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Investment Management Software

Here's our list of apps for Investment Management Software. Filters help you narrow down the results to find exactly what you’re looking for.

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110 Software options

Backstop

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 Read more about Backstop

Octopus

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Order- and portfolio management, fund accounting, risk & ICO

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Supports Crypto Portfolio/Fund OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices. Read more about Octopus

Investor Portal

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Investment management platform

Investor Portal is an investment platform that includes digital signatures, document management, and reporting to improve operational efficiency, share information with third parties and enhance customer experience. Read more about Investor Portal

FundCount

Integrated accounting and investment management solution

FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Read more about FundCount

MRI Software

Cloud-based real estate and investment management software

MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more Read more about MRI Software

Certent Equity Management

Equity Management & Reporting

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Read more about Certent Equity Management

AlternativeSoft

Investment management platform for fund managers

Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support. Read more about AlternativeSoft

Diligent Equity

Cloud-based equity management solution

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. Read more about Diligent Equity

U-Rite

Underwriting & valuation management tool for the real estate

U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments. Read more about U-Rite

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 Read more about eFront

Crowdsofts

Crowdfunding and investment management

Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more. Read more about Crowdsofts

VestServe

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Investment, funds, and accounting management solution

VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers. Read more about VestServe

FolioSure

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Cloud-based portfolio monitoring & equity management tool

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). Read more about FolioSure

Bipsync

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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

Irwin

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The most powerful & modern Investor Relations software.

Investor relations software made for modern IR teams. Read more about Irwin

Mint

Your financial life, all in one place

Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place. Read more about Mint

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StockMarketEye

Keep Your Eye On Your Investments

StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes. Read more about StockMarketEye

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RealPage IMS

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 RealPage IMS

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Stessa

Smart accounting software for landlords.

Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more. Read more about Stessa

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AppFolio Investment Management

Real estate investment management

AppFolio Investment Management is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. Read more about AppFolio Investment Management

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Juniper Square

Modern investment management for the real estate industry

All-in-one investment management software designed specifically for real estate Read more about Juniper Square

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HiddenLevers

Portfolio stress testing software for advisory firms

HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Read more about HiddenLevers

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Carta

Equity management solution for public & private firms

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. Read more about Carta

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Exirio

Multi-currency and multi-asset portfolio tracker

Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history. Read more about Exirio

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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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DealCloud

Deals, relationship, and firm management software

DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud

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Ledgy

The Equity Management Platform for High-Growth Companies

Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant. Read more about Ledgy

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Dynamo

Investment management software

Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more Read more about Dynamo

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DealCheck

Analyze Any Investment Property in Seconds

Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals. Read more about DealCheck

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SyndicationPro

Investment management software

SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time. Read more about SyndicationPro

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AIM

Cloud-based private equity CRM solution for Salesforce

AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Read more about AIM

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SourceScrub

Research and investment management software

SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects. Read more about SourceScrub

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Orchestra

Build better stakeholder relationships

Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform. Read more about Orchestra

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Vantage Software

Investor portal and accounting platform

Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle. Read more about Vantage Software

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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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TOGGLE

AI-based investment insights and financial analysis tool

TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Read more about TOGGLE

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WealthBlock

Professional Capital Raise Made Easy

WealthBlock provides a white-label platform that helps businesses integrate essential capital raising tools (CRM, cap table management, data room, e-signature, fund admin, investor verification, etc.) in an all-in-one solution to 10x fundraising productivity. Read more about WealthBlock

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Rundit

A single source of truth to stay on top of investments.

All-in-one tool to stay on top of your investments and portfolio performance. With Rundit, investors are able to get holistic insights, make decisions from a unified data source and focus on investment returns and portfolio performance analysis. Read more about Rundit

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Covercy

CRE Investor Management with integrated banking services.

Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and investor management platform. Read more about Covercy

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Riskalyze

The world's number 1 Risk Alignment Platform.

Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Read more about Riskalyze

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ARGUS Enterprise

Commercial property valuation and asset management software

ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR. Read more about ARGUS Enterprise

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Cash Flow Portal

Real-estate syndication software to raise money faster

Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising. Read more about Cash Flow Portal

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Macroaxis

Wealth management and optimization platform

Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing... Read more about Macroaxis

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Active Trader Pro

Stock portfolio management for active investors

Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume. Read more about Active Trader Pro

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Kushim

An all-in-one investment tracking suite built for VCs

From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Read more about Kushim

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Investor Deal Room

Investment management software

Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings... Read more about Investor Deal Room

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Budget Insight

We open up finance to empower consumers & businesses

Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups. Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations. Read more about Budget Insight

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Pinnakl

Trading and portfolio management solution for hedge funds

Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics. Read more about Pinnakl

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Tier1

CRM software for capital markets & investment banking.

Global relationship management software for capital markets, corporate & investment banking, and investment management. Read more about Tier1

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qashqade

Makes your work easier!

qashqade provides a cloud-based software for private markets, which helps businesses connect GPs, LPs and fund administrators on a centralized platform. Read more about qashqade

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