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Investment Analysis Software
Investment Management software automates wealth, portfolio, and financial asset management.
2.5M+ verified reviews
50M+ customers yearly
25+ years of expert advice
Yardi Investment
Manager
Key features
5/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
4.0 (9)
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AppFolio Investment
Manager
Key features
4/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
4.7 (100)
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Backstop
Key features
7/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
4.3 (46)
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GaiaLens
Key features
2/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
No reviews
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First Rate
Vantage
Key features
4/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
4.9 (18)
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Macabacus
Key features
2/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
4.7 (85)
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VestServe
Key features
10/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
No reviews
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LienApp
Key features
4/11
Key Features:
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
Ratings
No reviews
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