Investment Book of Record

Share and Save

Content

Investment Book of Record

This research report answers the questions about what Investment Book of Record (IBOR) really means to investment management firms, why it is needed, how it can be implemented, and what vendor solutions offer.

This report includes reviews of 15 different IBOR vendor solutions, ranging from front office systems to integrated front-to-back platforms, data hubs, accounting systems, and more. Investment Accounting Systems include Advent Geneva, Linedata I-BOR, Multifonds, and SunGard InvestOne. Order Management Systems include BlackRock Solutions Aladdin, Bloomberg AIM, and Charles River Development IMS. Integrated Solutions include Calypso Technology, Misys FusionInvest, and SimCorp Dimension. Data Centric Solutions include DST Global Solutions Anova, Eagle Investment Systems Eagle Portfolio Management Suite, Fidessa Position Dynamics, GoldenSource EDM Suite, and SmartCo IBOR.

Membership is Required to Access "Locked" Insights and Content

Cutter members can access all insights and their associated resources after logging in. Public access is available for select content marked without a "lock" symbol.

Member Login

Forgot Password

Don’t have a login and your firm is a Cutter Research member? Create an account for full access.

Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.

Additional insights on

Portfolio Management & Trading

Jun 01, 2026 The Future of Trading: Infinite Possibilities Infographic For years, outsourced trading sat on the sidelines of firms’ buy‑side operating models, viewed as a stopgap for small or emerging managers without the scale to run an in‑house desk. That perception has shifted, and cost is no longer the sole driver. Jul 01, 2026 Outsourced Trading: Execution at Scale Report For years, outsourced trading sat on the sidelines of firms' buy side operating models, viewed as a stopgap for small or emerging managers without the scale to run an in house desk. That perception has shifted, and cost is no longer the sole driver.