Top Investment Management Software Products

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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 Learn More

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. Learn More

CreditPoint Software

by CreditPoint

Software Solutions for Credit Risk and Collections Management, Supplier Risk Management, and Commercial Loan Management. Our solutions feature nearly limitless configuration options, allowing you to achieve significant automation and workflow benefits, while still embracing your own expertise and experience. Visit our website for product video tours and interactive process diagrams that will take you through the process. Learn More


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. Learn More

With Logicbox CRM for Wealth Management we take proven best-of-breed processes and combine them with your unique workflows to deliver a system perfectly tuned to run your investment advisory business. Learn More


by Modern Investment Technologies

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


by softTarget

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Learn More


by PureLogix

Sleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring. Learn More


by Chartsmart Software

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

Argo Trading Platform

by Argo Software Engineering

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


by Black Mountain Systems

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

TeamWox GroupWare

by MetaQuotes Software

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. Learn More

Wizetrade Commodities

by The Wizetrade Group

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

Wealth EOffice

by REDVision Technologies

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

360 Pro

by eMoney Advisor

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

Advisor Desk

by Salentica

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


by FinanceCube

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


by AdviceAmerica

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. Learn More

Agilis Investment Management

by Agile Financial Technologies

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


by AlternativeSoft

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


by Real Time Risk Systems

"Outsource Derivatives Trading Analytics Development on the Amoeba platform" Learn More

ATOM Align

by Blaze Portfolio Systems

Web-based trade order management and model rebalancing platform for investment professionals. Learn More

Atomic Intelligence

by Atomic Intelligence

Content Search and Organization Service for Investment Professionals. Learn More


by Archway

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


by Advent Software

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


by Bi-Sam

Data management, performance measurement, attribution, risk management, GIPS composite management and client reporting. Learn More


by Backstop Solutions Group

Investment partnership management software for hedge funds, fund of funds and family offices. Learn More


by Balance Financial

Client engagement software that includes client cash flow reporting and account aggregation functionality. Learn More

Bancstreet Asset Management

by Bancstreet Capital Partners

Portal-based asset management solution for Investment Management Firms. Learn More

Bankers Realm

by Craft Silicon

A one-stop-shop for investment Management Firms Learn More

Binary Stream Software

by Binary Stream Software

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


by BlackLex

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


by Blueleaf

Have all your client, prospect, and portfolio data where and when you need it. Learn More


by Cogendi

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


by Agiletics

Customer Cash Management Systems. CAMS processes a multitude of investment products. Learn More


by Fidessa

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

Charles River IMS

by Charles River

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


by Cogency Software

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. Learn More


by Croesus

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


by Integrated Software

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

Software that handles: Investment Managment, Banking, Financial Services, Trust Management. Learn More


by Vitech Systems Group

Enterprise-class software for hedge fund, private equity and alternative asset administration. Learn More


by Varden Technologies

Web-based enterprise reporting and business intelligence solution for the financial services sector. Learn More


by Financial Information Network

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



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


by FinlogiK

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

Floodlight Investing

by Floodlight Investing

Investment portfolio construction and analysis service for financial advisers. Learn More

focus:360 wealth management

by Focus Solutions

Financial planning product for high net worth clients. Learn More


by FoxTrot Software

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


by eFront

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

FX Agency Advisor

by FXATrade

Forex trading software with auto alert window integration that works on all time frames. Learn More



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


by GlobalBackOffice

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


by GoldenGem

Neural network stock market analysis. Learn More

Horizon Portfolio Management

by HorizonSoftware

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


by iLevel Solutions

Alternative assets management solution for instant information exchange and collaboration between internal and external teams. Learn More


by Neville & Rowe

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry. Learn More



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

Infiniti Analytics Suite

by Infiniti Analytics

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

Investment Account Manager


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

Investment Reporting & Analytics

by Clearwater Analytics

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

Investors WorkStation


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

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


by Ledgex

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


by The LoanPost

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

LongView Trading

by Linedata Services

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

Market Maker

by Actforex

Online trading platforms for financial institutions in the retail forex trading market-space. Learn More

MIC Manager

by Dolphin Enterprises

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

Microgen G3

by Microgen

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

Portfolio management system that manages equity, fixed income, and mortgage backed security holdings. Learn More


by Elysys

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


by Advicent

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

Nirvana Enterprise

by Nirvana Solutions

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


by Nutmeg

Investment Management solution that allows you to manage your own portfolio. Learn More


by Princeton Financial Systems

Portfolio Accounting and Management. Learn More


by IBS Innovative Banking Software

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

Parilux Fund Manager

by Parilux Investment Technology

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


by Strategic Financial Solutions

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. Learn More

PerTrac Analytics

by PerTrac

Software for Investment Professionals Learn More


by Expersoft Systems AG

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

Portfolio Director

by Portfolio Systems

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

Portfolio Genius

by TPG Software

Front-to-back, Integrated Investment Accounting & Risk Management. Learn More

Portfolio Lab

by Kwanti

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

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


by PortfolioPathway

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


by Investment Technology Group

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


by Envision Financial Systems

Global multi-currency mutual fund order processing system for distributors and broker dealers. Learn More


by RaisePartner

Quantitative portfolio management web application for investment managers. Learn More

Professional Investor

by Captools

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


by Project Planning and Management

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


by Infinite Wealth Management Services

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


by QED Financial Systems

All-in-one investment management solution. Learn More

Algo trading tools and Low Latency Data feeds. Learn More

Sentry PM

by ClearStructure Financial Technology

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

SimCorp Dimension

by SimCorp

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


by Smartleaf

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts. Learn More

SS&C Investment Management

by SS&C Technologies

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

StatPro Revolution

by StatPro

StatPro Revolution is a sophisticated and beautiful portfolio analytics service. Learn More


by StreetOne

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


by Zephyr Associates

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. Learn More

TechRules Tower

by TechRules

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


by Third Financial Software

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


by Sydel

Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers. Learn More


by Navoh Partners

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


by Verdant Analysis

Financial modeling and ratio analysis application for creating long-term investment strategies. Learn More


by PriceMetrix

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

Vermilion Reporting Suite

by Vermilion Software

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

Visual FPM

by Computer Design

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

Wealth Management

by SunGard

Trust, asset and wealth management software and services for domestic and international financial institutions. Learn More

Ready-to-use presentation of financial analytics that can be distributed instantly. Learn More



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


by Profidata Group

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


by Forum Digital

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

XWare Trader

by Forexware

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

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