Investment Management Software

Bipsync

(0)

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

Visit Website Add to compare Alternatives

EXM

(0)

Strategic planning and collaboration for fund managers

EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting and analytics Read more about EXM

Visit Website Add to compare Alternatives

AlternativeSoft

14

Investment management platform for fund managers

AlternativeSoft is an investment management software designed to help allocators, consultants, fund managers, and third-party fund marketers manage fund selection, portfolio construction, and reporting. The platform enables administrators to track investments across private market funds, hedge funds, and mutual funds. Read more about AlternativeSoft

Visit Website Add to compare Alternatives

Diligent Equity

11

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

Visit Website Add to compare Alternatives

FundCount

6

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

Visit Website Add to compare Alternatives

eFront

2

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

Visit Website Add to compare Alternatives

Crowdsofts

2

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

Visit Website Add to compare Alternatives

U-Rite

2

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

Visit Website Add to compare Alternatives

Allvue

1

Investment management software for private equity firms

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes. Read more about Allvue

Visit Website Add to compare Alternatives

VestServe

(0)

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

Visit Website Add to compare Alternatives

Prospero

(0)

Cloud-based platform for managing investments and funds

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

Visit Website Add to compare Alternatives

FolioSure

(0)

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

Visit Website Add to compare Alternatives

StockMarketEye

80

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... Read more about StockMarketEye

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.

Pricing model

Devices supported

Avg. user review

Organisation types

Geographies served

Features