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Hedge Fund Software with Activity Tracking (2026)

Last updated: January 2026

Hedge Fund Software Key Features

    Based on 40 user opinions, we identified 6 features that are important for any product in Hedge Fund Software
  • Investor Reporting

    Compile and report on all investor activities

    Average user rating

    4.2
  • Contact Management

    Manage, organize, and store contact information

    Average user rating

    4.8
  • Document Management

    Store, manage, and track all electronic documents in a centralized location

    Average user rating

    4.7
  • Reporting & Statistics

    Collection, analysis & representation of numerical data and generation of reports to understand various patterns

    Average user rating

    4.8
  • Data Import/Export

    Import and export data to and from software applications

    Average user rating

    4.0
  • Performance Metrics

    A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

    Average user rating

    4.2
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15 software options

Dynamo Software logo

Investment Management Software

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Dynamo equips hedge funds with AI-powered tools for portfolio tracking, fund accounting, investor reporting, and research management—automating workflows and delivering real-time insights across complex investment strategies.

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Backstop logo

Cloud-based investment management platform

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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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FundCount logo

Integrated accounting and investment management solution

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FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

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PackHedge logo

Portfolio management and accounting analysis software

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Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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Tier1 logo

CRM software for capital markets & investment banking.

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Global relationship management software for capital markets, corporate & investment banking, and investment management.

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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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Satuit Technologies offers top-tier CRM software solutions for hedge funds.

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QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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Hedge Funds Setup can be complicated and long winding. There are multiple systems to consider - EMS, OMS & PMS.
* QUO is designed for small to medium hedge fund.
*Focus on ease of use, full integration & multi market / broker access.
* SaaS based & Modular - Browser based EMS and OMS

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Allvue logo

Investment management software for private equity firms

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Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

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Vantage Fund Accounting Solution logo

Software for managing investment portfolios

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Vantage Investor helps organizations record all of their investments, including real estate, stocks, and bonds. It allows users to easily track all activity including cash flow. Administrators can automate partnership accounting and reporting while ensuring total compliance with all tax regulations.

Read more about Vantage Fund Accounting Solution

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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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Users also considered
V3locity logo

Global provider of benefits and investment administration

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V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

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daappa logo

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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Everysk logo

AI-embedded workflow automation for investment operations

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Everysk gives hedge funds an AI-powered digital workforce to automate trade operations, multi-prime broker allocation, compliance monitoring, risk analytics, and investor reporting. No-code workflows connect hundreds of pre-built robots to replace manual processes across front to back offices.

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