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Hedge Fund Software for Small Business (2026)

Last updated: January 2026

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39 software options

MetaTrader 5 logo

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MetaTrader 5 is available for Small Business and offers the following support options: FAQs/Forum, Chat, 24/7 (Live rep), Phone Support, Knowledge Base, Email/Help Desk.

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Dynamo Software is available for Small Business and offers the following support options: Phone Support, Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep).

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Backstop is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base, 24/7 (Live rep).

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Northstar Risk/Performance Software logo

Risk management for hedge funds

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Northstar Risk/Performance Software is available for Small Business and offers the following support options: 24/7 (Live rep).

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FundCount logo

Integrated accounting and investment management solution

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FundCount is available for Small Business and offers the following support options: Phone Support, Knowledge Base, FAQs/Forum, Email/Help Desk.

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PackHedge logo

Portfolio management and accounting analysis software

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PackHedge is available for Small Business and offers the following support options: 24/7 (Live rep), Chat, Phone Support, Email/Help Desk, FAQs/Forum.

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AlternativeSoft logo

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AlternativeSoft is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

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TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum.

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HedgeGuard logo

Investment portfolio management system

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HedgeGuard is available for Small Business and offers the following support options: Phone Support, Email/Help Desk.

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Pinnakl logo

Trading and portfolio management solution for hedge funds

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Pinnakl is available for Small Business and offers the following support options: 24/7 (Live rep), Email/Help Desk, Phone Support.

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Tier1 logo

CRM software for capital markets & investment banking.

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Tier1 is available for Small Business and offers the following support options: 24/7 (Live rep), Chat.

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Unity logo

Next-generation multi-asset trading platform

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Unity is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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SatuitCRM is available for Small Business.

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NorthStar logo

Customer service is at the heart of everything we do.

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NorthStar is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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Limina IMS is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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QUO logo

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

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QUO is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, Chat, 24/7 (Live rep).

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Allvue logo

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Allvue is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

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Vantage Fund Accounting Solution logo

Software for managing investment portfolios

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Vantage Fund Accounting Solution is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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Octopus logo

Order- and portfolio management, fund accounting, risk & ICO

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Octopus is available for Small Business and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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Vidrio Financial logo

Take Control of your Multi-Asset, Multi-Manager Investments

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Vidrio Financial is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base.

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Eze Investment Suite logo

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Eze Investment Suite is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, 24/7 (Live rep).

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Quantios 5Series logo

Entity management, accounting & more for wealth managers

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Quantios 5Series is available for Small Business and offers the following support options: Chat, Email/Help Desk, Phone Support.

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VestServe logo

Investment, funds, and accounting management solution

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VestServe is available for Small Business and offers the following support options: Chat, 24/7 (Live rep), Phone Support, Email/Help Desk.

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TradeSmart logo

SaaS order execution management system (OEMS) software

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TradeSmart is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

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