Best Investment Management Software

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

TradeLog is a sophisticated investment management software designed for active traders and investors seeking to streamline their trading activities. This powerful platform provides users with comprehensive tools for tracking, analyzing, and reporting their trades and investments. TradeLog enables users to import data from various trading platforms, allowing for seamless integration and analysis. I... Read more about TradeLog

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

Wealth-Data is an investment management software designed to help financial advisors and portfolio managers oversee investments and analyze financial performance. The platform provides tools for portfolio tracking, performance reporting, and risk assessment, allowing advisors to manage client investments effectively. Wealth-Data integrates with market data providers, offering real-time insights in... Read more about Wealth-Data

InvestGlass is a robust financial software designed to empower professionals in the investment industry. This versatile tool streamlines client relationship management and investment analysis, offering a comprehensive solution for financial advisors. With its intuitive interface, you can effortlessly track and manage client interactions, ensuring personalized and timely communication. InvestGlass ... Read more about InvestGlass

Balance is a powerful investment management software designed to streamline financial operations for asset managers and investment firms. This platform provides tools for portfolio management, risk assessment, and performance analysis, ensuring that organizations can effectively manage their investment strategies. With its user-friendly interface, Balance allows users to easily track asset perform... Read more about Balance

SatuitCRM is a specialized customer relationship management (CRM) software designed for the financial services industry. The platform provides tools for managing client relationships, tracking interactions, and analyzing performance metrics, enabling financial professionals to enhance their client engagement strategies. SatuitCRM supports customizable dashboards and reporting features, offering in... Read more about SatuitCRM

Solovis is a comprehensive investment management software designed to help institutional investors manage complex portfolios and optimize their investment strategies. The platform offers tools for portfolio analysis, asset allocation, and risk management, enabling investors to gain real-time insights into their investment performance. Solovis supports multi-asset class portfolios, allowing users t... Read more about Solovis

Enfusion is a comprehensive Investment Management Software that supports financial firms in managing portfolios, risk, and compliance. Designed for hedge funds, asset managers, and family offices, Enfusion provides real-time insights into portfolio performance, trade execution, and risk assessment, allowing investment professionals to make informed decisions. The platform offers an integrated suit... Read more about Enfusion

Broker-Lender CRM is a specialized investment management software designed to meet the unique needs of brokers and lenders in the financial sector. By providing a comprehensive platform for client relationship management, Broker-Lender CRM helps financial professionals streamline their workflows, manage leads, and nurture client relationships effectively. Key features include automated lead tracki... Read more about Broker-Lender CRM

Vestberry is a specialized Investment Management Software designed to streamline operations for venture capital and private equity firms. It offers a comprehensive platform for managing portfolios, tracking investments, and automating reporting processes. Vestberry provides robust tools for deal management, fund administration, and performance analysis, enabling investment professionals to make in... Read more about Vestberry

Titan Treasury is a robust financial management software designed to help businesses optimize their cash flow, manage liquidity, and mitigate financial risks. The platform offers comprehensive tools for treasury management, including cash forecasting, bank reconciliation, and financial reporting. Titan Treasury integrates with other business systems, such as accounting and ERP software, to provide... Read more about Titan Treasury

Vauban is an advanced investment management software designed to help asset managers and investors optimize their investment processes and enhance portfolio performance. This platform provides a comprehensive suite of tools that enable users to manage investments, track performance, and analyze market trends effectively. With Vauban, investment professionals can easily create and maintain detailed... Read more about Vauban

AGIMENDO.invest is an advanced investment management software designed to help investors and financial institutions manage portfolios, analyze market data, and make informed investment decisions. The platform offers a wide range of tools for portfolio tracking, asset allocation, and risk management, providing real-time insights into market performance and portfolio health. AGIMENDO.invest allows u... Read more about AGIMENDO.invest

Limina IMS is an advanced investment management software designed to simplify portfolio management, trading, and reporting for asset managers, private equity firms, and institutional investors. The platform provides a centralized system for managing diverse investment portfolios, tracking market performance, and making informed investment decisions. Limina IMS offers comprehensive tools for asset ... Read more about Limina IMS

Altvia is a powerful investment management software designed to support private equity and venture capital firms in managing their portfolios effectively. This comprehensive platform offers tools for deal tracking, investor reporting, and communication, enabling firms to streamline their operations and enhance investor relations. With its user-friendly interface, Altvia simplifies the management o... Read more about Altvia

HedgeGuard is a comprehensive investment management software designed to support asset managers, hedge funds, and family offices in managing portfolios, tracking performance, and overseeing investment strategies. The platform provides realtime portfolio management tools, risk analysis, and compliance features, ensuring that investment activities are optimized and aligned with regulatory standards.... Read more about HedgeGuard

Covercy is a dynamic commercial real estate software designed to streamline investment management, communication, and financial transactions for real estate professionals. This platform offers a centralized solution for managing real estate funds, investor relations, and financial reporting, allowing users to oversee and optimize the lifecycle of each investment. Covercy enables property managers ... Read more about Covercy