Investment Management Software

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IMS Platform

by Investor Management Services

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM system, investor dashboards, document management, distribution calculations, and analytics. Deliver the transparency your investors demand while reducing costs and adding efficiencies to processes like distribution calculations and disbursements. To learn how IMS will help you save time and resources, take a free demo today! Learn more about IMS Platform

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

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

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

Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. 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

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

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

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

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

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, 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

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

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

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

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

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

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 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

Cubits

by Synertree CMS

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental Learn more about Cubits

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental Learn more about Cubits

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

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

AIM

by Altvia Solutions

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

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

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

AlternativeSoft

by AlternativeSoft

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets. Learn more about AlternativeSoft

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets. Learn more about AlternativeSoft

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

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

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

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

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

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

Wizetrade Commodities

by The Wizetrade Group

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts. Learn more about Wizetrade Commodities

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts. Learn more about Wizetrade Commodities

PortfolioPathway

by Portfolio Pathway

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

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

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 Strategic Financial Solutions

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

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

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

AdvisorCube

by FinanceCube

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

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

AdvisorVision

by AdviceAmerica

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. Learn more about AdvisorVision

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. Learn more about AdvisorVision

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

Angelloop

by Angelloop

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

Investment 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

A one-stop-shop for investment Management Firms Learn more about Bankers Realm

A one-stop-shop for investment Management Firms 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

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

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

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

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

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

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

eReportal

by Varden Technologies

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

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

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

FactSet

by FactSet Research Systems

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

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

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

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

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

Floodlight Investing

by Floodlight Investing

Investment portfolio construction and analysis service for financial advisers. Learn more about Floodlight Investing

Investment portfolio construction and analysis service for financial advisers. Learn more about Floodlight Investing

focus:360 adviser

by Focus Solutions

Financial planning product for high net worth clients. Learn more about focus:360 adviser

Financial planning product for high net worth clients. 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

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

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

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

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

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

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

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

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

GoldenGem

by GoldenGem

Neural network stock market analysis. Learn more about GoldenGem

Neural network stock market analysis. Learn more about GoldenGem

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation. Learn more about Horizon Portfolio Management

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation. Learn more about Horizon Portfolio Management

Fully secure and most advanced script in the high-yield investment market. Learn more about HYIP Investment Script

Fully secure and most advanced script in the high-yield investment market. Learn more about HYIP Investment Script

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

ImpactEdge

by Neville & Rowe

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

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

Integrata

by Enfusion

Premiere investment management platform, seamlessly integrating multi-asset class solutions for front, middle and back office Learn more about Integrata

Premiere investment management platform, seamlessly integrating multi-asset class solutions for front, middle and back office Learn more about Integrata

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

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

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

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

InvestWorks

by Investment Metrics

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers. Learn more about InvestWorks

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers. Learn more about InvestWorks

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

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations. Learn more about Kraytis Risk manager

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations. Learn more about Kraytis Risk manager

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

LoanPost

by The LoanPost

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

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

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

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

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

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

PackHedge

by FinLab Solutions

An investment industry solution with features for qualitative and quantitative research, risk analysis, stress testing, and more. Learn more about PackHedge

An investment industry solution with features for qualitative and quantitative research, risk analysis, stress testing, and more. Learn more about PackHedge

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

PAM

by Princeton Financial Systems

Portfolio Accounting and Management. Learn more about PAM

Portfolio Accounting and Management. Learn more about PAM

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

Portfolio Director

by Portfolio Systems

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison. Learn more about Portfolio Director

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison. Learn more about Portfolio Director

Front-to-back, Integrated Investment Accounting & Risk Management. Learn more about Portfolio Genius

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

Portfolio Plus

by Strategic Information Technology

Portfolio Plus manages RRSP investments, RESP investments, RRIF investments and more. Learn more about Portfolio Plus

Portfolio Plus manages RRSP investments, RESP investments, RRIF investments and more. Learn more about Portfolio Plus

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 Investment Technology Group

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

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

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

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

PSIT

by Infinite Wealth Management Services

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

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

PureFacts Wealth Management

by PureFacts Financial Solutions

Configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability. Learn more about PureFacts Wealth Management

Configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability. Learn more about PureFacts Wealth Management

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

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

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

Modular integral solution that allows financial advisers to improve customer service through better portfolio management. Learn more about TechRules Tower

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

Tindeco VISION

by Tindeco Financial Services

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench. Learn more about Tindeco VISION

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench. Learn more about Tindeco VISION

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

Troika

by thewealthworks

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Learn more about Troika

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Learn more about Troika

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

VAIT

by Verdant Analysis

Financial modeling and ratio analysis application for creating long-term investment strategies. Learn more about VAIT

Financial modeling and ratio analysis application for creating long-term investment strategies. Learn more about VAIT

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

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence. Learn more about Visible Alpha Insights

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence. 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

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

Wealth platform for family offices that offers custom client portals from any data source. Learn more about Wealth Office

Wealth platform for family offices that offers custom client portals from any data source. 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

WealthNET

by eFINSERVE

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

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

WealthObjects

by WealthObjects

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms. Learn more about WealthObjects

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms. Learn more about WealthObjects

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

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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