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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

  • M2Advisor

    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 ... read more about M2Advisor

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

    Features
    • Accounting Management
    • Benchmarking
    • Client Portal
    • 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

  • Parilux Fund Manager

    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 ... read more about Parilux Fund 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
    • Fund Management
    • Performance Metrics
    • Reporting
    • Risk Management

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

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

  • Promoter

    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 ... read more about Promoter

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

    Features
    • Benchmarking
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Risk Management

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

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

  • TradeLog

    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 ... read more about TradeLog

    Entry Level Price
    $89 Per Year
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Accounting Management
    • Benchmarking
    • Fund Management
    • Investment Tracking
    • Performance Metrics

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Annual Subscription
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $89 Per Year
    Visit website

  • VESTIO

    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 ... read more about VESTIO

    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
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    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

  • SharePad

    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 ... read more about SharePad

    Entry Level Price
    $35.11 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Accounting Management
    • Benchmarking
    • Performance Metrics
    • Risk Management

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $35.11 Per Month
    Visit website

  • Wealth EOffice

    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 ... read more about Wealth EOffice

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

    Features
    • Fund Management
    • Performance Metrics

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    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

  • 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. ... read more about ZagTrader

    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
    • Fund Management
    • Performance Metrics
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    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

  • Assetmax

    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 ... read more about Assetmax

    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
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Reporting
    • Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • 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

  • Agilis Investment Management

    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 ... read more about Agilis Investment Management

    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
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Reporting
    • Risk Management

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

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

  • AIVIA Platform

    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 ... read more about AIVIA Platform

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

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

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

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

  • AJ HYIP

    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, ... read more about AJ HYIP

    Entry Level Price
    $249 One-time
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    100% in Investment Management Software

    Features
    • Accounting Management
    • Client Portal
    • Fund Management

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • One-Time Payment
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $249 One-time
    Visit website

  • Allocator

    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 ... read more about Allocator

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

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

  • Archer

    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 ... read more about Archer

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% 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
    • Video Guides
    • Blogs
    • Webinars

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

  • BlazePortfolio

    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. ... read more about BlazePortfolio

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

    Features
    • Accounting Management
    • Asset Management
    • Client Portal
    • 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

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

    Integration
    Integrated With
    • Addepar
    • Black Diamond
    • SS&C Chorus
    Visit website

  • Atomic Intelligence

    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 ... read more about Atomic Intelligence

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

    Features
    • Benchmarking
    • Performance Metrics
    • Risk Management

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

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

  • Archway Platform

    Archway Platform 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 ... read more about Archway Platform

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

    Features
    • Accounting Management
    • 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
    • Whitepapers

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

  • AXLE

    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 ... read more about AXLE

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

  • Bancstreet Asset Management

    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, ... read more about Bancstreet Asset Management

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

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

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

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

  • Bankers Realm

    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 ... read more about Bankers Realm

    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
    • Fund Management
    • Performance Metrics

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

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

  • Bipsync

    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 ... read more about Bipsync

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

    Features
    • Asset Management
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Risk Management

    Key Details
    Industries
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    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

  • Blueleaf

    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 ... read more about Blueleaf

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

    Features
    • Accounting Management
    • Client Portal
    • Performance Metrics

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

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • Free
    Vendor pricing page
    Visit website

  • Broadridge

    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 ... read more about Broadridge

    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
    • Fund Management
    • Performance Metrics

    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

  • Broker-Lender CRM

    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….) ... read more about Broker-Lender CRM

    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
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs

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

  • Calibre RMS

    Calibre RMS is a complete Research Management System with an intuitive and simple interface that enables you to record, share and collaborate on your data in a user-friendly, customisable and mobile format. ... read more about Calibre RMS

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

    Features
    • Asset Management
    • Benchmarking
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Risk Management

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

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

  • Catalizr

    Catalizr is the most complete solution on the market for managing unlisted investments! From document transfer to final validation, passing by the certified signature online, making your investments in less than 2 ... read more about Catalizr

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

    Features
    • Accounting Management
    • Client Portal
    • Fund Management
    • Investment Tracking

    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

  • eB-IMS

    EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through ... read more about eB-IMS

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Investment Management Software

    Features
    • Asset Management
    • Benchmarking
    • Client Portal
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • Weekdays
    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

  • Diligend

    Diligend provides software solutions dedicated to the Due Diligence and monitoring of Asset and Fund Managers. Diligend offers a unique combination of flexible and powerful set of features digitizing and automating assessment ... read more about Diligend

    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
    • Performance Metrics
    • Reporting
    • 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

  • Ledgex

    Ledgex Pro is the first platform for multi-asset allocators that enables you to directly challenge the data quality concerns of our space; increasing timeliness, accuracy, and confidence throughout your investment office.

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

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    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

  • Investment Account Manager

    Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. With a large array of tools, IAM ... read more about Investment Account Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Investment Management Software

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

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

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

  • Perfona

    Perfona is a fully integrated web-based system to manage all areas of an investment management firm. Perfona is a leading investment management firms to bring the industry the first ever true web ... read more about Perfona

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

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

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

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

  • Toggle

    TOGGLE sifts through billions of real-time data points so you can make your next move with confidence. We had access to a rapidly expanding universe of data, but the tools to turn ... read more about Toggle

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Investment Management Software

    Features
    • Fund Management
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

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

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

  • Ledgy

    Ledgy is the leading equity management solution for high-growth scale-ups and their investors. The fastest and easiest way for international teams to manage equity. When companies scale, equity plan management becomes a ... read more about Ledgy

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    60% in Investment Management Software

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

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

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

  • Trademetria

    Trademetria is all-in-one trading journal software for traders and investors. The most important trading tool of your career is finally here. Manage every cent that goes into your trading business with our ... read more about Trademetria

    Entry Level Price
    $29.95 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    40% in Investment Management Software

    Features
    • Accounting Management
    • Asset Management
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

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

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Basic
    $29.95 Per Month
    Visit website

  • Aumni

    Aumni is an automated investment analytics platform for the Innovation Economy. Simple and trustworthy investment insights in just a few clicks. Aumni has analyzed an unprecedented breadth and depth of private capital ... read more about Aumni

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

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

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

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

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