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

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