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Top Rated Investment Management Software with Client Portal - Page 3

Last updated: April 2026

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79 software options

Athena Systems logo
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Financial risk management platform

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The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.

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AMDIS logo
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Cloud-based financial risk management solution

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AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

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ETNA White Label Trading Platform logo
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Web-based trading tools for brokers and digital advisors

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ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

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VestServe logo
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Investment, funds, and accounting management solution

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VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.

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FinBursa 360 logo
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Private market deals & investor relations tool

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FinBursa 360 is a digital platform designed for institutional private market participants to manage deal flow, fundraising, and investor relations. The platform includes features such as deal pipeline management, virtual data rooms with document sharing capabilities, investor relations tools with CRM functionality, and fundraising campaign management. It offers white-label customization options and provides analytics for performance tracking and decision-making.

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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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INDIS logo
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Cloud-based risk management solution

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INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

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Irwin logo
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The most powerful & modern Investor Relations software.

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Investor relations software made for modern IR teams.

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RiskValue logo
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Investment & risk management software systems

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RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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B1 Financial logo
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Financial and credit management solution

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B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

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Vantage Portfolio Accounting logo
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Cloud-based portfolio accounting software for investors

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Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

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FolioSure logo
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Cloud-based portfolio monitoring & equity management tool

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FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

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Wavvest logo
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Wealth management platform for investment advisors

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Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

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Investment Metrics logo
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Solution for portfolio analysis, reporting, and data

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Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

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Sydecar logo
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Streamline venture operations

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Sydecar is a deal execution platform that automates back-office operations for venture investors. It helps streamline the creation of Special Purpose Vehicles (SPVs), provides instant investment agreements, handles entity formation and banking setup, and offers data rooms for document management. Sydecar also simplifies investor onboarding, KYC/AML checks, cap table management, and syndicate administration, while managing fund accounting, tax filings, and distributions.

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AlphaQuark logo
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Model portfolio platform for investment advisors

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AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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ByAllAccounts logo
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Web-based account aggregation and financial reporting tool

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Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

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CircleBlack logo
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All-in-one wealth management platform

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Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

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daappa logo
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Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Delio logo
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Web-based private markets technology for the finance sector

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Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

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InvestorPortaLPro logo
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Investment management software for private and public firms

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InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

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Prospero logo
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Cloud-based platform for managing investments and funds

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Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects.

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Stropro logo
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Investment management platform

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Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

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Abbove logo
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Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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Moneytree Advise logo
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Planning solution for busy financial advisors

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Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

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