Best Online Investment Management Software

FIDA Workstation is a comprehensive investment management software designed to help asset managers, investors, and financial institutions optimize portfolio performance and make informed investment decisions. The platform offers a suite of powerful tools for managing various investment assets, including stocks, bonds, and mutual funds. FIDA Workstation’s intuitive interface provides users with r... Read more about FIDA Workstation

Enterprise Data Management (EDM) is a robust software solution that helps organizations centralize, manage, and optimize their data assets. With the ever-increasing volume of data generated by businesses, EDM provides tools to ensure data consistency, accuracy, and accessibility across the organization. This platform supports a wide range of data management tasks, including data integration, data ... Read more about Enterprise Data Management

Envision Investor Management Suite is a comprehensive investment management software solution designed to optimize portfolio management and reporting for financial professionals. This platform provides a suite of tools for tracking investments, analyzing performance, and managing risk, all within a secure and user-friendly environment. Envision offers advanced analytics, customizable dashboards, a... Read more about Envision Investor Management Suite

Archway is a comprehensive investment management software designed to streamline the administration of investment portfolios for asset managers and financial institutions. This robust platform provides tools for portfolio management, performance reporting, and compliance monitoring, ensuring that organizations can effectively manage their investments. With its user-friendly interface, Archway allo... Read more about Archway

Kwanti is an investment management software tailored for financial advisors and wealth management firms. This platform offers comprehensive tools for portfolio management, performance tracking, and reporting, helping advisors deliver exceptional service to their clients. Kwanti enables users to create detailed investment proposals, analyze asset allocations, and assess risk levels effectively. Wit... Read more about Kwanti

Tercero is a sophisticated investment management software designed to help financial advisors and investment firms manage client portfolios efficiently. The platform offers a range of features, including portfolio tracking, risk assessment, and performance reporting, empowering advisors to make informed investment decisions. With its intuitive interface, Tercero simplifies the management of comple... Read more about Tercero

InvestorFlow is a sophisticated investment management software tailored to meet the needs of investment firms and financial advisors. This comprehensive platform streamlines the investment process, offering features such as portfolio management, performance tracking, and client reporting. With its intuitive dashboard, users can easily access critical information about their investments, analyze pe... Read more about InvestorFlow

Obsidian Suite is a comprehensive investment management software that provides financial professionals with the tools needed to optimize their investment strategies. This platform supports portfolio management, risk assessment, and performance tracking, enabling users to make informed decisions based on realtime data. With its intuitive dashboard, users can easily access key metrics and analytics ... Read more about Obsidian Suite

Flanks is an investment management software designed to simplify portfolio management and enhance investment decision-making for financial professionals. With its powerful analytics and reporting features, Flanks provides a comprehensive view of investment performance, helping portfolio managers track asset allocation, risk levels, and returns. The software supports integration with various financ... Read more about Flanks

Quoroom is an innovative equity management software designed to help organizations manage their equity ownership, fundraising, and investor relations effectively. This platform provides comprehensive tools for tracking equity distribution, managing shareholder communications, and ensuring compliance with regulations. With Quoroom, users can easily manage cap tables, process transactions, and gener... Read more about Quoroom

Gain.pro is an advanced equity management software tailored to support businesses and investors in managing and tracking equity ownership and financial investments. The software offers a comprehensive platform for managing cap tables, stock options, and investor relations, allowing businesses to maintain full visibility over their ownership structure. Gain.pro helps ensure compliance with financia... Read more about Gain.pro

Cash Flow Portal is an investment management software platform designed to simplify and streamline the management of private equity and real estate investments. The platform provides investment firms and asset managers with real-time visibility into their portfolios, allowing them to track cash flows, monitor performance, and manage investor relations. With Cash Flow Portal, users can generate det... Read more about Cash Flow Portal

Vermögensmanagement is an investment management software designed to help businesses and individuals manage their investment portfolios. It offers tools for tracking asset performance, managing risk, and optimizing returns. Vermögensmanagement provides real-time market data and analytics, allowing users to make informed investment decisions based on current trends. The software also includes fea... Read more about Vermögensmanagement

LenderKit is a versatile investment management software that helps businesses and individuals streamline their investment portfolios, manage crowdfunding platforms, and raise capital more effectively. The platform is particularly useful for peer-to-peer lending platforms, real estate crowdfunding services, and other investment opportunities where businesses need to manage large pools of investors.... Read more about LenderKit

Capboard is a comprehensive equity management software designed to help organizations manage their equity ownership and streamline investor relations. This platform provides a robust suite of tools that enable users to track equity holdings, manage cap tables, and facilitate communications with investors efficiently. With Capboard, businesses can easily create and maintain detailed records of equi... Read more about Capboard

PortfolioPathway is a powerful investment management software designed to streamline the management of investment portfolios for financial advisors and institutions. This comprehensive platform provides tools for portfolio tracking, performance analysis, and reporting, enabling users to optimize their investment strategies effectively. With its intuitive interface, PortfolioPathway allows users to... Read more about PortfolioPathway

Orchestrade is a sophisticated investment management software designed to streamline operations for asset managers, hedge funds, and financial institutions. This platform provides a comprehensive suite of tools for managing portfolios, trading, and risk management, ensuring that organizations can operate efficiently in a complex financial landscape. With an intuitive interface, Orchestrade allows ... Read more about Orchestrade

HYIP Manager Script is a specialized Investment Management Software designed to help high-yield investment program (HYIP) operators manage their investment schemes efficiently and securely. The platform offers tools for investor registration, fund management, payment processing, and performance tracking, ensuring that HYIP operations run smoothly and transparently. HYIP Manager Script features an ... Read more about HYIP Manager Script

Global WealthES is an investment management software tailored for wealth managers, financial advisors, and investment firms. The platform provides tools to manage client portfolios, track investments, and optimize financial strategies. Global WealthES offers features such as automated reporting, risk analysis, and performance tracking, helping advisors make data-driven decisions for their clients.... Read more about Global WealthES

DiligenceVault is an innovative investment management software designed to streamline the due diligence process for investors and asset managers. By integrating advanced technology, it offers tools for organizing, sharing, and analyzing information related to potential investments. Users can benefit from customizable workflows, enabling them to tailor the platform to their specific needs. With a f... Read more about DiligenceVault

InvestWell is an advanced investment management software tailored for financial advisors and investment firms. It streamlines portfolio management by providing tools for asset allocation, performance tracking, and reporting. With its intuitive interface, users can analyze market trends and assess investment opportunities in real-time. InvestWell enables financial professionals to create customized... Read more about InvestWell

Jacobi is an innovative investment management software solution designed to streamline the investment process for asset managers and financial advisors. This platform offers comprehensive tools for portfolio management, performance analysis, and reporting, enabling users to make informed investment decisions. With Jacobi, users can track and analyze investment performance in real time, assess risk... Read more about Jacobi

Vidrio Financial is a comprehensive risk management software solution designed to help financial institutions, investment firms, and asset managers identify, assess, and mitigate risk. The software provides real-time risk analytics, offering an in-depth view of both market and operational risks that could impact the financial stability of an organization. Vidrio Financial’s advanced modelin... Read more about Vidrio Financial

Floww is an advanced investment management software designed to help organizations optimize their investment strategies and manage portfolios effectively. This platform provides comprehensive tools for tracking investments, analyzing market trends, and managing risk, enabling users to make informed financial decisions. With Floww, organizations can easily monitor portfolio performance, generate re... Read more about Floww

iownit is an investment management software designed to help individuals and organizations track and manage their investments in real-time. The platform provides tools for portfolio management, including asset allocation, risk analysis, and performance tracking. iownit allows users to monitor the value of their investments, compare performance against benchmarks, and make data-driven decisions bas... Read more about iownit