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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.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Dec 31, 2025
126 Software

List of the Best investment Software | Best Investment Tools

  • Universal Rebalancer

    5.0 5 Reviews Verified

    "SoftPak Financial Systems delivers quantitative wealth management solutions that empower global investment firms and financial institutions. SoftPak's financial technology works as the foundation for institutions that excel in portfolio analytics, rule-based rebalancing, ... read more about Universal Rebalancer

    Universal Rebalancer Reviews

    Global Compliance Framework Development reviewed by: patrick L, Asset Management at Greenoaks
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-banking-venture
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support

    Reviews
    What User‘s Say
    Advanced Security and Authentication Integration for Autonomous Systems.
    Carmit Proper-Livni, Customer Success Director at Starship Technologies
    Cross-Border Trade Financing
    Matthew Santarpia, Director of Human Resources-Purolator International at Purolator International
    Originator Unification Initiative
    W. Mark Squire, Chief Operating Officer & President VERICO Financial Group at VERICO Canada
    Review Summary
    The team proved high caliber, communicative, and solution-oriented, facilitating a smooth process. Their commitment guaranteed the success of our project and addressed our peculiar need.
    Carmit Proper-Livni
    Carmit Proper-Livni, Customer Success Director at Starship Technologies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    • Quote Based
    Vendor pricing page Download Pricing Document
    Visit website

  • AlphaWiseWin

    5.0 1 Review Verified

    By simply entering any stock code, our multi-agent AI system will analyze market data, financial reports, and news to deliver a detailed analysis report within 10 minutes. By simply entering any news ... read more about AlphaWiseWin

    AlphaWiseWin Review

    Simple, straight forward for stock pickup and rating reviewed by: Emily Grace
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Investment Management Software

    Features
    • Modeling & Simulation
    • Reporting
    • AI Features

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • blog

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • LenderKit

    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 ... read more about LenderKit

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Financial-services
    • Fundraising
    • Investment-banking-venture
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Training
    • In-person
    • Documentation
    Knowledge Base
    • Blogs
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page

    Integration
    Integrated With
    • Lemonway
    • MANGOPAY
    • Jumio
    • Fortress Technologies
    • Polymath
    • Shufti Pro
    • P2P securities
    • Mob.id
    • North Capital
    • HelloSign
    • DocuSign
    • Equity Trust
    Visit website

  • TurnKey Lender

    4.8 16 Reviews Verified

    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 ... read more about TurnKey Lender

    TurnKey Lender Reviews

    TurnKey Lender is a complete system that automates all phases of the loan reviewed by: JM Littman, Director at Webheads
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    16% in Investment Management Software

    Features
    • Accounting Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Infographics

    Reviews
    What User‘s Say
    Turnkey lender is the best loan servicing software we have used as there are simple user transactions
    Lorie Carson, Founder at RealPeopleFinder
    TurnKey Lender has automated the whole lending process and has excellent decision-making quality
    Olive Grat, Marketing Director at Techiegarden
    TurnKey Lender has been very useful to us and has good features which makes the process easier
    Joe Troyer, CEO and Growth Advisor at ReviewGrower
    Review Summary

    We RealPeopleFinder use Turnkey lender. It is the loan servicing software our company uses the most. We have used this software for the last three years, once weekly or as needed. Both setting up the system and receiving support went well. Software with low costs, excellent customer service, and simple user transactions. The support personnel is very accommodating and detailed in their explanations of the features.

    Lorie Carson
    Lorie Carson, Founder at RealPeopleFinder

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Altss

    5.0 4 Reviews Verified

    Altss is a database built for fund managers, founders, and investor relations teams who need accurate information on capital partners. It covers family offices, venture funds, private equity firms, and institutional allocators, ... read more about Altss

    Altss Reviews

    Great database of family offices reviewed by: Alex Dovzhenko, CMO at POD
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    30% in Investment Management Software

    Features
    • Asset Management
    • Investment Tracking

    Key Details
    Industries
    • Financial-services
    • Fundraising
    • Investment-banking-venture
    • Venture-capital
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • Weekdays

    Reviews
    What User‘s Say
    Great experience
    Stanislav Masevych
    Altss has become an essential tool for our investment research and relationship building.
    Sergey Evstigneev
    Investor intelligence platform for family office engagement
    Partner at TDS Capital | Single Family Office
    Review Summary
    Great experience using Altss, accurate data, intuitive interface, and fast results. It helps a lot in our activities. Highly recommended for anyone searching for real investor leads.
    Stanislav Masevych
    Stanislav Masevych

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Visit website

  • 4Degrees

    5.0 1 Review

    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 ... read more about 4Degrees

    4Degrees Review

    Best tool with user-friendly features! reviewed by: Lisa Arlington, Founder at Gifts Nerd
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Investment Management Software

    Features
    • Accounting Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Portfolio Management
    • Reporting

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • MaxelPay

    5.0 1 Review

    MaxelPay is a revolutionary No-KYC crypto payment gateway designed to simplify and streamline crypto transactions for businesses of all sizes. With ultra-low transaction fees of just 0.4%, seamless API integration, a WordPress ... read more about MaxelPay

    MaxelPay Review

    Robust Security features for Financial Services and seamless transactions reviewed by: Colin Brown, Customer Specialist at Tru India
    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Asset Management
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics

    Key Details
    Industries
    • Apparel-fashion
    • Bpo
    • Capital-markets
    • Commercial-real-estate
    • Computer-software
    • E-learning
    • Financial-services
    • Fundraising
    • Gambling-casinos
    • Health-wellness-fitness
    • Hospitality
    • Import-export
    • Information-technology-services
    • Marketing-advertising
    • Mining-metals
    • Nonprofit-organization-management
    • Outsourcing-offshoring
    • Pharmaceuticals
    • Real-estate
    • Staffing-recruiting
    • Textiles
    • Veterinary
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation
    Knowledge Base
    • No KYC Crypto Payment Gateway
    • Crypto gateway payment api
    • Crypto payment gateway for telegram
    • Contact Us
    • Cryptocurrency payment gateway for woocommerce
    • Woocommerce crypto payments
    • Crypto payment gateway without KYC
    • how to recover lost crypto wallet
    • Crypto Payment Gateway Without KYC
    • Gas Fees in Cryptocurrency Payment Processing
    • Best Crypto Payment Gateway 2025
    • Invoice management features
    • Cryptocurrency Payment Gateway Plugin
    • Cryptocurrency Transaction
    • Choosing the Right Crypto Payment Gateway

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • WooCommerce
    • Wordpress
    Visit website

  • Axia

    4.5 1 Review

    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 ... read more about Axia

    Axia Review

    AXIA literally saved our back in the crisis. Highly recommended! reviewed by: Catriona Jasica, Content Specialist at Top Vouchers Code
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Fund Management
    • Performance Metrics
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • DXtrade

    4.0 1 Review

    DXtrade is a trading platform for OTC brokers, looking for a solution that gives them flexibility in setting up their business model, and provides tools for traders engagement and retention. Attract clients ... read more about DXtrade

    DXtrade Review

    Good reviewed by: Rav Talek
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Asset Management
    • Client Portal
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Acorns

    4.0 1 Review

    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.

    Acorns Review

    Best Wealth Management Software with zero commissions! reviewed by: Hew Blair, Chairman & Buying Director at Justerini & Brooks Ltd
    Entry Level Price
    $1 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Knowledge Base
    • Help Guides
    • Video Guides
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $1 Per Month
    Visit website

  • Morningstar Advisor Workstation

    4.0 1 Review

    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 ... read more about Morningstar Advisor Workstation

    Morningstar Advisor Workstation Review

    Highly recommend this easy-to-use and web-based WMS software. reviewed by: Lucas Robinson, CMO at Crediful
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Eze Investment Suite

    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 ... read more about Eze Investment Suite

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Investment Management Software

    Features
    • Fund Management
    • Investment Tracking
    • Portfolio Management
    • Reporting

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • FinFolio

    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 ... read more about FinFolio

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • RightCapital
    • Calendly
    • Freshchat
    • PieSync
    Visit website

  • eMoney

    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 ... read more about eMoney

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    30% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs
    • Webinars
    • Case Studies
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • HEDGEGUARD

    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 ... read more about HEDGEGUARD

    Entry Level Price
    $1581 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    30% in Investment Management Software

    Features
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $1581 Per Month
    Visit website

  • Social Security Timing

    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 ... read more about Social Security Timing

    Entry Level Price
    $49.99 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Investment Tracking
    • Modeling & Simulation
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $49.99 Per Month
    Visit website

  • PackHedge

    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, ... read more about PackHedge

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • AIRR

    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 ... read more about AIRR

    Entry Level Price
    $500 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    60% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $500 Per Month

    Integration
    Integrated With
    • Salesforce CRM
    • Xero
    • QuickBooks Online
    • Pipedrive
    Visit website

  • FactSet

    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 ... read more about FactSet

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Fundraising
    • Investment-banking-venture
    • Investment-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • ReconAdvantage

    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 ... read more about ReconAdvantage

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Stock Portfolio Organizer

    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, ... read more about Stock Portfolio Organizer

    Entry Level Price
    $99 One-time
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Investment Management Software

    Features
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $99 One-time
    Visit website

  • Chartsmart

    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. ... read more about Chartsmart

    Entry Level Price
    $600 Per Year
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Data Import/Export

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Annual Subscription
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $600 Per Year
    Visit website

  • FA Solutions

    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 ... read more about FA Solutions

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • EUR (€)
    Free Version
    • Yes
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • PHI 1

    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: ... read more about PHI 1

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • FXCM

    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 ... read more about FXCM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Client Portal
    • Fund Management
    • Performance Metrics
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • iLEVEL

    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 ... read more about iLEVEL

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Captools/net

    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 ... read more about Captools/net

    Entry Level Price
    $600 Per Year
    Free Trial
    More than 30 days
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Annual Subscription
    • Quote Based
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $600 Per Year
    Visit website

  • fi360 Toolkit

    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 ... read more about fi360 Toolkit

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Client Portal
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Argo Trading Platform

    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 ... read more about Argo Trading Platform

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Client Portal
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    • One-Time Payment
    Vendor pricing page
    Visit website

  • SimCorp Asset Manager

    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 ... read more about SimCorp Asset Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Benchmarking
    • Data Import/Export
    • Fund Management
    • Modeling & Simulation
    • Performance Metrics
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Complex Interests

    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 ... read more about Complex Interests

    Entry Level Price
    $500 Per Year
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Fund Management
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $500 Per Year
    Visit website

  • Croesus

    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 ... read more about Croesus

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in Investment Management Software

    Features
    • Benchmarking
    • Client Portal
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • CrowdStreet

    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 ... read more about CrowdStreet

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • FINTRX Platform

    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, ... read more about FINTRX Platform

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    100% in Investment Management Software

    Features
    • Client Portal

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • Yes
    Payment Frequency
    • Quote Based
    • Free
    Vendor pricing page
    Visit website

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