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Hedge Fund Software with Document Management

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Backstop logo
4.3
(46)

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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Dynamo logo
4.6
(21)

Investment management software

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Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more

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AlternativeSoft logo
4.6
(14)

Investment management platform for fund managers

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Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

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FundCount logo
4.6
(10)

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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Pinnakl logo
5.0
(3)

Trading and portfolio management solution for hedge funds

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Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.

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Unity logo
5.0
(3)

Innovative multi-asset trading platform

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Unity allows you to:
• trade all type of assets
• serve brokerage flows of retail/institutional segments
• manage client apps and professional web-interface
• support trading with cryptocurrencies 24/7
• use single margin collateral

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NorthStar logo
4.0
(2)

Customer service is at the heart of everything we do.

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With over 45 years of experience in the utility billing industry, NorthStar has a customer service experience solution tailored to support the community your serve. NorthStar is a robust, configurable solution that solves even the most complex billing challenges.

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Allvue logo
5.0
(1)

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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Obsidian Suite logo
5.0
(1)

All-in-one investor management for financial firms

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Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more

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Octopus logo
4.0
(1)

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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FundPortal logo
(0)

File sharing, marketing & analytics tools for hedge funds

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FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships

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Risk Shell logo
(0)

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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INDIS logo
(0)

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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VestServe logo
(0)

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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Allocator logo
(0)

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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TheInvestorNet logo
(0)

Enterprise SaaS for institutional investors

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TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations.

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V3locity logo
(0)

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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AM-DIS logo
(0)

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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CompTrak Carried Interest Management logo
(0)

Cloud-based hedge fund and carried interest management tool

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CompTrak Carried Interest Management is a cloud-based software that helps businesses handle compensation benefits, long-term incentives, and equity components.

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PaxFamilia logo
(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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daappa logo
(0)

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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Perfona logo
(0)

Web-based investment and portfolio management system

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Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting

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TrustQuay 5Series logo
(0)

Entity management, accounting & more for wealth managers

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TrustQuay 5Series, formerly Microgen 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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