344 results
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Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. Learn more about Backstop

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Leverage granular investment data, reliable benchmarking technology and a powerful platform to generate unprecedented levels of insight Learn more about eFront
eFront Insight LP - The eFront Insight platform integrates data directly from eFront Data Intelligence, eFronts best in class data service. Sourced directly from GPs and subjected to rigorous validation protocols, EDI data has become the standard for data granularity and integrity. Fund-level data and precise benchmarks are also integrated directly from PitchBook in order to boost the agility and efficiency of private market analyses. Learn more about eFront

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Learn more about Prospero
Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas. Learn more about Prospero

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Learn more about Certent Equity Management
Certent Cap Table and Equity Management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive accounting calculations and in-depth stock plan reporting on the market. With Certent Equity Management’s participant/shareholder portal, administrative role, and console, you can streamline equity compensation processes, and tighten compliance across the entire organization. Learn more about Certent Equity Management

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. Learn more about Crowdsofts
We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdlending and/or crowdfunding process. With Crowdsofts, you will be able to start your crowdfunding business in no time. Learn more about Crowdsofts

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds. Learn more about FolioSure
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle. Learn more about FolioSure

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Learn more about Foundersuite

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Learn more about StockMarketEye

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Visibility, Delivered. Status Quo, Shattered.
RealPage IMS an end-to-end, fully integrated platform designed for real estate. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. We focus on creating investor transparency and engagement by providing performance dashboards, investor portals, document dissemination, and a centralized location for new offerings. Learn more about RealPage IMS

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management - all part of the MRI Software Property Investment Financial Tool set. Learn more about MRI Software

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Stessa is smart accounting software for real estate investors with rental properties.
Stessa is smart-yet-simple accounting software for real estate investors with rental properties. Stessa helps landlords like you to save valuable time, maximize your profits and optimize your portfolio with powerful features: personalized performance dashboards, automated income and expense tracking, tenant ledger, document organization, tax-ready financial reports and more. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets - 100% free to try. Learn more about Stessa

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate.
Juniper Square is transforming the private capital markets industry with solutions that streamline fundraising, investment operations, and investor reporting. Designed specifically for commercial real estate, Juniper Square is trusted by hundreds of investment sponsors to manage more than 200,000 investors and $1.5 trillion in real estate investments. Learn more about Juniper Square

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Learn more about HiddenLevers

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
AppFolio Investment Management is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Management is commercial real estate software that enhances your investor experiences & simplifies your investment operations. In other words, we are: A digital portal that strengthens your reputation and personalizes your investor experiences at scale. A streamlined workflow that automates your investment operations while adding an extra layer of accuracy and security. ✓A single source of truth that fuels thoughtful transparency for your teams and investors. Learn more about AppFolio Investment Management

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.
Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more.

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets. Learn more about Carta

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm? Manage every cent that goes into your trading business with our Trademetria for Manager solution. Learn more about Trademetria

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
DealCloud is a data-powered platform delivering vertical-specific solutions for financial services firms.
DealCloud is a data-powered platform delivering vertical-specific solutions that enable financial services professionals to execute deals at the highest levels. Our platform is purpose-built for financial services firms to be flexible and easily configured to meet the changing needs of capital markets professionals. More than just a CRM: We provide a single solution to help manage relationships, execute deals, and easily connect with external solutions and third-party data providers. Learn more about DealCloud

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.
Ledgy is used leading VC funds to keep track of their investments. Single source of truth within a scalable dashboard to monitor capitalisation tables, liquidity rate, comparison models, waterfall analysis, future dilution and more. Monitor startup performance with KPI dashboards and shareable reports. Simplify document management with qualified electronic signatures. Swiss made: always accurate, private, secure and legally compliant. Learn more about Ledgy

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.
Exirio is a wealth insight app. We take tracking to a new level: all your wealth aggregated in one place, and the information you need to accurately understand what you own, and how it is performing. Exirio is the first step to better investment decisions. Learn more about Exirio

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software
Real Estate Sponsors use SyndicationPro.com to raise capital and spend less time doing it. Our customers manage half a billion in assets through our platform. SyndicationPro includes a robust and easy to use Investor CRM, Investor Portal, and Investment Management software to nurture leads, digitize fundraising, and centralize investor relations. Learn more about SyndicationPro

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Keep track of your hedge / mutual funds with the tools of a professional fund allocator through AlternativeSoft’s innovative investment
AlternativeSoft’s versatile platform redefines investment optimization, providing the most extensive set of quantitative tools available on the market for investment management, report creation and risk analysis. Highly intuitive and user friendly, our platform provides both a greater breadth of analytics and monitoring options all at a faster speed than other competing platforms. Featuring free customized fact sheets, free installation and free 24hr Learn more about AlternativeSoft

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. Learn more about emX

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Dynamo streamlines front-to-back investment operations management software for GPs, LPs, and service providers.
Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Learn more about Dynamo

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.
EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. Easily run waterfalls and scenario models to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. Learn more about Diligent Equity

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Orchestra provides equity management software for growth companies & businesses with many stakeholders.
Orchestra provides equity management software for growth companies & businesses with many stakeholders, enabling them to build better stakeholder relationships. Orchestra provides better visibility with a single source for your stakeholders to easily view and manage their investments in your business. Ensure your share registry and cap table are accurate and compliant, easily communicate with investors and keep them up-to-date, and manage staff ESOPs on one platform. Learn more about Orchestra

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting.
First Rate Vantage helps manage the entire fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Replace cumbersome and error-prone spreadsheets with automated portfolio accounting software that ensures greater efficiency in managing complex accounting, waterfall structures, fees, and reporting of investments. Our portal gives instant visibility into fund holdings, transactions, KPIs, performance, and other information that keeps you “in the know Learn more about Vantage Software

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
The Leading Real Estate Analysis Software and Calculator
DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet. Trusted by over 200,000 real estate investors and agents, it's the leading real estate analysis platform that has been featured by Forbes, MSN, BiggerPockets and others. DealCheck will help you analyze and perform due diligence on any rental property, BRRRR, flip, rehab project, wholesale deal, multi-family or commercial building in seconds. Learn more about DealCheck

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Learn more about FinFolio

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Empowers Alternatives fund managers to manage their investments and their entire investor base in a single, cutting-edge portal.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. Learn more about AtomInvest

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment. With offices in Sydney, Boston, Paris and Beirut, the H Learn more about HedgeGuard

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Angel Investors.
Rundit powers a single source of truth and helps private equity firms stay on top of their investments. With Rundit, fund managers could automate LP reporting tasks and gain insights into investment and portfolio performance through well-demonstrated dashboards. Learn more about Rundit

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Cloud-based solution that enables users to personalize the platform, manage marketing, run compliance checks & analyze investment data.
WealthBlock's white label platform integrates capital raising tools (CRM, data room, investor verification, e-signature, fund admin, cap table managements, etc.) in an all-in-one solution to increase funding productivity by 10x. WealthBlock supports Venture Capital, Private Equity, Broker Dealer and Real Estate Investment Firms for their private investment offerings across a variety of asset classes. More than $300MM has been raised on the platform over the past 12 months. Learn more about WealthBlock

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. Learn more about NaviPlan

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
The first management platform with integrated financial services for commercial real estate investment firms.
Commercial real estate (CRE) investment firms use Covercy to grow AUM while maintaining critical efficiency. Investment management software with powerful financial services at its core enable GPs to: • Distribute funds in minutes • Control financials in real time, and • Engage HNW & family office investors Learn more about Covercy

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Cloud-based commercial real estate software to build cash flow forecasts and valuations, and manage asset performance and risk.
ARGUS Enterprise is a combination of our three best solutions – Valuation DCF, Valuation Capitalisation and DYNA Asset Management to enable you to run commercial property valuations and manage the performance of your real estate assets. With one centralized solution, you can build detailed cash flow forecasts, stress test several scenarios, create comprehensive commercial property valuations and get in-depth insights to effectively manage asset performance and risk. Learn more about ARGUS Enterprise

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L
FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. FundCount brings speed, accuracy and analytical insight to your firm. Learn more about FundCount

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management.
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. Learn more about Windham Portfolio Advisor

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs & asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, & access world-class models and research in the Riskalyze Partner Store. Learn more about Riskalyze

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Our mission is to help customers find, research, and connect with privately held companies - using data to transform the M&A industry.
SourceScrub is the world's leading data service for firms looking to research, find and connect with privately held companies. Our Private Company Intelligence platform allows deal teams to take a data-driven approach in a traditionally opaque segment of the market. We combine state-of-the-art technology with an unmatched QA process resulting in the freshest and most accurate data set available. Learn more about SourceScrub

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. Learn more about Stock Portfolio Organizer

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
FactSet provides integrated software and data solutions to investment professionals.
FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For. Learn more about FactSet

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
AIRR is a full-service integration platform for investment professionals available as a single SaaS solution.
AIRR specializes in solutions to automate the process of making investment decisions. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage. AIRR is built as an open integration platform that allows exporting all data through APIs and integrating ready-made solutions in the investment management market. Learn more about AIRR

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Learn more about TOGGLE

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, manage vesting and exercise share options, manage convertibles, debt securities and interest payments, do the UK Companies House filings (SH01, CS01, AR01), execute share transfers and many other corporate actions. Learn more about HighCastle

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders

Investment Management Buyers Guide

What is investment management software?

Investment management software is a platform for managing an organization’s investment portfolio and financial assets. It offers integrated tools to track portfolio activities, investment funds, and audit compliance standards. 

The software is closely related to banking software and financial risk management software , offering several similar functionalities. For these reasons, it suits individual investors, traditional investment firms, and alternative investment vendors such as hedge funds.

The benefits of investment management software

Investors have to closely monitor their mutual and exchange-traded funds every day. The software offers various benefits that help businesses streamline their workflows, stay compliant of regulatory norms, and increase productivity.

Here are some details of the software’s benefits:

  • Get real-time performance analysis: Investment management software tracks account activities to update financial advisors on their portfolio’s performance. It helps them compare performance at the start and end of a specific time period. They can also see real-time results, which helps them instantly calculate gains and losses. 
  • Manage all your investment accounts in one place: Investment managers can group portfolios and categorize each one for easy reference. They can monitor all the investments from a central location, even if the funds are distributed among multiple accounts or geographies and have varied brokerage charges.
  • Track stock markets to make informed decisions: It’s vital to select the right stocks for investment. The software sets up watchlists based on your requirements, so that you can select the best options from the lists. It also helps investors track free online sources for potential securities portfolios, in which they can invest.

Typical features of investment management software

  • Data import/export: Import and export information as well as reports—in PDF or Excel formats—to and from the investment management software.
  • Investments tracking: Monitor capital allocation and asset prices over time.
  • Benchmarking: Compare key metrics of your business against the metrics of prominent market players in your industry.
  • Client management: Organize your firm's interactions with current and potential customers.
  • Compliance reporting: Audit, track, and report regulatory data to your internal and external stakeholders.
  • Bonds/stocks: Purchase and track the bonds and stocks in a customer’s portfolio.

Considerations when purchasing investment management software

  • Ease of implementation and use: Vendors are working on better user experience as customers choose systems that are easy to implement and use. A majority of the workforce will dump their financial partner if offered a better technological experience by another firm. Therefore, the tool you choose should be easy to use for employees and clients. An easy-to-use interface will support clients in regularly capitalizing the benefits.
  • Real-time risk and compliance reporting: The software should have capabilities for real-time risk valuation and calculation to help firms generate performance reports and develop strategies. It should have a rule-based compliance engine and ability to customize compliance workflows. It should help managers generate reports on risk ratios such as liquidity, exposure, value at risk to analyze risk attribution, and decomposition. 
  • Machine learning transforming how organizations serve clients: Predictive analytics and machine learning can help investors gather insights on vital market events that can impact a client’s portfolios. The insights help the software learn and suggest the next best action for the client. Self-learning modules can track visitor activity and  learn about their interests . Based on this info, advisors can modify their communication strategy to better engage with, and retain, clients.
  • Greater focus on gaining, retaining millennial customers: Investors will largely target millennials as the latter starts dominating the workforce and earning higher amounts. However, millennials seek to invest in their own by checking online reviews and peer recommendations. To tap this demographic, firms need the latest technologies to communicate, facilitate payments, and ensure transparency. Offer a self-service platform to personalize their experience as well as consolidate and analyze their portfolio, so that millennials have full ownership of their assets.