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Investment Management
Page 4

Investment Management Software with Alerts/Notifications (2026) - Page 4

Last updated: March 2026

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Alerts/Notifications

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Compliance Management(39)

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104 software options

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InvestorPortaLPro

(0)

Investment management software for private and public firms

InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

Read more about InvestorPortaLPro

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YCharts

(0)

Investment management software for financial advisors

YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Read more about YCharts

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TradeSmart

(0)

SaaS order execution management system (OEMS) software

TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

Read more about TradeSmart

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Fundy

(0)

Real estate fund management software

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.

Read more about Fundy

Users also considered

Trinety

(0)

Lease property management software

Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

Read more about Trinety

Users also considered

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

Read more about WealthERP

Users also considered

Allocator

(0)

Financial risk management software

Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

Read more about Allocator

Users also considered

Athena Systems

(0)

Financial risk management platform

The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.

Read more about Athena Systems

Users also considered

daappa

(0)

Data management & administration platform for private assets

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

Read more about daappa

Users also considered

Delio

(0)

Web-based private markets technology for the finance sector

Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

Read more about Delio

Users also considered

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

Users also considered

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

Users also considered

RentCast

(0)

Rental Property Data, Analytics and Portfolio Tracking

View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

Read more about RentCast

Users also considered

V3locity

(0)

Global provider of benefits and investment administration

V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

Read more about V3locity

Users also considered

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.

Read more about AllInvestView

Users also considered

Stropro

(0)

Investment management platform

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.

Read more about Stropro

Users also considered

Delio

(0)

Web-based private markets technology for the finance sector

Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

Read more about Delio

Users also considered

daappa

(0)

Data management & administration platform for private assets

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

Read more about daappa

Users also considered

Fundy

(0)

Real estate fund management software

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.

Read more about Fundy

Users also considered

Moneytree Advise

(0)

Planning solution for busy financial advisors

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.

Read more about Moneytree Advise

Users also considered

Trinety

(0)

Lease property management software

Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

Read more about Trinety

Users also considered

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

Read more about WealthERP

Users also considered

GaiaLens

(0)

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

Users also considered

HYIP Script

(0)

Script for building high-yield investment platforms

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.

Read more about HYIP Script

Users also considered

Sydecar

(0)

Streamline venture operations

Sydecar is a deal execution platform that automates back-office operations for venture investors. It helps streamline the creation of Special Purpose Vehicles (SPVs), provides instant investment agreements, handles entity formation and banking setup, and offers data rooms for document management. Sydecar also simplifies investor onboarding, KYC/AML checks, cap table management, and syndicate administration, while managing fund accounting, tax filings, and distributions.

Read more about Sydecar

Users also considered

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