• Home
  • Investment Management Software

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

  • Prospero

    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 ... read more about Prospero

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

  • DOMOS

    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 ... read more about DOMOS

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% 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

  • FINFOX

    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 ... read more about FINFOX

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

    Features
    • Accounting Management
    • Asset Management
    • Client Portal
    • 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
    • EUR (€)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Formula Stocks

    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 ... read more about Formula Stocks

    Entry Level Price
    $49 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    60% in Investment Management Software

    Features
    • Client Portal
    • 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
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $49 Per Month
    Visit website

  • FIS Digital Visualization

    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 ... read more about FIS Digital Visualization

    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
    • 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

  • Global Wealth Platform

    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 ... read more about Global Wealth Platform

    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
    • Modeling & Simulation
    • Performance Metrics
    • 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

  • Global WealthES

    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 ... read more about Global WealthES

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

    Features
    • Accounting Management
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Modeling & Simulation
    • 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

  • iDEAL Wealth & Funds

    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 ... read more about iDEAL Wealth & Funds

    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
    • 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
    • In-person
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • Investment Metrics

    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 ... read more about Investment Metrics

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

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

  • InvestorFlow

    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 ... read more about InvestorFlow

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

    Features
    • Asset Management
    • 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
    • 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 Try Software Demo
    Visit website

  • InvestorFX

    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 ... read more about InvestorFX

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

    Features
    • Accounting Management
    • Asset 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

  • InvestorPortaLPro

    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, ... read more about InvestorPortaLPro

    Entry Level Price
    $249 Per Year
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    60% in Investment Management Software

    Features
    • 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
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $249 Per Year
    Visit website

  • InvestWell

    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 ... read more about InvestWell

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% 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

  • Jacobi

    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 ... read more about Jacobi

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

    Features
    • Asset Management
    • Client Portal
    • Investment Tracking
    • Modeling & Simulation
    • Portfolio Management
    • Reporting

    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 Try Software Demo
    Visit website

  • LUSID

    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, ... read more about LUSID

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

    Features
    • 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 Try Software Demo
    Visit website

  • Misys FusionInvest

    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 ... read more about Misys FusionInvest

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Investment Management Software

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

    Key Details
    Industries
    • Financial-services
    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

  • Allvue

    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 ... read more about Allvue

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Investment Management Software

    Features
    • Benchmarking
    • Client Portal
    • 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

  • Axys

    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 ... read more about Axys

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Investment Management Software

    Features
    • 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
    • Case Studies
    • Whitepapers

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

  • Tier1

    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+ ... read more about Tier1

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

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

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

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

  • ProTrak International

    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 ... read more about ProTrak International

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Investment Management Software

    Features
    • Asset Management
    • Client Portal
    • Data Import/Export
    • Investment Tracking
    • Reporting

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

  • Pinnakl

    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, ... read more about Pinnakl

    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

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

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

  • Northstar Risk

    The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just software, it is a service. At Northstar, our experts will fully integrate your ... read more about Northstar Risk

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

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

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

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

  • AtomInvest

    AtomInvest provides next-generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for ... read more about AtomInvest

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Investment Management Software

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

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

  • Dynamo Software

    Hedge fund software from Dynamo™ helps hundreds of alternative investment managers improve investor communications and capital raising, create structured, data-driven research processes, reconcile investor accounting, and create a culture of compliance. Dynamo ... read more about Dynamo Software

    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
    • Reporting

    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

  • Backstop

    Backstop is powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. From ... read more about Backstop

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Investment Management Software

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

    Key Details
    Industries
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    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

  • TSIMAGINE

    TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better ... read more about TSIMAGINE

    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

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • 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 Try Software Demo
    Visit website

  • FinlogiK

    FinlogiK is a full-fledged Straight Through Processing (STP) Trade and Portfolio Management System (TPMS). FinlogiK's TPMS offers superior return on investment by combining straightforward user interfaces, easy system configuration with the robustness ... read more about FinlogiK

    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
    • Portfolio Management
    • Reporting

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

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

  • Everysk

    Everysk enables money managers of any size with a multi-asset risk engine integrated with an automation platform. Our clients can establish robust and repeatable risk processes, design custom dashboards, and our fully ... read more about Everysk

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% 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
    • Web-based
    Support
    • Chat
    • 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 Try Software Demo
    Visit website

  • April Software

    April Software is a leading FundTech software services provider. We specialize in tailoring software for investment management firms. What is more, we can fulfill our clients’ software needs whether they are located ... read more about April Software

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

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

  • deep pool

    Deep Pool is a investor servicing and compliance solutions support offshore and onshore hedge funds, partnerships, private equity vehicles, retail funds and regulated financial firms. Leading fund administrators and investment managers across ... read more about deep pool

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

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

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    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 Try Software Demo
    Visit website

  • Edgefolio

    Edgefolio is an award-winning technology provider in the asset management space. We offer powerful off-the-shelf products for different stakeholders, as well as custom enterprise solutions. Deliver a better client experience at scale. ... read more about Edgefolio

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

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • 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

  • StyleADVISOR

    Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis. Since that time, Zephyr ... read more about StyleADVISOR

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

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

    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

  • DealCheck

    DealCheck is the leading property analysis platform for real estate investors, agents, wholesalers and other professionals with over 200,000 active users. You can use DealCheck to calculate financial projections and analyze any ... read more about DealCheck

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Investment Management Software

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

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

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

  • optionDash

    OptionDash provides tools for Income Investors like Covered Call Screener and Cash Secured Put Screener. Powerful Stock Scoring Systems for Quick Decisions. Screen stock and option data to find income-producing covered call ... read more about optionDash

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Investment Management Software

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

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

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

  • StockGeist

    StockGeist is an interactive and user-friendly platform that provides real-time stock market sentiment monitoring of 2200+ companies textual information mentions on social media platforms and news articles. The sentiment is reported as ... read more about StockGeist

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

    Features
    • Client Portal
    • Investment Tracking
    • Performance Metrics
    • Portfolio Management
    • Reporting
    • Risk Management

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

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

Why Trust Goodfirms

Goodfirms is the world’s leading reviews and ratings company featuring 110,000+ tech companies from across the globe, complete with 80,000+ humanly vetted client reviews, detailed portfolios, hourly rates, employee strength, and more to help you choose your perfect tech partner.

Humanly-Vetted Client Reviews

Our researchers have personally vouched for the authenticity of 80,000+ client reviews by speaking directly with clients, cross-checking project details, timelines, and results to ensure 100% credibility.

Data-Driven Rankings

Data powers our company listings. Every company listed is evaluated based on its expertise, experience, market presence, reviews, and client satisfaction rate, which helps buyers confidently choose the right tech partner.

Global Trust & Recognition

Goodfirms is trusted by 110,000+ businesses in 160+ countries to connect with reliable tech partners. Our reputation is built on 80,000+ verified reviews and rankings you can trust.

Transparency In Detail

From verified client reviews and portfolio highlights to service focus and pricing, Goodfirms provides a 360-degree view of every company, helping 2+ million monthly users find the perfect tech partner.

Related Categories

Banking Software
Wealth Management Software
Budgeting Software
Financial Planning Software

Trending insights from Goodfirms

Valuable insights from top experts accelerate decision-making.

Top 5 industries That Benefit from AI-driven Managed Services Provider (MSP) Software
MSP Software

Top 5 industries That Benefit from AI-driven Managed Services Provider (MSP) Software

From Healthcare to Retail, AI-driven Managed Services (MSP) software is transforming operations. See the top industries gaining a competitive edge through... ... Read research article

Most Popular AI Automation Tools for Small Businesses
AI Automation Tools

Most Popular AI Automation Tools for Small Businesses

The most popular AI automation tools for small businesses help automate repetitive and operational tasks, focusing on high-impact strategic initiatives. ... Read research article

On-Device Intelligence: How Apple’s Core ML and Google’s ML Kit Redefine the Future of Platform-Specific Apps
App Development Software

On-Device Intelligence: How Apple’s Core ML and Google’s ML Kit Redefine the Future of Platform-Specific Apps

Apple’s Core ML and Google’s ML Kit progresses with on-device intelligence. A deep dive into their high-performance, platform-specific AI. ... Read research article

Read all research articles
compare software image
Compare