Best Online Investment Management Software

Ledgy is an equity management software designed to help startups and companies manage their equity plans effectively. This platform provides tools for tracking employee stock options, managing cap tables, and facilitating shareholder communications. With features such as automated reporting, customizable dashboards, and compliance support, Ledgy simplifies the process of managing equity, ensuring ... Read more about Ledgy

InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext

Navatar Edge is a customer relationship management (CRM) software designed specifically for financial services professionals, including wealth managers, private equity firms, and investment advisors. The platform provides tools to help firms manage client relationships, track opportunities, and optimize sales processes. With Navatar Edge, financial services teams can manage contacts, track investo... Read more about Navatar Edge

DealCheck is a powerful investment management software platform designed for real estate investors, agents, and analysts to analyze and manage property deals effectively. With DealCheck, users can easily evaluate the financial performance of potential investments by analyzing key metrics such as cash flow, cap rate, ROI, and more. The platform offers robust tools for running detailed property anal... Read more about DealCheck

Moneytree Advise is a powerful investment management software designed to help financial advisors and wealth managers optimize their clients' investment portfolios. The platform offers tools for portfolio tracking, performance analysis, and reporting, allowing users to make informed investment decisions based on real-time data. Moneytree Advise supports features such as risk assessment, asset allo... Read more about Moneytree Advise

Yewno Edge is an advanced investment management software designed to support asset managers and investors in making informed decisions based on comprehensive data analysis. The platform uses artificial intelligence and machine learning to analyze vast amounts of financial data, news, and research, providing users with actionable insights into market trends and investment opportunities. Yewno Edge ... Read more about Yewno Edge

Sourcescrub is a market research software platform designed to provide businesses with actionable insights to drive better decision-making. It enables organizations to identify and analyze market trends, competitor performance, and growth opportunities through comprehensive data sources and advanced analytics. Sourcescrub aggregates data from private equity firms, venture capitalists, M&A activity... Read more about Sourcescrub

Capbase is a sophisticated investment management software designed to streamline and enhance the operations of investment firms, financial advisors, and portfolio managers. It offers a comprehensive platform for managing client portfolios, tracking investments, conducting financial analysis, and ensuring regulatory compliance, ensuring that investment professionals can deliver exceptional service ... Read more about Capbase

CircleBlack is a comprehensive investment management software designed to help financial advisors and asset managers manage their clients’ portfolios, track performance, and make data-driven investment decisions. The platform integrates various financial data sources to provide a holistic view of clients’ investment portfolios, enabling advisors to track asset allocation, risk exposure, and re... Read more about CircleBlack

Automatex Forex Tools is an advanced Investment Management Software designed to empower forex traders and investment firms with the tools needed to analyze, execute, and manage their trading strategies effectively. It offers a comprehensive platform for monitoring forex markets, executing trades, and managing investment portfolios, ensuring that users can make informed and timely decisions to maxi... Read more about Automatex Forex Tools

Samco is a comprehensive investment management software designed to help individuals and financial institutions manage portfolios, track assets, and analyze investment performance. The software offers a user-friendly interface for monitoring a wide range of investments, from stocks and bonds to real estate and alternative assets. Samco provides real-time market data, allowing users to make informe... Read more about Samco

Charles River IMS is a leading investment management software designed to streamline the investment process for asset managers and institutional investors. This comprehensive platform offers a suite of tools for portfolio management, risk assessment, and compliance monitoring, ensuring organizations can optimize their investment strategies. With its user-friendly interface, Charles River IMS allow... Read more about Charles River IMS

Investfly is an innovative investment management software designed to streamline portfolio management and trading processes for investors and financial professionals. With its userfriendly interface, Investfly allows users to create, monitor, and analyze investment portfolios efficiently. The software features robust analytics tools that provide insights into market trends, performance metrics, an... Read more about Investfly

Invantage is a comprehensive business management software that empowers organizations to optimize their operations and enhance productivity. With a suite of integrated tools, Invantage allows businesses to manage project workflows, track performance metrics, and streamline communication among team members. The software’s userfriendly interface facilitates task management and collaboration, ensur... Read more about Invantage

Investment Metrics is a leading Reporting Software tailored for the investment management industry. It offers a comprehensive platform for performance analytics, attribution analysis, risk assessment, and client reporting. Investment Metrics features robust data integration capabilities, consolidating data from multiple sources to provide a unified view of investment portfolios. The software inclu... Read more about Investment Metrics

Cap Table Management is an essential investment management software designed to simplify the complexities of managing a company's capitalization table. Ideal for startups, venture capital firms, and private companies, the software provides a centralized platform to track equity ownership, manage shareholder information, and oversee stock options. Cap Table Management offers intuitive features such... Read more about Cap Table Management

COBIS Core is a sophisticated investment management software that helps financial professionals manage portfolios, track investments, and monitor market performance. With powerful analytics tools, it provides detailed insights into asset allocation, risk management, and return on investment (ROI). COBIS Core offers seamless integration with existing financial systems, enhancing the efficiency of p... Read more about COBIS Core

Class Portfolio is a financial reporting software designed to provide businesses with comprehensive tools for tracking and analyzing financial performance. The platform offers customizable reporting templates, allowing users to create detailed financial statements, balance sheets, and cash flow reports. Class Portfolio supports data import from various accounting systems, ensuring accuracy and red... Read more about Class Portfolio

Powens is a comprehensive application development software designed to help organizations build, deploy, and manage applications efficiently. This platform provides users with tools to create custom applications tailored to their specific business needs, enhancing operational efficiency. With Powens, developers can easily design user interfaces, integrate APIs, and manage databases without extensi... Read more about Powens

HALO Global is an advanced investment management software designed to streamline the investment process for asset managers, financial institutions, and portfolio managers. The software offers a comprehensive suite of tools for managing, tracking, and analyzing investment portfolios. HALO Global supports various asset classes, including equities, fixed income, alternatives, and real estate, and all... Read more about HALO Global

aixigois a robust investment management software solution that offers a comprehensive suite of tools for managing investment portfolios, assets, and financial products. Designed for investment professionals, wealth managers, and financial institutions, BLOXX provides an integrated platform for portfolio management, risk analysis, performance tracking, and reporting. The software supports a wide ra... Read more about aixigo:BLOXX

PU Prime is a powerful stock portfolio management software designed for investors, portfolio managers, and wealth management firms to effectively track and manage their stock investments. This software provides a centralized platform for users to monitor the performance of their portfolio, analyze market trends, and make informed investment decisions. PU Prime’s advanced analytics tools help inv... Read more about PU Prime

DealCloud is a sophisticated solution specifically designed for the complex needs of private equity, investment banking, and corporate development professionals. It offers a comprehensive set of tools tailored for managing the entire deal lifecycle. Its core strength lies in its powerful relationship intelligence and deal management capabilities, allowing users to efficiently track interactions, t... Read more about DealCloud

EndoTech is an advanced investment management software solution that uses artificial intelligence (AI) and machine learning (ML) to assist investors and financial institutions in making data-driven investment decisions. The platform provides sophisticated tools for portfolio management, risk assessment, asset allocation, and trade execution. EndoTech uses predictive algorithms to analyze market tr... Read more about EndoTech

Monexo is an investment management software platform that simplifies portfolio tracking, asset allocation, and investment analysis for financial advisors and individual investors. Designed to streamline the investment process, Monexo offers tools for managing diverse asset types, monitoring market trends, and generating performance reports. The software enables users to analyze portfolio risk and ... Read more about Monexo