Investment Management Software
Sharesight
This powerful portfolio tracking software allows investors to monitor their investments seamlessly in one place, featuring award-winning performance and robust...
Foundersuite
An industry-leading platform, this software empowers founders, investors, and accelerators to streamline capital raising. With access to a database of...
StockMarketEye
Launched with high hopes, the investment management software offered users a centralized platform to oversee their investments, monitor market trends,...
Juniper Square
Juniper Square revolutionizes investment management with its integrated platform, empowering General Partners (GPs) and Limited Partners (LPs) to seamlessly collaborate...
inStream
inStream offers a flexible platform designed to enhance financial planning through intuitive design and sharp reporting. By automating processes and...
Backstop
Backstop is an advanced investment management software tailored for asset managers and institutional investors. It centralizes multi-asset research and portfolio...
MoneyGuidePro
This interactive goals-based planning solution transforms retirement preparedness by illustrating income distribution and tax strategies tailored to client objectives. With...
DealCloud
This investment management software enhances relationship and business intelligence through AI, allowing firms to discover and secure optimal opportunities efficiently....
AlternativeSoft
Designed for institutional investors, this platform aggregates data from over 400,000 funds, enabling users to efficiently screen and categorize their...
FundCount
FundCount serves as a powerful partnership accounting and analytical software solution designed specifically for fund administrators, family offices, hedge funds,...
Syndicately
This innovative platform revolutionizes the management of Special Purpose Vehicles (SPVs) by streamlining the entire investment process. Users can easily...
FinFolio
The fastest-growing portfolio management software for investment advisors seamlessly integrates performance reporting, billing, rebalancing, and client portals into one intuitive...
Covercy
This investment management software streamlines real estate operations with its newly launched AI feature. With a single click, users can...
Investor Portal
The Investor Portal offers a user-friendly interface for real-time, graphical reporting and performance analysis tailored to private real estate investments....
Windham Portfolio Advisor
The Windham Portfolio Advisor (WPA) serves as a cutting-edge platform tailored for institutional investors, facilitating efficient portfolio construction and advanced...
fi360 Toolkit
The Fiduciary Focus Toolkit™ combines Fi360’s Prudent Practices with advanced reporting and flexible advisor controls to enhance client outcomes. Users...
Wealth Management Platform
This wealth management platform empowers investors to explore thousands of sustainable investment opportunities tailored to their passions. By leveraging innovative...
FactSet
Trusted by over 6,000 financial services firms, this platform delivers superior financial data and market analytics that empower investment professionals....
PropertyDirector
Renowned for its user-friendly interface, PropertyDirector offers exceptional investment management features tailored for property investors. With automated transaction generation, robust...
ReconAdvantage
ReconAdvantage enhances the capabilities of PortfolioShop's suite by delivering precision-driven shadow accounting, robust performance measurement, and insightful client reporting. This...
SimCorp Dimension
Offering a powerful multi-asset risk and performance management solution, SimCorp Dimension integrates real-time positions to enhance transparency in investment decision-making....
STRATAFOLIO
Designed for commercial real estate owners using QuickBooks, this online software solution streamlines operations by automating lease management, ACH payments,...
PackHedge™
PackHedge™ revolutionizes investment management by seamlessly integrating diverse asset types and data sources. Its robust engine supports batch production, simulation,...
Stock Portfolio Organizer
Stock Portfolio Organizer offers intuitive management for shares, margin, CFDs, futures, and forex, enabling users to assess risks and analyze...
AlphaSense
Investment management professionals turn to this software to streamline decision-making and uncover critical insights from an expansive array of public...
Chartsmart
This investment management software excels in providing in-depth technical and fundamental analysis of U.S. and Canadian stock exchanges. Users can...
Tribevest
A powerful platform for collaborative investments, Tribevest enables friends and family to form and manage multi-member LLCs seamlessly. With tools...
FA Solutions
The FA Platform is a cutting-edge, cloud-native investment management solution designed for operational excellence. With its microservices architecture, it ensures...
Captools net
Captools/net Investment Portfolio Software represents the third generation of advanced solutions for investment advisors, money managers, and broker/dealers. Utilizing a...
JUMP Front-to-Back
Designed for the complexities of investment management, JUMP Front-to-Back seamlessly integrates multi-channel SaaS functionalities. It uniquely addresses the intricate needs...
PAM
PAM® offers a robust accounting and management platform tailored for investment data management, accommodating diverse accounting standards such as GAAP,...
TradeLog
An intelligent solution for traders, TradeLog offers investment management software that expertly handles wash sale adjustments and generates IRS-ready tax...
butterwire
Designed for active investors, Butterwire enhances portfolio management by integrating data science to optimize investment knowledge. It identifies fundamentally strong...
Ledgex
Ledgex Pro revolutionizes family office management by streamlining complex investment data with a user-friendly platform. It ensures that all data...
MAdvisor
MAdvisor offers a robust wealth management platform designed for financial professionals, including banks and investment advisors. It aggregates diverse data...
