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Track your trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker.
Learn more about Sharesight
Sharesight is an award-winning investment portfolio tracker that syncs with brokers to automatically track stocks, dividends, ETFs, stock splits & more.
You can use Sharesight to see your total investment returns over any period, while removing the need for data entry as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
Learn more about Backstop
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.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Innovative multi-asset trading platform with revolutionary design and technological stack meeting all top requirements of the industry
Learn more about Unity
Unity platform can provide access to trading with any asset classes (forex, indices, commodities, cfds, equities, bonds, crypto, etc) on various markets in a single interface. The platform is constantly evolving and is fully customisable to the clients' needs. Unity has a full-featured trading terminal, middle and back-office infrastructure, mobile applications available both for iOS and Android. Discover all necessary features for your clients' trading inside a user-friendly environment.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L
Learn more about 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. FundCount brings speed, accuracy and analytical insight to your firm.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting.
Learn more about Vantage Software
First Rate Vantage helps manage the entire fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Replace cumbersome and error-prone spreadsheets with automated portfolio accounting software that ensures greater efficiency in managing complex accounting, waterfall structures, fees, and reporting of investments. Our portal gives instant visibility into fund holdings, transactions, KPIs, performance, and other information that keeps you “in the know
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
Learn more about MRI Software
Founded in 1971, MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI's comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses from property-level management and accounting to investment management to workplace and facilities management.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting
Learn more about Certent Equity Management
Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds.
Learn more about FolioSure
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments.
Mint is a free online money management tool that helps you budget, track spending, and monitor your credit score. Mint pulls all of your financial accounts into one place so you can finally get a complete picture of where your money is going.
Learn more about Mint
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Manager is commercial real estate software that maximizes your returns, reduces overhead, & simplifies your investment operations.
In other words, we are:
A digital platform that creates repeat investors and accelerates capital raises at scale.
A streamlined workflow that automates your investment operations while adding an extra layer of accuracy and security.
A single source of truth that fuels thoughtful transparency for your teams and investors.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Stessa is smart accounting software for real estate investors with rental properties.
Stessa is smart-yet-simple accounting software for real estate investors with rental properties. Stessa helps landlords like you to save valuable time, maximize your profits and optimize your portfolio with powerful features: personalized performance dashboards, automated income and expense tracking, tenant ledger, document organization, tax-ready financial reports and more. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets - 100% free to try.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Visibility, Delivered. Status Quo, Shattered.
RealPage IMS an end-to-end, fully integrated platform designed for real estate. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. We focus on creating investor transparency and engagement by providing performance dashboards, investor portals, document dissemination, and a centralized location for new offerings.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Faster fundraising, customisable contracts, transparent pricing and unlimited help from our experts.
SeedLegals is a SaaS platform founded in 2016 by Anthony Rose and Laurent Laffy.
Create a Pitch page and share your deck, company info and fundraising details with investors in one link.
Raise capital whenever you need to with our innovative agile funding services - from one-off investments to a full funding round and top-ups in between.
Speed up your legal and board admin - dramatically cut down the time and money spent on traditional lawyers and accountants.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Juniper Square provides a system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.
Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,700 GPs rely on Juniper Square to manage more than 300,000 LPs in more than 24,000 private funds.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions.
Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.
Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more.
Learn more about Social Security Timing
Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data.
As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Investment management platform that helps businesses capture Alpha across cryptocurrencies using automated algorithms
EndoTech.io provides investors with advanced technologies used in top hedge funds so they can benefit from proven, automated investing strategies directly and securely on their own crypto wallets (full custody SMA).
Investment management platform that helps businesses handle trade across cryptocurrencies using algorithms, data analysis, and more.
More than $100MM on platform.
More than a decade in AI in finance
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Plaid is the easiest way for users to connect their financial accounts to an app.
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.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Local product
Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.
Exirio is a portfolio tracking and wealth insight app.
We take tracking to a new level: all your wealth aggregated in one place, and the information you need to accurately understand what you own, and how it is performing.
Any asset, any currency, any device. For free
Exirio is the first step to better investment decisions.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
The Leading Real Estate Analysis Software and Calculator
DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet.
Trusted by over 250,000 real estate investors and agents, it's the leading real estate analysis platform that has been featured by Forbes, MSN, BiggerPockets and others.
DealCheck will help you analyze and perform due diligence on any rental property, BRRRR, flip, rehab project, wholesale deal, multi-family or commercial building in seconds.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm? Manage every cent that goes into your trading business with our Trademetria for Manager solution.
Learn more about Trademetria
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Cloud-based platform that lets users invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard.
A cloud-based platform that lets users invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard.
Learn more about Tyke
Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.
Ledgy is used leading VC funds to keep track of their investments. Single source of truth within a scalable dashboard to monitor capitalisation tables, liquidity rate, comparison models, waterfall analysis, future dilution and more. Monitor startup performance with KPI dashboards and shareable reports. Simplify document management with qualified electronic signatures. Swiss made: always accurate, private, secure and legally compliant.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.
Trade Ideas empowers traders to consistently make better trading and investing decisions with the tools, education, and community they need to become successful. Since 2003, Trade Ideas has offered real-time scanning along with charting, backtesting, simulation, entry/exit signals, and risk analysis. Additionally, what separates Trade Ideas from other vendors is their Artificial Intelligence component that analyzes the statistical patterns of the market.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Dynamo streamlines front-to-back investment operations management software for GPs, LPs, and service providers.
Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
DealCloud is a data-powered platform delivering vertical-specific solutions for financial services firms.
DealCloud is a data-powered platform delivering vertical-specific solutions that enable financial services professionals to execute deals at the highest levels.
Our platform is purpose-built for financial services firms to be flexible and easily configured to meet the changing needs of capital markets professionals.
More than just a CRM: We provide a single solution to help manage relationships, execute deals, and easily connect with external solutions and third-party data providers.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Our mission is to help customers find, research, and connect with privately held companies - using data to transform the M&A industry.
SourceScrub is the world's leading data service for firms looking to research, find and connect with privately held companies. Our Private Company Intelligence platform allows deal teams to take a data-driven approach in a traditionally opaque segment of the market. We combine state-of-the-art technology with an unmatched QA process resulting in the freshest and most accurate data set available.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
SPEEDA integrates public and private company data, industry research, trends, global M&A deals, and news to accelerate your business...
Are you spending hours gathering company or industry information for your research work? Our platform is an enterprise solution focusing on accelerating your research with Asian private company data and proprietary industry reports. Used by both business and financial professionals. Spend less time on benchmarking, company profiling, and market research work to focus more on your data analysis. Start your free trial today to understand more about SPEEDA.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software
Real Estate Sponsors use SyndicationPro.com to raise capital and spend less time doing it. Our customers manage half a billion in assets through our platform.
SyndicationPro includes a robust and easy to use Investor CRM, Investor Portal, and Investment Management software to nurture leads, digitize fundraising, and centralize investor relations.
Learn more about SyndicationPro
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios.
AlternativeSoft’s platform redefines portfolio optimization, providing the most extensive set of quantitative tools available on the market for funds' investment management, funds' fact sheet, funds' risk analysis and funds' due diligence.
Highly intuitive and user friendly, our platform provides both a greater breadth of analytics and monitoring options all at a faster speed than other competing platforms.
Featuring free customized fact sheets, free installation and free 24hr support.
Learn more about AlternativeSoft
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Cloud-based solution that enables users to personalize the platform, manage marketing, run compliance checks & analyze investment data.
WealthBlock's white label platform integrates capital raising tools (CRM, data room, investor verification, e-signature, fund admin, cap table managements, etc.) in an all-in-one solution to increase funding productivity by 10x.
WealthBlock supports Venture Capital, Private Equity, Broker Dealer and Real Estate Investment Firms for their private investment offerings across a variety of asset classes. More than $300MM has been raised on the platform over the past 12 months.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups.
Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports.
Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.
EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. Easily run waterfalls and scenario models to gain visibility into the performance of all their investments, companies, and funds.
Say goodbye to sloppy data, and enjoy an accurate view of your fund performance.
Learn more about Diligent Equity
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
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.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Investment management solution to streamline portfolio construction, shadow accounting, workflows, risk management & custom reporting.
The investment & portfolio management solution for all asset types, from hedge funds, mutual funds, fund of funds, equities & bonds, to private equity, cryptos & real estate.
With;
• Extensive quantitative & qualitative research & analysis
• Advanced portfolio construction
• Shadow accounting
• Cash-flow/liquidity analysis & risk analysis
• CRM, workflow, due diligence
• Powerful, custom management/investor reporting.
Based on optimised data-sets via true aggregation of multiple data sources
Learn more about PackHedge
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.
TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.
TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Orchestra delivers streamlined equity management so your company can create engaged employees & investors.
Orchestra provides equity management software for growth companies & businesses with many stakeholders, enabling them to create engaged employees & investors.
Orchestra provides better visibility with a single source for your ESOP employees and investors to easily view and manage their holdings in the business.
Ensure your share registry and cap table are accurate and compliant, and easily communicate with investors and ESOP holders on one platform.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Strategic Finance Platform for agile planning, real-time reporting and better decision making for today's fast-growing startups.
Mosaic is a Strategic Finance Platform for agile planning, real-time reporting, deep analysis, and more accurate forecasting. Easily consolidating data from ERP, CRM, HRIS, and Billing systems, the platform provides a single-source-of-truth across the business, aligning teams and enabling better decision making. Today, Mosaic’s software is deployed by some of the fastest-growing companies, helping them manage current business performance and plan for the future.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity.
Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement. Learn more at NitrogenWealth.com.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Enabling real estate firms to streamline all facets of investment management, raise capital, foster investor relations, and cut costs
Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform driving firms to excel in what they do best: finding investment opportunities, raising capital, and ultimately driving profits for themselves and their investors.
Agora combines technology with real estate expertise to streamline operations and remove barriers across all facets of investment management, from fundraising and investor relations through reports to distributions and tax operations.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms.
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate (CRE) investment firms. Save time with our automated distribution & capital call payment processing and gain your LPs’ trust with our intuitive Investor Portal all in one platform. If you are a CRE investment firm who caters to high net work (HNW) clients or family office investors, this platform will help you drive growth for your investment firm.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution.
The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers.
Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.
With offices in Sydney, Boston, Paris and Beirut, the H
Learn more about HedgeGuard
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Features
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds/Stocks
- For Investors & Traders
Investment Management Software Buyers Guide
Table of Contents
What is investment management software?
Investment management software is a platform for managing an organization’s investment portfolio and financial assets. It offers integrated tools to track portfolio activities, investment funds, and audit compliance standards.
The software is closely related to banking software and financial risk management software , offering several similar functionalities. For these reasons, it suits individual investors, traditional investment firms, and alternative investment vendors such as hedge funds.
The benefits of investment management software
Investors have to closely monitor their mutual and exchange-traded funds every day. The software offers various benefits that help businesses streamline their workflows, stay compliant of regulatory norms, and increase productivity.
Here are some details of the software’s benefits:
- Get real-time performance analysis: Investment management software tracks account activities to update financial advisors on their portfolio’s performance. It helps them compare performance at the start and end of a specific time period. They can also see real-time results, which helps them instantly calculate gains and losses.
- Manage all your investment accounts in one place: Investment managers can group portfolios and categorize each one for easy reference. They can monitor all the investments from a central location, even if the funds are distributed among multiple accounts or geographies and have varied brokerage charges.
- Track stock markets to make informed decisions: It’s vital to select the right stocks for investment. The software sets up watchlists based on your requirements, so that you can select the best options from the lists. It also helps investors track free online sources for potential securities portfolios, in which they can invest.
Typical features of investment management software
- Data import/export: Import and export information as well as reports—in PDF or Excel formats—to and from the investment management software.
- Investments tracking: Monitor capital allocation and asset prices over time.
- Benchmarking: Compare key metrics of your business against the metrics of prominent market players in your industry.
- Client management: Organize your firm's interactions with current and potential customers.
- Compliance reporting: Audit, track, and report regulatory data to your internal and external stakeholders.
- Bonds/stocks: Purchase and track the bonds and stocks in a customer’s portfolio.
Considerations when purchasing investment management software
- Ease of implementation and use: Vendors are working on better user experience as customers choose systems that are easy to implement and use. A majority of the workforce will dump their financial partner if offered a better technological experience by another firm. Therefore, the tool you choose should be easy to use for employees and clients. An easy-to-use interface will support clients in regularly capitalizing the benefits.
- Real-time risk and compliance reporting: The software should have capabilities for real-time risk valuation and calculation to help firms generate performance reports and develop strategies. It should have a rule-based compliance engine and ability to customize compliance workflows. It should help managers generate reports on risk ratios such as liquidity, exposure, value at risk to analyze risk attribution, and decomposition.
Relevant investment management software trends
- Machine learning transforming how organizations serve clients: Predictive analytics and machine learning can help investors gather insights on vital market events that can impact a client’s portfolios. The insights help the software learn and suggest the next best action for the client. Self-learning modules can track visitor activity and learn about their interests . Based on this info, advisors can modify their communication strategy to better engage with, and retain, clients.
- Greater focus on gaining, retaining millennial customers: Investors will largely target millennials as the latter starts dominating the workforce and earning higher amounts. However, millennials seek to invest in their own by checking online reviews and peer recommendations. To tap this demographic, firms need the latest technologies to communicate, facilitate payments, and ensure transparency. Offer a self-service platform to personalize their experience as well as consolidate and analyze their portfolio, so that millennials have full ownership of their assets.
