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.

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List of the Best investment Software | Best Investment Tools

  • Northstar Risk

    Helping hedge funds effectively manage risk, evaluate performance, and communicate with investors.
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    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 back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly software as a servi ... read more about Northstar Risk

    Entry Level Price
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    N/A
    Category Focus
    50% in Investment Management Software
  • AtomInvest

    NEXT GENERATION TECH For Alternative Investments.
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    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 fund managers to supercharge portfolio management and deal sourcing while streamlining their investor journeys across fundraising, onboarding ... read more about AtomInvest

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    25% in Investment Management Software
  • Dynamo Software

    Hedge Fund CRM & Investor Relations Software.
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    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 is the leading hedge fund CRM and business process automation solution for over 300 fund managers worldwide. Dynamo delivers hedge fund-s ... read more about Dynamo Software

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    50% in Investment Management Software
  • Backstop

    Solving The Institutional Investment Industrys Most Pressing Problems.
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    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 raising capital to servicing investors, from researching and diligencing managers to monitoring portfolios, both asset managers and asset owners have multi ... read more about Backstop

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    25% in Investment Management Software
  • TSIMAGINE

    PORTFOLIO MANAGEMENT & TRADING.
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    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 efficiency and infinite scalability. Hedge Funds looking for an integrated technology platform that includes Browser-based Execution Management Systems (EMS) - Real-time trading platform. ... read more about TSIMAGINE

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    Category Focus
    33% in Investment Management Software
  • FinlogiK

    Innovative online tools and automated services to the investment industry.
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    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 of integrated workflow processes, full security, and audit capability, and powerful user-friendly reporting. FinlogiK's TPMS manages over fifty type ... read more about FinlogiK

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    50% in Investment Management Software
  • Everysk

    Multi-asset portfolio & risk analytics driven by powerful workflows.
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    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 automated workflows will help you analyze, organize and securely distribute information about your investments, saving you valuable time. ... read more about Everysk

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    34% in Investment Management Software
  • April Software

    Tailored Software Services for Investment Management Firms.
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    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 in Luxembourg, Europe, or beyond. Our top software company team encompasses an exquisite pool of talented members. It has a combined 15+ years of experience in the financial IT secto ... read more about April Software

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    Category Focus
    50% in Investment Management Software
  • deep pool

    COMPREHENSIVE INVESTOR SERVICING SOFTWARE SOLUTIONS.
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    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 the alternatives and traditional funds industry use our best-in-class transfer agency and regulatory software to enhance their operating efficiencies and del ... read more about deep pool

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    Category Focus
    34% in Investment Management Software
  • Edgefolio

    Digitising Fund Distribution.
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    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. FundPortal offers a secure way to interact and share documents & reports with your clients. It increases the scalability of your team while maintaining proximity wit ... read more about Edgefolio

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    50% in Investment Management Software
  • StyleADVISOR

    The investment industry's most comprehensive performance analysis software.
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    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 StyleADVISOR has been continually enhanced to become the most robust analysis and reporting platform available anywhere. Today, thousands of investment ... read more about StyleADVISOR

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    50% in Investment Management Software
  • DealCheck

    The Leading Real Estate Analysis Software
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    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 rental property, BRRRR, flip, wholesale transaction or multi-family building. Our platform will calculate a complete analysis of each deal, including acquisition costs, ... read more about DealCheck

    Entry Level Price
    Free version
    Free Trial
    Available
    Category Focus
    50% in Investment Management Software
  • optionDash

    Covered Calls for Income Tools for Income Investors
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    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 trades. You know the benefits of covered calls but don’t know which stocks to use. Use our proprietary scoring systems and your favorite data points to find the best stocks. ... read more about optionDash

    Entry Level Price
    Free version
    Free Trial
    Available
    Category Focus
    50% in Investment Management Software
  • StockGeist

    Market Sentiment Monitoring Platform
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    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 either positive/neutral/negative to help provide traders with a better understanding of the general feeling towards a particular stock at that current moment in tim ... read more about StockGeist

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    50% in Investment Management Software
  • MarketGrader

    The world's smartest stock and ETF research platform.
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    Our research is focused on truly understanding a company’s business (or its fundamentals) as reported in its financial statements. We seek to understand how successful and profitable each company is in order to help you separate the good from the bad investment prospects. We analyze businesses and the prices for which they’re selling to help you extract value and achieve superior long-term inv ... read more about MarketGrader

    Entry Level Price
    $75 Per Month
    Free Trial
    14 Days
    Category Focus
    100% in Investment Management Software
  • VESTBERRY

    Portfolio management and reporting software for VC & PE. Redefined.
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    VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $ 5 billion of investments in companies such as Wolt, Carta, Stripe, or eToro and is used by industry leaders such as Atomico and Anthemis The software offers automation of workflow, reporting, communication with limited partners and provides advanced analytics to make better inves ... read more about VESTBERRY

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    14 Days
    Category Focus
    100% in Investment Management Software
  • PMplus

    A market-leading, cloud-native Portfolio Management System.
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    A market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. It is an innovative solution developed by SuisseTechPartners, an international financial technology company with teams located in Geneva, Luxembourg, Singapore, Hanoi and Hong Kong. ... read more about PMplus

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    100% in Investment Management Software
  • Sesame

    Empowering the modern investor
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    Sesame is a next-generation, secure and data-focused technology platform that upgrades the investment reporting and analysis process allowing firms to save time, reduce costs and have full confidence in the data used for making critical investment decisions. Sesame is powerful and simple to use and centralises all investment data from any source and of any type. Sesame has been developed with ... read more about Sesame

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    100% in Investment Management Software
  • Tyke

    startup, investor, founder, invest in startup,
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    Are you planning to raise funds for your upcoming startup idea? Or if you are an investor looking for the next big things to invest in? Tyke is the go to solution for you. We have an end to end platform that works well for both startups and investors. You can manage your deal flow, create and share contracts, run a due diligence, become part of investor groups, syndicates and angel investors. Ac ... read more about Tyke

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    Category Focus
    100% in Investment Management Software
  • ETFmatic

    Fully regulated pan-European digital asset management B2B2C platform
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    ETFmatic offers White-Label solutions for financial institutions in need of a more robust investment offering. Our deep experience in the industry, comprehensive product suite, and sophisticated technology platform enable us to deliver tailored solutions for all types of clients. ... read more about ETFmatic

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    Category Focus
    100% in Investment Management Software
  • Portseido

    Powerful Portfolio and Dividend Tracker
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    Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to equip investors with an easy-to-use tool that empowers ... read more about Portseido

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    Available
    Category Focus
    50% in Investment Management Software
  • Foundercrate

    Fundraising Made Easy, Faster & Disciplined
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    Foundercrate is a SaaS-based platform that enables startup founders to streamline and simplify the process of fundraising, & investor relations in a very disciplined manner. Foundercrate lets founders spend more time on growing their startup while executing successful fundraise in a smart & disciplined manner. We bring all the tools together which an entrepreneur needs to raise the funds for his ... read more about Foundercrate

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    Free Trial
    30 Days
    Category Focus
    25% in Investment Management Software
  • Introducing Tradiry, a cutting-edge platform that empowers traders with a comprehensive suite of tools, revolutionizing the way you approach trading. With Tradiry, you gain access to a wide array of features designed to enhance your trading insights and maximize your performance. Seamlessly track and manage your trades, while gaining valuable analytical perspectives that provide you with a competi ... read more about Tradiry

    Entry Level Price
    $20 Per Month
    Free Trial
    N/A
    Category Focus
    100% in Investment Management Software
  • CommonSubDoc

    Your Docs - Your Flow - Your Way
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    Our platform offers a comprehensive suite of features designed to transform your fund management and investor relations. With a dedicated Deal Room and Tear Sheet, LPs gain access to essential information for informed decisions. Our Digital Investor Onboarding simplifies the subscription lifecycle with e-Signatures, making the process efficient. Customized Dashboards provide a holistic view of rel ... read more about CommonSubDoc

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    Category Focus
    100% in Investment Management Software
  • INDATA AI

    Modernize, Simplify, Reduce Costs
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    INDATA’s investment management software solutions automate essential functions including portfolio/fund accounting, administration, reconciliation, performance measurement, reporting, billing and include optional managed services to empower operations staff to provide more timely and accurate information to front office stakeholders. INDATA’s investment management software fully accommodate ... read more about INDATA AI

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    Category Focus
    100% in Investment Management Software
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