Best Investment Management Software

TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyze performance metrics, and generate comprehensive reports. It supports a wide range of asset classes, enabling users to ... Read more about TheBizPlanner

LUSID is a sophisticated investment management software designed to empower organizations to manage their investments effectively and efficiently. It provides a comprehensive suite of tools for portfolio management, risk assessment, trade execution, and compliance, enabling investment professionals to make informed decisions based on real-time data. With its user-friendly interface, LUSID allows u... Read more about LUSID

DD360 is a cutting-edge investment management software designed to support financial professionals in effectively managing their portfolios and maximizing returns. This platform provides a comprehensive suite of tools that allows users to track investments, analyze performance metrics, and optimize asset allocations across a diverse range of investment vehicles. With features like real-time market... Read more about DD360

Elinvar is a comprehensive investment management platform designed to support wealth managers, financial advisors, and institutional investors in managing client portfolios and assets. The software offers powerful features for asset allocation, risk management, performance tracking, and reporting, all through a centralized platform. Elinvar’s advanced analytics and AI-driven insights help invest... Read more about Elinvar

Cardo AI is a cutting-edge investment management software that leverages artificial intelligence and machine learning to help asset managers and financial advisors optimize investment portfolios. The software uses advanced algorithms to analyze vast amounts of financial data, identify trends, and predict market movements, providing actionable insights to enhance investment strategies. Cardo AI off... Read more about Cardo AI

CEPRES is a comprehensive Investment Management Software designed to help financial advisors, asset managers, and investment firms streamline and optimize their investment operations. It offers a robust platform for managing client portfolios, tracking investment performance, conducting risk assessments, and ensuring regulatory compliance, ensuring that organizations can deliver high-quality inves... Read more about CEPRES

TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring performance, and analyzing market trends. With TheInvestorNet, users can access real-time data on their investments, asse... Read more about TheInvestorNet

Delta Data Asset Management Solutions provides a comprehensive fund accounting software designed for asset managers, hedge funds, and financial institutions. The platform enables businesses to manage investment portfolios, track fund performance, and comply with regulatory reporting requirements. Delta Data streamlines the accounting process by automating critical tasks such as transaction process... Read more about Delta Data Asset Management Solutions

StyleADVISOR is a powerful investment management software tailored for financial advisors and wealth managers. This platform streamlines portfolio management, offering advanced analytics and reporting tools to help professionals make informed investment decisions. With features like risk assessment, performance tracking, and client reporting, StyleADVISOR enhances the efficiency of investment proc... Read more about StyleADVISOR

MoneyWare eCompliance is a robust investment management software designed to assist financial institutions and advisors in managing compliance and regulatory requirements. This platform provides tools for monitoring investments, ensuring adherence to industry regulations, and generating detailed reports for audits. With its user-friendly interface, MoneyWare eCompliance enables users to track clie... Read more about MoneyWare eCompliance

PM1e is a comprehensive investment management software tailored for financial institutions and investment firms. The platform provides a suite of tools for portfolio management, risk assessment, and compliance reporting. With its intuitive interface, PM1e enables investment professionals to monitor asset performance, manage investment strategies, and analyze market trends effectively. The software... Read more about PM1e

Oxane Panorama PM is a sophisticated investment management software designed to streamline the investment process for asset managers and institutional investors. This platform offers a comprehensive suite of tools for portfolio management, risk assessment, and performance analytics. With its intuitive interface, users can monitor investment performance in real time, facilitating informed decision-... Read more about Oxane Panorama PM

Irwin is a comprehensive investment management software designed to streamline investment tracking, portfolio management, and reporting for financial professionals. The platform provides real-time insights into asset performance, helping investment managers make informed decisions. Irwin’s user-friendly interface allows for easy monitoring of individual investments, market trends, and overall po... Read more about Irwin

ETNA Trading Simulator is a powerful simulation software designed to help users practice and enhance their trading skills. This platform allows individuals to simulate real-market conditions and execute trades without the risk of real financial loss. ETNA Trading Simulator offers a realistic trading experience with access to live market data, advanced charting tools, and customizable features. Use... Read more about ETNA Trading Simulator

ETNA Web Trader is a robust investment management software designed to provide a seamless trading experience for both individual traders and financial institutions. This browser-based platform allows users to manage their portfolios, execute trades, and track market trends in real time. ETNA Web Trader offers advanced charting tools, technical indicators, and customizable dashboards, enabling user... Read more about ETNA Web Trader

WealthBlock is an investment management software designed to streamline the processes of managing portfolios, assets, and investor relations. With a focus on enhancing transparency and improving decision-making, WealthBlock enables investment firms and individual investors to track performance, analyze data, and manage assets efficiently. The software supports portfolio tracking, financial analyti... Read more about WealthBlock

Coin Market Manager is an investment management software specifically designed for cryptocurrency investors and traders. The platform enables users to track, analyze, and manage their cryptocurrency portfolios, providing real-time updates on price movements, asset values, and market trends. With its intuitive interface, Coin Market Manager allows users to view their entire investment portfolio at ... Read more about Coin Market Manager

Equity+ Security Workstation is a specialized investment management software designed to help financial professionals manage their portfolios and optimize investment strategies effectively. This platform provides users with tools to analyze market data, track performance metrics, and assess investment risks in real time. With Equity+ Security Workstation, investment managers can easily access comp... Read more about Equity+ Security Workstation

Artscapy is a comprehensive art gallery management software designed to help galleries, museums, and artists manage their collections, sales, and exhibitions. This all-in-one platform provides powerful tools for inventory management, event scheduling, and client relationships. Artscapy helps galleries track their art inventory by allowing users to organize artworks by category, artist, medium, and... Read more about Artscapy

Gator is a sophisticated financial services software solution designed to help businesses and financial institutions manage their operations more efficiently and securely. With Gator, organizations can streamline tasks such as financial planning, reporting, and compliance management. The software includes tools for generating accurate financial statements, forecasting, budgeting, and analyzing key... Read more about gator

Windham Portfolio Advisor is a sophisticated investment management software tailored for financial professionals and asset managers. This powerful platform provides tools for portfolio tracking, risk assessment, and performance analysis, enabling users to make informed investment decisions. With features like customizable dashboards, real-time market data, and comprehensive reporting, Windham Port... Read more about Windham Portfolio Advisor

XENTIS is a comprehensive investment management software designed to support asset managers, fund administrators, and institutional investors. It offers a wide range of features, including portfolio management, risk assessment, performance analysis, and regulatory reporting. XENTIS allows users to manage multiple asset classes, including equities, bonds, and alternative investments, from a single ... Read more about XENTIS

Agilis Investment Management is a comprehensive investment management software designed to help financial institutions manage portfolios and investments effectively. This platform provides tools for tracking investment performance, analyzing risk, and managing compliance efficiently. With features such as automated reporting, customizable dashboards, and real-time analytics, Agilis enhances the ma... Read more about Agilis Investment Management

Wealth EOffice is an innovative investment management software designed to help financial advisors and wealth managers streamline their operations and enhance client services. This comprehensive platform offers a range of tools for portfolio management, financial planning, and client reporting. With Wealth EOffice, users can easily monitor investment performance, analyze market trends, and generat... Read more about Wealth EOffice

FundCount is an advanced financial reporting software designed for asset managers, hedge funds, and private equity firms. This platform offers a comprehensive suite of tools for managing complex financial data, including accounting, reporting, and performance analysis. With FundCount, users can streamline their financial operations by automating data entry, calculations, and report generation, red... Read more about FundCount