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Investment Management Software with Data Import/Export (2026) - Page 6

Last updated: March 2026

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137 software options

DXmatch logo

Modular system built for launching exchanges and dark pools

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DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

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GaiaLens logo

Experts in Secure, Cost-Efficient AI Solutions

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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.

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Quartr logo

Go beyond numbers

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Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

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AMDIS logo

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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INDIS logo

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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Stropro logo

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.

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Eze Eclipse logo

Cloud-based solution for investment management.

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Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.

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Vestberry logo

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.

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Yardi Investment Accounting logo

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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CEPRES logo

Cloud-based private equity data analytics platform

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CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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HYIP Script logo

Script for building high-yield investment platforms

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HYIP Script is an advanced investment script designed to provide secure, scalable, and reliable solutions for building high-yield investment platforms. This powerful script offers features like encrypted payment processing, automated deposit and withdrawal management, and customizable investment plans. With robust security measures and seamless integration capabilities, HYIP Script empowers businesses to launch and manage successful investment projects confidently and easily.

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Visible for Investors logo

VC fund portfolio monitoring and reporting

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Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

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