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Investment Management
Liquidity analysis

Investment Management Software with Liquidity Analysis (2026)

Last updated: March 2026

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Agicap

4.3

(161)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Carta

4.2

(62)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Backstop

4.3

(46)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

PackHedge

4.9

(11)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Portfolio management and accounting analysis software

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Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

AlternativeSoft

4.6

(14)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Unity

5.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment management software for private equity firms

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In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

Titan Treasury

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based treasury management tool for finance teams.

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Titan Treasury is a cloud-based treasury management solution designed to help finance departments and corporate treasuries effectively manage their financial risks. The solution is multi-currency, multi-user, and multi-entity, allowing users to simultaneously visualize activity reports according to their financial, business, or consolidation references. Users can also visualize upcoming deadlines while monitoring the evolution of financial markets based on country and currency holidays.

VestServe

(0)

Investment, funds, and accounting management solution

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VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.

Allocator

(0)

Financial risk management software

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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.

Athena Systems

(0)

Financial risk management platform

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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.

Risk Shell

(0)

All-in-one Portfolio Construction and Risk Management SaaS

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Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

The Novus Platform

(0)

Cloud-based tool to extract investment insights from data.

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The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

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