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Investment Management Software For Investment Advisors (2026) - Page 2

Last updated: March 2026

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85 software options

TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition, multi-timeframe analysis, and built-in indicators.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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Rundit logo

A single source of truth to stay on top of investments.

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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Quoroom logo

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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Nitrogen logo

The world's first purpose-built growth platform

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Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

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Yardi Investment Manager logo

Increase investor confidence and team efficiency

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

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Diligent Equity logo

Cloud-based equity management solution

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Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

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Direct Advisory Suite logo

Build trust. Showcase value. Deliver elevated advice.

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Optimize advisory workflows with Morningstar's Direct Advisory Suite. This unified platform connects deep investment research, planning, analysis and reporting tools. Features robust API integrations and enterprise-grade security for modern, tech-savvy financial professionals.

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Edda logo

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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Tier1 logo

CRM software for capital markets & investment banking.

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Global relationship management software for capital markets, corporate & investment banking, and investment management.

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qashqade logo

RETHINK PRIVATE MARKETS_

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qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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Investor Deal Room logo

Investment management software

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Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

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Betterment logo

Cloud-based platform for managing investments and returns

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Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

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Macroaxis logo

Wealth management and optimization platform

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Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

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Active Trader Pro logo

Stock portfolio management for active investors

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Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

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TIKR logo

Analytics platform for tracking stocks

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TIKR is an advanced analytics platform for tracking stocks. It enables users to be on top of their investment information with a global view of holdings, including stocks trading in Europe, Asia, and Australia.
TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more.

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Crowdsofts logo

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

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Uptrader logo

Decision support for business process improvement

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Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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Forbury logo

Commercial Real Estate Valuation Software

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Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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DXtrade logo

SaaS Trading Platform for Brokers and Banks

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DXtrade SaaS, the industry-leading trading platform for brokers renowned for its flexibility, exceptional service, and agile white-label fintech software.

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Sharesight logo

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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