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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.
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 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
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
In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.
Read more about Allvue
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
Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects.
Read more about Prospero
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.
Read more about Fi360 Toolkit
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...
Read more about TeamWox
External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system
Read more about QUO
Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.
Read more about Enverus MineralSoft
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.
Read more about AdvisorEngine
BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.
Read more about BetterCapital.US
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