Investment Management Software Programs
103 solutions found. Filter these results to match your needs.
Featured Investment Management Software
FC Portfolio is a solution for managing of all of your investment portfolio, accounting, reporting, and client-related tasks within one powerful investment management platform. Key features include: GIPS-compliant Presentation of Performance Reporting - Wide Range of Securities Covered - Interfaces with Brokers/Custodians - Automated Broker/Custodians Reconciliation - Client Management and Billing. Check Writing - Workflow engine, Reports distribution engine - Integrated General Ledger. [Learn more]
IMS is an integrated multi-currency investment management solution that maintains most any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (GIPS, IRR plus more), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. Accounting features: projects cash flows enabling "what if" analyses, complete history of activity, audit controls, reconcilement, flexible query/reporting and NAV/unitization. [Learn more]
Software Solutions for Credit Risk and Collections Management, Supplier Risk Management, and Commercial Loan Management. Our solutions feature nearly limitless configuration options, allowing you to achieve significant automation and workflow benefits, while still embracing your own expertise and experience. Visit our website for product video tours and interactive process diagrams that will take you through the process. [Learn more]
Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, Family Offices/Independent Asset Managers, and Trading. [Learn more]
Clearwater Analytics provides web-based, investment accounting and portfolio reporting and analytics for corporate treasuries, insurance companies, asset managers, and custody banks. Clearwater's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency available on the market today. Launched in 2004, with offices in New York City and Boise, Idaho, Clearwater reports on more than $750 billion in assets for more than 4,500 institutional clients worldwide. [Learn more]
All Investment Management Software
103 Solutions Listed
Actforex - Market Maker
Online trading platforms for financial institutions in the retail forex trading market-space. [Learn more]
Adhesion Wealth Advisor Solutions - WealthADV UMA and Reporting Platform
A comprehensive managed investing service, providing complete Unified Managed Account, client reporting and back office solutions. [Learn more]
Advent Software - Axys
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. [Learn more]
AdviceAmerica - AdvisorVision
Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. [Learn more]
Agile Financial Technologies - Agilis Investment Management Suite
Comprehensive Investment Mgt Suite with niche modules for Wealth Management, Fund Management including Asset Management & much more. [Learn more]
Agiletics - CAMS
Customer Cash Management Systems. CAMS processes a multitude of investment products. [Learn more]
AlternativeSoft - AlternativeSoft
Analytical software solution for portfolio construction, funds selection and tactical asset allocation using hedge fund strategies. [Learn more]
Alyuda Research - NeuroIntelligence
Neural network software for experts designed for intelligent support in applying neural networks to solve real-world forecasting, classification and function approximation problems. [Learn more]
Archway - ATWeb
The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries. [Learn more]
Argo Software Engineering - Argo Trading Platform
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more. [Learn more]
Arius Software - OpenAdvantage
Wealth management firms attract new customers, increase efficiency, and reduce cost by offering a superior, personalized experience. [Learn more]
ASC - Account Open.Account Management
ASC Account Open, can be used by financial services in any situation where a new contractual relationship is created with a customer. [Learn more]
Atomic Intelligence - Atomic Intelligence
Content Search and Organization Service for Investment Professionals. [Learn more]
Backstop Solutions Group - Backstop
Investment partnership management software for hedge funds, fund of funds and family offices. [Learn more]
Bancstreet Capital Partners - Bancstreet Asset Management
Portal-based asset management solution for Investment Management Firms. [Learn more]
Bayside Business Solutions - CADENCE
Portfolio management software with customizable reporting, risk management features, and company-wide monitoring capability. [Learn more]
Binary Stream Software - Binary Stream Software
Fully integrated fund, owner, broker and manager software for investments within Microsoft Dynamics GP. [Learn more]
Black Mountain Systems - Everest
Credit analysis tools, easy to use portfolio management and reporting, and a trade order management and pre-trade compliance system. [Learn more]
BlackLex AG - BlackCamp
From the recording of initial pitch meetings, a solution that manages the entire investment/project workflow of private investors. [Learn more]
Blueleaf - Blueleaf
Have all your client, prospect, and portfolio data where and when you need it. [Learn more]
Caissa - Portfolio Navigator
A web-based application that offers institutional investors a holistic approach to risk management. [Learn more]
Captools - Professional Investor
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. [Learn more]
Charles River - Charles River IMS
Award-winning software for all security types that enhances investment management operations from decision support through settlement. [Learn more]
ClearStructure Financial Technology - Sentry PM
Combines robust functionality with a user-friendly experience to deliver efficiency and transparency to your investment management process. [Learn more]
Automate financial statements to easily analyze, find patterns, and manage cash flow with more control [Learn more]
Cogency Software - Cogency
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. [Learn more]
Cogendi - c*neo
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry. [Learn more]
Computer Design - Financial Portfolio Management System
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path. [Learn more]
Cornerstone Revolutions - PowerInvestmentTools
Tools independent investment advisers - setting new standards for the portfolio management software industry. [Learn more]
Craft Silicon - BR-Investment Management Software
A one-stop-shop for investment Management Firms [Learn more]
The only totally integrated system managing new account decisions, collections and reporting without the additional cost. [Learn more]
Cygnus Software - IncomeMax
Needs Analysis and Financial Planning sales software, targeted at multi-line insurance agencies. [Learn more]
DocDep - Sonar
A comprehensive suite of tools used by your portfolio companies to manage, organize, and share critical data. [Learn more]
Dolphin Enterprises - Mortgage Investment Manager Software
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. [Learn more]
eFINSERVE - WealthNET
Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker. [Learn more]
Ekartha - Ekartha Revenue Manager
Software that handles: Investment Managment, Banking, Financial Services, Trust Management. [Learn more]
Elysys - NAVInvest
Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution. [Learn more]
eMoney Advisor - 360 Pro
Built for companies with high net worth, this software provides comprehensive financial reports to help advance your company. [Learn more]
Envision Financial Systems - PowerBroker
Global multi-currency mutual fund order processing system for distributors and broker dealers. [Learn more]
Exaxe - Invest Plus
Invest Plus is a highly flexible, scalable policy administration solution for the Life, Pensions and Wealth Management sectors supporting wealth accumulation products. [Learn more]
Expersoft Systems AG - PM1e
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients. [Learn more]
Fidessa - Capstone
Capstone is Fidessa LatentZero's complete investment management front office suite for instiutional asset managers. [Learn more]
FinanceCube - AdvisorCube
Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based. [Learn more]
Financial Information Network - FIN
Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. [Learn more]
FinlogiK - FinlogiK
Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers. [Learn more]
Floodlight Investing - Floodlight Investing
Portfolio construction and financial planning tool for financial advisers. Build customized asset allocations, analyze performance, etc [Learn more]
Forum Digital - Xpose3
Xpose3 is a next generation software platform aimed to support integrated decision making, execution and reporting for the financial industry. [Learn more]
FoxTrot Software - FoxTrot
Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms. [Learn more]
Manage of all of your investment portfolio, accounting, reporting, and client-related tasks within one powerful investment management solution. [Learn more]
FXCM - FXCM Pro
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. [Learn more]
GoldenGem - GoldenGem
Neural network stock market analysis. [Learn more]
HorizonSoftware - Horizon Portfolio Management
A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation. [Learn more]
IBS Innovative Banking Software AG - Portfolio Accounting Management System
Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking. [Learn more]
Infiniti Analytics - Infiniti Analytics Suite
Sophisticated tool designed to aid in the analysis, construction and management of Investment Portfolios. [Learn more]
Integral - FX Grid
Gain direct market access and network services through the industry's fastest fully connected trading network. [Learn more]
Integrated Software - CU SHARE
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment [Learn more]
Investment Technology Group - POSIT
Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations. [Learn more]
Scalable, fully integrated real time portfolio management and accounting solution. [Learn more]
JM-Software - Portfolio
Portfolio construction and financial asset management [Learn more]
Koelo Technologies - FIX Station TRADE
Real-time multi-party trading and FIX connectivity for all major asset classes. Koelo Technologies provides it also as a fully hosted service. [Learn more]
Kwanti - Portfolio Lab
Portfolio modeling tool with interactive what-if analytics. Advisers can compose, test and show portfolios in seconds to their clients. [Learn more]
Linedata Services - LongView Trading
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers. [Learn more]
Macroaxis - On Demand Wealth Management Toolset
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization [Learn more]
MetaQuotes Software - TeamWox GroupWare
TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. [Learn more]
mhj3.com - Investors WorkStation
Create, manage, modify, monitor, and measure investment portfolios. [Learn more]
Microgen - Microgen G3
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore. [Learn more]
MIMICS - MIMICS Portfolio Management System
Manages equity, fixed income, and mortgage backed security holdings. [Learn more]
Modern Investment Technologies - SmartFolio
5 reviewsAdvanced portfolio optimization and asset allocation software, based on the most recent achievements in portfolio theory. [Learn more]
Neville & Rowe - ImpactEdge
ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry. [Learn more]
Octavian - Octavian Revenue Manager (ORM)
Fee billing and revenue management solution [Learn more]
Omni Software - OmniPlanner
Comprehensive web-based financial management solution that facilitates every aspect of financial planning. [Learn more]
Parilux Investment Technology - Parilux Fund Manager
Portfolio System designed for "Managers of Managers" such as Endowments, Foundations, Consultants, and Pension Funds. [Learn more]
PerTrac - PerTrac Analytics
Software for Investment Professionals [Learn more]
Portfolio Systems - Portfolio Director
Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison. [Learn more]
PortfolioPathway - PortfolioPathway
Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. [Learn more]
PriceMetrix - ValueOne
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. [Learn more]
Princeton Financial Systems - PAM
Portfolio Accounting and Management. [Learn more]
Profidata Group - XENTIS
Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors. [Learn more]
PROFILE - IMSplus
Advanced Investment management platform with STP, front-to-back coverage for Wealth & Asset Management, Custody, Brokerage, Funds etc. [Learn more]
Project Planning and Management - Promoter
For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. [Learn more]
PureLogix - OASIS
3 reviewsSleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring. [Learn more]
QuantHouse - QuantFACTORY and QuantFEED
Algo trading tools and Low Latency Data feeds. [Learn more]
RaisePartner - PRISM
Quantitative portfolio management web application for investment managers. [Learn more]
Real Time Risk Systems - Amoeba
"Outsource Derivatives Trading Analytics Development on the Amoeba platform" [Learn more]
REDVision Technologies - Wealth EOffice
1 reviewIndia's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. [Learn more]
Covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas. [Learn more]
Salentica - Advisor Desk
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. [Learn more]
SimCorp - SimCorp Dimension
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. [Learn more]
softTarget - iBalance
4 reviewsInstitutional and High-Net Worth portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. [Learn more]
SS&C Technologies - SS&C Investment Management Software Solutions
Investment Management Software help asset management firms establish integrated infrastructures and streamline back office functions. [Learn more]
StatPro - StatPro Data
Simultaneously enhances user experience while significantly reducing the cost of portfolio performance measurement. [Learn more]
Strategic Financial Solutions - PerTrac
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. [Learn more]
Strategic Information Technology - Portfolio Plus
Portfolio Plus manages RRSP investments, RESP investments, RRIF investments and more. [Learn more]
StreetOne - StreetMetrics
Taxlot Accounting, Corporate Actions, Wash-Sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIA's, Hedge fund managers, prime brokers and clearing firms. [Learn more]
SunGard - Wealth Management
SunGard wealth management solutions provide trust, asset and wealth management software and services to domestic and international financial institutions. [Learn more]
Sydel - TradeXpert
Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers. [Learn more]
The Wizetrade Group - Wizetrade Commodities
1 reviewSimplifies complex market information into red-light, green-light indicators and easy-to-follow charts. [Learn more]
TPG Software - Portfolio Genius
Front-to-back, Integrated Investment Accounting & Risk Management. [Learn more]
Varden Technologies - eReportal
Web-based enterprise reporting and business intelligence solution for the financial services sector. [Learn more]
Vermilion Software - Vermilion Reporting Suite
Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution. [Learn more]
Vitech Systems Group - Equitrak
Enterprise-class software for hedge fund, private equity and alternative asset administration. [Learn more]
Windham Capital Management - Windham Wealth Advisor
Analyze all aspects of a client's financial situation and identify efficient portfolios, manage risk, and simulate future wealth. [Learn more]
Zephyr Associates - StyleADVISOR
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. [Learn more]
About Investment Management Software
Investment Management software automates wealth, portfolio and financial asset management. For individual investors and traditional investment houses, as well as alternative investment vendors such as hedge funds and funds of funds, these programs offer an integrated solution for tracking portfolio activity, accounting and regulatory compliance. Investment Management software is related to Banking Systems software and Financial Risk Management software.
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