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Investment Management
Page 6

Investment Management Software with Performance Metrics (2026) - Page 6

Last updated: March 2026

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Performance Metrics

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API(94)

Compliance Management(51)

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Enfusion

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See clearly. Act confidently.

Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

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Etops

(0)

Cloud-based wealth and investment management platform

Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

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Sesame

(0)

Empowering the modern investor

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.

Read more about Sesame

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DXmatch

(0)

Modular system built for launching exchanges and dark pools

DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

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Visible for Investors

(0)

VC fund portfolio monitoring and reporting

Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

Read more about Visible for Investors

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My Property Organiser

(0)

Property wealth management platform for investors

My Property Organiser is a property wealth management platform designed for investors, agents, and property professionals. The software provides live portfolio valuations, document storage, automated income and expense categorization, and compliance tools including Making Tax Digital submission capabilities. The platform features AI-driven insights, capital appreciation tracking, market analytics, tenant management, and equity refinancing analysis within a centralized dashboard.

Read more about My Property Organiser

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etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Read more about etops Wealth Discovery

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etops Portfolio Manager

(0)

Unified portfolio oversight with real-time analytics

Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

Read more about etops Portfolio Manager

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Stonk Journal

(0)

Software for tracking and managing trading journals

Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

Read more about Stonk Journal

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uTrade Algos

(0)

Algo Trading Made Simple for Indian Markets.

uTrade Algos is a multi-asset algorithmic trading platform designed for retail traders. The platform features AI-driven insights through uTrade Intelligence, backtesting capabilities with historical data, and expert-made strategies via uTrade Originals. It offers a no-code environment where traders can create versatile multi-leg strategies, monitor real-time margin requirements, and generate payoff curves for informed decision-making.

Read more about uTrade Algos

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Smart Capital Center

(0)

AI-powered, end-to-end CRE platform for investors & lenders

Smart Capital Center is the only AI-powered CRE platform delivering ultra-fast underwriting, real-time intelligence, automation, and ROI across the entire investment lifecycle to power faster decisions and unstoppable returns.

Read more about Smart Capital Center

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WealthForce.ai

(0)

Wealth management and relationship management platform

WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

Read more about WealthForce.ai

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CEPRES

(0)

Cloud-based private equity data analytics platform

CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

Read more about CEPRES

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etops Portfolio Manager

(0)

Unified portfolio oversight with real-time analytics

Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

Read more about etops Portfolio Manager

Users also considered

Etops

(0)

Cloud-based wealth and investment management platform

Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

Read more about Etops

Users also considered

PORTAX

(0)

Windows-based portfolio management and planning software

PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.

Read more about PORTAX

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GaiaLens

(0)

Experts in Secure, Cost-Efficient AI Solutions

GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

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