Investment Management Software Tools
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.
Featured Investment Management Software
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]
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]
Dynamo Hedge Fund Edition is a Web-based CRM solution with industry-specific capabilities for managing fundraising, investor relations, and fund reporting. The application is also utilized by funds of funds for manager due diligence, pipeline management, and performance tracking. With a simple, intuitive interface, tight Microsoft Office integration, and BlackBerry/iPhone access, Dynamo delivers a rich, interactive user experience anywhere over the Web. [Learn more]
Investment Management: Comprehensive Directory
92 Solutions Listed
Actforex - Market Maker
Online trading platforms for financial institutions in the retail forex trading market-space. [Learn more]
Business Size Served: Mid
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]
Business Size Served: Mid - Large
Advent Software - Axys
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. [Learn more]
Business Size Served: Mid - Large
AdviceAmerica - AdvisorVision
Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. [Learn more]
Business Size Served: Mid
AFA Systems - AIMS
Portfolio Management system covering ordering, trading, settlement, cash management, and more. [Learn more]
Business Size Served: Mid
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]
Business Size Served: Mid
Agiletics - CAMS
Customer Cash Management Systems. CAMS processes a multitude of investment products. [Learn more]
Business Size Served: Small - Mid
Allegro Software - Investment Helper
Investment desktop software application that provides everything you need to download, convert, export & import investment data. [Learn more]
Business Size Served: Small
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]
Business Size Served: Mid
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]
Business Size Served: Small - Mid
Arius Software - OpenAdvantage
Wealth management firms attract new customers, increase efficiency, and reduce cost by offering a superior, personalized experience. [Learn more]
Business Size Served: Mid - Large
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]
Business Size Served: Mid - Large
Atomic Intelligence - Atomic Intelligence
Content Search and Organization Service for Investment Professionals. [Learn more]
Business Size Served: Mid
Backstop Solutions Group - Backstop
Investment partnership management software for hedge funds, fund of funds and family offices. [Learn more]
Business Size Served: Small - Mid
Bancstreet Capital Partners - Bancstreet Asset Management
Portal-based asset management solution for Investment Management Firms. [Learn more]
Business Size Served: Small - Large
Binary Stream Software - Binary Stream Software
Fully integrated fund, owner, broker and manager software for investments within Microsoft Dynamics GP. [Learn more]
Business Size Served: Mid - Large
Business Architects International - eXimius
Browser based and easy to use portfolio management solution; provides an answer to every asset manager, private banker, etc. [Learn more]
Business Size Served: Small - Mid
Captools - Professional Investor
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. [Learn more]
Business Size Served: Mid
Charles River - Charles River IMS
Award-winning software for all security types that enhances investment management operations from decision support through settlement. [Learn more]
Business Size Served: Mid - Large
Cogency Software - Cogency
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. [Learn more]
Business Size Served: Mid - Large
Cogendi - c*neo
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry. [Learn more]
Business Size Served: Mid
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]
Business Size Served: Small - Mid
Cornerstone Revolutions - PowerInvestmentTools
Tools independent investment advisers - setting new standards for the portfolio management software industry. [Learn more]
Business Size Served: Mid
CreditPoint - CreditPoint Software
The only totally integrated system managing new account decisions, collections and reporting without the additional cost. [Learn more]
Business Size Served: Mid - Large
Cygnus Software - IncomeMax
Needs Analysis and Financial Planning sales software, targeted at multi-line insurance agencies. [Learn more]
Business Size Served: Mid
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]
Business Size Served: Mid - Large
eFINSERVE - WealthNET
Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker. [Learn more]
Business Size Served: Small - Mid
Ekartha - Ekartha Revenue Manager
Software that handles: Investment Managment, Banking, Financial Services, Trust Management. [Learn more]
Business Size Served: Mid - Large
Elysys - NAVInvest
Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution. [Learn more]
Business Size Served: Small - Mid
Envision Financial Systems - PowerBroker
Global multi-currency mutual fund order processing system for distributors and broker dealers. [Learn more]
Business Size Served: Mid
Erlo Software - Traders Risk Management Guru
Sophisticated position sizing, portfolio optimization, money management and asset allocation software for trading and investing. [Learn more]
Business Size Served: Small
Fidessa Latent Zero - Captstone
Capstone is Fidessa LatentZero's complete investment management front office suite for instiutional asset managers. [Learn more]
Business Size Served: Mid - Large
FinanceCube - AdvisorCube
Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based. [Learn more]
Business Size Served: Small - Mid
Financial Information Network - FIN
Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. [Learn more]
Business Size Served: Mid - Large
Financial Profiles - Wealth Insight
Wealth-management application used by advisors engaged in wealth and portfolio management activities. [Learn more]
Business Size Served: Mid - Large
FinlogiK - FinlogiK
Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers. [Learn more]
Business Size Served: Mid - Large
Floodlight Investing - Floodlight Investing
Portfolio construction and financial planning tool for financial advisers. Build customized asset allocations, analyze performance, etc [Learn more]
Business Size Served: Mid
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]
Business Size Served: Small - Mid
FoxTrot Software - FoxTrot
Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms. [Learn more]
Business Size Served: Small - Mid
Manage of all of your investment portfolio, accounting, reporting, and client-related tasks within one powerful investment management solution. [Learn more]
Business Size Served: Small - Mid
FXCM - FXCM Pro
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. [Learn more]
Business Size Served: Mid - Large
GoldenGem - GoldenGem
Neural network stock market analysis. [Learn more]
Business Size Served: Small
Infiniti Analytics - Infiniti Analytics Suite
Sophisticated tool designed to aid in the analysis, construction and management of Investment Portfolios. [Learn more]
Business Size Served: Small - Mid
Informia - InvestorUpdate
Collaborative status reporting solution enabling companies to achieve a continuous dialogue with their constituents. [Learn more]
Business Size Served: Small - Large
Integral - FX Grid
Gain direct market access and network services through the industry's fastest fully connected trading network. [Learn more]
Business Size Served: Mid
Integrated Software - CU SHARE
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment [Learn more]
Business Size Served: Mid
Investment Technology Group - POSIT
Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations. [Learn more]
Business Size Served: Mid - Large
Scalable, fully integrated real time portfolio management and accounting solution. [Learn more]
Business Size Served: Small - Mid
JM-Software - Portfolio
Portfolio construction and financial asset management [Learn more]
Business Size Served: Small - Mid
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]
Business Size Served: Small - Mid
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]
Business Size Served: Small - Mid
Linedata Services - LongView Trading
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers. [Learn more]
Business Size Served: Mid
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]
Business Size Served: Small
MetaQuotes Software - TeamWox GroupWare
TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. [Learn more]
Business Size Served: Small - Mid
mhj3.com - Investors WorkStation
Create, manage, modify, monitor, and measure investment portfolios. [Learn more]
Business Size Served: Small - Mid
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]
Business Size Served: Mid - Large
MIMICS - MIMICS Portfolio Management System
Manages equity, fixed income, and mortgage backed security holdings. [Learn more]
Business Size Served: Mid
Modern Investment Technologies - SmartFolio
Advanced portfolio optimization and asset allocation software, based on the most recent achievements in portfolio theory. [Learn more]
Business Size Served: Small - Mid
Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors. [Learn more]
Business Size Served: Mid
NumerIX - NumerIX Portfolio
Pricing and risk analytics for fixed income, credit, foreign exchange, hybrids, cross currency, inflation rate and equity derivatives. [Learn more]
Business Size Served: Mid - Large
Octavian - Octavian Revenue Manager (ORM)
Fee billing and revenue management solution [Learn more]
Business Size Served: Mid - Large
Omni Software - OmniPlanner
Comprehensive web-based financial management solution that facilitates every aspect of financial planning. [Learn more]
Business Size Served: Mid - Large
Portfolio Systems - Portfolio Director
Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison. [Learn more]
Business Size Served: Small - Large
PortfolioPathway - PortfolioPathway
Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. [Learn more]
Business Size Served: Mid
PriceMetrix - ValueOne
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. [Learn more]
Business Size Served: Mid
Princeton Financial Systems - PAM
Portfolio Accounting and Management. [Learn more]
Business Size Served: Mid - Large
Profidata Group - XENTIS
Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors. [Learn more]
Business Size Served: Small
PROFILE - FMS
Advanced Investment management platform with STP, front-to-back coverage for Wealth & Asset Management, Custody, Brokerage, Funds etc. [Learn more]
Business Size Served: Mid
Project Planning and Management - Promoter
For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. [Learn more]
Business Size Served: Small - Large
PureLogix - OASIS
Sleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring. [Learn more]
Business Size Served: Small - Mid
QuantHouse - QuantFACTORY and QuantFEED
Algo trading tools and Low Latency Data feeds. [Learn more]
Business Size Served: Small
RaisePartner - PRISM
Quantitative portfolio management web application for investment managers. [Learn more]
Business Size Served: Small
Real Time Risk Systems - Amoeba
"Outsource Derivatives Trading Analytics Development on the Amoeba platform" [Learn more]
Business Size Served: Mid - Large
REDVision Technologies - Wealth EOffice
India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. [Learn more]
Business Size Served: Mid - Large
Salentica Systems - Advisor Desk
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. [Learn more]
Business Size Served: Mid - Large
SimCorp - SimCorp Dimension
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. [Learn more]
Business Size Served: Mid - Large
softTarget - iBalance
Institutional and High-Net Worth portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. [Learn more]
Business Size Served: Mid - Large
SS&C Technologies - AdvisorWare
Delivers enterprise-wide communications, research, portfolio management, trading, and more to hedge funds. [Learn more]
Business Size Served: Mid - Large
StatPro - StatPro Data
Simultaneously enhances user experience while significantly reducing the cost of portfolio performance measurement. [Learn more]
Business Size Served: Large
Strategic Financial Solutions - PerTrac
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. [Learn more]
Business Size Served: Small - Mid
Strategic Information Technology - Portfolio Plus
Portfolio Plus manages RRSP investments, RESP investments, RRIF investments and more. [Learn more]
Business Size Served: Mid - Large
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]
Business Size Served: Mid - Large
SunGard - Wealth Management
SunGard wealth management solutions provide trust, asset and wealth management software and services to domestic and international financial institutions. [Learn more]
Business Size Served: Small - Large
Sydel - TradeXpert
Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers. [Learn more]
Business Size Served: Small - Mid
TPG Software - Portfolio Genius
Front-to-back, Integrated Investment Accounting & Risk Management. [Learn more]
Business Size Served: Small - Mid
Trema - The Trema Suite
Treasury and asset management software for corporations and financial institutions. [Learn more]
Business Size Served: Mid - Large
Varden Technologies - eReportal
Web-based enterprise reporting and business intelligence solution for the financial services sector. [Learn more]
Business Size Served: Mid
Ventureviewer - ICOSR
ASP desktop for venture capital, M&A and corporate finance, incorporating portfolio management and secure work areas. [Learn more]
Business Size Served: Small - Mid
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]
Business Size Served: Large
Vitech Systems Group - Equitrak
Enterprise-class software for hedge fund, private equity and alternative asset administration. [Learn more]
Business Size Served: Mid - Large
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]
Business Size Served: Mid - Large
Zephyr Associates - StyleADVISOR
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. [Learn more]
Business Size Served: Mid - Large
