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Investment Management
Freelancers

Investment Management Software - Page 6

Last updated: April 2026

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Stropro

(0)

Investment management platform

Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

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Allocator

(0)

Financial risk management software

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.

Read more about Allocator

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Abbove

(0)

Wealth Planning Platform with centralized data management.

Wealth Planning Platform for Professional Advisors.

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Delio

(0)

Web-based private markets technology for the finance sector

Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

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The Novus Platform

(0)

Cloud-based tool to extract investment insights from data.

The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

Read more about The Novus Platform

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CircleBlack

(0)

All-in-one wealth management platform

Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

Read more about CircleBlack

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V3locity

(0)

Global provider of benefits and investment administration

V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

Read more about V3locity

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daappa

(0)

Data management & administration platform for private assets

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

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Jacobi

(0)

Your Intelligence. Your Story. Your platform

Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

Read more about Jacobi

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InvestorPortaLPro

(0)

Investment management software for private and public firms

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.

Read more about InvestorPortaLPro

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MX.3

(0)

Cloud-based software to manage trading, risk & compliance

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.

Read more about MX.3

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WealthForce.ai

(0)

Wealth management and relationship management platform

WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

Read more about WealthForce.ai

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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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Eze Investment Suite

(0)

Suite of tools for investment management

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

Read more about Eze Investment Suite

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RentCast

(0)

Rental Property Data, Analytics and Portfolio Tracking

View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

Read more about RentCast

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