Best Investment Management Software

LenderKit is a white-label investment software and crowdfunding platform suite for regulated and private investment businesses that focus on startup or real estate project financing. The crowdfunding software comes with extensive out-of-box features that will help you launch and prototype, MVP or a full-scale investment platform in the USA, UK, Europe or the MENA region. LenderKit offers inv ... read more about LenderKit

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 ... read more about TurnKey Lender

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. ... read more about 4Degrees

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 ... read more about Axia

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. ... read more about Acorns

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 ... read more about Morningstar Advisor Workstation

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 ... read more about Eze Investment Suite

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. ... read more about FinFolio

NaviPlan empowers firms to cater their services to any client, from simple goal-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality, including comprehensive planning centered on detailed tax analysis, advanced estate planning, modeling various alternative plan scenarios, and an optional client portal. It is also flexible eno ... read more about NaviPlan

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 ... read more about eMoney

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 ... read more about HEDGEGUARD

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 ... read more about Social Security Timing

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, ... read more about PackHedge

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 ... read more about AIRR

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 ... read more about FactSet

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 ... read more about ReconAdvantage

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 ... read more about Stock Portfolio Organizer

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 ... read more about Chartsmart

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 ... read more about FA Solutions

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 ... read more about PHI 1

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 ... read more about FXCM

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 ... read more about iLEVEL

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 ... read more about Captools/net

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 ... read more about fi360 Toolkit

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 ... read more about Argo Trading Platform

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 ... read more about SimCorp Asset Manager

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 ... read more about Complex Interests

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 ... read more about Croesus

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. ... read more about CrowdStreet