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Top Rated Hedge Fund Software with Portfolio management - Page 3

Last updated: October 2026

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111 software options

Enfusion logo

See clearly. Act confidently.

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Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

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IR.Manager logo

Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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INDIS logo

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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TradeSmart logo

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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etops Asset Manager Pro logo

End-to-end portfolio management with full compliance

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etops Asset Manager Pro is a platform for institutional asset managers to manage portfolios, generate orders, validate compliance, and reconcile transactions across asset classes.

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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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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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Athena Systems logo

Financial risk management platform

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Athena Systems is a financial risk management system that extracts data from any technology, checks for exposure rules, normalizes source data and presents real-time results.

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Pepper logo

Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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etops Portfolio Manager logo

Unified portfolio oversight with real-time analytics

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etops Portfolio Manager enables wealth managers to oversee client portfolios, monitor performance, and ensure compliance from a unified and customizable platform offering real-time analytics and integrated CRM tools.

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Diversiview logo

Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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Upogee logo

Portfolio clarity without the trading noise

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Portfolio tracking and analysis for self-directed investors, with multi-account visibility, review-first workflows, manual entry and supported CSV imports without requiring broker credentials.

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Eze Investment Suite logo

Suite of tools for investment management

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Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

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Finapolis logo

Investment research and portfolio platform for US stocks

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One web app for US stock screening, DCF valuation, equity research reports, options strategies and portfolio tracking.

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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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CircleBlack logo

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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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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Delio logo

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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Visible for Investors logo

VC fund portfolio monitoring and reporting

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Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

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Crypto Excel logo

Crypto portfolio management & tracking system

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Crypto Excel is a cryptocurrency portfolio management web application that helps users track their investments across multiple platforms. The tool offers real-time monitoring of crypto assets, automated sale alerts at three profit-taking levels, and loss limitation notifications. Compatible with Windows, Mac, Android, and iOS devices, it supports over fifteen thousand cryptocurrencies and five different currencies for portfolio tracking.

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