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Investment Management Software with Risk Management (2026) - Page 3

Last updated: March 2026

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97 software options

DXtrade logo

SaaS Trading Platform for Brokers and Banks

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DXtrade SaaS, the industry-leading trading platform for brokers renowned for its flexibility, exceptional service, and agile white-label fintech software.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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A better way to map, access and sell into the global family office & registered investment advisor landscape.

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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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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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Titan Treasury logo

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.

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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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Vidrio Financial logo

Take Control of your Multi-Asset, Multi-Manager Investments

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To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​
- $100+ Billion in Alternatives Managed on the Platform

- $5 Trillion in AUM among Vidrio Clients

- 1000+ Fund Managers monitored by Vidrio on behalf of allocators

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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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VestServe logo
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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.

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RiskValue logo
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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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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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Prospero logo
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Cloud-based platform for managing investments and funds

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Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects.

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Bipsync logo
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The Platform that Powers your Investment Research Process

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Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

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MX.3 logo
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Cloud-based software to manage trading, risk & compliance

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MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

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LienApp logo
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Digital tax lien management software

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LienApp is a cloud-based digital tax lien solution that helps investors and alternative asset portfolio managers automate transactions, maintain certification portfolios, and manage collateral. The platform allows enterprises to store confidential documents in a unified repository and access them from multiple locations.

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Athena Systems logo
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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.

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Risk Shell logo
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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

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Vestberry logo
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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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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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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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Diversiview logo
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Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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Capitally logo
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Find your way to Financial Independence

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Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

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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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PORTAX logo
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Windows-based portfolio management and planning software

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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.

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Stonk Journal logo
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Software for tracking and managing trading journals

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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.

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