Top Investment Management Software Products

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by Netage Solutions

Dynamo is a Web-based CRM solution with industry-specific capabilities for managing the front and middle office operations of alternative asset investment firms. The Dynamo platform's simple, intuitive interface, tight Microsoft Office integration, and smartphone and tablet mobile access, delivers a rich, interactive user experience anywhere over the Web. View Profile

FundCount is a portfolio accounting software solution that tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency general ledger and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. Combined with flexible client reporting, FundCount brings speed, accuracy and analytical insight to your firm. View Profile


by Vestserve

Vestserve, formerly Isis Financial Systems, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (ex. GIPS, IRR), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. More advanced accounting features include what-if and cash flow analysis, calculation of complex fees, unitization and data aggregation. View Profile

Windham Portfolio Advisor

by Windham Capital Management

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. View Profile


by softTarget

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

ProTrak Advantage

by ProTrak International

An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms View Profile


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

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


by AlternativeSoft

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


by TransparenTech

Easy-to-use portfolio management software for businesses and individuals. Works on Windows, Mac, iOS & Android. 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

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

FA Solutions

by FA Solutions

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales. View Profile

FINTRX Platform

by Capital Hedge

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

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

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


by Actforex

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

Advisor Desk

by Salentica

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


by FinanceCube

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


by AdviceAmerica

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

Agilis Investment Management

by Agile Financial Technologies

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting. View Profile


by Application Experts

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors. View Profile


by Archer

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels. View Profile


by Fimax AMS

Complete and flexible software platform for Independent Asset Managers and Family Offices. 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


by Archway

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


by Advent Software

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


by Bi-Sam

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


by Backstop Solutions Group

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


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

Baxon Solutions

by Baxon Solutions

100% web solution that allows to automate your portfolio monitoring & reporting process and streamline your valuations and LP reports. View Profile

Binary Stream Software

by Binary Stream Software

Investments Management brings you the ability to effectively manage your investment portfolios, lending practices and fund inve View Profile


by Bipsync

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance. View Profile


by Blueleaf

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

Broadridge Revenue and Expense Management

by Broadridge Financial Solutions

Enables mutual fund, capital market, and asset managers to optimize revenue with invoice reconciliation and fee allocation features. View Profile


by Cogendi

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


by Agiletics

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


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


by Cogency Software

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


by Croesus

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


by Integrated Software

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


by eBusiness Systems

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations. View Profile


by EFAdrin

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


by eFront

The leading software provider of solutions dedicated to the financial industry. View Profile


by eMoney Advisor

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


by Varden Technologies

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


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

fi360 Toolkit

by fi360

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand. View Profile


by JHC

FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities. View Profile


by Financial Information Network

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



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


by FinlogiK

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

Floodlight Investing

by Floodlight Investing

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

focus:360 adviser

by Focus Solutions

Financial planning product for high net worth clients. View Profile


by BRT

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime. View Profile


by FoxTrot Software

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

by BaseVenture

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments. View Profile


by Funds-Axis

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules View Profile

FX Agency Advisor

by FXATrade

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



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

Global WealthES

by Fi-Tek

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. View Profile


by Taliance

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios. View Profile


by GlobalBackOffice

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


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

HYIP Manager Script


Set up an investment management website that will work on any devise. View Profile


by Innovative Banking Software

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


by iLevel Solutions

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


by Neville & Rowe

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



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


by inStream Solutions

Cloud-based wealth management and financial planning solution for financial advisers. View Profile

Investment Account Manager


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

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


by Ledgex

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


by VADAR Systems

Tax Lien Portfolio Management in the Cloud. View Profile


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

LongView Trading

by Linedata

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


by M2Wealth

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement 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

Powerful and flexible software solutions for managing your business' Portfolio functions. View Profile

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics. View Profile


by Elysys

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


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


by Nutmeg

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


by Opulos Financial Software

Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes. View Profile


by Princeton Financial Systems

Portfolio Accounting and Management. 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


by Strategic Financial Solutions

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


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

Portfolio Plus

by Strategic Information Technology

Portfolio Plus manages RRSP investments, RESP investments, RRIF investments and more. View Profile

Portfolio Workstation

by Alpha Level

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols. View Profile


by Galeo

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform. View Profile


by PortfolioPathway

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


by Investment Technology Group

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


by Envision Financial Systems

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


by RaisePartner

Quantitative portfolio management web application for investment managers. View Profile


by Project Planning and Management

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


by Real Time Risk Systems

Outsourced trading analytics and development on the Protozoa platform. View Profile


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


by QED Financial Systems

Mid- to back-office technology and services for simple, cost-effective business growth. View Profile

Algo trading tools and Low Latency Data feeds. View Profile

Rapper Software

by Themasoft

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients. View Profile



Investment and risk management solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms. View Profile


Back-end software for the quickest technological start of any FinTech products. 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


by Smartleaf

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


by Solovis

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments. 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


by StreetOne

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


by Zephyr Associates

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


by Symetrics

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more. View Profile

TechRules Tower

by TechRules

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


by Third Financial Software

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

The Imagine Trading System

by Imagine Software

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks. View Profile


by thewealthworks

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. View Profile


by Vitech Systems Group

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


by Verdant Analysis

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


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


by Integrated Digital Systems

One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity. 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


by WealthArc

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface. View Profile



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


by WealthObjects

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms. View Profile


by Profidata Group

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