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Online Investment Management Software - Page 8

Last updated: February 2026

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178 software options

WealthForce.ai logo

Wealth management and relationship management platform

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WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

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etops Wealth Discovery logo

360-degree wealth analytics with built-in compliance

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Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

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etops Portfolio Manager logo

Unified portfolio oversight with real-time analytics

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Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

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