Investment Portfolio Management Software

EquityEffect
Cloud-based equity management solution
Juniper Square
  34
Modern investment management for the real estate industry
Eze Investment Suite
Suite of tools for investment management
StockMarketEye
  78
Keep Your Eye On Your Investments
Stessa
  37
Income & expense tracking platform for property investors
Backstop
  36
Cloud-based investment management platform
IMS Platform
  33
Investor management for commercial real estate
Covercy
  7
International bank transfer platform for SMBs
Macroaxis
  5
Wealth management and optimization platform
HedgeGuard
  5
Investment portfolio management system
H&R Block At Home
  2
Professional tax preparation software
The CRE Suite
  2
Commercial real estate property & investment management
TeamWox
  1
Online groupware and collaboration software
Business Valuation
  1
Accurate valuation of businesses, companies and investments
Dynamo
  1
Investment management software
Obsidian Suite
  1
All-in-one investor management for financial firms
Plaid
  1
Platform that enables apps to connect with bank accounts
Portfolio Optimization
Portfolio rebalancing and optimization
eFront
Private equity software for direct & indirect investments
RiskValue
Investment & risk management software systems
Perfona
Web-based investment and portfolio management system
Carta
Equity management solution for public & private firms
AIM
Cloud-based private equity CRM solution for Salesforce
FundPortal
File sharing, marketing & analytics tools for hedge funds