Investment Management Software

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Juniper Square is transforming the real estate investment experience for both managers and investors with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is easy-to-use for the manager, provides an unparalleled experience to the investor and was designed specifically for the real estate industry. Clients like Beacon Capital, The Reliant Group, and Cortland Partners rely on Juniper Square to help manage over 25,000 investors. Learn more about Juniper Square

A modern, all-in-one investment management system designed specifically for real estate. Learn more about Juniper Square

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

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

Obsidian Suite

by Obsidian Solutions

Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations. Learn more about Obsidian Suite

Obsidian Suite is the only all in one investor management framework. Finance CRM, Data Rooms, Investor Portals & Business Intelligence. Learn more about Obsidian Suite

Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems. Learn more about Eze Investment Suite

Eze products, by design, solve clients' unique and growing needs with highly configurable, expansive, and integrated software. Learn more about Eze Investment Suite

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

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®

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

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Learn more about Foundersuite

SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Learn more about Foundersuite

Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas. Learn more about Prospero

Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Learn more about Prospero

LienApp

by VADAR Systems

Tax Lien servicing software in the cloud with predictive analytics, portfolio analysis, and instant reports. LienApp lowers cost and risk by automating thousands of transactions most tax lien investors perform manually. LienApp by VADAR Systems has 1st Class support from 20 years of experience and customer satisfaction. Learn more about LienApp

Tax Lien Servicing in the Cloud. Learn more about LienApp

ProTrak CRM

by ProTrak International

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. Learn more about ProTrak CRM

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

NüWorkflow

by Opulos Financial Software

Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! Learn more about NüWorkflow

Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes. Learn more about NüWorkflow

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

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

IMS Platform

by Investor Management Services

COMMERCIAL REAL ESTATE investment firm investor dashboard, document management, CRM, distribution calculations, and analytics. Learn more about IMS Platform

COMMERCIAL REAL ESTATE investment firm investor dashboard, document management, CRM, distribution calculations, and analytics. Learn more about IMS Platform

Dealpath

by Dealpath

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Learn more about Dealpath

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Learn more about Dealpath

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

FinFolio

by FinFolio

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio

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

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

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

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