Computerized Portfolio Management Services

Financial Software · 51-200 Employees

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Overview

Phone Number

(416) 489-7074

Revenue

$10.3 Million

Industry

Financial Software Finance Software Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Computerized Portfolio Management Services

CPMS, acquired in 2009 by Morningstar Research Inc., the Canadian subsidiary of Morningstar Inc. (NASDAQ: MORN), provides a broad range of portfolio analysis and equity return enhancement products. We have a reputation of delivering only the highest quality data. Our client list covers a very broad range of the investment community: institutional money managers, pension plans, investment counselors, sales desks, and investment advisors.Explore more
Popular SearchesComputerized Portfolio Management Services IncComputerized Portfolio Management ServicesComputerized PortfolioSIC Code 73,737NAICS Code 51,518Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Computerized Portfolio Ma...

$10.3M
51-200
Private
-
1984
N/A
$77.3M
51-200
Private
-
1982
JT
John TimmonsChief Technology Officer
$20.9M
51-200
Private
-
-
N/A
$13.5M
11-50
Private
-
2009
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
11-50
Private
-
2005
Jeffrey Israel, President & Chief Operating Officer & Managing Director at Black Creek Investment Management
Jeffrey IsraelPresident & Chief Operating Officer & Managing Director
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Computerized Portfolio Management Services is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Computerized Portfolio Management Services is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Computerized Portfolio Management Services.

Computerized Portfolio Management Services Tech Stack

A closer look at the technologies used by Computerized Portfolio Management Services

Top Financial Software Companies

Frequently Asked Questions Regarding Computerized Portfolio Management Services

What is Computerized Portfolio Management Services's official website?
Computerized Portfolio Management Services's official website is www.cpms.com
What is Computerized Portfolio Management Services's Revenue?
Computerized Portfolio Management Services's revenue is $10.3 Million
What is Computerized Portfolio Management Services's SIC code?
Computerized Portfolio Management Services's SIC: 73,737
What is Computerized Portfolio Management Services's NAICS code?
Computerized Portfolio Management Services's NAICS: 51,518
How many employees does Computerized Portfolio Management Services have?
Computerized Portfolio Management Services has 51-200 employees
What industry does Computerized Portfolio Management Services belong to?
Computerized Portfolio Management Services is in the industry of: Financial Software, Finance, Software
What is Computerized Portfolio Management Services competition?
Computerized Portfolio Management Services top competitors include: Black Creek Investment Management, Leith Wheeler Investment Counsel, Canaccord Genuity, Alitis Investment Counsel
What technology does Computerized Portfolio Management Services use?
Some of the popular technologies that Computerized Portfolio Management Services uses are: NS1, Proofpoint, Neustar UltraDNS, Microsoft 365
How do I contact Computerized Portfolio Management Services?
Computerized Portfolio Management Services contact info: Phone number: (416) 489-7074 Website: www.cpms.com
What does Computerized Portfolio Management Services do?

CPMS, acquired in 2009 by Morningstar Research Inc., the Canadian subsidiary of Morningstar Inc. (NASDAQ: MORN), provides a broad range of portfolio analysis and equity return enhancement products. We have a reputation of delivering only the highest quality data. Our client list covers a very broad range of the investment community: institutional m... oney managers, pension plans, investment counselors, sales desks, and investment advisors.Read More

Is Computerized Portfolio Management Services a public company?
Computerized Portfolio Management Services is private company therefore does not currently have an official ticker symbol
See more information about Computerized Portfolio Management Services

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