The Portfolio Genius

The Portfolio Genius is a portfolio accounting and management software designed for financial institutions. It enables users to manage, account and report on portfolio investment and liability holdings, process purchases, sales, principal redemptions, and initiate interest payments for a range of investment securities, and view data at any stage of processin... show more

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Companies Currently Using The Portfolio Genius

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Synovus 1111 Bay Ave Ste 500 Columbus GA 31901-5269 US Finance Banking From 1,000 to 4,999 Over $1,000,000,000 (706) 644-2738 5 months ago
Harvard University Massachusetts Hall Cambridge MA 02138 US Education Colleges & Universities Above 10,000 Over $1,000,000,000 (617) 495-1000 5 months ago
Phaxis LLC - - - - - Unclassified Establishments Nonclassifiable Establishments Unknown Unknown - 5 months ago
SunTrust Banks 214 N Tryon St Charlotte NC 28202-1078 US Finance Banking Above 10,000 Over $1,000,000,000 (336) 733-2000 5 months ago
Truist Financial Corp. - - - - - Unclassified Establishments Nonclassifiable Establishments Unknown Unknown - 5 months ago
Harvard Business School Soldiers Field Boston MA 02163 US Education Colleges & Universities From 1,000 to 4,999 From $500,000,000 to $999,999,999 (617) 495-6128 6 months ago

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