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Investment Management

Investment Management Software - Page 8

Last updated: April 2026

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Sesame

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Empowering the modern investor

Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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ETNA White Label Trading Platform

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Web-based trading tools for brokers and digital advisors

ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

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DXmatch

(0)

Modular system built for launching exchanges and dark pools

DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

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Irwin

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The most powerful & modern Investor Relations software.

Investor relations software made for modern IR teams.

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AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

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RiskValue

(0)

Investment & risk management software systems

RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

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Broadridge Investment Accounting

(0)

Software for managing investment and accounting operations

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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etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

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Delta Data Asset Management Solutions

(0)

Simplifying the Asset Managers & Distributors Relationship

Delta Data Asset Management Solutions are a comprehensive suite of oversight products for mutual fund companies that leverage distribution transparency data integrated with reporting, analytics, and counterparty management to provide unparalleled insights.

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Investment Metrics

(0)

Solution for portfolio analysis, reporting, and data

Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

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GroundBreaker

(0)

Investment management software

GroundBreaker is an investment management software solution for small to medium commercial real estate investment firms that raise outside capital.

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Family Wealth Guru

(0)

Integrated wealth management solution for family portfolios

Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

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Bipsync

(0)

The Platform that Powers your Investment Research Process

Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Read more about Bipsync

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AlphaQuark

(0)

Model portfolio platform for investment advisors

AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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CEPRES

(0)

Cloud-based private equity data analytics platform

CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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