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Best Investment Management Software - Page 2

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111 software options

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GroundBreaker logo

GroundBreaker

(0)

Investment management software

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GroundBreaker is an investment management software solution for small to medium commercial real estate investment firms that raise outside capital.

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StockMarketEye logo

StockMarketEye

4.5
(81)

Keep Your Eye On Your Investments

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StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes.

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Ledgy logo

Ledgy

4.9
(17)

The Equity Management Platform for High-Growth Companies

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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

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Orchestra logo

Orchestra

4.8
(11)

Build better stakeholder relationships

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Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform.

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Financial Services Cloud logo

Financial Services Cloud

4.5
(2)

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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Investor Portal logo

Investor Portal

(0)

Investment management platform

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Investor Portal is an investment platform that includes digital signatures, document management, and reporting to improve operational efficiency, share information with third parties and enhance customer experience.

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PaxFamilia logo

PaxFamilia

(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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Foundersuite logo

Foundersuite

4.7
(102)

Investment management software

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Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform.

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Mint logo

Mint

4.5
(103)

Your financial life, all in one place

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Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.

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Stessa logo

Stessa

4.8
(67)

Smart accounting software for landlords.

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Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more.

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AppFolio Investment Management logo

AppFolio Investment Management

4.7
(68)

Real estate investment management

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AppFolio Investment Management is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations.

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RealPage IMS logo

RealPage IMS

4.6
(78)

Investor management for commercial real estate

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IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

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HiddenLevers logo

HiddenLevers

4.3
(58)

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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Carta logo

Carta

4.4
(49)

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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Exirio logo

Exirio

4.8
(27)

Multi-currency and multi-asset portfolio tracker

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Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.

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DealCheck logo

DealCheck

5.0
(15)

Analyze Any Investment Property in Seconds

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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

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SyndicationPro logo

SyndicationPro

5.0
(15)

Investment management software

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SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

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DealCloud logo

DealCloud

4.5
(19)

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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Dynamo logo

Dynamo

4.7
(15)

Investment management software

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Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more

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AIM logo

AIM

4.8
(11)

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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AlternativeSoft logo

AlternativeSoft

4.6
(14)

Investment management platform for fund managers

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Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

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Vantage Software logo

Vantage Software

4.9
(10)

Investor portal and accounting platform

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Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

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WealthBlock logo

WealthBlock

4.9
(8)

Professional Capital Raise Made Easy

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WealthBlock provides a white-label platform that helps businesses integrate essential capital raising tools (CRM, cap table management, data room, e-signature, fund admin, investor verification, etc.) in an all-in-one solution to 10x fundraising productivity.

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HedgeGuard logo

HedgeGuard

4.6
(8)

Investment portfolio management system

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HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

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TOGGLE logo

TOGGLE

4.6
(8)

AI-based investment insights and financial analysis tool

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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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