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Top Rated Investment Management Software with Modeling simulation - Page 3

Last updated: July 2026

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56 software options

Sesame logo
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Empowering the modern investor

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Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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ETNA White Label Trading Platform logo
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Web-based trading tools for brokers and digital advisors

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ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

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Planr logo
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Private equity portfolio monitoring and data intelligence

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Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.

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DealFlowPro logo
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Multifamily underwriting software for realty pros.

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DealFlowPro is multifamily underwriting software for 2–200 unit properties. AI extracts OMs, rent rolls, and T-12s, then generates cap rate, DSCR, IRR, and max offer price. Gmail integration parses broker emails; DealMachine sync pulls leads.

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Investment Metrics logo
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Solution for portfolio analysis, reporting, and data

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Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

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CEPRES logo
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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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