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Investment Management Software with Transaction History (2026) - Page 2

Last updated: March 2026

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32 software options

COBIS Core logo

Banking solutions

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A solution that integrates financial information in one place.

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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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IPBS logo
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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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Vantage Portfolio Accounting logo
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Cloud-based portfolio accounting software for investors

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Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

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gator logo
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Cloud-based open banking solution

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Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

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Etops logo
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Cloud-based wealth and investment management platform

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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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daappa logo
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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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