Investment Management Software

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What is Investment Management Software?

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IMS Platform

by Investor Management Services

Investor Management Services (IMS) is the leading investor management software platform for CRE owners and investment firms. Today, we have over 450+ customers who have been able to reallocate thousands of hours back to value-add activities for their 65,000+ investors. The IMS Platform is being used to calculate $2+ Billion in distributions and $39+ Billion in equity. Commercial real estate firms have used IMS to save time and resources, drive value, and improve the investor experience. Learn more about IMS Platform

Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics. Learn more about IMS Platform

AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management. Learn more about AppFolio Investment Management

AppFolio Investment Management is designed for real estate investment management. Learn more about AppFolio Investment 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

FundCount

by FundCount

FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L 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, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm. Learn more about FundCount

Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Learn more about FundCount

Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets. Learn more about Carta for Investors

Carta is the ownership management platform for companies, investors, and employees. Learn more about Carta for Investors

Juniper Square

by Juniper Square

The #1 leading investment management software designed specifically for real estate. Juniper Square provides real estate investment managers easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is trusted by hundreds of investment sponsors including Tishman Speyer, Rockpoint, and Beacon Capital to manage nearly 10,000 real estate investments. Learn more about Juniper Square

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

Backstop

by Backstop Solutions Group

Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. 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

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

AIM

by Altvia Solutions

AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM

Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors. Learn more about AIM

HEDGEGUARD

by HedgeGuard

HedgeGuard is a fintech that works closely with the buy side community (Hedge Funds,Crypto 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

MineralSoft

by MineralSoft

MineralSoft's cloud-based software provides oil & gas investors with the data and insights they need to succeed, including A&D, land, GIS, portfolio management, general ledger, and auditing tools. MineralSoft supplies all the tools and expertise teams need to build a high-performance oil & gas portfolio from their computer, tablet or smart phone. The MineralSoft platform will help you spot emerging opportunities faster, optimize daily operations, and achieve industry-leading returns. Learn more about MineralSoft

Drive higher profitability with the leading portfolio management platform for minerals, royalties and non-op working interest. Learn more about MineralSoft

Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate investments, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time. Learn more about Stessa

Allows investment property owners to track, manage and communicate the performance of their real estate portfolio. Learn more about Stessa

Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. We specialize in investor portal and accounting, reporting, contact management, portfolio monitoring and deal flow solutions. Learn more about Vantage Software

Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Learn more about Vantage Software

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

VestServe

by VestServe

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

Foundersuite

by Foundersuite

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 121,000+ 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

eFront

by eFront

eFront Insight LP - The eFront Insight platform integrates data directly from eFront Data Intelligence, eFronts best in class data service. Sourced directly from GPs and subjected to rigorous validation protocols, EDI data has become the standard for data granularity and integrity. Fund-level data and precise benchmarks are also integrated directly from PitchBook in order to boost the agility and efficiency of private market analyses. Learn more about eFront

Leverage granular investment data, reliable benchmarking technology and a powerful platform to generate unprecedented levels of insight Learn more about eFront

Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Plaid is a technology platform that enables applications to connect with users bank accounts. Learn more about Plaid

Broadridge Investment Accounting

by Broadridge Financial Solutions

Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions. Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record. Learn more about Broadridge Investment Accounting

Gain complete, accurate and timely information to support investment management functions. Learn more about Broadridge Investment Accounting

Truequity

by TruEquity

Complete solution for private company ownership management - stock and options, from inception to exit. Keep your cap table accurate, clear and up-to-date. Learn more about Truequity

Complete solution for private company ownership management - stock and options, from inception to exit. Learn more about Truequity

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

AlternativeSoft

by AlternativeSoft

An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting. Learn more about AlternativeSoft

An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting. Learn more about AlternativeSoft

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

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

PackHedge

by FinLab Solutions

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting. Learn more about PackHedge

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting. Learn more about PackHedge

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

NaviPlan

by Advicent

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments. Learn more about NaviPlan

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments. Learn more about NaviPlan

iBalance

by softTarget

Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation. Learn more about iBalance

Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation. Learn more about iBalance

FactSet

by FactSet Research Systems

FactSet is an investment management software with a strong focus on financial data analytics for banking professionals. Learn more about FactSet

FactSet is an investment management software with a strong focus on financial data analytics for banking professionals. Learn more about FactSet

ProTrak CRM

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 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

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

FamilyWealthGuru

by FACT Software Group

* Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating Learn more about FamilyWealthGuru

* Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating Learn more about FamilyWealthGuru

Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams. Learn more about The CRE Suite

Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams. Learn more about The CRE Suite

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. Learn more about Captools/net

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. Learn more about Captools/net

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

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

Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors. Learn more about iLEVEL

Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors. Learn more about iLEVEL

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

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

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

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

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

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

Complex Interests

by Complex Interests

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships. Learn more about Complex Interests

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships. Learn more about Complex Interests

Croesus

by Croesus

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

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

CrowdStreet

by CrowdStreet

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate. Learn more about CrowdStreet

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate. Learn more about CrowdStreet

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 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

ForecastThis

by ForecastThis

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data. Learn more about ForecastThis

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data. Learn more about ForecastThis

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

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

Promoter

by Project Planning and Management

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

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

SmartDocs

by Obsidian Suite

Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms. Learn more about SmartDocs

Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms. Learn more about SmartDocs

Stock Portfolio Organizer

by Stock Portfolio Organizer

An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs Learn more about Stock Portfolio Organizer

An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs Learn more about Stock Portfolio Organizer

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

Theorem

by Theorem Technologies

Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts. Learn more about Theorem

Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts. Learn more about Theorem

TradeLog

by Cogenta Computing

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders. Learn more about TradeLog

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders. Learn more about TradeLog

VESTIO

by Integrated Digital Systems

Wealth management tool which enables optimization of profits through reduced operational risks. Learn more about VESTIO

Wealth management tool which enables optimization of profits through reduced operational risks. Learn more about VESTIO

PortfolioPathway

by Portfolio Pathway

Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers. Learn more about PortfolioPathway

Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers. Learn more about PortfolioPathway

SharePad

by Ionic Information

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard. Learn more about SharePad

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard. Learn more about SharePad

Wealth EOffice

by REDVision Technologies

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

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

PerTrac

by eVestment

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

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

ActTrader

by Actforex

Online trading platforms for financial institutions in the retail forex trading market-space. Learn more about ActTrader

Online trading platforms for financial institutions in the retail forex trading market-space. Learn more about ActTrader

Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends. Learn more about Ad Network Hub

Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends. Learn more about Ad Network Hub

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

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

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. Learn more about Agilis Investment Management

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

AJ HYIP

by AJ HYIP

Makes it possible for businessmen to generate capital and reinvest the money for quick profits. Learn more about AJ HYIP

Makes it possible for businessmen to generate capital and reinvest the money for quick profits. Learn more about AJ HYIP

Angelloop

by Angelloop

Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence. Learn more about Angelloop

Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence. Learn more about Angelloop

Archer

by Archer

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels. Learn more about Archer

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels. Learn more about Archer

Assetmax

by Fimax AMS

Complete and flexible software platform for Independent Asset Managers and Family Offices. Learn more about Assetmax

Complete and flexible software platform for Independent Asset Managers and Family Offices. Learn more about Assetmax

ATOM Align

by Blaze Portfolio Systems

Web-based trade order management and model rebalancing platform for investment professionals. Learn more about ATOM Align

Web-based trade order management and model rebalancing platform for investment professionals. Learn more about ATOM Align

Atomic Intelligence

by Atomic Intelligence

Content Search and Organization Service for Investment Professionals. Learn more about Atomic Intelligence

Content Search and Organization Service for Investment Professionals. Learn more about Atomic Intelligence

ATWeb

by Archway

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

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

Axia

by PROFILE

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Learn more about Axia

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Learn more about Axia

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers. Learn more about B2B white-label robo advisory

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers. Learn more about B2B white-label robo advisory

Balance

by Balance Financial

Client engagement software that includes client cash flow reporting and account aggregation functionality. Learn more about Balance

Client engagement software that includes client cash flow reporting and account aggregation functionality. Learn more about Balance

Bancstreet Asset Management

by Bancstreet Capital Partners

Portal-based asset management solution for Investment Management Firms. Learn more about Bancstreet Asset Management

Portal-based asset management solution for Investment Management Firms. Learn more about Bancstreet Asset Management

Bankers Realm

by Craft Silicon

Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more. Learn more about Bankers Realm

Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more. Learn more about Bankers Realm

Bipsync

by Bipsync

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance. Learn more about Bipsync

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance. Learn more about Bipsync

Blueleaf

by Blueleaf

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

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

Broker-Lender CRM

by BrightOffice Cloud CRM

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance. Learn more about Broker-Lender CRM

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance. Learn more about Broker-Lender CRM

butterwire

by Butterwire

AI driven, professional grade investment insight and analysis. Learn more about butterwire

AI driven, professional grade investment insight and analysis. Learn more about butterwire

c*neo

by Cogendi

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry. Learn more about c*neo

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry. Learn more about c*neo

Caltina

by Caltina

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors. Learn more about Caltina

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors. Learn more about Caltina

CAMS

by Agiletics

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

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

Catalizr is the management solution for unlisted securities, it facilitates investments and reduces the investment time by 70%. Learn more about CATALIZR

Catalizr is the management solution for unlisted securities, it facilitates investments and reduces the investment time by 70%. Learn more about CATALIZR

Award-winning software for all security types that enhances investment management operations from decision support through settlement. Learn more about Charles River IMS

Award-winning software for all security types that enhances investment management operations from decision support through settlement. Learn more about Charles River IMS

Cogency

by Cogency Software

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

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

CU SHARE

by Integrated Software

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment Learn more about CU SHARE

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment Learn more about CU SHARE

Designer

by Taliance

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios. Learn more about Designer

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios. Learn more about Designer

DiligenceVault

by DiligenceVault

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners. Learn more about DiligenceVault

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners. Learn more about DiligenceVault

Diligend

by Diligend

Cloud-based software solutions dedicated to the due diligence of asset and fund managers. Learn more about Diligend

Cloud-based software solutions dedicated to the due diligence of asset and fund managers. Learn more about Diligend

dxTrade

by Devexperts

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment. Learn more about dxTrade

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment. Learn more about dxTrade

EBIMS

by eBusiness Systems

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations. Learn more about EBIMS

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations. Learn more about EBIMS

EFAdrin

by EFAdrin

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis Learn more about EFAdrin

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis Learn more about EFAdrin

Enfusion

by Enfusion

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office. Learn more about Enfusion

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office. Learn more about Enfusion

ETNA Trader

by ETNA Software

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine. Learn more about ETNA Trader

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine. Learn more about ETNA Trader

Everest

by Black Mountain Systems

Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc. Learn more about Everest

Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc. Learn more about Everest

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

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

FIN

by Financial Information Network

On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. Learn more about FIN

On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. Learn more about FIN

finbox.io

by finbox.io

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster. Learn more about finbox.io

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster. Learn more about finbox.io

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

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

FinlogiK

by FinlogiK

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

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

focus:360 adviser

by Focus Solutions

Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution. Learn more about focus:360 adviser

Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution. Learn more about focus:360 adviser

Formula Stocks

by Formula Stocks

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%. Learn more about Formula Stocks

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%. Learn more about Formula Stocks

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

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

FoxTrot

by FoxTrot Software

Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs Learn more about FoxTrot

Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs Learn more about FoxTrot

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments. Learn more about FundManager.io

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments. Learn more about FundManager.io

FundPortal

by The Edgefolio Group

Manage your investor relationships and scale your business - all from one portal. Learn more about FundPortal

Manage your investor relationships and scale your business - all from one portal. Learn more about FundPortal

FundWare

by Funds-Axis

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules Learn more about FundWare

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules Learn more about FundWare

Forex trading software with auto alert window integration that works on all time frames. Learn more about FX Agency Advisor

Forex trading software with auto alert window integration that works on all time frames. Learn more about FX Agency Advisor

Global Wealth Platform (GWP)

by SS&C Technologies

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process. Learn more about Global Wealth Platform (GWP)

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process. Learn more about Global Wealth Platform (GWP)

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. Learn more about Global WealthES

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. Learn more about Global WealthES

GlobalBackOffice

by GlobalBackOffice

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

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

GoDigital

by Optimum Financial Solutions

Mutual fund software for IFA and distributors that automates investors onboarding processes, client management and much more. Learn more about GoDigital

Mutual fund software for IFA and distributors that automates investors onboarding processes, client management and much more. Learn more about GoDigital

GoldenGem

by GoldenGem

Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices. Learn more about GoldenGem

Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices. Learn more about GoldenGem

Set up an investment management website that will work on any devise. Learn more about HYIP Manager Script

Set up an investment management website that will work on any devise. Learn more about HYIP Manager Script

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings. Learn more about HYIP Script

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings. Learn more about HYIP Script

IBS-Pams

by Innovative Banking Software

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

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

iDEAL Wealth & Funds

by Credence Analytics

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity Learn more about iDEAL Wealth & Funds

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity Learn more about iDEAL Wealth & Funds

Investfly

by Investfly

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more. Learn more about Investfly

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more. Learn more about Investfly

Desktop based investment software for portfolio management. Learn more about Investment Account Manager

Desktop based investment software for portfolio management. Learn more about Investment Account Manager

Investment Metrics

by Investment Metrics

Powering the global institutional investment community through performance analytics and reporting solutions fueled by data. Learn more about Investment Metrics

Powering the global institutional investment community through performance analytics and reporting solutions fueled by data. Learn more about Investment Metrics

Automated, integrated, web-based investment accounting and reporting. Learn more about Investment Reporting & Analytics

Automated, integrated, web-based investment accounting and reporting. Learn more about Investment Reporting & Analytics

InvestmentPro

by Miles Software Solutions

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc. Learn more about InvestmentPro

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc. Learn more about InvestmentPro

InvestNext

by InvestNext

Designed for real estate sponsors to fundraise more effectively and deliver institutional quality reporting to their investors. Learn more about InvestNext

Designed for real estate sponsors to fundraise more effectively and deliver institutional quality reporting to their investors. Learn more about InvestNext

InvestorFlow

by InvestorFlow

Customer relationship management software designed for the financial industry for professionals. Learn more about InvestorFlow

Customer relationship management software designed for the financial industry for professionals. Learn more about InvestorFlow

InvestorFX

by Integral Development

Workflow automation platform that helps investment managers optimize FX operations, reduce transaction costs and operational risks. Learn more about InvestorFX

Workflow automation platform that helps investment managers optimize FX operations, reduce transaction costs and operational risks. Learn more about InvestorFX

InvestWell

by Excel Net Solutions

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance). Learn more about InvestWell

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance). Learn more about InvestWell

INVRS

by Verdant Analysis

Investment research solution that helps you control the entire investment analysis process, from model building to peer-based analysis. Learn more about INVRS

Investment research solution that helps you control the entire investment analysis process, from model building to peer-based analysis. Learn more about INVRS

A Cloud Based Real Estate Asset Management and Accounting Platform Learn more about Kitt

A Cloud Based Real Estate Asset Management and Accounting Platform Learn more about Kitt

An investor relations module for organizing and sharing corporate information, and communicating with shareholders. Learn more about KoreConX Manage IR

An investor relations module for organizing and sharing corporate information, and communicating with shareholders. Learn more about KoreConX Manage IR

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents. Learn more about Ledgy

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents. Learn more about Ledgy

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

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

LiquidityCalendar.com

by LiquidityCalendar

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

MarketBrowser

by Leading Market Technologies

On-premise investment management solution that helps financial firms research, analyze and monitor stocks, fund prices, index and more. Learn more about MarketBrowser

On-premise investment management solution that helps financial firms research, analyze and monitor stocks, fund prices, index and more. Learn more about MarketBrowser

MIC Manager

by Dolphin Enterprises

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. Learn more about MIC Manager

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. Learn more about MIC Manager

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore. Learn more about Microgen G3

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore. Learn more about Microgen G3

Powerful and flexible software solutions for managing your business' Portfolio functions. Learn more about MIMICS Portfolio Management

Powerful and flexible software solutions for managing your business' Portfolio functions. Learn more about MIMICS Portfolio Management

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics. Learn more about Misys FusionInvest

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics. Learn more about Misys FusionInvest

Monitor

by Digital Portfolio Control

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios. Learn more about Monitor

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios. Learn more about Monitor

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

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

Nirvana Enterprise

by Nirvana Solutions

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

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

NorthPoint IMS

by ACA Compliance Group

Modular system that offers a single place to manage and distribute information about company's assets and transactions. Learn more about NorthPoint IMS

Modular system that offers a single place to manage and distribute information about company's assets and transactions. Learn more about NorthPoint IMS

Novus helps you to better understand your clients so you drive higher returns. Learn more about Novus Investment Manager Solutions

Novus helps you to better understand your clients so you drive higher returns. Learn more about Novus Investment Manager Solutions

Optimizer

by Synertree CMS

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value Learn more about Optimizer

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value Learn more about Optimizer

Opus

by PATRONAS Financial Systems

Buy-side IBOR system for investment managers, custodians and fund managers who wish to optimize their business processes. Learn more about Opus

Buy-side IBOR system for investment managers, custodians and fund managers who wish to optimize their business processes. Learn more about Opus

Oxane Panorama PM

by Oxane Partners

Portfolio management platform for managing loan portfolio and asset-backed financing transactions. Learn more about Oxane Panorama PM

Portfolio management platform for managing loan portfolio and asset-backed financing transactions. Learn more about Oxane Panorama PM

Pakkala Helsinki

by Pakkala Helsinki

Feature-rich and flexible open source portfolio management and securities processing software modules. Learn more about Pakkala Helsinki

Feature-rich and flexible open source portfolio management and securities processing software modules. Learn more about Pakkala Helsinki

PM1e

by Expersoft Systems

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients. Learn more about PM1e

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients. Learn more about PM1e

PMplus

by SuisseTechPartners

Portfolio management system that includes CRM, order management, risk management, tax reporting, FINSA, FINIA, and FATCA capabilities. Learn more about PMplus

Portfolio management system that includes CRM, order management, risk management, tax reporting, FINSA, FINIA, and FATCA capabilities. Learn more about PMplus

Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more. Learn more about Portfolio Genius

Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more. Learn more about Portfolio Genius

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics. Learn more about Portfolio Lab

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics. Learn more about Portfolio Lab

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols. Learn more about Portfolio Workstation

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols. Learn more about Portfolio Workstation

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform. Learn more about PortfolioNet

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform. Learn more about PortfolioNet

POSIT

by VIRTU Financial

Liquidity sourcing software that helps traders to enhance liquidity across investments & minimize information leakage and market impact Learn more about POSIT

Liquidity sourcing software that helps traders to enhance liquidity across investments & minimize information leakage and market impact Learn more about POSIT

PowerBroker

by Envision Financial Systems

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

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

Preqin Solutions

by Preqin Solutions

Portfolio Management Made Easy - Private Capital Software Learn more about Preqin Solutions

Portfolio Management Made Easy - Private Capital Software Learn more about Preqin Solutions

Prospero

by FINARTIS

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

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

Protozoa

by Real Time Risk Systems

Outsourced trading analytics and development on the Protozoa platform. Learn more about Protozoa

Outsourced trading analytics and development on the Protozoa platform. Learn more about Protozoa

PureFacts Wealth Management

by PureFacts Financial Solutions

A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals. Learn more about PureFacts Wealth Management

A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals. Learn more about PureFacts Wealth Management

QPLIX is wealth management software is engineered to handle a full range of asset classes and complex legal entity structures. Learn more about QPLIX

QPLIX is wealth management software is engineered to handle a full range of asset classes and complex legal entity structures. Learn more about QPLIX

Algo trading tools and Low Latency Data feeds. Learn more about QuantFACTORY and QuantFEED

Algo trading tools and Low Latency Data feeds. Learn more about QuantFACTORY and QuantFEED

RADAR

by Assetbook

Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Learn more about RADAR

Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Learn more about RADAR

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

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

Red Deer

by Red Deer

Red Deer optimizes the investment process by delivering unique insight and actionable intelligence to enhance performance. Learn more about Red Deer

Red Deer optimizes the investment process by delivering unique insight and actionable intelligence to enhance performance. Learn more about Red Deer

RiskValue

by SYSTEMIC

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms. Learn more about RiskValue

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms. Learn more about RiskValue

SDK.finance

by SDK.finance

Back-end software for the quickest technological start of any FinTech products. Learn more about SDK.finance

Back-end software for the quickest technological start of any FinTech products. Learn more about SDK.finance

Sentry PM

by ClearStructure Financial Technology

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process. Learn more about Sentry PM

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process. Learn more about Sentry PM

Portfolio management software that helps funds and early stage investors track, analyze, value and report on performance. Learn more about Seraf

Portfolio management software that helps funds and early stage investors track, analyze, value and report on performance. Learn more about Seraf

ShareAlpha

by ShareAlpha

Leverage factor-technology to help improve your returns, reduce your risk and better diversify your portfolio for individual investors. Learn more about ShareAlpha

Leverage factor-technology to help improve your returns, reduce your risk and better diversify your portfolio for individual investors. Learn more about ShareAlpha

Smartleaf

by Smartleaf

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

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

Solovis

by Solovis

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

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

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

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

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

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

StyleADVISOR

by Informa Investment Solutions

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. Learn more about StyleADVISOR

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. Learn more about StyleADVISOR

SyMath

by Symetrics

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more. Learn more about SyMath

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more. Learn more about SyMath

Calculates the market entry point for placing trades by taking into consideration the values of RSI. Learn more about TDI Direction Change Indicator

Calculates the market entry point for placing trades by taking into consideration the values of RSI. Learn more about TDI Direction Change Indicator

TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent. Learn more about TechRules Tower

TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent. Learn more about TechRules Tower

Tercero

by Third Financial Software

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

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

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management. Learn more about The Caissa Platform

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management. Learn more about The Caissa Platform

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks. Learn more about The Imagine Trading System

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks. Learn more about The Imagine Trading System

Trading platform that helps businesses analyse trade futures, cryptos and other assets with charts, stats, and footprints. Learn more about TIGER TRADE

Trading platform that helps businesses analyse trade futures, cryptos and other assets with charts, stats, and footprints. Learn more about TIGER TRADE

Tindeco VISION

by Tindeco Financial Services

Investment management platform that provides financial asset administration through risk assessment. Learn more about Tindeco VISION

Investment management platform that provides financial asset administration through risk assessment. Learn more about Tindeco VISION

Trademetria

by Trademetria

All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Learn more about Trademetria

All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Learn more about Trademetria

TrueFundManager

by Apollo Enterprise Solutions

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM. Learn more about TrueFundManager

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM. Learn more about TrueFundManager

V3

by Vitech Systems Group

Enterprise-class software for hedge fund, private equity and alternative asset administration. Learn more about V3

Enterprise-class software for hedge fund, private equity and alternative asset administration. Learn more about V3

ValueOne

by PriceMetrix

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

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

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution. Learn more about Vermilion Reporting Suite

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution. Learn more about Vermilion Reporting Suite

VESTBERRY

by Vestberry

End to end solution for back office automation of private equity & venture capital funds. Learn more about VESTBERRY

End to end solution for back office automation of private equity & venture capital funds. Learn more about VESTBERRY

Investment management solution that provides analysis for investor clients through insights, content protection, forecasts and more. Learn more about Visible Alpha Insights

Investment management solution that provides analysis for investor clients through insights, content protection, forecasts and more. Learn more about Visible Alpha Insights

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 about Visual FPM

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

Wealth Intelligence

by Dion Global Solutions

A multi award-winning, modular, data agnostic and Front-to-Back office solution, hosted on AWS automates wealth management processes. Learn more about Wealth Intelligence

A multi award-winning, modular, data agnostic and Front-to-Back office solution, hosted on AWS automates wealth management processes. Learn more about Wealth Intelligence

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency. Learn more about Wealth Management Platform

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency. Learn more about Wealth Management Platform

Wealth Office

by Fusion Advisor

Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place. Learn more about Wealth Office

Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place. Learn more about Wealth Office

WealthArc

by WealthArc

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface. Learn more about WealthArc

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface. Learn more about WealthArc

WealthFy

by Valuefy Solutions

Investment intelligence solution that aids businesses in implementing the best investment options for their customers. Learn more about WealthFy

Investment intelligence solution that aids businesses in implementing the best investment options for their customers. Learn more about WealthFy

WealthObjects

by WealthObjects

Investment management tool that enables client engagement through API integrations and planning modules. Learn more about WealthObjects

Investment management tool that enables client engagement through API integrations and planning modules. Learn more about WealthObjects

WealthWorks+

by thewealthworks

For wealth management and the accounting, administration & compliance for trusts, funds, partnerships, companies, foundations and more Learn more about WealthWorks+

For wealth management and the accounting, administration & compliance for trusts, funds, partnerships, companies, foundations and more Learn more about WealthWorks+

XENTIS

by Profidata Group

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

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

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options. Learn more about XWare Trader

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options. Learn more about XWare Trader

ZagTrader

by SK ADVISORY

Platform that serves banks, financial services & insurance organizations in investment management. Learn more about ZagTrader

Platform that serves banks, financial services & insurance organizations in investment management. Learn more about ZagTrader

Zapflow

by Zapflow

The power tool for deal flow, deal and portfolio management for professional investors & VCs. Learn more about Zapflow

The power tool for deal flow, deal and portfolio management for professional investors & VCs. Learn more about Zapflow

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions. Learn more about ZUPUT

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions. Learn more about ZUPUT

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What is Investment Management Software?

Investment Management software automates wealth, portfolio and financial asset management.


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