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Investment Management Software with Performance Metrics (2026) - Page 4

Last updated: March 2026

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142 software options

Fi360 Toolkit logo

Cloud-based investment management software

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Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

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Origin logo

Data driven deal management for dealmakers

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Origin by Altrio Real estate investment software designed to help you invest faster, smarter, and more confidently: from screening to closing.

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Octopus logo

Order- and portfolio management, fund accounting, risk & ICO

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

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Aladdin logo

Cloud-based portfolio management software

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Aladdin is a cloud-based tech platform that unifies the investment management process across public and private markets to enable better decision making.

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eFront logo

The go-to tech suite for alternative investment management.

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Purpose built, integrated data and tech enabling LPs, GPs, and Asset Servicers to manage the private markets' investment process.

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Q4 Desktop logo

Cloud-based investor relations solutions

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Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

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Maestro logo

A single source of truth for value creation.

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From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

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RiskValue logo
(0)

Investment & risk management software systems

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RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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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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Eze Investment Suite logo
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Suite of tools for investment management

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Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

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ByAllAccounts logo
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Web-based account aggregation and financial reporting tool

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Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

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Irwin logo
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The most powerful & modern Investor Relations software.

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Investor relations software made for modern IR teams.

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Family Wealth Guru logo
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Integrated wealth management solution for family portfolios

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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.

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TradeSmart logo
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SaaS order execution management system (OEMS) software

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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.

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RentCast logo
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Rental Property Data, Analytics and Portfolio Tracking

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

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ByAllAccounts logo
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Web-based account aggregation and financial reporting tool

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Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

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Broadridge Investment Accounting logo
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Software for managing investment and accounting operations

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Broadridge Investment Accounting is a suite of applications, which enable banks, mutual fund advisors, corporate issuers, and brokers to streamline the processing of securities, customer communications, and data analytics operations. The platform is designed to facilitate different client groups, including asset management, capital markets, corporations, and wealth management.

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Abbove logo
(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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Beanvest logo
(0)

Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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Pepper logo
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Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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Vestberry logo
(0)

Portfolio management & reporting software

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VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

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Irwin logo
(0)

The most powerful & modern Investor Relations software.

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Investor relations software made for modern IR teams.

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Family Wealth Guru logo
(0)

Integrated wealth management solution for family portfolios

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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.

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CircleBlack logo
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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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Allocator logo
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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.

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