Best Investment Management Software

An investment creates a viable scope of generating more revenue, income, and profit. Hence most investors are looking to manage their finances accurately. Implementing smart investment software can help to simplify all such intricate tasks and even streamline accounting solutions. 

What is Investment Management Software 

An investment management software is an automation tool that helps investment managers to create, monitor, and manage investor portfolios seamlessly. The advanced and next-generation investment tools provide asset reporting, client communication, and investment analytics tool, along with portfolio management, asset allocation, financial planning, and advising benefits. The software also plays a pivotal role in data import and export and benchmarking. 

How to Select the Best Investment Management Software? 

Selecting the right investment management software can be tricky for investors due to a plethora of options. Hence, GoodFirms has come up with the list of the best investment management tools to help investors pick an optimal software tool. The list provides a brief overview of the software along with prominent features, pricing models, deployment options,  support available, and much more. You can opt for the investment tool that precisely matches your personal or business requirements.

Show More

List of the Best investment Software | Best Investment Tools

  • TurnKey Lender

    Digital Lending Software for Businesses of All Types

    Visit website

    TurnKey Lender`s intelligent automation of the entire loan management process allows for flexible loan disbursal and servicing. Loan Servicing comes as part of an end-to-end tools suite that can be easily integrated with your core lending solution or be used within our all-in-one lending automation platform. The software includes functionality for funds disbursal, payments schedule, and applicatio... learn more about TurnKey Lender

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    16%

    Category Focus

    Investment Management Software
  • 4Degrees

    Intelligent relationship management for deal-driven teams

    Visit website

    The 4Degrees CRM identifies the right connections to focus on, works with you to strengthen those relationships, and activate your network when you need it. Automatically track your relationships & deals with actionable intelligence to help you move them forward.... learn more about 4Degrees

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • Axia

    Advanced & modern Investment Management Software.

    Visit website

    Axia is the award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Axia ... learn more about Axia

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    60%

    Category Focus

    Investment Management Software
  • Acorns

    Helps you save & invest

    Visit website

    Take control with all-in-one investment, retirement, checking, and more. In under 5 minutes, get investment accounts for you and your family, plus retirement, checking, ways to earn more money, and grow your knowledge.... learn more about Acorns

    Entry Level Price
    $1 Per Month
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • Simplify your research and reporting process with Morningstar Advisor Workstation. Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Walkthrough the process behind your recommendations so potential clients can see what’s possible and how you’ll help them reach their goals. Exceed your clients’ expectations and... learn more about Morningstar Advisor Workstation

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • Eze Investment Suite

    Reimagine the single platform experience with the leading cloud-based ecosystem.

    Visit website

    Eze Investment Suite provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. It is fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Our solutions give you the insight you need to view profit & loss and exposu... learn more about Eze Investment Suite

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Investment Management Software
  • FinFolio

    Simplify your back office.

    Visit website

    FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.... learn more about FinFolio

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Investment Management Software
  • eMoney

    Wealth Management Technology That Helps You.

    Visit website

    eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage... learn more about eMoney

    Entry Level Price
    Contact Vendor
    Free Trial
    14 Days
    30%

    Category Focus

    Investment Management Software
  • Hedgeguard understand the dynamics of your fund, the demands from investors and the drive to maximise alpha. Our Portfolio Management System is designed to deliver the analytics, views and reports you need to stay on top of your strategies. HedgeGuard PMS is engineered by seasoned professionals born in the Hedge Fund industry who perfectly know your needs and stakes. The result: with our set of in... learn more about HEDGEGUARD

    Entry Level Price
    $1581 Per Month
    Free Trial
    N/A
    30%

    Category Focus

    Investment Management Software
  • Social Security Timing

    Streamline the Complexities of Social Security

    Visit website

    With Social Security Timing, you can help optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. It is a software to help clientele optimize their social security claiming strategy with tool... learn more about Social Security Timing

    Entry Level Price
    $49.99 Per Month
    Free Trial
    Available
    100%

    Category Focus

    Investment Management Software
  • PackHedge

    Advanced Research & Analysis

    Visit website

    PackHedge is the world’s most advanced investment industry solution for multi-asset classes; Alternative and Traditional investments including Hedge funds, Private Equity funds, Mutual funds and many other investment instruments such as UCITS, ETFs, Equities, Real Estate, etc. empowering qualitative and quantitative research and analysis. PackHedge provides comprehensive portfolio construction, ... learn more about PackHedge

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • AIRR

    One SAAS solution for all investment management needs.

    Visit website

    AIRR is a full-service SaaS solution that includes integration with any system that investor is using, consolidates information from all these systems and helps synchronize the work of each participant in the investment process. We offer a real-time visual reporting tool where all data is transmitted through an API, updated continuously and available to you 24 hours a day. We consolidate data from... learn more about AIRR

    Entry Level Price
    $500 Per Month
    Free Trial
    14 Days
    60%

    Category Focus

    Investment Management Software
  • FactSet

    Integrated, flexible data and analytic software solutions for investment professionals

    Visit website

    FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading ... learn more about FactSet

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • ReconAdvantage

    The advanced portfolio management software you need, backed by the world-class support you deserve.

    Visit website

    ReconAdvantage portfolio management platform which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting. ReconAdvantage ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage r... learn more about ReconAdvantage

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    30%

    Category Focus

    Investment Management Software
  • Stock Portfolio Organizer

    The Ultimate Stock Portfolio Management Software.

    Visit website

    Stock Portfolio Management software that is easy to use for both investors, traders and self managed super funds. 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 Orga... learn more about Stock Portfolio Organizer

    Entry Level Price
    $99 One-time
    Free Trial
    30 Days
    50%

    Category Focus

    Investment Management Software
  • Chartsmart

    Stock Screening Software and Stock Charting Software

    Visit website

    here are many stock screening and stock charting tools on the web but none can match the flexibility and speed of Chartsmart. Use Chartsmart to screen, chart, and manage Canadian and U.S. securities. Chartsmart installs directly on your PC so screening is fast and your personal settings, filter sets, and watch lists are kept secure on your computer, not on the Cloud. Use the internet to download y... learn more about Chartsmart

    Entry Level Price
    $600 Per Year
    Free Trial
    30 Days
    100%

    Category Focus

    Investment Management Software
  • FA Solutions

    Efficiency in investment management.

    Visit website

    FA Solutions is a single cloud-based platform for running your entire Asset & Investment Management business with secure access to your data globally. FA Solutions provides modern Portfolio Management Software for clients such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. FA Platform is ... learn more about FA Solutions

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • PHI 1

    Setting the Trader Free

    Visit website

    PHI 1 is an all-in-one algorithmic trading platform that sets you free from daily mundane tasks, by automating them so you can focus on exploring opportunities in the stock market. Key Features: 1. Advanced Charting: Analyze multiple facets of stocks in a hassle-free way without spending time and energy on data integration 2. Advanced Screener: Scan and filter stocks quickly to choose the rig... learn more about PHI 1

    Entry Level Price
    Free version
    Free Trial
    Available
    100%

    Category Focus

    Investment Management Software
  • FXCM

    A LEADING SPREAD BET, CFD AND FOREX PROVIDER

    Visit website

    A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. Around the world, FXCM offices provide Spread Bet, Forex, Cryptocurrency Trading and CFD trading. We pride ourselves on meeting strict regulatory and financial standards, so you can feel comfortable as you trade global markets. So, whether you're new to online trading o... learn more about FXCM

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • iLEVEL

    WE POWER THE NETWORKS THAT CONNECT CAPITAL TO IDEAS

    Visit website

    Powering the world's financial markets with data, technology, and innovation. IHS Markit provides industry-leading data, software, and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation. Our services ben... learn more about iLEVEL

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • Captools/net

    Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software

    Visit website

    Captools/net is the third generation of investment portfolio management, ROI performance measurement and performance reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets. Employing a client/server architecture and utilizing MS-Windows web-server and SQL database technologies, Captools/n... learn more about Captools/net

    Entry Level Price
    $600 Per Year
    Free Trial
    More than 30 days
    100%

    Category Focus

    Investment Management Software
  • fi360 Toolkit

    Care for every investor, made simple.

    Visit website

    Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit prom... learn more about fi360 Toolkit

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • Argo Trading Platform

    Financial Technology Provider

    Visit website

    Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data ... learn more about Argo Trading Platform

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • SimCorp Asset Manager

    A PORTFOLIO OF OPTIONS TAILORED FOR GROWTH

    Visit website

    SimCorp’s portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources you need to manage and optimize your investment performance and increase your operational agility. Used in combination or individually, our portfolio management software supports the entire investmen... learn more about SimCorp Asset Manager

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • Complex Interests

    Software for Stewardship of Complex Family Wealth

    Visit website

    Complex Interests is software used in the stewardship of complex family wealth. Many families with significant private wealth maintain complex legal and financial relationships on account of: -> direct investments in operating companies and real estate entities -> elaborate tax and estate planning -> participation in a myriad of alternative investment vehicles -> considerable use of debt as a... learn more about Complex Interests

    Entry Level Price
    $500 Per Year
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • Croesus

    Portfolio management software adapted to your reality.

    Visit website

    Croesus is Wealth management solutions. User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Access a variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committe... learn more about Croesus

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    20%

    Category Focus

    Investment Management Software
  • CrowdStreet

    Online Commercial Real Estate Investing Platform

    Visit website

    CrowdStreet is a real estate investing platform that gives investors direct access to individual commercial real estate investment opportunities, allowing you to review, compare, and personally choose the deals that meet your own investment criteria. Our managed funds and advisory services give you the same level of access, but we’ll handle the portfolio, making it even easier for you to invest.... learn more about CrowdStreet

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • FINTRX Platform

    Family Office Data & Research Designed For the Asset Raising Professional

    Visit website

    Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. The FINTRX family office inve... learn more about FINTRX Platform

    Entry Level Price
    Contact Vendor
    Free Trial
    Available
    100%

    Category Focus

    Investment Management Software
  • M2Advisor

    Simplifying Wealth Management

    Visit website

    M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticate... learn more about M2Advisor

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • Parilux Fund Manager

    Search Results Web result with site links Investment Technology Software

    Visit website

    Parilux offers unique software and outsourced middle office administration solutions for multi-manager investors such as Endowments, Foundations, Pension Funds, and Fund of Funds. We can track all aspects of your portfolio (private equity, hedge funds, separate accounts, stocks, bonds, derivatives, or other commingled vehicles) and provide your investment team with real-time updates to transaction... learn more about Parilux Fund Manager

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • Promoter

    Project Finance Software

    Visit website

    Promoter is the underlying technology used by a range of project finance software tools for evaluating and appraising projects in the oil, gas, petrochemical, power, pulp and paper, transportation, infrastructure and related industries. This project finance model can be used in traditional project finance cases as well as in infrastructure concessions with Public Private Partnerships (PPP) and in ... learn more about Promoter

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
  • TradeLog

    TRADER TAXES DONE RIGHT

    Visit website

    TradeLog is an innovative tax software designed to meet the income tax reporting needs of investors and active traders. Unlike general accounting programs, TradeLog accurately applies the complex IRS rules that apply to traders such as the wash sale rule and is one of the only programs to handle Mark-to-Market accounting for those active traders who have made the Section 475("business treatment"... learn more about TradeLog

    Entry Level Price
    $89 Per Year
    Free Trial
    30 Days
    100%

    Category Focus

    Investment Management Software
  • VESTIO

    The Ultimate Solution for Wealth Management & Asset Management

    Visit website

    Vestio is the Wealth & Asset Management System that offers comprehensive coverage of the entire investment chain under a single platform, supporting a wide variety of products and entities, and flexible enough to cater to changing regulatory requirements. Vestio caters to the precise needs of Investment Companies, Wealth Managers, Traders, Hedge Funds, and Family Offices by presenting effective ma... learn more about VESTIO

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Investment Management Software
compare software image
Got A Question? Ask Away!
Contact Us