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Investment Management Software - Page 7

Last updated: April 2026

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159 software options

Jacobi logo
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Your Intelligence. Your Story. Your platform

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Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

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PORTAX logo
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Windows-based portfolio management and planning software

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PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.

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Family Wealth Guru logo
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Integrated wealth management solution for family portfolios

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Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

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Fundy logo
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Real estate fund management software

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Fundy is a comprehensive real estate and private equity fund management platform designed to simplify and enhance fund operations. The platform offers a robust set of features to streamline critical fund management tasks, including calculating and tracking capital calls, distributions, fees, and more. Fundy's industry-standard calculation techniques ensure accurate results, eliminating the risk of errors often present in manual spreadsheet-based processes.

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Bipsync logo
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The Platform that Powers your Investment Research Process

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Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

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CEPRES logo
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Cloud-based private equity data analytics platform

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CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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Yardi Investment Accounting logo
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Cloud-based real estate investment accounting

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Yardi Investment Accounting is a real estate investment accounting solution designed to automate complex financial processes, streamline distributions and reporting. The platform supports all ownership structures and integrates with other Yardi solutions for full transparency from investor to asset.

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WealthForce.ai logo
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Wealth management and relationship management platform

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WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

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TradeSmart logo
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SaaS order execution management system (OEMS) software

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TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

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