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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List of the Best investment Software | Best Investment Tools

  • 1. TurnKey Lender

    Digital Lending Software for Businesses of All Types
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    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

    "It possesses a powerful self-learning AI that makes accurate decisions in little time"
    Ellie Walters, CEO at Find People Faster
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    16%

    Category Focus

    Investment Management Software
  • 2. 4Degrees

    Intelligent relationship management for deal-driven teams
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    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

    "Best tool with user-friendly features!"
    Lisa Arlington, Founder at Gifts Nerd
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • 3. Axia

    Advanced & modern Investment Management Software.
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    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
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    60%

    Category Focus

    Investment Management Software
  • 4. Acorns

    Helps you save & invest
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    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

    "Best Wealth Management Software with zero commissions!"
    Hew Blair, Chairman & Buying Director at Justerini & Brooks Ltd
    Entry Level Price
    $1 Per Month
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • 5. Morningstar Advisor Workstation

    Expand Your Potential for Growth
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    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

    "Highly recommend this easy-to-use and web-based WMS software."
    Lucas Robinson, CMO at Crediful
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Investment Management Software
  • 6. Eze Investment Suite

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

    Simplify your back office.
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    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
  • 9. eMoney

    Wealth Management Technology That Helps You.
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    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
  • 10. HEDGEGUARD

    We want you to win
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    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
  • 11. Social Security Timing

    Streamline the Complexities of Social Security
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    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
  • 12. PackHedge

    Advanced Research & Analysis
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    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
  • 13. AIRR

    One SAAS solution for all investment management needs.
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    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
  • 14. FactSet

    Integrated, flexible data and analytic software solutions for investment professionals
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    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
  • 15. ReconAdvantage

    The advanced portfolio management software you need, backed by the world-class support you deserve.
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    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
  • 16. Stock Portfolio Organizer

    The Ultimate Stock Portfolio Management Software.
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    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
  • 17. Chartsmart

    Stock Screening Software and Stock Charting Software
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    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
  • 18. FA Solutions

    Efficiency in investment management.
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    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
  • 19. PHI 1

    Setting the Trader Free
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    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
  • 20. FXCM

    A LEADING SPREAD BET, CFD AND FOREX PROVIDER
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    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
  • 21. iLEVEL

    WE POWER THE NETWORKS THAT CONNECT CAPITAL TO IDEAS
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    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
  • 22. Captools/net

    Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software
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    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
  • 23. fi360 Toolkit

    Care for every investor, made simple.
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    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
  • 24. Argo Trading Platform

    Financial Technology Provider
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    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
  • 25. SimCorp Asset Manager

    A PORTFOLIO OF OPTIONS TAILORED FOR GROWTH
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    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
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