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Investment Management Software with For Investors & Traders

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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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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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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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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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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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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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ICONOMI logo
4.5
(42)

Crypto portfolio management platform

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ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple 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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Plaid logo
4.4
(40)

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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Sourcescrub logo
4.8
(20)

Research and investment management software

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SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects.

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SyndicationPro logo
5.0
(15)

Investment management software

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SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

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Dealpath logo
4.7
(21)

CRE's MOST TRUSTED deal management software

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Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

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Vantage Software logo
4.9
(14)

Investor portal and accounting platform

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Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

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DealCloud logo
4.5
(20)

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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WealthBlock logo
4.7
(16)

Capital Raising Simplified

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WealthBlock's white label platform supports Private Fund Managers across Venture Capital, Private Equity, and Real Estate Investment Firms to raise capital 5x faster and manage investors with 95% less effort.

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AlternativeSoft logo
4.6
(14)

Investment management platform for fund managers

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Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

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Capboard logo
4.9
(9)

Equity management tool to digitize cap tables & equity plans

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Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

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U-Rite logo
5.0
(7)

Underwriting & valuation management tool for the real estate

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U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments.

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FundCount logo
4.6
(10)

Integrated accounting and investment management solution

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FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

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