261 results
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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. 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 in...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Learn more about Vantage Software
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. We specialize in investor portal and accounting, reporting, contact management, portfolio monitoring and deal flow solutions. Learn more about Vantage Software
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and rea...
  • 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. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm. 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, in...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
An award-winning software specialising in top funds selection, top portfolio construction and funds' due diligence. Learn more about AlternativeSoft
Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a software with all the funds and futuristic funds analytics. With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios. Learn more about AlternativeSoft
Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a software with all the funds and futuristic funds analytics. With a total co...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
QUO

QUO

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Wealth Management & Family Office Platform - Aggregate positions from 300+ & brokers banks in real time. Trade 15 MM+ securities online Learn more about QUO
Wealth & Family Office SaaS Platform - Automate portfolio aggegation, eliminate manual execution & automate risk management. Over 300 + banks & brokers on one platform *Your RMs & Clients can trade 15 MM + listed / OTC online - Equities, Bonds, Futures, FX, Funds * Aggregate position & view consolidated Portfolio stats - Real time P&L, NAV, Exposure, Cost basis and much more. SaaS system / Zero installation. Seamlessly integrates with most Bank systems (300+ Custodians & Brokers). Learn more about QUO
Wealth & Family Office SaaS Platform - Automate portfolio aggegation, eliminate manual execution & automate risk management. Over 300 + banks & brokers on one platform *Your RMs & Clients can trade 15 ...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
White label crowdfunding platform that can be customized to your business needs. Learn more about Crowdsofts
We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdfunding process. We achieve this with our software, which you can access as simply as setting up a subscription. With Crowdsofts, you will be able to start your crowdfunding business in no time. Learn more about Crowdsofts
We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdfunding process. We achieve this with our software, which you can access as simply as setting ...
  • 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.
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management ¿ all part of the MRI Software Property Investment Financial Tool set.
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your re...
  • 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.
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 ma...
  • Client Management
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  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate.
Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. Juniper Square is trusted by more than 800 GPs to manage more than 21,000 investments and $1 trillion of real estate assets.
Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. ...
  • 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.
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 hom...
  • 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.
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,I...
  • 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.
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...
  • 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.
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....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Cloud-based solution that assists with wealth management, financial planning, client loyalty, reporting and more.
Cloud-based wealth management and financial planning solution for financial advisers.
Cloud-based wealth management and financial planning solution for financial advisers....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Carta is the investment and ownership platform for VC firms and their portfolio companies.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investors and advisors come to DealCloud to power their deal teams.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. Wi...
  • 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 by Analysts and Managers at leading VC funds to keep track of their investments. Single source of truth within a scalable dashboard to monitor capitalization 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.
Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Single source of truth within a scalable dashboard to monitor capitalization tables, liquidity rate, compa...
  • 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.
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...
  • 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.
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 ...
  • 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.
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' financia...
  • 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.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platfo...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution.
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fun...
  • 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.
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 provide...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Our PMS is a fuly front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds.
For Fund managers, Hedge Funds, Family Offices, Asset Managers or crypto-funds managers! We provide a comprehensive cloud-based Portfolio Management System and an outsourced Middle Office service. Our goal is to help our clients achieve optimal operational efficiency.
For Fund managers, Hedge Funds, Family Offices, Asset Managers or crypto-funds managers! We provide a comprehensive cloud-based Portfolio Management System and an outsourced Middle Office service. Our ...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Terra makes it easy for investors to complete the investment payment process seamlessly and gives investment managers complete control
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few clicks and most of all gives you complete control and tracking over the entire process.
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few cl...
  • 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.
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 pl...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management.
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team.
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 ef...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Plaid is a technology platform that enables applications to connect with users bank accounts.
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.
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 ...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
EquityEffect is the only fully-integrated portfolio and cap table management platform built for venture capital firms.
EquityEffect 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 waterfalls enabling venture capital firms 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.
EquityEffect 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 portf...
  • 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.
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. ...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
AIRR is a full-service integration platform for investment professionals available as a single SaaS solution.
AIRR specializes in solutions to automate the process of making investment decisions. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage. AIRR is built as an open integration platform that allows exporting all data through APIs and integrating ready-made solutions in the investment management market.
AIRR specializes in solutions to automate the process of making investment decisions. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
FactSet provides integrated software and data solutions to investment professionals.
FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For.
FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with info...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Empowers Alternatives 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.
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 soluti...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investor Deal Room is an investor management software that helps commercial real estate sponsors manage investors and raise capital.
Investor Deal Room is an investor management software that helps commercial real estate sponsors raise capital more efficiently, report to investors, and manage documents.
Investor Deal Room is an investor management software that helps commercial real estate sponsors raise capital more efficiently, report to investors, and manage documents....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more.
Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.
Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simp...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.
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!
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...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas.
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and perfor...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
* Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. I...
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management....
  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
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Investment Management Software Buyers Guide

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. 
  • 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.