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Financial Risk Management Software with Portfolio Analysis (2026) - Page 2

Last updated: April 2026

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49 software options

Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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NARIS GRC logo

No Risk, No Fun

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NARIS GRC is a complete Governance Risk and Compliance (GRC) management solution that helps the organization across the Three Lines (of Defence) Model collaborate and improve operations.

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CorpHedge logo

Powered up Forex risk management

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CorpHedge solution empowers businesses to comprehend their exposure to foreign exchange volatility by leveraging cash flow data. It enables the creation of effective hedging policies, stress testing various strategies, and real-time tracking of exposure across portfolios with multiple currencies

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Octopus logo

Order- and portfolio management, fund accounting, risk & ICO

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

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Titan Treasury logo

Cloud-based treasury management tool for finance teams.

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Titan Treasury is a cloud-based treasury management solution designed to help finance departments and corporate treasuries effectively manage their financial risks. The solution is multi-currency, multi-user, and multi-entity, allowing users to simultaneously visualize activity reports according to their financial, business, or consolidation references. Users can also visualize upcoming deadlines while monitoring the evolution of financial markets based on country and currency holidays.

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eFront logo

The go-to tech suite for alternative investment management.

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Purpose built, integrated data and tech enabling LPs, GPs, and Asset Servicers to manage the private markets' investment process.

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ERFcheck logo

Bank reconciliation software for the financial sector

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ERFcheck is a cloud-based reconciliation software for financial institutions.

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VestServe logo

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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Agiblocks logo

Cloud-based commodity trade and risk management software

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Agiblocks helps businesses manage trading, finances, risk, taxes, contracts, clients, and more on a unified portal. The logistics management functionality enables organizations to handle purchase and stock allocation, lot traceability, freight documentation, and various market operations.

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iRely i21 logo

ERP and CTRM solutions to simply complex business processes

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End-to-end ERP and CTRM
solutions to simplify complex business processes through a single point of truth.

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Everysk logo

AI-embedded workflow automation for investment operations

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Everysk automates investment operations with AI-embedded workflows purpose-built for capital markets. Hedge funds, asset managers, and wealth managers use Everysk's no-code platform and hundreds of pre-built digital robots to automate compliance, risk monitoring, reporting, and trade operations.

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Allocator logo

Financial risk management software

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Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

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Athena Systems logo

Financial risk management platform

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A Financial Risk Management system that extracts data from any technology, normalizes source data, checks for exposure rules, and presents the results in real-time - with embedded alerts too.

Monitor exposures, P&L, risk, margin, analytics, netting, and other metrics across the entire enterprise.

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Risk Shell logo

All-in-one Portfolio Construction and Risk Management SaaS

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Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

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CECL FIT logo

Web-based financial management software for CECL compliance

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CECL FIT is a web-based financial management software designed to help businesses comply with current expected credit loss (CECL) standards by reviewing portfolio reserves and testing assumptions. The system enables supervisors to assess the impact of credit loss across held-to-maturity (HTM) securities.

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Credit Management Software logo

Transform Credit Operations with AI-Powered Intelligence

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Empower your business with smarter data that automates B2B credit decisions, increases healthy revenues, and minimizes the credit risk.

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Hoopiz Credit Management logo

Financial services platform

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Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

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ACTICO Credit Decision Platform logo

Financial services software for credit decision

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ACTICO Credit Decision Platform is a robust and highly scalable platform for automating credit origination and decisioning processes. Based on a powerful graphical decision management suite the system allows the implementation, testing, simulation and optimization of any decision strategy.

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ACTICO Credit Risk Platform logo

Credit risk analysis & decision workflow management tool

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ACTICO Credit Risk Platform is a financial risk analysis software designed to manage credit risk assessment and credit approvals on a cloud-based platform.

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CreditorWatch logo

Identify risky customers, protect your business and get paid

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CreditWatch provides tools and insights for businesses to identify risky customers, minimise risk, and protect their business to ensure they get paid.

From business credit reports, online application forms, automated credit decisioning, all the way through to automated collection software.

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Tiimely logo

Cloud-based lending automation platform for banks

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Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

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The Novus Platform logo

Cloud-based tool to extract investment insights from data.

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The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

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AMDIS logo

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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Risk Radar logo

Intelligent Risk Radar Solution for Proactive Risk Mgmt.

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Risk Radar is a solution that helps businesses identify, assess, and mitigate risks in real time. Users can monitor operational, financial, and compliance risks with predictive analytics, alerts, and automated reporting for informed decision-making.

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