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Top Rated Investment Management Software with Public administrations - Page 4

Last updated: May 2026

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174 software options

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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Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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Limina allow asset & investment managers Front office and operations teams to focus on what matters – producing returns with minimal operational risk

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Betterment logo

Cloud-based platform for managing investments and returns

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Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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Minerva logo

End-to-End Software for Alternative investment market

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The only comprehensive, multi-asset investment management software designed for alternative investors to harness their data and achieve outperformance, enhancing returns, reporting, and impact assessment

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ARGUS Enterprise logo

Commercial property valuation and asset management software

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ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.

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Rundit logo

A single source of truth to stay on top of investments.

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition, multi-timeframe analysis, and built-in indicators.

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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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Backstop logo

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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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

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Agora logo

Built for better investment management

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Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

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InvestNext logo

Real estate investment management platform

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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

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Powens logo

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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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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MRI Property Management logo

Cloud-based property management software

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Unify all your leasing, property management, facilities, and finance operations with MRI’s AI-powered property management software.

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Agicap logo

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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Sharesight logo

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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Maestro logo

A single source of truth for value creation.

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From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

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TheBizPlanner logo

End-to-end productivity software for Business Planning

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TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

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Human Interest logo

Investment strategy and management software for businesses

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Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest provides an employee database to track and manage finances with reporting features customized per employee.

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Dealpath logo

CRE's MOST TRUSTED deal management software

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Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

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Carta logo

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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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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