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Investment Management
Alerts notifications

Top Rated Investment Management Software with Alerts notifications - Page 5

Last updated: July 2026

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WealthForce.ai

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Wealth management and relationship management platform

WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

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SpearTrades

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AI-driven crypto analytics and trading signals

SpearTrades helps traders and investors make smarter crypto decisions using AI-driven analysis. It brings market feeds, signals, alerts, AI ratings, screeners, and portfolio tracking into one powerful platform.

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GaiaLens

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Experts in Secure, Cost-Efficient AI Solutions

GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

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Tapeboard

(0)

Stock scanner & data terminal for retail traders

Tapeboard is a browser-based market terminal designed for retail traders that provides real-time stock scanning across US equities. The platform features charting tools with technical indicators, SEC filing analysis, options flow data, and access to macro economic series. It includes modules for heatmaps, fundamentals analysis, a trade journal, paper trading simulator, and coverage of cryptocurrency, forex, and commodities markets.

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Etops

(0)

Cloud-based wealth and investment management platform

Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

Read more about Etops

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ETNA White Label Trading Platform

(0)

Web-based trading tools for brokers and digital advisors

ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

Read more about ETNA White Label Trading Platform

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Planr

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Private equity portfolio monitoring and data intelligence

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.

Read more about Planr

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AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

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RiskValue

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Investment & risk management software systems

RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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Vantage Portfolio Accounting

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Cloud-based portfolio accounting software for investors

Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

Read more about Vantage Portfolio Accounting

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FolioSure

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Cloud-based portfolio monitoring & equity management tool

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

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DealFlowPro

(0)

Multifamily underwriting software for realty pros.

DealFlowPro is multifamily underwriting software for 2–200 unit properties. AI extracts OMs, rent rolls, and T-12s, then generates cap rate, DSCR, IRR, and max offer price. Gmail integration parses broker emails; DealMachine sync pulls leads.

Read more about DealFlowPro

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Family Wealth Guru

(0)

Integrated wealth management solution for family portfolios

Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

Read more about Family Wealth Guru

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Bipsync

(0)

The Platform that Powers your Investment Research Process

Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Read more about Bipsync

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AlphaQuark

(0)

Model portfolio platform for investment advisors

AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

Read more about AlphaQuark

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