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Investment Management Software - Page 4

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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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Sharesight logo

Sharesight

4.0
(1)

Investment portfolio management

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Online investment portfolio tracker that syncs with brokers and automatically track trades, dividends, and corporate actions.

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Active Trader Pro logo

Active Trader Pro

1.8
(6)

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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TheBizPlanner logo

TheBizPlanner

1.0
(1)

End-to-end productivity software for Business Planning

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TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

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MX.3 logo

MX.3

(0)

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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YCharts logo

YCharts

(0)

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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Ventury Analytics logo

Ventury Analytics

(0)

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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FlipOS logo

FlipOS

(0)

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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Pepper logo

Pepper

(0)

Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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Vestberry logo

Vestberry

(0)

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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Equity+ Security Workstation logo

Equity+ Security Workstation

(0)

View Securities Market Data Exactly How You Want

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An easy-to-use market data workstation for financial professionals and active investors.

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Risk Shell logo

Risk Shell

(0)

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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Navexa logo

Navexa

(0)

Investment portfolio tracking platform

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Navexa is a powerful portfolio tracking & reporting tool that allows investors to track stocks, crypto, currency and more in a single analytics account.

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SeedLegals logo

SeedLegals

(0)

Faster fundraising and effortless admin solution

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The UK's number 1 for funding rounds, cap table and EMI option schemes.

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FundPortal logo

FundPortal

(0)

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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Octopus logo

Octopus

(0)

Order- and portfolio management, fund accounting, risk & ICO

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

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Elinvar logo

Elinvar

(0)

Elinvar is a digital platform for wealth managers

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Elinvar supports investment advisors via a digital platform. Users can employ Elinvar to handle their administrative tasks and control investment processes. Users decide which functions they need and configure the platform accordingly.

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thinkorswim logo

thinkorswim

(0)

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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Broadridge Investment Accounting logo

Broadridge Investment Accounting

(0)

Software for managing investment and accounting operations

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Broadridge Investment Accounting is a suite of applications, which enable banks, mutual fund advisors, corporate issuers, and brokers to streamline the processing of securities, customer communications, and data analytics operations. The platform is designed to facilitate different client groups, including asset management, capital markets, corporations, and wealth management.

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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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TheInvestorNet logo

TheInvestorNet

(0)

Enterprise SaaS for institutional investors

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TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations.

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Vermögensmanagement logo

Vermögensmanagement

(0)

Investment Management

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Vermögensmanagement automates your finances and helps manage investments. The software allows you to efficiently manage your money and see how it affects your overall portfolio.

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Envision Investor Management Suite logo

Envision Investor Management Suite

(0)

Real-time investor recordkeeping and sub-accounting solution

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Mutual fund transfer agents, college savings plan administrators, and alternative investment service providers increase efficiency, reduce risks, and enhance customer service using the real-time and highly flexible capabilities of the Envision Investor Recordkeeping system.

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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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