iPlus
With 85% of Central Bank licensed investment management firms in one African country relying on iPlus, this software empowers organizations to seamlessly establish, monitor, and manage diverse investment portfolios. It facilitates tracking of money market, equity, property, and loans investments, while also enabling timely portfolio valuations and client web portal access.
Top iPlus Alternatives
InvestWell
Voted Best WealthTech at the Bharat Fintech Summit Awards, this investment management software revolutionizes wealth management.
Social Security Timing
With Social Security Timing, financial advisors can empower clients to make informed retirement decisions that maximize their Social Security benefits.
VISE
Vise empowers financial advisors to craft tailored portfolios aligned with client objectives and firm strategies.
Sharesight
This powerful portfolio tracking software allows investors to monitor their investments seamlessly in one place, featuring award-winning performance and robust dividend tracking.
Venturelytic
Venturelytic offers a dedicated investor data cloud that streamlines portfolio data collection and reporting.
Foundersuite
An industry-leading platform, this software empowers founders, investors, and accelerators to streamline capital raising.
Venture360
With dedicated support, annual tax filings, and innovative tools like FlexNotes, fund managers gain unparalleled...
StockMarketEye
Despite its user-friendly features, including direct brokerage imports and mobile apps, operational challenges and integration...
V3 VMETRIX
This SaaS solution eliminates the need for extensive implementations, offering rapid setup and 24/7 support...
Juniper Square
By centralizing data and enhancing transparency, it streamlines communication and accelerates fundraising efforts, enabling firms...
AssetClass
Supporting over 500 institutions, it provides real-time data and personalized updates, ensuring investors receive insightful...
inStream
By automating processes and providing timely insights, it empowers advisors to proactively manage client relationships...
UNTAP by EXM
This innovative solution enhances growth confidence, fosters sustainable returns, and promotes transparency among stakeholders, enabling...
Backstop
It centralizes multi-asset research and portfolio management, enabling teams to collaborate effectively and streamline decision-making...
Fundment
Its modern technology streamlines processes with automated account opening, digital drawdown, and seamless data uploads...
