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Investment Management Software

Last updated: April 2026

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12 software options

Vestio logo

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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Wealthsimple Invest logo

AI-driven tool designed to automatically place investments

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Wealthsimple Invest is a tool for making investments via a fully automated process. Behind this tool hides an artificial intelligence facility and experts whose tasks are to optimize investments. The program aims to reduce the loss of money to an absolute minimum.

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Roundtable logo

Investment management platform for private markets

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Roundtable serves as a comprehensive platform and infrastructure for private market investments across Europe. The system enables founders, investment clubs, fund managers, and investors to efficiently participate in venture capital, private equity, and real estate opportunities through streamlined processes.

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ICONOMI logo

Crypto portfolio management platform

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ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios.

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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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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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FolioSure logo
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Cloud-based portfolio monitoring & equity management tool

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FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

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AlphaQuark logo
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Model portfolio platform for investment advisors

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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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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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Sydecar logo
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Streamline venture operations

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Sydecar is a deal execution platform that automates back-office operations for venture investors. It helps streamline the creation of Special Purpose Vehicles (SPVs), provides instant investment agreements, handles entity formation and banking setup, and offers data rooms for document management. Sydecar also simplifies investor onboarding, KYC/AML checks, cap table management, and syndicate administration, while managing fund accounting, tax filings, and distributions.

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TradeSmart logo
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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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