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Investment Management Software - Page 4

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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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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


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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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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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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Cloud-based trade management and market assessment software

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TigerTrade is a cloud-based trading management software designed to help businesses gain an overview of market transactions and trends on a centralized platform. Supervisors can conduct technical analysis and assess market performance through various indicators and charts, including candlestick and footprint charts.

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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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Portfolio monitoring and value creation solution

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UNTAP Portfolio Management helps you consolidate your financial results, value creation planning and ESG metrics.
By combining ESG metrics with your VCP & portfolio monitoring you can measure, benchmark & improve your sustainability goals & clearly demonstrate to your stakeholders the positive

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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


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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Portfolio management & reporting software

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VESTBERRY is portfolio management and reporting software for venture capital and private equity.

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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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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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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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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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