Investment Portfolio Management Software for Small Business

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35 apps

EquityEffect   

6
Cloud-based equity management solution
EquityEffect is available for Small Business and offers the following support options: Online Support, Knowledge Base. Learn more
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Cloud-based equity management solution
EquityEffect is available for Small Business and offers the following support options: Online Support, Knowledge Base. Learn more
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Juniper Square   

59
Modern investment management for the real estate industry
Juniper Square is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base, Video Tutorials. Learn more
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Modern investment management for the real estate industry
Juniper Square is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base, Video Tutorials. Learn more
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Financial Services Cloud   

0
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud is available for Small Business and offers the following support options: Phone Support, Online Support, FAQs. Learn more
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The world's #1 CRM, reimagined for financial services.
Financial Services Cloud is available for Small Business and offers the following support options: Phone Support, Online Support, FAQs. Learn more
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Backstop   

37
Cloud-based investment management platform
Backstop is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Cloud-based investment management platform
Backstop is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Carta   

37
Equity management solution for public & private firms
Carta is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base. Learn more
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Equity management solution for public & private firms
Carta is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base. Learn more
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HiddenLevers   

57
Portfolio stress testing software for advisory firms
HiddenLevers is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base, Video Tutorials. Learn more
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Portfolio stress testing software for advisory firms
HiddenLevers is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base, Video Tutorials. Learn more
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DealCloud   

19
Deals, relationship, and firm management software
DealCloud is available for Small Business and offers the following support options: Phone Support, Knowledge Base, Online Support. Learn more
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Deals, relationship, and firm management software
DealCloud is available for Small Business and offers the following support options: Phone Support, Knowledge Base, Online Support. Learn more
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VestServe   

0
Investment, funds, and accounting management solution
VestServe is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Investment, funds, and accounting management solution
VestServe is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Plaid   

6
Platform that enables apps to connect with bank accounts
Plaid is available for Small Business and offers the following support options: FAQs, Knowledge Base, Online Support. Learn more
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Platform that enables apps to connect with bank accounts
Plaid is available for Small Business and offers the following support options: FAQs, Knowledge Base, Online Support. Learn more
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The CRE Suite   

2
Commercial real estate property & investment management
The CRE Suite is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Commercial real estate property & investment management
The CRE Suite is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Pinnakl   

3
Trading and portfolio management solution for hedge funds
Pinnakl is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Trading and portfolio management solution for hedge funds
Pinnakl is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Crowdsofts   

2
Crowdfunding and investment management
Crowdsofts is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Crowdfunding and investment management
Crowdsofts is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Allvue   

0
Investment management software for private equity firms
Allvue is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Investment management software for private equity firms
Allvue is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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ETNA Web Trader   

0
Web-based trading tools for brokers and digital advisors
ETNA Web Trader is available for Small Business and offers the following support options: Online Support, FAQs, Knowledge Base, Phone Support, Video Tutorials. Learn more
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Web-based trading tools for brokers and digital advisors
ETNA Web Trader is available for Small Business and offers the following support options: Online Support, FAQs, Knowledge Base, Phone Support, Video Tutorials. Learn more
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FolioSure   

0
Cloud-based portfolio monitoring & equity management tool
FolioSure is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Cloud-based portfolio monitoring & equity management tool
FolioSure is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Prospero   

0
Cloud-based platform for managing investments and funds
Prospero is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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Cloud-based platform for managing investments and funds
Prospero is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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TradeSmart   

0
SaaS order execution management system (OEMS) software
TradeSmart is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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SaaS order execution management system (OEMS) software
TradeSmart is available for Small Business and offers the following support options: Phone Support, Online Support. Learn more
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EXM  

0
Strategic planning and collaboration for fund managers
EXM is available for Small Business and offers the following support options: Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials.
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Strategic planning and collaboration for fund managers
EXM is available for Small Business and offers the following support options: Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials.
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QUO  

0
Portfolio Aggregation & Trading Platform for Asset Managers
QUO is available for Small Business and offers the following support options: Phone Support, Online Support.
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Portfolio Aggregation & Trading Platform for Asset Managers
QUO is available for Small Business and offers the following support options: Phone Support, Online Support.
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StockMarketEye  

78
Keep Your Eye On Your Investments
StockMarketEye is available for Small Business and offers the following support options: FAQs, Knowledge Base, Online Support.
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Keep Your Eye On Your Investments
StockMarketEye is available for Small Business and offers the following support options: FAQs, Knowledge Base, Online Support.
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IMS Platform  

56
Investor management for commercial real estate
IMS Platform is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base, Video Tutorials.
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Investor management for commercial real estate
IMS Platform is available for Small Business and offers the following support options: Phone Support, Online Support, Knowledge Base, Video Tutorials.
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Stessa  

47
Smart accounting software for landlords.
Stessa is available for Small Business and offers the following support options: Online Support, Knowledge Base.
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Smart accounting software for landlords.
Stessa is available for Small Business and offers the following support options: Online Support, Knowledge Base.
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AppFolio Investment Management  

9
Real estate investment management
AppFolio Investment Management is available for Small Business and offers the following support options: Online Support, Phone Support.
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Real estate investment management
AppFolio Investment Management is available for Small Business and offers the following support options: Online Support, Phone Support.
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HedgeGuard  

8
Investment portfolio management system
HedgeGuard is available for Small Business and offers the following support options: Phone Support, Online Support.
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Investment portfolio management system
HedgeGuard is available for Small Business and offers the following support options: Phone Support, Online Support.
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AIM  

6
Cloud-based private equity CRM solution for Salesforce
AIM is available for Small Business and offers the following support options: Phone Support.
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Cloud-based private equity CRM solution for Salesforce
AIM is available for Small Business and offers the following support options: Phone Support.
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