Top Investment Management Software Products
2,000+ businesses use Capterra each week to find the right software.
by Application Experts
AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management to help Fund Managers and Institutional Investors gain efficiency and demonstrate credibility to investors. "AIM has brought efficiencies to every facet of our business--fundraising, marketing, deal execution and fund administration. The App-X team understands what we do and they have changed how we manage our business." -- Michael Painter, Plexus Capital Learn More
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
by Isis Financial Systems
IMS is an integrated multi-currency investment management solution that maintains 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