Investment Management Software Finder
Featured Investment Management Software
Comprehensive Directory
86 Solutions Listed
3i Infotech - InvTrac
Automate your trade flow process with tading restrictions, decision support tools, analytics, order management, and FIX Trading. [more]
Target Market: Mid - Large
Accura Software - Accura Software Supply Chain Group
Supply Chain modules include: inventory manager, sales order, purchase order, manufacturing and requisition. [more]
Target Market: Small
Actforex - Market Maker
Online trading platforms for financial institutions in the retail forex trading market-space. [more]
Target Market: Mid
Adhesion Technologies - WealthADV Platform
ASP investment management solution for RIAs featuring composite modeling and trading. [more]
Target Market: Mid
Advent Software - Axys
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. [more]
Target Market: Mid - Large
AdviceAmerica - AdvisorVision
Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. [more]
Target Market: Mid
AFA Systems - AIMS
Portfolio Management system covering ordering, trading, settlement, cash management, and more. [more]
Target Market: Mid
Agiletics - CAMS
Customer Cash Management Systems. CAMS processes a multitude of investment products. [more]
Target Market: Small - Mid
Allegro Software - Investment Helper
Investment desktop software application that provides everything you need to download, convert, export & import investment data. [more]
Target Market: 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. [more]
Target Market: Mid
Argo Software Engineering - Argo Trading Platform
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more. [more]
Target Market: Small
Arius Software - OpenAdvantage
Wealth management firms attract new customers, increase efficiency, and reduce cost by offering a superior, personalized experience. [more]
Target Market: 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. [more]
Target Market: Mid - Large
Atomic Intelligence - Atomic Intelligence
Content Search and Organization Service for Investment Professionals. [more]
Target Market: Mid
Backstop Solutions Group - Backstop
Investment partnership management software for hedge funds, fund of funds and family offices. [more]
Target Market: Small - Mid
Bancstreet Capital Partners - Bancstreet Asset Management
Portal-based asset management solution for Investment Management Firms. [more]
Target Market: Small - Large
Binary Stream Software - Binary Stream Software
Fully integrated fund, owner, broker and manager software for investments within Microsoft Dynamics GP. [more]
Target Market: 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. [more]
Target Market: Small - Mid
Captools - Professional Investor
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. [more]
Target Market: Mid
Charles River - Charles River IMS
Award-winning software for all security types that enhances investment management operations from decision support through settlement. [more]
Target Market: Mid - Large
Cogency Software - Cogency
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. [more]
Target Market: Mid - Large
Cogendi - c*neo
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry. [more]
Target Market: 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. [more]
Target Market: Small - Mid
Cornerstone Revolutions - PowerInvestmentTools
Tools independent investment advisers - setting new standards for the portfolio management software industry. [more]
Target Market: Mid
CreditPoint - CreditPoint Software
The only totally integrated system managing new account decisions, collections and reporting without the additional cost. [more]
Target Market: Mid - Large
Cygnus Software - IncomeMax
Needs Analysis and Financial Planning sales software, targeted at multi-line insurance agencies. [more]
Target Market: Mid
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. [more]
Target Market: Mid - Large
eFINSERVE - WealthNET
Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker. [more]
Target Market: Small - Mid
Ekartha - Ekartha Revenue Manager
Software that handles: Investment Managment, Banking, Financial Services, Trust Management. [more]
Target Market: Mid - Large
Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution. [more]
Target Market: Small - Mid
Envision Financial Systems - PowerBroker
Global multi-currency mutual fund order processing system for distributors and broker dealers. [more]
Target Market: Mid
Erlo Software - Traders Risk Management Guru
Sophisticated position sizing, portfolio optimization, money management and asset allocation software for trading and investing. [more]
Target Market: Small
Fidessa Latent Zero - Captstone
Capstone is Fidessa LatentZero's complete investment management front office suite for instiutional asset managers. [more]
Target Market: Mid - Large
FinanceCube - AdvisorCube
Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based. [more]
Target Market: Small - Mid
Financial Information Network - FIN
Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. [more]
Target Market: Mid - Large
Financial Profiles - Wealth Insight
Wealth-management application used by advisors engaged in wealth and portfolio management activities. [more]
Target Market: Mid - Large
FinlogiK - FinlogiK
Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers. [more]
Target Market: Mid - Large
Forum Digital - Xpose3
Xpose3 is a next generation software platform aimed to support integrated decision making, execution and reporting for the financial industry. [more]
Target Market: Small - Mid
FoxTrot Software - FoxTrot
Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms. [more]
Target Market: Small - Mid
FXCM - FXCM Pro
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. [more]
Target Market: Mid - Large
GoldenGem - GoldenGem
Neural network stock market analysis. [more]
Target Market: Small
Infiniti Analytics - Infiniti Analytics Suite
Sophisticated tool designed to aid in the analysis, construction and management of Investment Portfolios. [more]
Target Market: Small - Mid
Integral - FX Grid
Gain direct market access and network services through the industry's fastest fully connected trading network. [more]
Target Market: Mid
Integrated Software - CU SHARE
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment [more]
Target Market: Mid
Investment Technology Group - POSIT
Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations. [more]
Target Market: Mid - Large
Scalable, fully integrated real time portfolio management and accounting solution. [more]
Target Market: Small - Mid
JM-Software - Portfolio
Portfolio construction and financial asset management [more]
Target Market: 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. [more]
Target Market: Small - Mid
Linedata Services - LongView Trading
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers. [more]
Target Market: 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 [more]
Target Market: Small
MetaQuotes Software - TeamWox GroupWare
TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. [more]
Target Market: Small - Mid
mhj3.com - Investors WorkStation
Create, manage, modify, monitor, and measure investment portfolios. [more]
Target Market: 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. [more]
Target Market: Mid - Large
MIMICS - MIMICS Portfolio Management System
Manages equity, fixed income, and mortgage backed security holdings. [more]
Target Market: Mid
Modern Investment Technologies - SmartFolio
Advanced portfolio optimization and asset allocation software, based on the most recent achievements in portfolio theory. [more]
Target Market: Small - Mid
Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors. [more]
Target Market: Mid
NumerIX - NumerIX Portfolio
Pricing and risk analytics for fixed income, credit, foreign exchange, hybrids, cross currency, inflation rate and equity derivatives. [more]
Target Market: Mid - Large
Octavian - Octavian Revenue Manager (ORM)
Fee billing and revenue management solution [more]
Target Market: Mid - Large
Omni Software - OmniPlanner
Comprehensive web-based financial management solution that facilitates every aspect of financial planning. [more]
Target Market: Mid - Large
Portfolio Systems - Portfolio Director
Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison. [more]
Target Market: Small - Large
PortfolioPathway - PortfolioPathway
Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. [more]
Target Market: Mid
PriceMetrix - ValueOne
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. [more]
Target Market: Mid
Princeton Financial Systems - PAM
Portfolio Accounting and Management. [more]
Target Market: Mid - Large
Profidata Group - XENTIS
Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors. [more]
Target Market: Small
Project Planning and Management - Promoter
For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. [more]
Target Market: Small
PureLogix - OASIS
Sleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring. [more]
Target Market: Small - Mid
QuantHouse - QuantFACTORY and QuantFEED
Algo trading tools and Low Latency Data feeds. [more]
Target Market: Small
RaisePartner - PRISM
Quantitative portfolio management web application for investment managers. [more]
Target Market: Small
Real Time Risk Systems - Amoeba
"Outsource Derivatives Trading Analytics Development on the Amoeba platform" [more]
Target Market: Mid - Large
Salentica Systems - Advisor Desk
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. [more]
Target Market: Mid - Large
SimCorp - SimCorp Dimension
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. [more]
Target Market: Mid - Large
softTarget - iBalance
Institutional and High-Net Worth portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. [more]
Target Market: Mid - Large
SS&C Technologies - AdvisorWare
Delivers enterprise-wide communications, research, portfolio management, trading, and more to hedge funds. [more]
Target Market: Mid - Large
StatPro - StatPro Data
Simultaneously enhances user experience while significantly reducing the cost of portfolio performance measurement. [more]
Target Market: Large
Strategic Financial Solutions - PerTrac
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. [more]
Target Market: Small - Mid
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. [more]
Target Market: Mid - Large
SunGard - Wealth Management
SunGard wealth management solutions provide trust, asset and wealth management software and services to domestic and international financial institutions. [more]
Target Market: Small - Large
Sydel - TradeXpert
Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers. [more]
Target Market: Small - Mid
TPG Software - Portfolio Genius
Front-to-back, Integrated Investment Accounting & Risk Management. [more]
Target Market: Small - Mid
Trema - The Trema Suite
Treasury and asset management software for corporations and financial institutions. [more]
Target Market: Mid - Large
Varden Technologies - eReportal
Web-based enterprise reporting and business intelligence solution for the financial services sector. [more]
Target Market: Mid
Ventureviewer - ICOSR
ASP desktop for venture capital, M&A and corporate finance, incorporating portfolio management and secure work areas. [more]
Target Market: 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. [more]
Target Market: Large
Vitech Systems Group - Equitrak
Enterprise-class software for hedge fund, private equity and alternative asset administration. [more]
Target Market: Mid - Large
Windham Capital Management - Windham Financial Planner
Analyze all aspects of a client's financial situation and identify efficient portfolios, manage risk, and simulate future wealth. [more]
Target Market: Mid - Large
Zephyr Associates - StyleADVISOR
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. [more]
Target Market: Mid - Large
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