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.

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75 Software

List of the Best investment Software | Best Investment Tools

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List of the Best investment Software | Best Investment Tools

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  • Axia

    Advanced & modern Investment Management Software

    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

    "AXIA literally saved our back in the crisis. Highly recommended!"
    Catriona Jasica, Content Specialist at Top Vouchers Code
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  • inStream

    Better Financial Planning. Better Wealth Management.

    inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships.... learn more about inStream

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    30 days
    Entry Level Price
    $149 per Month
  • FinFolio

    Wealth management Simplified.

    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.... learn more about FinFolio

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  • HEDGEGUARD

    We want you to win

    At Hedgeguard, we 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 se... learn more about HEDGEGUARD

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    Entry Level Price
    $1581 per Month
  • Social Security Timing

    Streamline the Complexities of Social Security

    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

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    Free Trial
    10 days
    Entry Level Price
    $49.99 per Month
  • PackHedge

    Advanced Research & Analysis

    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

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  • AIRR

    One SAAS solution for all investment management needs

    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 fro... learn more about AIRR

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    14 days
    Entry Level Price
    $500 per Month
  • FactSet

    Integrated, flexible data and analytic software solutions for investment professionals

    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

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  • ReconAdvantage

    PORTFOLIO ACCOUNTING

    Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s 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 risk. ReconAdvantage provides an extensive collection of highly customizable, automated reports that deliver consistent, reliable ... learn more about ReconAdvantage

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  • Stock Portfolio Organizer

    The Ultimate Stock Portfolio Management Software

    Comprehensive 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 Portfo... learn more about Stock Portfolio Organizer

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    30 days
    Entry Level Price
    $99 per One-time
  • Chartsmart

    Stock Screening Software and Stock Charting Software

    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

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    30 days
    Entry Level Price
    $600 per Year
  • AtomInvest Software

    NEXT GENERATION TECH For Alternative Investments

    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, onboardin... learn more about AtomInvest Software

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  • FA Solutions

    Efficiency in investment management

    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 a modern, web-based software platform for investment management. It allows companies to have everything in a single system from back, middle, and front... learn more about FA Solutions

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  • PHI 1

    Setting the Trader Free

    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

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    Free version
  • FXCM

    A LEADING SPREAD BET, CFD AND FOREX PROVIDER

    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

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  • iLEVEL

    WE POWER THE NETWORKS THAT CONNECT CAPITAL TO IDEAS

    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

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  • Captools/net

    Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software

    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

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    60 days
    Entry Level Price
    $600 per Year
  • fi360 Toolkit

    Care for every investor, made simple.

    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

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  • Argo Trading Platform

    Financial Technology Provider

    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

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  • SimCorp Asset Manager

    A PORTFOLIO OF OPTIONS TAILORED FOR GROWTH

    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

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  • Complex Interests

    Software for Stewardship of Complex Family Wealth

    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

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    $500 per Year
  • Croesus

    Portfolio management software adapted to your reality

    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 committed to providing their clients with the ver... learn more about Croesus

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  • CrowdStreet

    Online Commercial Real Estate Investing Platform

    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

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  • FINTRX Platform

    Family Office Data & Research Designed For the Asset Raising Professional

    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

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  • M2Advisor

    Simplifying Wealth Management

    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

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  • Parilux Fund Manager

    Search Results Web result with site links Investment Technology Software

    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

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  • Promoter

    Project Finance Software

    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

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  • TeamWox

    Effective business process management

    TeamWox is a highly efficient and easy-to-install multi-functional enterprise management system. Within a single information environment of TeamWox, you can optimize the effectiveness of your company, make business processes more transparent, and speed up the management decision-making process. TeamWox is an analogue software as any Customer Relationship Management software is, although it provide... learn more about TeamWox

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    60 days
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  • TradeLog

    TRADER TAXES DONE RIGHT

    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

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    30 days
    Entry Level Price
    $89 per Year
  • VESTIO

    The Ultimate Solution for Wealth Management & Asset Management

    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

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  • SharePad

    The advantage you need to create more wealth and accelerate your financial security.

    SharePad's unique Dashboard which highlights a company's strengths and weaknesses at a glance. We've picked 24 measures which provide a thorough analysis of sentiment, valuation, growth, returns and financial safety. The traffic light colouring system gives you a clear visual guide - lots of red, steer clear; lots of green, investigate further. Once you've identified a stock for further investigat... learn more about SharePad

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    $35.11 per Month
  • Wealth EOffice

    A Complete Mutual Fund Software Distributors

    The first independent wealth management system specialized in mutual fund software for distributors in india, which composed of consolidation and automation through cloud technology The exciting features of Wealth eOffice are our USP. •Automatic uploading of transaction files, SIP, NAV and folio master files. •Perform online mutual funds transactions in just 30 seconds •Advanced Goal Tra... learn more about Wealth EOffice

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  • ZagTrader

    Set your business on the right track with ZagTrader

    ZagTrader is a specialized Financial Technology Company and service provider that provides its clients in the brokerage, investment banking, capital markets, and asset management with sophisticated solutions to run their business effectively. The solutions include a fully integrated platform for front-office, middle-office, and back-office, trading, order management, digital asset management, glob... learn more about ZagTrader

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  • Assetmax

    The comprehensive fintech solution for wealth managers

    Assetmax is a leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Assetmax is a powerful integrated software platform designed to streamline the main business processes of every wealth mana... learn more about Assetmax

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  • Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Multi-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features in... learn more about Agilis Investment Management

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  • AIVIA Platform

    The Investment platform allows investors to link top Crypto Traders and Trading Bots via API Keys

    AIVIA is a platform for effective interactions between investors and crypto asset managers. AIVIA enables investors to monitor real time statistical data, analyze traders' activity, and provides traders with technology and other tools in order to ensure transparency and safety for crypto investors and traders who manage crypto assets. Crypto asset managers and traders will be able to manage Invest... learn more about AIVIA Platform

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  • AJ HYIP

    PROFESSIONAL HYIP SOFTWARE

    AJHYIP NX is the advanced HYIP Script address all the key requirements including Investment Plan Creation, User Management, User Groups, Interest Calculation, Referral, Referral Settings, Payment Gateway Settings, Withdraw settings and Limits, Fund Transfer, Bonus & Penalty. It makes it possible for businessmen to generate capital and reinvest the money for quick profits. ... learn more about AJ HYIP

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    30 days
    Entry Level Price
    $249 per One-time
  • Allocator

    Your investment data at your fingertips

    Allocator is used by investors in hedge funds and private equity funds to automate the data gathering from third party fund managers. Over 4000 funds report data to their investors via the Allocator platform, including over 90 of the Barron's Top 100 hedge funds. We offer LPs access to a streamlined feed for required time series data including NAVs, returns, exposures, performance contribution, tr... learn more about Allocator

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  • Archer

    The complete investment management solution

    Archer is a technology and services innovator for the investment management industry including institutional, private wealth and retail managers. Archer provides a fully integrated, secure cloud-based platform that simplifies the investment management process across channels allowing management firms to scale rapidly. Growth is supported with always up-to-date and accessible technology – nothing... learn more about Archer

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  • BlazePortfolio

    Streamlined Trade Order Management and Rebalancing Technology for Advisors

    Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio clients are up and running quickly with our seamless integration to leading portfolio accounting... learn more about BlazePortfolio

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  • Atomic Intelligence

    Atomic Intelligence analyzes the language of financial commentary to make market predictions.

    Atomic Intelligence provides a web-based service for the automated analysis of text content. We monitor large volumes of content -- such as news, social media, and regulatory filings -- and detect the opinions expressed along with mentions of company names, products, and topics. Our service is used by investment firms who use the data as part of their proprietary trading strategies, by consumer pr... learn more about Atomic Intelligence

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  • SEI Family Office Services

    Wealth Management Technology and Outsourced Service Solutions

    SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Plat... learn more about SEI Family Office Services

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  • AXLE

    Total Wealth. Risk Driven.

    AXLE, a complete wealth platform for family offices, asset managers and investment experts, is the flagship offering of B&B Analytics. Proven and time-tested, AXLE represents our effort on developing, delivering and perfecting our solutions for family offices and asset managers over the years. AXLE combines all our knowledge and expertise into one comprehensive, seamless and leading-edge tech and ... learn more about AXLE

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  • Bancstreet Asset Management

    Digital Working Solutions for a Prosperous Today and a Bright Digital Future

    Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more.... learn more about Bancstreet Asset Management

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  • Bankers Realm

    Powerful end-to-end investment management and collective administration suite

    The Bankers Realm Investment Management Solution (BRIMS) is a powerful end-to-end investment management and collective administration suite built to empower investment professionals in making sound decisions in the quickest time possible. Investment firms seeking to stay ahead of the competition can access our functionality rich, highly scalable and user friendly solution that is key to sound busi... learn more about Bankers Realm

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  • Bipsync

    Research Management Software for Modern Investors

    The Platform that Powers your Research Process. Only Bipsync combines a centralized, easy-to-use RMS with powerful process management and data integrations in a scalable, highly configurable platform built for investment management. Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, c... learn more about Bipsync

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  • Blueleaf

    Simplify your practice, Win more clients.

    Blueleaf works with everyone you do. Blueleaf is approved by and integrated with a wide variety of custodians, broker-dealers and other financial institutions that you work with. Sophisticated Automation for Wealth Management Firms for accelerated reporting, billing & invoicing, client engagement, business intelligence and financial data processing. Blueleaf combines reporting, communication, and ... learn more about Blueleaf

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    Free version
  • Broadridge

    The financial industry runs through us

    Broadridge, a global fintech leader, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their business. Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, complia... learn more about Broadridge

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  • Broker-Lender CRM

    Cloud CRM Software for Brokers and Lenders

    BrightOffice can support you with different versions of our software. Our Cloud CRM platforms gives the users the ability to add new products (asset finance, short term lending, bridging loans, invoice factoring….) and diversify into new markets. By having fully integrated loan process workflows (that you define) in your system you can manage your tasks from fact find & credit check right throug... learn more about Broker-Lender CRM

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