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Best Investment Management Software - Page 3

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111 software options

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Cash Flow Portal logo

Cash Flow Portal

4.8
(5)

Real-estate syndication software to raise money faster

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Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising.

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Rundit logo

Rundit

4.3
(8)

A single source of truth to stay on top of investments.

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All-in-one tool to stay on top of your investments and portfolio performance. With Rundit, investors are able to get holistic insights, make decisions from a unified data source and focus on investment returns and portfolio performance analysis.

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Covercy logo

Covercy

4.3
(7)

CRE Investor Management with integrated banking services.

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Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and investor management platform.

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Kushim logo

Kushim

4.8
(4)

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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ARGUS Enterprise logo

ARGUS Enterprise

4.2
(6)

Commercial property valuation and asset management software

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ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.

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Tier1 logo

Tier1

5.0
(3)

CRM software for capital markets & investment banking.

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Global relationship management software for capital markets, corporate & investment banking, and investment management.

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qashqade logo

qashqade

5.0
(3)

Makes your work easier!

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qashqade provides a cloud-based software for private markets, which helps businesses connect GPs, LPs and fund administrators on a centralized platform.

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Investor Deal Room logo

Investor Deal Room

4.5
(4)

Investment management software

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Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

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Macroaxis logo

Macroaxis

4.3
(4)

Wealth management and optimization platform

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Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

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Human Interest logo

Human Interest

5.0
(2)

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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Budget Insight logo

Budget Insight

3.8
(4)

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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COBIS Core logo

COBIS Core

4.0
(2)

Banking solutions

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A solution that integrates financial information in one place.

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Allvue logo

Allvue

5.0
(1)

Investment management software for private equity firms

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In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

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BetterCapital.US logo

BetterCapital.US

5.0
(1)

BetterCapital.us is a real estate investment management tool

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BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

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Forbury logo

Forbury

5.0
(1)

Commercial Real Estate Valuation Software

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Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

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Obsidian Suite logo

Obsidian Suite

5.0
(1)

All-in-one investor management for financial firms

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Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more

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QUO logo

QUO

5.0
(1)

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

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TeamWox logo

TeamWox

5.0
(1)

Online groupware and collaboration software

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TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

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Valutico logo

Valutico

5.0
(1)

Measure Value

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Valutico helps financial professionals perform business valuations in a fraction of the time

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Vestio logo

Vestio

5.0
(1)

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Fi360 Toolkit logo

Fi360 Toolkit

3.5
(2)

Cloud-based investment management software

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Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

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Seeking Alpha logo

Seeking Alpha

4.0
(1)

Stock market analysis tools for portfolio management

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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades and downgrades to portfolios.

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Active Trader Pro logo

Active Trader Pro

2.0
(4)

Stock portfolio management for active investors

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Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

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Maestro logo

Maestro

1.0
(1)

A single source of truth for value creation.

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From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

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Allocator logo

Allocator

(0)

Financial risk management software

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Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

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