We currently use Morningstar Office, but we're looking to move away from that. What else do y'all use for performance reporting and portfolio management?
Trending Content - Asset Management Forum
Career Resources
WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
We just started using Factset and it's actually very good for performance analysis. As far as everything else goes though, Bloomberg is superior. I don't have any experience with Morningstar to give you a relative opinion there.
Portfolio Level Software / Modeling (Originally Posted: 10/10/2017)
Do any of your firms use any type of portfolio modeling software outside of excel models for fund level modeling?
Hey Chef Yaboyardee, sorry about the delay, but are any of these useful:
More suggestions...
You're welcome.
Asset/Portfolio Managers - what dababase system does your shop use? (Originally Posted: 02/28/2018)
Say you need to store rent rolls, operating stmts etc... what database does your shop use to store and pull these data to excel? Anybody uses SQL or have expert knowledge in SQL as a result of the job? Also, please let me know the Approx AUM and size of your fund, just trying to get a sense of what the other folks are doing. Thanks!
money.monkey, hey, look at the bright side, at least you didn't get a ton of monkey shit thrown at you...here is my best guess on threads that might be helpful:
what is the dress code for other sectors of RE? I know my company is very ... href="https://www.wallstreetoasis.com/guide/consulting-case-interviews">Management Consulting Interviews
Asset Management ... Hello, This page will be used to engage with the wealth management summer analyst program at JPM. ... How are your interviews going? I just recently had a phone interview 2018 Internship jpm Wealth ...
Calling relevant pros to the rescue! Werber Matt-Connors Daniel-Coutinho
You're welcome.
Which portfolio management systems is your firm using ? (Originally Posted: 04/11/2013)
Wondering which portfolio /accounting management systems people favor., i.e.
Geneva (Advent) APX or Axys UPM, etc.
Best in class ?
Tenetur optio nemo error inventore cum. Pariatur qui et vero facere molestias itaque. In veniam quis illo cupiditate et. Odio suscipit omnis quae adipisci.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...