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Top Rated Investment Management Software with Subscription - Page 8

Last updated: October 2026

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216 software options

PureFacts logo
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Optimize Revenue. Drive Growth.

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PureRevenue unifies fee billing, compensation, and revenue intelligence to help wealth firms grow profitably

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Trinety logo
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Lease property management software

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Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

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V3locity logo
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Global provider of benefits and investment administration

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V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

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WealthForce.ai logo
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eMACH.ai Wealth Leading the Intelligent Revolution in Wealth

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eMACH.ai Wealth is a comprehensive, enterprise-grade solution designed to support the full spectrum of wealth and investment management—from client onboarding and advisory to portfolio construction, execution and ongoing servicing.

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TrackinV logo
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Portfolio tracker across multiple brokers

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TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

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Ventury Analytics logo
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For the managing and calculation of capitalization tables

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Ventury Analytics enables investors and start-ups to streamline financial projections. The software facilitates the design and calculation of capitalization tables. Thus, predicted performance serves as a basis for assessing company shares and future capital gains.

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SpearTrades logo
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AI-driven crypto analytics and trading signals

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SpearTrades helps traders and investors make smarter crypto decisions using AI-driven analysis. It brings market feeds, signals, alerts, AI ratings, screeners, and portfolio tracking into one powerful platform.

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Horizon Trade logo
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Type a sentence-> Trade the market

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Horizon Trade is a no-code AI algorithmic trading platform for quantitative analysis. It empowers traders to build, backtest, and deploy automated strategies across assets using machine learning, bridging the gap to institutional-grade execution.

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LienApp logo
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Digital tax lien management software

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LienApp is a cloud-based digital tax lien solution that helps investors and alternative asset portfolio managers automate transactions, maintain certification portfolios, and manage collateral. The platform allows enterprises to store confidential documents in a unified repository and access them from multiple locations.

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Beanvest logo
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Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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GaiaLens logo
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Experts in Secure, Cost-Efficient AI Solutions

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GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

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Tapeboard logo
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Stock scanner & data terminal for retail traders

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Tapeboard is a browser-based market terminal designed for retail traders that provides real-time stock scanning across US equities. The platform features charting tools with technical indicators, SEC filing analysis, options flow data, and access to macro economic series. It includes modules for heatmaps, fundamentals analysis, a trade journal, paper trading simulator, and coverage of cryptocurrency, forex, and commodities markets.

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Etops logo
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Cloud-based wealth and investment management platform

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Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

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Stonk Journal logo
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Software for tracking and managing trading journals

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Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

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Vestberry logo
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Portfolio management & reporting software

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VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

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Perpstats logo
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Analytics dashboard for perpetual DEX tracking

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Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

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optionDash logo
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Call screening tool for income investors

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optionDash is a call screening software that helps businesses screen stock and options data to find income-producing covered call trades. The main screens are stocks, options, money puts and calls, earnings, volatility point, and option codes.

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Risk Shell logo
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All-in-one Portfolio Construction and Risk Management SaaS

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Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

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Eze Eclipse logo
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Cloud-based solution for investment management.

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Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.

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Sesame logo
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Empowering the modern investor

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Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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TickerScribe logo
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Free journal for stocks and options — wheel to spreads

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Free trading journal for stocks and options. 30+ option strategies, wheel trades end-to-end, broker CSVs import, double-entry ledger.

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ETNA White Label Trading Platform logo
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Web-based trading tools for brokers and digital advisors

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ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

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DXmatch logo
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Modular system built for launching exchanges and dark pools

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DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

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Coa logo
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Cloud-based mental wellness platform for teams

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Coa is a mental health and wellness platform offering coaching, therapy, and skill-building tools for individuals and workplace teams.

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Planr logo
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Private equity portfolio monitoring and data intelligence

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Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.

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