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Hedge Fund Software - Page 2

Last updated: September 2026

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108 software options

Jacobi logo
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Your Intelligence. Your Story. Your platform

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Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

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MaestroAuction logo

Auction and donation management software

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MaestroAuction is a benefit auction planning software that analyzes and tracks collected funds and helps non-profit organizations manage online auction events. The system automatically tracks the source of donations using zip codes, enabling marketing teams to streamline future marketing campaigns.

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Wavvest logo
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Wealth management platform for investment advisors

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Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

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AlphaSense logo
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Cloud AI market intelligence platform for enterprises

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Cloud-based AI market intelligence platform for enterprises, aggregating 500M+ documents with generative search and summarization.

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eCIO logo
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Investment management / OCIO services for nonprofits

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eCIO is a registered fiduciary investment advisor dedicated exclusively to providing institutional investment management and OCIO services with personalized support to nonprofits, foundations, endowments, and associations.

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Capitally logo
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Find your way to Financial Independence

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Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

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Fi360 Toolkit logo

Cloud-based investment management software

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Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

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B1 Financial logo
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Financial and credit management solution

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B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

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Enfusion logo
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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
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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
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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
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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
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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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VestServe logo
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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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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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AMDIS logo
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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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Cryptool.io logo

All-in-one crypto investor management platform

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Cryptool is an investor management platform that provides portfolio tracking, fundraising, and trading services for cryptocurrency assets. The platform features real-time asset monitoring, allocation trading, funding round management with whitelist and KYC capabilities, and automated distribution tools. Cryptool operates across multiple blockchains including MultiversX, Ethereum, and BNB Chain, offering services for both retail investors and fund managers.

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Altvia logo

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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Everysk logo
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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
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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
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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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Nitrogen logo

The world's first purpose-built growth platform

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Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

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CommPeak Cloud PBX logo
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Cloud-Based Phone System Fully Synced with the Way You Work

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CloudPBX is a cloud-based phone system for high-volume business calling. Supporting global and distributed teams, CloudPBX integrates with your CRM and business apps, and provides real-time visibility into call quality, routing, and performance.

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etops Portfolio Manager logo
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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
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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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