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Best Investment Management Software for Small Business

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Diligent Equity logo

Diligent Equity

3.7
(12)

Cloud-based equity management solution

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Diligent Equity is available for Small Business and offers the following support options: Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support.

Read more about Diligent Equity

Juniper Square logo

Juniper Square

4.9
(60)

Modern investment management for the real estate industry

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Juniper Square is available for Small Business and offers the following support options: Knowledge Base, Chat, Email/Help Desk, Phone Support.

Read more about Juniper Square

Yardi Investment Manager logo

Yardi Investment Manager

(0)

Improve investor relations and manage new opportunities

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Yardi Investment Manager is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about Yardi Investment Manager

AdvisorEngine logo

AdvisorEngine

5.0
(1)

Wealth management platform for investment companies

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AdvisorEngine is available for Small Business.

Read more about AdvisorEngine

Carta logo

Carta

4.4
(47)

Equity management solution for public & private firms

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Carta is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, Chat.

Read more about Carta

Plaid logo

Plaid

4.5
(17)

Platform that enables apps to connect with bank accounts

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Plaid is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

Read more about Plaid

The CRE Suite  logo

The CRE Suite

5.0
(2)

Commercial real estate property & investment management

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The CRE Suite is available for Small Business and offers the following support options: Chat, Phone Support, Email/Help Desk.

Read more about The CRE Suite

Crowdsofts logo

Crowdsofts

4.5
(2)

Crowdfunding and investment management

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Crowdsofts is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Crowdsofts

Enverus MineralSoft logo

Enverus MineralSoft

5.0
(1)

Oil and Gas portfolio management for investment funds

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Enverus MineralSoft is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base.

Read more about Enverus MineralSoft

eFront logo

eFront

3.0
(2)

Private equity software for direct & indirect investments

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eFront is available for Small Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about eFront

VestServe logo

VestServe

(0)

Investment, funds, and accounting management solution

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VestServe is available for Small Business and offers the following support options: Chat, 24/7 (Live rep), Phone Support, Email/Help Desk.

Read more about VestServe

MRI Software logo

MRI Software

4.3
(70)

Cloud-based real estate and investment management software

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MRI Software is available for Small Business and offers the following support options: 24/7 (Live rep), FAQs/Forum, Phone Support, Knowledge Base, Email/Help Desk, Chat.

Read more about MRI Software

Prospero logo

Prospero

(0)

Cloud-based platform for managing investments and funds

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Prospero is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, 24/7 (Live rep), Chat.

Read more about Prospero

U-Rite logo

U-Rite

5.0
(3)

Underwriting & valuation management tool for the real estate

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U-Rite is available for Small Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about U-Rite

FolioSure logo

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

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FolioSure is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about FolioSure

HiddenLevers logo

HiddenLevers

4.3
(58)

Portfolio stress testing software for advisory firms

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HiddenLevers is available for Small Business and offers the following support options: Chat, Email/Help Desk, Phone Support, Knowledge Base.

Read more about HiddenLevers

ETNA Web Trader logo

ETNA Web Trader

(0)

Web-based trading tools for brokers and digital advisors

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ETNA Web Trader is available for Small Business and offers the following support options: 24/7 (Live rep), Chat, Phone Support, Email/Help Desk, Knowledge Base, FAQs/Forum.

Read more about ETNA Web Trader

Certent Equity Management logo

Certent Equity Management

4.4
(27)

Equity Management & Reporting

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Certent Equity Management is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, Chat.

Read more about Certent Equity Management

SourceScrub logo

SourceScrub

4.8
(6)

Research and investment management software

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SourceScrub is available for Small Business and offers the following support options: Knowledge Base.

Read more about SourceScrub

StockMarketEye logo

StockMarketEye

4.5
(81)

Keep Your Eye On Your Investments

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StockMarketEye is available for Small Business and offers the following support options: FAQs/Forum, Email/Help Desk, Knowledge Base.

Read more about StockMarketEye

Ledgy logo

Ledgy

4.9
(17)

The Equity Management Platform for High-Growth Companies

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Ledgy is available for Small Business and offers the following support options: FAQs/Forum, Email/Help Desk, Phone Support, 24/7 (Live rep), Knowledge Base, Chat.

Read more about Ledgy

Orchestra logo

Orchestra

4.8
(11)

Build better stakeholder relationships

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Orchestra is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support.

Read more about Orchestra

Family Wealth Guru logo

Family Wealth Guru

(0)

Integrated wealth management solution for family portfolios

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Family Wealth Guru is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum.

Read more about Family Wealth Guru

PaxFamilia logo

PaxFamilia

(0)

Wealth Planning Platform with centralized data management.

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PaxFamilia is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about PaxFamilia

Stessa logo

Stessa

4.8
(63)

Smart accounting software for landlords.

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Stessa is available for Small Business and offers the following support options: Knowledge Base, Email/Help Desk, Chat.

Read more about Stessa