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Investment Management Software - Page 3

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FlipOS

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So Flippin’ Easy.

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Whether you’re new or experienced with flipping homes, FlipOS gives you all the tools you need for your next fix & flip investment. Take advantage of our free platform and start making money fast.

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FundPortal

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File sharing, marketing & analytics tools for hedge funds

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FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships

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Human Interest

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Investment strategy and management software for businesses

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Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest provides an employee database to track and manage finances with reporting features customized per employee.

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InvestorPortaLPro

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Investment management software for private and public firms

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InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

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MX.3

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Cloud-based software to manage trading, risk & compliance

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MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

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Morningstar Advisor Workstation

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Investment management tool for advisors & portfolio managers

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Morningstar Advisor Workstation is a web-based investment management platform designed to help businesses create portfolios, generate hypothetical illustrations & streamline communication with clients. It allows specialists to analyze the costs and benefits of investments in the client’s portfolio.

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Mosaic

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Strategic finance platform for better decision making

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Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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NetX360

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Investment management platform for financial organizations

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NetX360 is a cloud-based platform designed to help finance and investment organizations manage client onboarding, portfolios, accounts, engagement, and servicing. Features include financial planning, remote access, multi-currency trading, workflow creation, document management, and real-time alerts.

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Orchestra

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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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Perfona

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Web-based investment and portfolio management system

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Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting

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Q4 Desktop

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Cloud-based investor relations solutions

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Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

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RentCast

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Rental Property Data, Analytics and Portfolio Tracking

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View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

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RiskValue

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Investment & risk management software systems

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RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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TradeSmart

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SaaS order execution management system (OEMS) software

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TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

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Uptrader

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Decision support for business process improvement

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Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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Ventury Analytics

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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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YCharts

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Investment management software for financial advisors

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YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

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Yardi Investment Manager

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Improve investor relations and manage new opportunities

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Yardi Investment Manager is an all-in-one solution for managing investor relations, automating the subscription agreement process and increasing visibility into detailed investment and property metrics via a branded portal.

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iownit

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Powering Digital Private Markets

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We power tomorrow’s private markets by providing the end-to-end digital infrastructure to issue, manage, buy and sell digital asset securities. Our platform lowers operational costs while enabling an efficient and convenient experience of transacting in private markets.

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thinkorswim

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Cloud-based and on-premise investment management suite

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thinkorswim is a cloud-based and on-premise investment management suite of tools designed to help traders manage portfolios, analyze metrics, trade equities, and more. It allows professionals to compare historical earnings per share, view their effect on options prices, and track original estimates simultaneously to identify trends.

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