Top Investment Management Software Products

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AIM

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 View Profile

FC Portfolio

by FundCount

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. View Profile

IMS

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. View Profile

SmartFolio

by Modern Investment Technologies

Advanced portfolio optimization and asset allocation software, based on the most recent achievements in portfolio theory. View Profile

iBalance

by softTarget

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. View Profile

OASIS

by PureLogix

Sleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring. View Profile

AlternativeSoft

by AlternativeSoft

Analytical software solution for portfolio construction, funds selection and tactical asset allocation using hedge fund strategies. View Profile

Chartsmart

by Chartsmart Software

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. View Profile

Argo Trading Platform

by Argo Software Engineering

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more. View Profile

TeamWox GroupWare

by MetaQuotes Software

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. View Profile

Wizetrade Commodities

by The Wizetrade Group

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts. View Profile

Wealth EOffice

by REDVision Technologies

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. View Profile

360 Pro

by eMoney Advisor

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security. View Profile

Advisor Desk

by Salentica

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. View Profile

AdvisorCube

by FinanceCube

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based. View Profile

AdvisorVision

by AdviceAmerica

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. View Profile

Agilis Investment Management

by Agile Financial Technologies

Comprehensive Investment Mgt Suite with niche modules for Wealth Management, Fund Management including Asset Management & much more. View Profile

Amoeba

by Real Time Risk Systems

"Outsource Derivatives Trading Analytics Development on the Amoeba platform" View Profile

ATOM Align

by Blaze Portfolio Systems

Web-based trade order management and model rebalancing platform for investment professionals. View Profile

Atomic Intelligence

by Atomic Intelligence

Content Search and Organization Service for Investment Professionals. View Profile

ATWeb

by Archway

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries. View Profile

Axys

by Advent Software

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. View Profile

B-One

by Bi-Sam

Data management, performance measurement, attribution, risk management, GIPS composite management and client reporting. View Profile

Backstop

by Backstop Solutions Group

Investment partnership management software for hedge funds, fund of funds and family offices. View Profile

Balance

by Balance Financial

Client engagement software that includes client cash flow reporting and account aggregation functionality. View Profile

Bancstreet Asset Management

by Bancstreet Capital Partners

Portal-based asset management solution for Investment Management Firms. View Profile

Bankers Realm

by Craft Silicon

A one-stop-shop for investment Management Firms View Profile

Binary Stream Software

by Binary Stream Software

Fully integrated fund, owner, broker and manager software for investments within Microsoft Dynamics GP. View Profile

BlackCamp

by BlackLex

From the recording of initial pitch meetings, a solution that manages the entire investment/project workflow of private investors. View Profile

Blueleaf

by Blueleaf

Have all your client, prospect, and portfolio data where and when you need it. View Profile

c*neo

by Cogendi

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry. View Profile

CAMS

by Agiletics

Customer Cash Management Systems. CAMS processes a multitude of investment products. View Profile

Capstone

by Fidessa

Capstone is Fidessa LatentZero's complete investment management front office suite for instiutional asset managers. View Profile

Charles River IMS

by Charles River

Award-winning software for all security types that enhances investment management operations from decision support through settlement. View Profile

Cogency

by Cogency Software

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. View Profile

CreditPoint Software

by CreditPoint

The only totally integrated system managing new account decisions, collections and reporting without the additional cost. View Profile

Croesus

by Croesus

Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc. View Profile

CU SHARE

by Integrated Software

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment View Profile

EFAdrin

by EFAdrin

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis View Profile

Software that handles: Investment Managment, Banking, Financial Services, Trust Management. View Profile

Equitrak

by Vitech Systems Group

Enterprise-class software for hedge fund, private equity and alternative asset administration. View Profile

eReportal

by Varden Technologies

Web-based enterprise reporting and business intelligence solution for the financial services sector. View Profile

Everest

by Black Mountain Systems

Credit analysis tools, easy to use portfolio management and reporting, and a trade order management and pre-trade compliance system. View Profile

FIN

by Financial Information Network

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. View Profile

FINFOX Pro

by ECOFIN

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities. View Profile

FinlogiK

by FinlogiK

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers. View Profile

FINTRX Platform

by Capital Hedge

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction. View Profile

Floodlight Investing

by Floodlight Investing

Investment portfolio construction and analysis service for financial advisers. View Profile

focus:360 wealth management

by Focus Solutions

Financial planning product for high net worth clients. View Profile

FoxTrot

by FoxTrot Software

Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms. View Profile

FrontInvest

by eFront

Solution dedicated to the financial industry with a recognized expertise in alternative investments and enterprise risk management. View Profile

FX Agency Advisor

by FXATrade

Forex trading software with auto alert window integration that works on all time frames. View Profile

FXCM Pro

by FXCM

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. View Profile

GlobalBackOffice

by GlobalBackOffice

The ideal solution for a broad range of financial services firms from prime brokers to family offices. View Profile

GoldenGem

by GoldenGem

Neural network stock market analysis. View Profile

Horizon Portfolio Management

by HorizonSoftware

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation. View Profile

iLevel

by iLevel Solutions

Alternative assets management solution for instant information exchange and collaboration between internal and external teams. View Profile

ImpactEdge

by Neville & Rowe

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry. View Profile

IMSplus

by PROFILE

IMSplus is a complete Investment Management platform that offers rich functionality for all types of financial institutions. View Profile

Infiniti Analytics Suite

by Infiniti Analytics

Sophisticated tool designed to aid in the analysis, construction and management of Investment Portfolios. View Profile

Investment Account Manager

by QUANT IX SOFTWARE

Desktop based centralized portfolio management for investors who take care of one or multiple accounts. View Profile

Investment Reporting & Analytics

by Clearwater Analytics

Automate financial statements to easily analyze, find patterns, and manage cash flow with more control. View Profile

Investors WorkStation

by mhj3.com

Create, manage, modify, monitor, and measure investment portfolios. View Profile

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations. View Profile

Ledgex

by Ledgex

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. View Profile

LoanPost

by The LoanPost

Web-based software for asset management, non-performing notes, loss mitigation, REO Connecting your team & vendors with 360 degree view View Profile

LogicBox CRM for Wealth Management

by LogicBox Software

LogicBox CRM for Wealth Management is a web-based system designed specifically to automate the processes and workflows at investment a View Profile

LongView Trading

by Linedata Services

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers. View Profile

Market Maker

by Actforex

Online trading platforms for financial institutions in the retail forex trading market-space. View Profile

MIC Manager

by Dolphin Enterprises

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. View Profile

Microgen G3

by Microgen

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore. View Profile

Portfolio management system that manages equity, fixed income, and mortgage backed security holdings. View Profile

NAVInvest

by Elysys

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution. View Profile

NaviPlan

by Advicent

NaviPlan Extended is a sophisticated financial planning tool designed for advisors who deal with complex planning scenarios View Profile

Nirvana Enterprise

by Nirvana Solutions

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform. View Profile

Nutmeg

by Nutmeg

Investment Management solution that allows you to manage your own portfolio. View Profile

PAM

by Princeton Financial Systems

Portfolio Accounting and Management. View Profile

PAMS

by IBS Innovative Banking Software

Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking. View Profile

Parilux Fund Manager

by Parilux Investment Technology

Portfolio System designed for "Managers of Managers" such as Endowments, Foundations, Consultants, and Pension Funds. View Profile

PerTrac

by Strategic Financial Solutions

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. View Profile

PerTrac Analytics

by PerTrac

Software for Investment Professionals View Profile

PM1e

by Expersoft Systems

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients. View Profile

Portfolio Director

by Portfolio Systems

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison. View Profile

Portfolio Genius

by TPG Software

Front-to-back, Integrated Investment Accounting & Risk Management. View Profile

Portfolio Lab

by Kwanti

Portfolio modeling tool with interactive what-if analytics. Advisers can compose, test and show portfolios in seconds to their clients. View Profile

An award winning software that offers institutional allocators a holistic approach to portfolio and risk management. View Profile

PortfolioPathway

by PortfolioPathway

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. View Profile

POSIT

by Investment Technology Group

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations. View Profile

PowerBroker

by Envision Financial Systems

Global multi-currency mutual fund order processing system for distributors and broker dealers. View Profile

PRISM

by RaisePartner

Quantitative portfolio management web application for investment managers. View Profile

Professional Investor

by Captools

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. View Profile

Promoter

by Project Planning and Management

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. View Profile

PSIT

by Infinite Wealth Management Services

Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers. View Profile

QED

by QED Financial Systems

All-in-one investment management solution. View Profile

Algo trading tools and Low Latency Data feeds. View Profile

Sentry PM

by ClearStructure Financial Technology

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process. View Profile

SimCorp Dimension

by SimCorp

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. View Profile

Smartleaf

by Smartleaf

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts. View Profile

SS&C Investment Management

by SS&C Technologies

Investment Management Software help asset management firms establish integrated infrastructures and streamline back office functions. View Profile

StatPro Revolution

by StatPro

StatPro Revolution is a sophisticated and beautiful portfolio analytics service. View Profile

StreetMetrics

by StreetOne

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system. View Profile

StyleADVISOR

by Zephyr Associates

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. View Profile

TechRules Tower

by TechRules

Modular integral solution that allows financial advisers to improve customer service through better portfolio management. View Profile

Tercero

by Third Financial Software

Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting. View Profile

TradeXpert

by Sydel

Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers. View Profile

Unify

by Navoh Partners

Middle office system that keeps track of financial transactions and offers access from tablets and smart phones. View Profile

VAIT

by Verdant Analysis

Financial modeling and ratio analysis application for creating long-term investment strategies. View Profile

ValueOne

by PriceMetrix

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. View Profile

Vermilion Reporting Suite

by Vermilion Software

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution. View Profile

Visual FPM

by Computer Design

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path. View Profile

Wealth Management

by SunGard

Trust, asset and wealth management software and services for domestic and international financial institutions. View Profile

Ready-to-use presentation of financial analytics that can be distributed instantly. View Profile

WealthNET

by eFINSERVE

Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker. View Profile

XENTIS

by Profidata Group

Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors. View Profile

Xpose3

by Forum Digital

Next generation software platform aimed to support integrated decision making, execution and reporting for the financial industry. View Profile

XWare Trader

by Forexware

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options. View Profile

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