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Investment Management
Page 3

Investment Management Software with Audit Trail (2026) - Page 3

Last updated: March 2026

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Audit Trail

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Compliance Management(37)

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64 software options

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daappa

(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Prospero

(0)

Cloud-based platform for managing investments and funds

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Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects.

IPBS

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International Financial Services with A.I.

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IPBS was designed to overcome all of the challenges and weaknesses typically found in Financial Services Platforms of the twenty-first century. Things like End of Day Processing and Start of Day Processing mandated a period of time when the system could not be used. IPBS runs 24/7/365.

AMDIS

(0)

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.

INDIS

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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.

Stropro

(0)

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.

Delta Data Asset Management Solutions

(0)

Simplifying the Asset Managers & Distributors Relationship

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Delta Data Asset Management Solutions are a comprehensive suite of oversight products for mutual fund companies that leverage distribution transparency data integrated with reporting, analytics, and counterparty management to provide unparalleled insights.

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Vestberry

(0)

Portfolio management & reporting software

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VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

AlphaSense

(0)

AI-enabled market intelligence platform

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AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

Fundy

(0)

Real estate fund management software

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Fundy is a comprehensive real estate and private equity fund management platform designed to simplify and enhance fund operations. The platform offers a robust set of features to streamline critical fund management tasks, including calculating and tracking capital calls, distributions, fees, and more. Fundy's industry-standard calculation techniques ensure accurate results, eliminating the risk of errors often present in manual spreadsheet-based processes.

Moneytree Advise

(0)

Planning solution for busy financial advisors

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Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

Yardi Investment Accounting

(0)

Cloud-based real estate investment accounting

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Yardi Investment Accounting is a real estate investment accounting solution designed to automate complex financial processes, streamline distributions and reporting. The platform supports all ownership structures and integrates with other Yardi solutions for full transparency from investor to asset.

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Etops

(0)

Cloud-based wealth and investment management platform

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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.

Etops

(0)

Cloud-based wealth and investment management platform

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