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Top Rated Investment Management Software with Large enterprises - Page 3

Last updated: June 2026

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159 software options

thinkorswim logo

Cloud-based and on-premise investment management suite

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thinkorswim is a cloud-based and on-premise investment management suite of tools designed to help traders manage portfolios, analyze metrics, trade equities, and more. It allows professionals to compare historical earnings per share, view their effect on options prices, and track original estimates simultaneously to identify trends.

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Uptrader logo

Decision support for business process improvement

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Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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Youhodler logo

Cloud-based solution to buy, sell & exchange cyrptocurrency

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YouHodler crypto platform offers a comprehensive suite of Web3 fintech services to seamlessly connect fiat and crypto financial assets. The platform features a user-friendly MultiHODL trading service with fast execution and no order placement fees, as well as an exchange for real-time cryptocurrency, fiat, and stablecoin conversions.

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TeamWox logo

Online groupware and collaboration software

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TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

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unCoded logo

Automated crypto trading bot for Binance spot

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unCoded is a non-custodial automated crypto trading bot developed by ArrowTrade AG that executes systematic micro-trading and dollar-cost averaging strategies on Binance spot markets via API. The software operates as a self-hosted instance, allowing users to retain full control of their funds while the bot executes trades continuously. It includes features such as customizable risk management settings, transparent real-time reporting, and a micro-trading engine.

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BetterCapital.US logo

BetterCapital.us is a real estate investment management tool

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BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

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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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QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

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Enverus MineralSoft logo

Oil and Gas portfolio management for investment funds

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Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

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Masttro logo

Your platform for wealth visibility, your partner for wealth

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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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Direct Advisory Suite logo

Empower advisors with research, planning, and proposal tools

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Morningstar Direct Advisory Suite is an all-in-one platform for financial advisors, offering advanced research, planning tools, compliance support, and seamless integrations. It streamlines workflows, boosts client engagement, and delivers insights to help advisors scale and build trust.

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Stessa logo

Property management software designed for landlords

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Stessa provides property management software for landlords that automates financial tracking and streamlines operational tasks. The platform offers features including automated bookkeeping, tenant screening, lease management with legal templates, maintenance tracking, and online rent collection. Landlords can access real-time financial dashboards and reports through both web and mobile interfaces.

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DealCheck logo

Analyze Any Investment Property in Seconds

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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

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Investor Deal Room logo

Investment management software

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Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

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Plaid logo

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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Invelo logo

Real estate CRM and transaction management solution

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Invelo offers real estate investors a range of features to manage, find, and close off-market properties.

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Crowdsofts logo

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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AdvisorEngine logo

Wealth management platform for investment companies

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AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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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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ETNA Paper Trading Simulator logo

Simulation software for educational institutions

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ETNA Trading Simulator is a simulation software designed to help businesses manage multi-leg orders and option chains. Administrators can utilize built-in trading widgets to create personalized dashboards and execute orders.

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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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Macroaxis logo

Wealth management and optimization platform

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Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

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Covercy logo

Not your standard investment management.

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Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

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