integrated investment management system delivering portfolio accounting, risk analytics, and performance measurement.

8
0

Charles River Development (CRD) – SS&C

Visit

Front‑to‑back investment management solution with portfolio analytics, compliance, and order management.

9
0

Qontigo Axioma

Visit

Factor‑based risk models and performance attribution tools for multi‑asset portfolios.

10
0

Portware

Visit

Execution management system with real‑time risk analytics and post‑trade performance reporting.

11
0

Eagle Investment Systems

Visit

Data management and analytics platform offering portfolio accounting, risk, and performance reporting.

12
0

Envestnet | Yodlee

Visit

Wealth management platform with portfolio analytics, risk scoring, and client reporting.

13
0

FactSet Revere

Visit

FactSet’s own risk‑focused solution delivering scenario analysis, stress testing, and factor exposure.

14
0

RiskMetrics (MSCI) – RiskMetrics Group

Visit

Enterprise‑grade risk analytics, VaR, stress testing, and performance attribution.

15
0

Sentieo

Visit

Research platform combining data aggregation, financial modeling, and portfolio analytics.

16
0

PitchBook

Visit

Private market data and analytics with portfolio monitoring and performance tracking for VC/PE assets.

17
0

Preqin

Visit

Alternative assets data platform offering portfolio analytics, benchmarking, and fund performance tools.

18
0

FactSet Portfolio Analytics Cloud (FPAC)

Visit

Cloud‑native version of FactSet’s analytics suite, delivering scalable risk and performance calculations.

19
0

Ortec Finance

Visit

Quantitative risk and performance analytics with scenario analysis and stress testing for institutional portfolios.

20
0

BNY Mellon Pershing Portfolio Analytics

Visit

Broker‑dealer offering integrated performance measurement, attribution, and risk reporting.