Investment Portfolio Management Software

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IMS Platform 12

Investor management for commercial real estate

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more. Read more about IMS Platform

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Juniper Square 13

Modern investment management for real estate

Juniper Square is a cloud-based investment management system designed specifically for real-estate, with a CRM, investor reports & fundraising automation tools Read more about Juniper Square

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Stessa 12

Income & expense tracking platform for property investors

Stessa is an expense & income tracking solution that provides solutions to real estate owners and investors for thorough management of real estate portfolios including tracking, communicating, and assessing performances. Features include reporting dashboards, security, tax-ready financials, & more. Read more about Stessa

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HedgeGuard

Investment portfolio management system

HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities Read more about HedgeGuard

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The CRE Suite 2

Commercial real estate property & investment management

The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios Read more about The CRE Suite

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Plaid

Platform that enables apps to connect with bank accounts

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Read more about Plaid

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StockMarketEye 73

Keep Your Eye On Your Investments

Easy to use portfolio tracker and stock watcher that helps you keep an eye on your investments and the markets. Track the performance of your investments with portfolios. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic, end-of-day stock charts including technical indicators. Use stock alerts so you...

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Backstop 9

Cloud-based investment management platform

Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR

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Covercy 7

International bank transfer platform for SMBs

Covercy is an international bank transfer platform designed to provide individuals & SMBs with a secure & easy way to transfer money abroad

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H&R Block At Home 2

Professional tax preparation software

Taxes are never fun, but at least with H&R Block At Home, they are easy. This tax preparation software will help you with filing your taxes (that includes filing your federal tax return), calculating income tax, estimating returns. H&R Block at Home offers extra features to make the process smooth - step-by-step guidance for completing...

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TeamWox 1

Online groupware and collaboration software

TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the...

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Business Valuation 1

Accurate valuation of businesses, companies and investments

Business Valuation provides an accurate and robust financial reporting structure to value a wide range of proposed investments, entire companies or businesses. Financial reports are derived from revenue, expense and capital assumptions to provide standard pro forma accounting statements and valuation under discounted cash flow and economic value...

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Obsidian Suite 1

All-in-one investor management for financial firms

Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more

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Portfolio Valuation

Valuation and performance tracking

Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is...

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Portfolio Optimization

Portfolio rebalancing and optimization

Portfolio Management and Optimal Trading strategy combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios. Optimal trading strategies are...

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eFront

Private equity software for direct & indirect investments

eFront provides end-to-end private equity solutions that help firms streamline operations while reducing risk, improving communication, and delivering insights

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RiskValue

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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Perfona

Web-based investment and portfolio management system

Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting

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IMS Platform

12

Investor management for commercial real estate

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13

Modern investment management for real estate

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Stessa

12

Income & expense tracking platform for property investors

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HedgeGuard

Investment portfolio management system

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2

Commercial real estate property & investment management

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Plaid

Platform that enables apps to connect with bank accounts

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73

Keep Your Eye On Your Investments

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Backstop

9

Cloud-based investment management platform

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Covercy

7

International bank transfer platform for SMBs

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H&R Block At Home

2

Professional tax preparation software

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TeamWox

1

Online groupware and collaboration software

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Business Valuation

1

Accurate valuation of businesses, companies and investments

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1

All-in-one investor management for financial firms

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Portfolio Valuation

Valuation and performance tracking

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Portfolio Optimization

Portfolio rebalancing and optimization

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eFront

Private equity software for direct & indirect investments

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RiskValue

Investment & risk management software systems

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Perfona

Web-based investment and portfolio management system

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