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Top Rated Investment Management Software with Activity dashboard - Page 2

Last updated: May 2026

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111 software options

Certent Equity Management logo

Enterprise Class Equity Management & Reporting Software

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Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

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qashqade logo

RETHINK PRIVATE MARKETS_

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qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

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Docupace logo

Wealth management software solution

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The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

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Pinnakl logo

Trading and portfolio management solution for hedge funds

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Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.

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Tier1 logo

CRM software for capital markets & investment banking.

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Global relationship management software for capital markets, corporate & investment banking, and investment management.

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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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Mint logo

Your financial life, all in one place

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Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.

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RealPage IMS logo

Investor management for commercial real estate

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IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

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DealCloud logo

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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TIKR logo

Analytics platform for tracking stocks

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TIKR is an advanced analytics platform for tracking stocks. It enables users to be on top of their investment information with a global view of holdings, including stocks trading in Europe, Asia, and Australia.
TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more.

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Quoroom logo

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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Lendstream logo

Loan origination & servicing software for lenders & brokers.

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Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.

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Capboard logo

Equity management tool to digitize cap tables & equity plans

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Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

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Youhodler logo

Cloud-based solution to buy, sell & exchange cyrptocurrency

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YouHodler crypto platform offers a comprehensive suite of Web3 fintech services to seamlessly connect fiat and crypto financial assets. The platform features a user-friendly MultiHODL trading service with fast execution and no order placement fees, as well as an exchange for real-time cryptocurrency, fiat, and stablecoin conversions.

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Allvue logo

Investment management software for private equity firms

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In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

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Forbury logo

Commercial Real Estate Valuation Software

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Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

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Enverus MineralSoft logo

Oil and Gas portfolio management for investment funds

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Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

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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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Direct Advisory Suite logo

Empower advisors with research, planning, and proposal tools

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Morningstar Direct Advisory Suite is an all-in-one platform for financial advisors, offering advanced research, planning tools, compliance support, and seamless integrations. It streamlines workflows, boosts client engagement, and delivers insights to help advisors scale and build trust.

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Invelo logo

Real estate CRM and transaction management solution

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Invelo offers real estate investors a range of features to manage, find, and close off-market properties.

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Crowdsofts logo

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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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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Titan Treasury logo

Cloud-based treasury management tool for finance teams.

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Titan Treasury is a cloud-based treasury management solution designed to help finance departments and corporate treasuries effectively manage their financial risks. The solution is multi-currency, multi-user, and multi-entity, allowing users to simultaneously visualize activity reports according to their financial, business, or consolidation references. Users can also visualize upcoming deadlines while monitoring the evolution of financial markets based on country and currency holidays.

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Octopus logo

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

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

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