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Investment Management Software with Data Import/Export

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CircleBlack logo
(0)

All-in-one wealth management platform

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Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

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Yardi Investment Manager logo
4.1
(8)

Improve investor relations and manage new opportunities

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Yardi Investment Manager is an all-in-one solution for managing investor relations, automating the subscription agreement process and increasing visibility into detailed investment and property metrics via a branded portal.

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InvestNext logo
4.9
(20)

Where Deals Get Done

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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

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eFront logo
2.7
(3)

Private equity software for direct & indirect investments

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eFront provides end-to-end private equity solutions that help firms streamline operations while reducing risk, improving communication, and delivering insights

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Certent Equity Management logo
4.5
(28)

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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SeedLegals logo
4.9
(83)

Faster fundraising and effortless admin solution

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The UK's number 1 for funding rounds, cap table and EMI option schemes.

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Mint logo
4.6
(134)

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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AppFolio Investment Manager logo
4.7
(100)

Real estate investment management

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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

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Agicap logo
4.3
(149)

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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Juniper Square logo
4.9
(61)

A universal system for private investment partnerships.

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Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.

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Stessa logo
4.6
(92)

Smart accounting software for landlords.

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Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today!

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Macabacus logo
4.7
(78)

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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RealPage IMS logo
4.5
(79)

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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StockMarketEye logo
4.4
(102)

Keep Your Eye On Your Investments

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StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes.

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DealCheck logo
5.0
(33)

Analyze Any Investment Property in Seconds

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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

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MRI Software logo
4.3
(80)

Cloud-based real estate and investment management software

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MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more

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Ledgy logo
4.9
(28)

The Equity Management Platform for High-Growth Companies

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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

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HiddenLevers logo
4.3
(58)

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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Exirio logo
4.8
(29)

Multi-currency and multi-asset portfolio tracker

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Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.

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Carta logo
4.2
(58)

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Mosaic logo
4.9
(24)

Strategic finance platform for better decision making

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Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Seeking Alpha logo
4.4
(41)

Stock market analysis tools for portfolio management

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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades and downgrades to portfolios.

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Backstop logo
4.3
(46)

Cloud-based investment management platform

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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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Tyke logo
4.6
(28)

Where the best startups raise from community

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Tyke is a cloud-based platform that lets investors and startup founders invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard. Teams can easily track funds and manage deal flows.

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Valutico logo
4.5
(31)

Measure Value

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Valutico helps financial professionals perform business valuations in a fraction of the time

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