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Investment Management Software with Transaction History

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AppFolio Investment Manager logo
4.7
(100)

Real estate investment management

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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

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Vestd logo
4.9
(65)

Legal document management software

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Vestd is an equity management platform that helps businesses manage share schemes. The FCA-regulated software enables businesses to manage shares and options in real-time and track live cap tables. The solution offers direct integration with Companies House.

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Agicap logo
4.3
(149)

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.

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Stessa logo
4.6
(92)

Smart accounting software for landlords.

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Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today!

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MRI Software logo
4.3
(80)

Cloud-based real estate and investment management software

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MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more

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Ledgy logo
4.9
(28)

The Equity Management Platform for High-Growth Companies

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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

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ICONOMI logo
4.5
(42)

Crypto portfolio management platform

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ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios.

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Backstop logo
4.3
(46)

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.

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Plaid logo
4.4
(40)

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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Orchestra logo
4.8
(11)

Multiply your success

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Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.

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Capboard logo
4.9
(9)

Equity management tool to digitize cap tables & equity plans

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Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

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Covercy logo
4.3
(9)

CRE Investor Management with integrated banking services.

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Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and investor management platform.

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Lendstream logo
4.6
(7)

Loan origination & servicing software for lenders & brokers.

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Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.

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Quoroom logo
4.7
(6)

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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Diligent Equity logo
3.7
(12)

Cloud-based equity management solution

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EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

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Kushim logo
4.8
(4)

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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Unity logo
5.0
(3)

Innovative multi-asset trading platform

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Unity allows you to:
• trade all type of assets
• serve brokerage flows of retail/institutional segments
• manage client apps and professional web-interface
• support trading with cryptocurrencies 24/7
• use single margin collateral

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Optio logo
4.5
(4)

Equity management for private & public companies

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Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

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Financial Services Cloud logo
4.7
(3)

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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Crowdsofts logo
4.3
(3)

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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Powens logo
3.8
(4)

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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Allvue logo
5.0
(1)

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.

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COBIS Core logo
3.0
(3)

Banking solutions

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A solution that integrates financial information in one place.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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IPBS logo
(0)

International Financial Services with A.I.

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IPBS was designed to overcome all of the challenges and weaknesses typically found in Financial Services Platforms of the twenty-first century. Things like End of Day Processing and Start of Day Processing mandated a period of time when the system could not be used. IPBS runs 24/7/365.

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