Best AI-Powered Investment Management Software

AI investment management software empowers investors and financial institutions with predictive analytics, algorithmic trading, and portfolio optimization capabilities. These platforms analyze market data, detect trends, and provide actionable insights for better investment decisions. AI can assess risk profiles, recommend diversified portfolios, and continuously monitor performance to ensure maximum returns. Many solutions also offer robo-advisory services, allowing individuals to automate investments with AI-driven strategies. For example, AI-enabled tools help wealth managers personalize recommendations, reduce risks, and save time by automating reporting. With AI investment management platforms, both institutions and individual investors gain smarter, data-driven strategies for financial growth. Explore the best AI Investment Management Tools to drive smarter allocation decisions and achieve your financial goals.

Last Updated: October 01, 2025

  • All Software All Software

2 Software

Popular Picks in Investment Management Software

AdvisorEngine CRM

AdvisorEngine CRM

 Write a Review

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

 Write a Review

$650 Per month

Backstop

Backstop

 Write a Review

Contact Vendor

Betterment

Betterment

 Write a Review

Contact Vendor

List of Top AI Investment Management Software Solutions

Pricing Options

Monthly Subscription

Annual Subscription

One-Time Payment

Quote Based

Features

No Features

Company Size

Self Employed

Small Business

Medium Business

Enterprise

I'm looking for Investment Management Software that is:

Altss

Connect to Capital — Actionable Investor Intelligence for the Alternative Asset Class

Altss equips investment managers with transparent, continuously updated intelligence on LPs and alternative investors. Covering family offices, pensions, endowments, and RIAs, the platform provides verified contacts, allocation trends, and co-investment opportunities. With built-in compliance guardrails and no CSV/API exports, Altss ensures secure access to proprietary data while enabling users t... Read more about Altss

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

HelloData.ai is a powerful data extraction software that uses artificial intelligence to automate the process of extracting valuable data from various sources, such as documents, forms, and images. The platform leverages advanced machine learning models to recognize and extract relevant information with high accuracy, reducing the need for manual data entry. HelloData.ai supports a variety of data... Read more about HelloData.ai

Free Trial

Available

Pricing Type

$250 Per user

Location

United States

No buyer guide found.

Frequently Asked Questions

It’s a platform that uses AI and predictive analytics to manage portfolios, investments, and financial strategies efficiently.

AI analyzes market trends, predicts returns, and recommends diversified portfolios for better performance.

Yes, AI evaluates risk profiles and identifies potential investment risks in real time.

Absolutely, AI can automate investments and provide personalized strategies for investors.

AI platforms analyze historical and real-time market data to identify emerging patterns and opportunities.

Yes, AI generates accurate, real-time reports on portfolio performance and financial metrics.

Yes, individuals can benefit from AI-driven strategies, portfolio insights, and automated investments.

Absolutely, banks, wealth managers, and investment firms use AI to optimize client portfolios and reduce risks.

By providing data-driven insights, predictive analytics, and actionable recommendations for investments.

Enhanced portfolio performance, reduced risk, time savings, and smarter, data-driven financial decisions.