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Top Rated Hedge Fund Software with Small business - Page 2

Last updated: September 2026

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58 software options

Vantage Insight logo
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Private Equity, Venture Capital and Real Estate Private Equi

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Investor and general partner portal for all reporting and performance analysis on investment activities.

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Ashta.ai logo
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Fund ops platform for PE, VC, and private credit managers.

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Ashta.ai is a fund operations platform for private markets, combining LP onboarding, KYC/AML, subscription documents, capital calls, and ILPA-aligned reporting in one audit-ready workflow that integrates with Investran, Allvue, and FundCount.

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Upogee logo
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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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Tiime logo

Gérez vos paiements professionnels depuis votre application

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Tiime Receipt - available only in French - is an app to digitize and manage receipts and invoices. Businesses benefit from unlimited accounts and uploads, using a highly secure platform.

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Eze Investment Suite logo
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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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eMoney Advisor logo

Helping People Talk About Money

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eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

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Repool logo
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All-in-one launch or admin for your hedge fund

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The modern, tech-enabled fund administration solution you've been searching for.

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Hedge Fund-in-a-Box logo
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Hedge fund management software

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Repool is a cloud-based hedge fund management software that helps investors launch hedge funds. It offers digital tools for executing offering documents, managing investor identities, and tax reporting.

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Bloqhouse Technologies logo

Cloud-based investment management solution

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Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

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Visible for Investors logo
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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
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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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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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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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CoverEdge logo
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AI-powered options income tracking for premium sellers.

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CoverEdge is AI-powered options-income software for covered call, cash-secured put, and wheel investors. Screen setups, get AI-enhanced analysis, run assignment-aware roll scenarios, and track premium with ledger-first accounting. Read-only brokerage sync. 14-day Pro trial, no card.

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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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Ormax AI logo
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Cloud-based AI analytics platform for entertainment

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Cloud-based AI analytics platform for film studios and OTT providers, offering content performance tracking and audience insights.

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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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StockMarket Plus logo

Cloud-based stock portfolio management tool for investors.

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StockMarket Plus is a cloud-based stock portfolio management solution for Australian investors. The platform allows users to track, record, forecast, and manage shares and dividends on a centralized interface. It helps investors manage compliance through taxation reports and summaries aligned with Australian GST, CGT, and tax legislation.

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Eze Eclipse logo
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Cloud-based solution for investment management.

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Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.

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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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