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Investment Management Software - Page 6

Last updated: April 2026

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191 software options

YCharts logo
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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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FinBursa 360 logo
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Private market deals & investor relations tool

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FinBursa 360 is a digital platform designed for institutional private market participants to manage deal flow, fundraising, and investor relations. The platform includes features such as deal pipeline management, virtual data rooms with document sharing capabilities, investor relations tools with CRM functionality, and fundraising campaign management. It offers white-label customization options and provides analytics for performance tracking and decision-making.

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VestServe logo
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Investment, funds, and accounting management solution

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VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.

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unCoded logo
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Automated crypto trading bot for Binance spot

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unCoded is a non-custodial automated crypto trading bot developed by ArrowTrade AG that executes systematic micro-trading and dollar-cost averaging strategies on Binance spot markets via API. The software operates as a self-hosted instance, allowing users to retain full control of their funds while the bot executes trades continuously. It includes features such as customizable risk management settings, transparent real-time reporting, and a micro-trading engine.

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My Property Organiser logo
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Property wealth management platform for investors

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My Property Organiser is a property wealth management platform designed for investors, agents, and property professionals. The software provides live portfolio valuations, document storage, automated income and expense categorization, and compliance tools including Making Tax Digital submission capabilities. The platform features AI-driven insights, capital appreciation tracking, market analytics, tenant management, and equity refinancing analysis within a centralized dashboard.

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gator logo
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Cloud-based open banking solution

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Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

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AMDIS logo
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Cloud-based financial risk management solution

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AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

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Fundy logo
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Real estate fund management software

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Fundy is a comprehensive real estate and private equity fund management platform designed to simplify and enhance fund operations. The platform offers a robust set of features to streamline critical fund management tasks, including calculating and tracking capital calls, distributions, fees, and more. Fundy's industry-standard calculation techniques ensure accurate results, eliminating the risk of errors often present in manual spreadsheet-based processes.

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PORTAX logo
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Windows-based portfolio management and planning software

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PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.

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Athena Systems logo
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Financial risk management platform

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The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.

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Gain.pro logo
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Find, understand and track companies that matter to you

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Gain.pro is a specialized platform focused on private market data, offering comprehensive insights into companies, investors, industries, and global investment activity. It is specifically designed to facilitate research, analysis, and deal-sourcing workflow management.

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Pepper logo
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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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Smart Capital Center logo
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AI-powered, end-to-end CRE platform for investors & lenders

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Smart Capital Center is the only AI-powered CRE platform delivering ultra-fast underwriting, real-time intelligence, automation, and ROI across the entire investment lifecycle to power faster decisions and unstoppable returns.

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Q4 IR Websites logo
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Investor engagement and trend analytics software

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Q4 Investor Relations Websites is a cloud-based software that allows businesses to create personalized investor relations websites and track visitor behavior via analytics. The platform enables users to identify their most valuable investors to improve revenue reports via a unified portal.

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etops Portfolio Manager logo
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Unified portfolio oversight with real-time analytics

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Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

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IPBS logo
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International Financial Services with A.I.

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IPBS was designed to overcome all of the challenges and weaknesses typically found in Financial Services Platforms of the twenty-first century. Things like End of Day Processing and Start of Day Processing mandated a period of time when the system could not be used. IPBS runs 24/7/365.

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Diversiview logo
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Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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Moneytree Advise logo
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Planning solution for busy financial advisors

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Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

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Prospero logo
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Cloud-based platform for managing investments and funds

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Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects.

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uTrade Algos logo
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Algo Trading Made Simple for Indian Markets.

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uTrade Algos is a multi-asset algorithmic trading platform designed for retail traders. The platform features AI-driven insights through uTrade Intelligence, backtesting capabilities with historical data, and expert-made strategies via uTrade Originals. It offers a no-code environment where traders can create versatile multi-leg strategies, monitor real-time margin requirements, and generate payoff curves for informed decision-making.

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Eze Investment Suite logo
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Suite of tools for investment management

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Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

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MX.3 logo
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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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InvestorPortaLPro logo
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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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HYIP Script logo
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Script for building high-yield investment platforms

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HYIP Script is an advanced investment script designed to provide secure, scalable, and reliable solutions for building high-yield investment platforms. This powerful script offers features like encrypted payment processing, automated deposit and withdrawal management, and customizable investment plans. With robust security measures and seamless integration capabilities, HYIP Script empowers businesses to launch and manage successful investment projects confidently and easily.

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daappa logo
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Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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