Best Investment Management Software

Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. The FINTRX family office inve ... read more about FINTRX Platform

M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticate ... read more about M2Advisor

Parilux offers unique software and outsourced middle office administration solutions for multi-manager investors such as Endowments, Foundations, Pension Funds, and Fund of Funds. We can track all aspects of your portfolio (private equity, hedge funds, separate accounts, stocks, bonds, derivatives, or other commingled vehicles) and provide your investment team with real-time updates to transaction ... read more about Parilux Fund Manager

Promoter is the underlying technology used by a range of project finance software tools for evaluating and appraising projects in the oil, gas, petrochemical, power, pulp and paper, transportation, infrastructure and related industries. This project finance model can be used in traditional project finance cases as well as in infrastructure concessions with Public Private Partnerships (PPP) and in ... read more about Promoter

TradeLog is an innovative tax software designed to meet the income tax reporting needs of investors and active traders. Unlike general accounting programs, TradeLog accurately applies the complex IRS rules that apply to traders such as the wash sale rule and is one of the only programs to handle Mark-to-Market accounting for those active traders who have made the Section 475("business treatment"� ... read more about TradeLog

Vestio is the Wealth & Asset Management System that offers comprehensive coverage of the entire investment chain under a single platform, supporting a wide variety of products and entities, and flexible enough to cater to changing regulatory requirements. Vestio caters to the precise needs of Investment Companies, Wealth Managers, Traders, Hedge Funds, and Family Offices by presenting effective ma ... read more about VESTIO

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

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

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

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

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

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

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

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

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

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

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

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 offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and h ... read more about Archway Platform

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

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

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

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

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

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

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

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. Created to be much more than just a notes management tool, Calibre RMS seamlessly integrates all your qualitative research with your modelling and analytics. It is customisable to your investme ... read more about Calibre RMS

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 hours, and saving over 70% of your time. No loss of documents cost savings related to administrative procedures and finally foolproof security. ... read more about Catalizr

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 the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service. eB-IMS has a built in cu ... read more about eB-IMS

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 with our cutting edge trading technology, keep and reward your clients with in-platform benefits. Tailor the platform and your offering to meet your clients trading experience. ... read more about DXtrade