Best Investment Management Software

The B2B White-Label Robo Advisor is an investment management software designed for financial institutions and advisors looking to offer automated investment solutions to their clients. This platform provides tools for portfolio management, client onboarding, and risk assessment, enabling organizations to deliver personalized investment experiences efficiently. With features such as customizable in... Read more about B2B WHITE-LABEL ROBO ADVISOR

Vantage Software provides fund accounting solutions tailored for the financial services industry, including hedge funds, private equity firms, and asset managers. The software offers tools for portfolio management, investor reporting, compliance, and performance analysis. Vantage Software helps firms automate complex accounting processes, maintain accurate records, and meet regulatory requirements... Read more about Vantage Software

TradingFront is an advanced investment management software designed to help investors and financial institutions manage portfolios, track assets, and make data-driven decisions. The platform offers tools for analyzing market trends, evaluating risks, and executing trades across multiple asset classes, including stocks, bonds, and commodities. TradingFront features real-time data integration, ensur... Read more about TradingFront

OptionTrax is a comprehensive equity management software designed to simplify the tracking and management of stock options, equity plans, and employee ownership programs. The platform streamlines the process of granting, tracking, and exercising stock options, making it easy for businesses to manage their equity compensation programs. It offers advanced reporting features, real-time data updates, ... Read more about OptionTrax

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer

Trust Platform is an investment management software designed to help financial institutions, asset managers, and individual investors manage their portfolios, analyze investment opportunities, and track financial performance. The platform offers powerful tools for portfolio tracking, risk analysis, and asset allocation. Trust Platform’s real-time data and analytics capabilities allow users to mo... Read more about Trust Platform

AM-DIS is a risk management software that helps organizations identify, assess, and mitigate potential risks. It provides businesses with real-time monitoring, enabling proactive decision-making to reduce the impact of risks. The software’s advanced analytics and customizable reporting features allow users to prioritize threats and address risk exposure effectively. By automating processes, AM-D... Read more about AM-DIS

INDIS is a risk management software that helps businesses identify, assess, and mitigate potential risks across various industries. The software provides a centralized platform for managing risk data, tracking incidents, and developing strategies to minimize risks. INDIS includes customizable risk assessments, enabling organizations to evaluate risks based on specific criteria and prioritize actio... Read more about INDIS

RentCast is a comprehensive investment management software that helps property investors track and manage their portfolios with ease. The platform allows users to monitor rental income, expenses, and property values in real time. RentCast simplifies financial reporting by providing customizable reports that help investors make informed decisions based on current market trends and performance metri... Read more about RentCast

qashqade is an intuitive fund accounting software designed to help businesses, investment firms, and nonprofit organizations manage financial transactions, portfolios, and compliance reporting. The software provides tools for managing multi-fund accounting, tracking investments, and ensuring that funds are allocated properly. qashqade simplifies the process of generating accurate financial stateme... Read more about qashqade

Vantage Portfolio Accounting is an advanced equity management software solution developed to assist investors and asset managers in tracking and optimizing their equity portfolios. This platform provides comprehensive portfolio management tools, including real-time asset tracking, automated reporting, and performance analysis. With its intuitive dashboard, users can monitor investment metrics, ben... Read more about Vantage Portfolio Accounting

B1 Financial is a comprehensive investment management software designed to help organizations manage their investment portfolios effectively and enhance financial performance. This platform provides a robust suite of tools that enable users to track investments, analyze performance, and streamline reporting processes. With B1 Financial, investment professionals can easily create and maintain detai... Read more about B1 Financial

Deaglo is a robust investment management software designed to streamline the management of investment portfolios, helping financial professionals make informed decisions and maximize returns. The software provides a comprehensive set of tools for tracking assets, analyzing market trends, and assessing portfolio performance. Deaglo supports multiple asset classes, including stocks, bonds, real esta... Read more about Deaglo

Flowlie is a dynamic fundraising platform designed to help organizations efficiently manage and optimize their fundraising campaigns. Whether you're raising funds for a nonprofit, startup, or community project, Flowlie simplifies the process of creating, managing, and tracking donations. With an intuitive interface, it allows organizations to set up online donation pages, track donations in real-t... Read more about Flowlie

Bloqhouse Technologies provides cutting-edge investment management software designed to help firms manage portfolios, optimize investment strategies, and track financial performance. The platform combines advanced analytics, automation, and data visualization tools to offer a comprehensive solution for both institutional investors and asset managers. Bloqhouse's powerful portfolio management tools... Read more about Bloqhouse Technologies

CU SHARE is a specialized investment management software designed to support credit unions and financial institutions in managing member investments. It offers a comprehensive suite of tools for tracking investment portfolios, analyzing market trends, and optimizing asset allocation. CU SHARE enables users to automate investment processes, providing real-time insights into portfolio performance an... Read more about CU SHARE

WealthObjects is an innovative investment management software designed for wealth managers, robo-advisors, and financial institutions. The platform offers features like portfolio management, client onboarding, and automated investment strategies, helping firms manage assets more efficiently. WealthObjects also includes tools for risk analysis, compliance monitoring, and client reporting, providing... Read more about WealthObjects

Formula Stocks is a sophisticated investment management software that helps investors and financial advisors optimize their investment strategies. The platform leverages advanced algorithms and data analytics to provide users with detailed insights into market trends, stock performance, and portfolio risk. Formula Stocks enables investors to create and manage diverse portfolios, set financial goal... Read more about Formula Stocks

ProTrak Advantage is a powerful investment management software designed to streamline portfolio management and enhance decisionmaking for financial institutions. This comprehensive platform offers tools for tracking investments, managing assets, and analyzing market trends, enabling users to make informed investment decisions. ProTrak Advantage provides realtime reporting capabilities, allowing fi... Read more about ProTrak Advantage

Stock Portfolio Organizer is an intuitive investment management software designed to help individuals and financial professionals manage stock portfolios efficiently. The software allows users to track portfolio performance, monitor stock prices, and analyze market trends, all in realtime. Stock Portfolio Organizer offers a range of tools for managing multiple portfolios, enabling users to organiz... Read more about Stock Portfolio Organizer

Calibre RMS is an advanced investment management software designed to help asset managers and investment professionals optimize portfolio performance and streamline investment processes. The platform provides a range of tools for risk management, asset allocation, and performance analysis, helping users make informed investment decisions. Calibre RMS supports integration with third-party financial... Read more about Calibre RMS

Forbury is an investment management software designed to help firms manage their portfolios, investments, and client accounts. The platform offers tools for tracking asset performance, generating reports, and analyzing market trends. Forbury includes features for risk assessment, asset allocation, and compliance management, ensuring that investment decisions are made based on data-driven insights.... Read more about Forbury

EX-ANTE is an investment management software designed to help firms analyze and manage their investment portfolios more effectively. It provides tools for portfolio optimization, risk management, and performance analysis. EX-ANTE allows users to model various investment scenarios and assess potential risks, helping them make data-driven decisions. The software integrates with market data feeds, en... Read more about EX-ANTE

Money Minx is an intuitive investment management software designed to help both individual investors and investment firms efficiently track and manage their portfolios. With a focus on simplicity and automation, Money Minx offers a robust set of tools for monitoring asset performance, tracking investments across multiple asset classes, and generating detailed reports. The software provides real-ti... Read more about Money Minx

FlipOS is a cloud-based real estate property management software that helps property owners and managers streamline the operations of residential and commercial properties. The software offers a comprehensive suite of tools for lease management, tenant communication, maintenance tracking, and rent collection. FlipOS also provides a user-friendly platform for tenants to submit maintenance requests,... Read more about FlipOS