Best Investment Management Software

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 of funds: Digitized Due Diligence Questionnaires Engine, Automatic Flexible Responses Flagging and Scoring Engine, Research Management, Reviews Management, CRM, Collaboration ... read more about Diligend

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. ... read more about Ledgex

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 provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more. ... read more about Investment Account Manager

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 based portfolio accounting and investor allocation system that solves complex problems such as fund NAV and financial reporting, investor waterfalls, tax calculations & allocations and robotic process aut ... read more about Perfona

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 this mountain of data into useful insights couldn't keep up. Tired of the same old spreadsheet tables & pie charts, it felt like we could never unlock the full value. We came together to build useful tools we actually wa ... read more about Toggle

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 full-time job, cap tables start to become error-prone, which increases legal and accounting costs significantly. Creating specific data reports and signing processes can slow down ... read more about Ledgy

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 Trademetria for Manager solution. Reduce your research time by visually navigating through your entry and exit trading points. All in one trading journal, portfolio tracker, back office and tra ... read more about Trademetria

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 investment data. Aumni gives you instant access to the most reliable financial and legal insights across your portfolio, sourced directly from your executed legal agreements, triple ... read more about Aumni

Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on the areas where they can add most value: strategy, investment performance and building strong client relationships right from the start. Our modular, multi-channel front-to-back solution will let you focus on areas whe ... read more about Prospero

DOMOS is the one-stop-shop solution that allows you to concentrate on bringing added-value to your clients by automating a maximum of tasks and processes, allowing tailored approaches (e.g. Risk Management), and easing the reporting to your clients in a professional, designed and automated way. You need to provide your funds with the necessary substance, skills and systems for performing Portfoli ... read more about DOMOS

Finfox is the consultant's digital workplace. Here, customer portfolios are monitored, discussion opportunities generated, investment proposals prepared and centrally controlled. Finfox is your new tool for the workplace. Manage all customer relationships centrally and monitor associated portfolios. All important information is available at any time via the dashboard and allows access to specific ... read more about FINFOX

Formula Stocks Intelligent investing with a technological advantage. Our strategy finds and invests in wonderful growing companies selling for less than they are worth. Intelligent portfolio management is designed to build wealth through a model portfolio that you can easily replicate. We systematically buy low and sell high, combining higher reward with lower risk. You can also pick better stocks ... read more about Formula Stocks

The FIS™ Digital Visualization Portal blends powerful analysis, automated integration and an innovative dashboard for asset managers and fund administrators. The solution supports your data requirements across the front, middle and back office, offering a centralized view of data, advanced computing capabilities for smarter and faster analysis, and an intuitive user experience. ... read more about FIS Digital Visualization

SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment process. With GWP, you no longer have issues arising from tryi ... read more about Global Wealth Platform

Global Wealth Enterprise Solution (Global WealthES™) is a comprehensive and integrated Wealth Management solution for large and medium sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight through processing, which creates tremendous scale & efficiency. ... read more about Global WealthES

Ideal Wealth & Funds is one stop solution for all investment management needs. Industry standard end to end investment management solution for multiple business lines under a single roof. Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analy ... read more about iDEAL Wealth & Funds

Investment Metrics are the leading provider of investment performance analytics and reporting solutions for the global institutional investment community. We provide unique, comprehensive tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, wealth advisors, and global financial institutions. Our solutions are powered by Investment Metrics’ ... read more about Investment Metrics

InvestorFlow is a leading provider of investor experience applications for asset and investment managers. InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to ... read more about InvestorFlow

InvestorFX have achieved best execution in the market, the ability to allocate those savings fairly and accurately across each originating fund is key to a complete process. InvestorFX precisely calculates the savings from pre-trade netting, client-to-client matching and execution in the market to fairly allocate the cost savings to each originating fund. In this time of heightened regulatory comp ... read more about InvestorFX

InvestorPortaLPro investor portal software is built for private equity, hedge fund, real estate, fund administrator, public investor relations, legal teams, and venture capital firms, investors, and people to easily find documents, data, and reports. There are many reasons to choose InvestorPortaLPro for your investor portal platforms. We give people a personalized & tailored experience, which is ... read more about InvestorPortaLPro

InvestWell is Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more. Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but ... read more about InvestWell

Jacobi is Technology for Multi-asset Portfolio Design, Analytics and Client Engagement. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud based platform. Create deeper analysis on the impact of decision making. Take your portfolios from current to target by analyzing your allocations and the associated risk and returns. ... read more about Jacobi

LUSID - the cloud-native SaaS Investment Data Management System. Own and control your investment data to drive growth, increase control and reduce operational costs. LUSID is a book of record that controls, serves and recreates your accounting and investment data on demand. You can pull and translate trade, reference, market, risk, portfolio and performance data from multiple sources. With your co ... read more about LUSID

Fusion Invest answers the pressing concern of portfolio and investment managers today: performing better in a market that’s becoming ever more complex and highly regulated. This leading solution for investment management ensures better transparency and collaboration throughout the investment process delivering a consistent analytics framework on top of a real-time Investment Book of Record IBOR. ... read more about Misys FusionInvest

Allvue offers innovative alternative investment solutions that represent a new standard in the credit and equity markets. We help our clients make better investment decisions, enable deeper relationships with their investors and prospects, and improve access to information. Our solutions are integrated, ensuring that our clients can use data from across the full end-to-end fund lifecycle, ultimate ... read more about Allvue

Axys automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Industry standard portfolio management and reporting. Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Wealth management is a relationship-based business — and there’s simply no substitute for time spent with cli ... read more about Axys

Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engageme ... read more about Tier1

investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms, and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup onboarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined proc ... read more about ProTrak International

Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opp ... read more about Pinnakl