Investment Management Software

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Backstop

by Backstop Solutions Group

Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop

Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop

Dynamo

by Dynamo Software

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. Learn more about Dynamo

Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors. Learn more about Dynamo

Engage today's connected clients, and exceed their expectations with Salesforce Financial Services Cloud. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from one connected platform.Take advantage of actionable client insights delivered to you on any device. Build meaningful 1-to-1 relationships with a holistic view into a clients financial past, present, and future. Learn more about Financial Services Cloud

Engage today's connected clients, and exceed their expectations with Salesforce Financial Services Cloud Learn more about Financial Services Cloud

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. Learn more about Windham Portfolio Advisor

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting. Learn more about Windham Portfolio Advisor

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Learn more about LiquidityCalendar.com

Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules. Learn more about LiquidityCalendar.com

Vestserve, 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. Learn more about VestServe

Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. Learn more about VestServe

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. Learn more about FundCount

Automated investment accounting, reporting and analytical software for family offices and investment professionals. Learn more about FundCount

At HedgeGuard, we are a fintech company that works closely with the buy side community (Hedge Funds, Asset Managers, and Family Offices) on helping them achieve optimal portfolio management and operational efficiency. Our product offering is comprised of our cloud-based Portfolio Management System and outsourced Middle Office service. These solutions have been built by ex-buy side professionals who know the challenges faced by portfolio managers in todays increasingly competitive environment. Learn more about HedgeGuard®

Our PMS is a full front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds. Learn more about HedgeGuard®

inStream

by inStream Solutions

Cloud-based wealth management and financial planning solution for financial advisers. Learn more about inStream

Cloud-based wealth management and financial planning solution for financial advisers. Learn more about inStream

StockMarketEye

by TransparenTech

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android. Learn more about StockMarketEye

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android. Learn more about StockMarketEye

Ready-to-use presentation of financial analytics that can be distributed instantly. Learn more about Wealth Management Platform

Ready-to-use presentation of financial analytics that can be distributed instantly. Learn more about Wealth Management Platform

ReconAdvantage

by PortfolioShop

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Learn more about ReconAdvantage

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Learn more about ReconAdvantage

iBalance

by softTarget

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Learn more about iBalance

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Learn more about iBalance

ProTrak Advantage

by ProTrak International

An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms Learn more about ProTrak Advantage

An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms Learn more about ProTrak Advantage

Chartsmart

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 about Chartsmart

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

iLEVEL the leading portfolio monitoring, analytics and transparency platform for the global private capital markets. Learn more about iLEVEL

iLEVEL the leading portfolio monitoring, analytics and transparency platform for the global private capital markets. Learn more about iLEVEL

emX

by eMoney Advisor

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

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

Axys

by Advent Software

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

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

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 about Argo Trading Platform

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

The only totally integrated system managing new account decisions, collections and reporting without the additional cost. Learn more about CreditPoint Software

The only totally integrated system managing new account decisions, collections and reporting without the additional cost. Learn more about CreditPoint Software

FA Solutions

by FA Solutions

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales. Learn more about FA Solutions

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales. Learn more about FA Solutions

FINTRX Platform

by Capital Hedge

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction. Learn more about FINTRX Platform

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction. Learn more about FINTRX Platform

Create, manage, modify, monitor, and measure investment portfolios. Learn more about Investors WorkStation

Create, manage, modify, monitor, and measure investment portfolios. Learn more about Investors WorkStation

Ledgex

by Ledgex

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

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

M2Advisor

by M2Wealth

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement Learn more about M2Advisor

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement Learn more about M2Advisor

NaviPlan

by Advicent

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

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

Parilux Fund Manager

by Parilux Investment Technology

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds. Learn more about Parilux Fund Manager

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds. Learn more about Parilux Fund Manager

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. Learn more about RedQuarry RMS

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. Learn more about RedQuarry RMS

TeamWox GroupWare

by MetaQuotes Software

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

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

VESTIO

by Integrated Digital Systems

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

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

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