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Top Rated Financial Risk Management Software with Portfolio management - Page 3

Last updated: September 2026

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74 software options

VestServe logo
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Investment, funds, and accounting management solution

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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Risk Radar logo
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Intelligent Risk Radar API Solution for Proactive Risk Mgmt.

Best Risk Radar & Management API solution help 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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AMDIS logo
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Cloud-based financial risk management solution

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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Eloficash logo
(0)

DSO, collection software, collection software

Collection software solution, including risk prevention, collection and handling of disputes and litigation. Risk management upstream of the invoice to reduce the risk of non-payment.

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ETNA Back Office Solutions logo
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Back-office management platform designed for brokers

Broker Back Office is an online financial risk management platform designed to help broker-dealers, digital advisers, and trading firms manage back-office operations. The white-label solution allows users to create custom trading rules, trigger alerts, and margin rates to enhance security.

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Everysk logo
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AI-embedded workflow automation for investment operations

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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Athena Systems logo
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Financial risk management platform

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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Credit Management Software logo
(0)

Transform Credit Operations with AI-Powered Intelligence

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

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Dynamo Software logo

Investment Management Software

Dynamo Software is a cloud-based platform powered by DynamoAI for GPs, LPs, and service providers. Ready-to-use tailorable hubs, reusable AI skills, and reports automate front-to-back-office workflows — CRM, investor relations, portfolio management, fund accounting, and compliance.

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Access Monitor logo
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Cloud-based monitoring tool to manage B2B credit risk

Access Monitor enables B2B businesses that provide trade credit to continuously monitor the credit risk of their customers. Users can see where their risk lies and why, along with all the information and alerts needed to proactively make decisions and manage credit in one place.

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MX.3 logo
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Cloud-based software to manage trading, risk & compliance

MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

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Lendisoft LMS logo
(0)

Cloud-based loan management system

Lendisoft LMS is a loan management system that helps businesses manage risk assessments, delinquency processes, agent worklists, and more from within a unified platform. It allows administrators to utilize the built-in automated skill-based assignment distribution tool to assign accounts to collectors based on business requirements.

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The Novus Platform logo
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Cloud-based tool to extract investment insights from data.

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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Allocator logo
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Financial risk management software

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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Inpensa logo
(0)

Software to manage capital planning operations

Inpensa's Connected Capital Planning platform helps finance executives make and manage more timely and effective Capex decisions.

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Hoopiz Credit Management logo
(0)

Financial services platform

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.

Read more about Hoopiz Credit Management

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Access PPSR logo
(0)

Simplifying the complexity of PPSR registration & management

Access PPSR simplifies the complexity of PPSR registrations through automation. It ensures that businesses protect their security interests against insolvent customers with accurate registrations. Expert support, accurate and efficient, with simple and centralised management.

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Quantios 5Series logo
(0)

Entity management, accounting & more for wealth managers

Quantios 5Series, is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time & expense tracking, billing, and more.

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iRely i21 logo
(0)

ERP and CTRM solutions to simply complex business processes

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

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Risk Shell logo
(0)

All-in-one Portfolio Construction and Risk Management SaaS

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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Sesame logo
(0)

Empowering the modern investor

Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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Decide logo
(0)

Automating decisions for banks, NBFC and insurance

Decide is a business rules software that allows users to create, test, and manage their own business rules. It ingests data from sources such as credit bureaus, tax returns, and bank statements. It then enriches this information by looking up additional details about each record and aggregating the results.

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RiskValue logo
(0)

Investment & risk management software systems

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

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Reinsurance Financial and Data Exchange Platform logo
(0)

Data exchange platform for reinsurance operations

Reinsurance Financial and Data Exchange Platform by DICEUS is a modular solution that facilitates structured collaboration among cedents, brokers, and reinsurers. The platform supports financial bordereaux management, claims financial tracking, settlements and accounting views, and partner management with role-based access. It includes features such as multi-currency support, agreement-based validation, audit trails, and integration capabilities with existing systems through ACORD standards.

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