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Top Rated Hedge Fund Software with Mid size business - Page 3

Last updated: September 2026

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77 software options

Crypto Excel logo
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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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1Token logo
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Institutional Crypto Financial Software Provider

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1Token provides a front- to back-office operating system (cloud & on-premise) to help crypto financial institutions / DAOs better manage sales & trading, order, portfolio, risk, collateral, accounting, treasury, liquidity, etc.

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ETNA Financial Advisor Software logo
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Investment management solution for financial organizations

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ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages.

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iPulse AI logo

AI-powered investment research platform

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iPulse AI provides artificial intelligence-driven investment research for stocks, cryptocurrencies, ETFs, commodities, and forex. The platform employs multiple AI advisor personas to generate independent forecasts, price targets, and risk assessments, then compiles these analyses into a consensus score. Users can access detailed asset reports that include financial health metrics, forecast scenarios, and investment theses across various time horizons.

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Stropro logo
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Investment management platform

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Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

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Abbove logo
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Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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Sharesight logo

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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Equity Data Science (EDS) logo
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Investment process management for fundamental managers.

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EDS offers Investment Process Management solutions through a fully configurable, scalable, integrated platform to support investment decision-making: idea generation, research management (RMS), portfolio construction, risk management, performance attribution and ESG analytics

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V3locity logo
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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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Altagem logo

Cloud-based software for managing projects and teams

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Altagem is a cloud-based software designed specifically for professionals in the landscaping industry. From managing teams and scheduling projects to tracking resources and ensuring compliance, it is tailored to meet the demands of modern landscaping enterprises, whether they are small businesses or large companies with multiple teams and projects.

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KronoDesk logo

Powerful help desk & service management software

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KronoDesk is a cloud-based and on-premise integrated customer support system that includes help desk ticketing, customer support forums and an online knowledge base in a single user interface. Designed specifically for software support teams, KronoDesk feeds the application lifecycle from end-to-end

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Beanvest logo
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Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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ATrad logo
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AI-led trading platform for emerging and frontier markets

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ATrad is a capital market technology platform designed for financial institutions operating in emerging and frontier markets.

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Netwrix Platform Governance logo
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Manage change, risk, and access across NetSuite and Salesfor

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Automate audit reporting, change management, and impact analysis while gaining full visibility into configurations, metadata, and access to reduce risk, prevent errors, ensure compliance, and maintain control across NetSuite and Salesforce environments.

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Quantios 5Series logo
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Entity management, accounting & more for wealth managers

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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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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

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Genesis logo
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Accelerating software innovation in finance.

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Genesis Low-Code Platform is a full-stack application development platform that is purpose-built for financial markets. It features a low-code framework with tools, components, and integrations needed to build high-performance applications with great user experiences.

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Risk Shell logo
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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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EFX logo

Payment gateway platform for managing transactions

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EFX is a cloud-based payment processing solution that helps financial institutions, property owners, and retail merchants manage transactions and cash flow. It enables users to carry out secure online transactions via terminal monitoring, minimizing illegal exploitation of sensitive data.

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Planr logo
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Private equity portfolio monitoring and data intelligence

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Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.

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DaIM logo

EHS software for managing compliance and incidents

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DaIM is a certified and powerful employee, health, and safety (EHS) management solution for integrated management systems according to common ISO standards and based on the Microsoft Power platform.

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Masttro logo

Your platform for wealth visibility, your partner for wealth

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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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Morningstar Direct logo

Data, insights, and tools to drive smarter investments.

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Morningstar Direct is a global investment platform that combines data, research, and tools to help investment professionals make confident decisions. With portfolio management, analytics, and reporting capabilities, Direct streamlines workflows and empowers users to communicate insights with clarity

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etops Advisory Hub logo
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Financial management software

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Etops Advisory Hub centralizes wealth management processes with an intuitive interface designed for hybrid advisory models. The platform features built-in regulatory compliance including KYC procedures, automated disclosures, and documentation aligned with MiFID II standards. It offers multi-custody advisory capabilities that consolidate client assets from various sources into a streamlined view, enabling comprehensive portfolio analysis and efficient client engagement.

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AdvisorEngine logo

Wealth management platform for investment companies

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AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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