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Investment Management Software - Page 4

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Crowdsofts logo
4.3
(3)

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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Powens logo
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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Limina IMS logo
4.0
(2)

A Front-to-Middle Office Solution that Empowers Your Team

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Limina allow asset & investment managers Front and Middle office teams to focus on what matters – producing returns with minimal operational risk

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Allvue logo
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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Forbury logo
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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Vestio logo
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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TIKR logo
5.0
(1)

Analytics platform for tracking stocks

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TIKR is an advanced analytics platform for tracking stocks. It enables users to be on top of their investment information with a global view of holdings, including stocks trading in Europe, Asia, and Australia.
TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more.

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TeamWox logo
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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Uptrader logo
5.0
(1)

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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Enverus MineralSoft logo
5.0
(1)

Oil and Gas portfolio management for investment funds

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Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

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QUO logo
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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Obsidian Suite logo
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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BetterCapital.US logo
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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FINTRX Platform logo
5.0
(1)

Investment management software

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FINTRX Platform is a finance management software that helps businesses manage portfolio, trading, risk analysis, accounting, and regulatory reporting. It allows configuring multiple ledger systems, setting up trading books, building risk models, automating accounting processes, and generating regulatory reports.

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Active Trader Pro logo
2.6
(8)

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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Fi360 Toolkit logo
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
3.5
(2)

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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COBIS Core logo
3.0
(3)

Banking solutions

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A solution that integrates financial information in one place.

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Octopus logo
4.0
(1)

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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Origin logo
4.0
(1)

Data driven deal management for dealmakers

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Origin by Altrio Real estate investment software designed to help you invest faster, smarter, and more confidently: from screening to closing.

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ETNA Trading Simulator logo
4.0
(1)

Simulation software for educational institutions

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ETNA Trading Simulator is a simulation software designed to help businesses manage multi-leg orders and option chains. Administrators can utilize built-in trading widgets to create personalized dashboards and execute orders.

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Vidrio Financial logo
2.0
(1)

Take Control of your Multi-Asset, Multi-Manager Investments

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To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​
- $100+ Billion in Alternatives Managed on the Platform

- $5 Trillion in AUM among Vidrio Clients

- 1000+ Fund Managers monitored by Vidrio on behalf of allocators

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Q4 Desktop logo
2.0
(1)

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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Maestro logo
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
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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