Top 10 Investment Management Software in 2019

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Most Popular - Investment Management Software in 2019


Investor Management Services (IMS) is the leading investor management software platform for CRE owners and investment firms. Today, we have over 450+ customers who have been able to reallocate thousands of hours ... Learn more about - IMS Platform

AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment ... Learn more about - AppFolio Investment Management

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 dir... Learn more about - FundCount

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 por... Learn more about - Windham Portfolio Advisor

Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies m... Learn more about - Carta for Investors

The #1 leading investment management software designed specifically for real estate. Juniper Square provides real estate investment managers easy-to-use software that streamlines fundraising, investment administr... Learn more about - Juniper Square

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 in... Learn more about - Backstop

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,... Learn more about - Dynamo

Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be co... Learn more about - Eze Investment Suite

AIM

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 Ligh... Learn more about - AIM

HedgeGuard is a fintech that works closely with the buy side community (Hedge Funds,Crypto Funds, Asset Managers, and Family Offices) on helping them achieve optimal portfolio management and operational efficienc... Learn more about - HEDGEGUARD

MineralSoft's cloud-based software provides oil & gas investors with the data and insights they need to succeed, including A&D, land, GIS, portfolio management, general ledger, and auditing tools. MineralSoft sup... Learn more about - MineralSoft

Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate investments, for free. Over 10,000 investors use Stessa to save time and optimize their single-fam... Learn more about - Stessa

Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and real-estate in... Learn more about - Vantage Software

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 ma... 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. GI... Learn more about - VestServe

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 a... 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... Learn more about - eFront

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

Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asse... Learn more about - Prospero

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 ... Learn more about - Broadridge Investment Accounting

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

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. Axy... Learn more about - N?Workflow

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.... Learn more about - StockMarketEye

Cloud-based wealth management and financial planning solution for financial advisers.... Learn more about - inStream

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

emX

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.... Learn more about - emX

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

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

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

Ready-to-use presentation of financial analytics that can be distributed instantly.... Learn more about - Wealth Management Platform

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.... Learn more about - ReconAdvantage

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

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

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

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

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.... Learn more about - Chartsmart

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

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

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

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

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

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

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.... Learn more about - Axys

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

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

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

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.... Learn more about - FA Solutions

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.... Learn more about - FINTRX Platform

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

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.... Learn more about - Ledgex

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement... Learn more about - M2Advisor

Transforms the way real estate deals are screened, analyzed and managed by bringing all stakeholders on a unified platform.... Learn more about - Oxane CREST

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.... Learn more about - Parilux Fund Manager

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

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

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.... Learn more about - TeamWox GroupWare

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

FIN

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules.... Learn more about - LiquidityCalendar.com

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

V3

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. Axy... Learn more about - Opulos Financial Software

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.... Learn more about - TransparenTech

Cloud-based wealth management and financial planning solution for financial advisers.... Learn more about - inStream Solutions

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.... Learn more about - eMoney Advisor

Ready-to-use presentation of financial analytics that can be distributed instantly.... Learn more about - Macroaxis

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

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

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.... Learn more about - Chartsmart Software

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

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

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

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

Create, manage, modify, monitor, and measure investment portfolios.... Learn more about - mhj3.com

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement... Learn more about - M2Wealth

Transforms the way real estate deals are screened, analyzed and managed by bringing all stakeholders on a unified platform.... Learn more about - Oxane Partners

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.... Learn more about - Parilux Investment Technology

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

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

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

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

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

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

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

Complete and flexible software platform for Independent Asset Managers and Family Offices.... Learn more about - Fimax AMS

Web-based trade order management and model rebalancing platform for investment professionals.... Learn more about - Blaze Portfolio Systems

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

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

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

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

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

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

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

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

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

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

JHC

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

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

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

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

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

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

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

Forex trading software with auto alert window integration that works on all time frames.... Learn more about - FXATrade

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

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

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

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

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

Desktop based investment software for portfolio management.... Learn more about - QUANT IX SOFTWARE

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

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

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

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

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

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

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

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios.... Learn more about - Digital Portfolio Control

Modular system that offers a single place to manage and distribute information about company's assets and transactions.... Learn more about - ACA Compliance Group

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

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

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

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

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

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

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

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

Algo trading tools and Low Latency Data feeds.... Learn more about - QuantHouse

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

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

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

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

Calculates the market entry point for placing trades by taking into consideration the values of RSI.... Learn more about - HPC Sphere

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

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

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

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

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

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

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

It is a 360? platform serving the needs of the advisory network and management team by enabling high efficiency.... Learn more about - Dorsum

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

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

For wealth management and the accounting, administration & compliance for trusts, funds, partnerships, companies, foundations and more... Learn more about - thewealthworks

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

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

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

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