Investment Portfolio Management Software

Juniper Square

Modern investment management for the real estate industry

Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting. Read more about Juniper Square

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DealCloud

19

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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HedgeGuard

8

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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EXM

Strategic planning and collaboration for fund managers

EXM is a cloud-based strategy execution solution 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 communication. Read more about EXM

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Prospero

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

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Ledgy

15

Equity management software for HR, employees and investors

Ledgy is an equity management software which helps manage employee participation plans, shareholdings, prepare capitalization tables, and more. Users can automate the document signing process, create custom documents, and implement workflows to sign shareholder agreements and convertible loans. Read more about Ledgy

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EquityEffect

6

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 EquityEffect

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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 Read more about eFront

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VestServe

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

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QUO

Portfolio Aggregation & Trading Platform for Asset Managers

Multi Broker Investment Platform. Portfolio & Relationship Managers can *Aggregate client & fund accounts across 300+ Banks & Brokers - Real time NAV, P&L, Exposure, Cost, etc *Trade online in real time with all Brokers from ONE system *Automate pre trade checks *Market Data - 15 MM+ securities Read more about QUO

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FolioSure

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

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MRI Software

98

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, facilities management, CRE management, sales, lettings and more Read more about MRI Software

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StockMarketEye

78

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

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HiddenLevers

57

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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IMS Platform

56

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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Stessa

45

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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Backstop

36

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

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Carta

33

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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Dynamo

8

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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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 Read more about Covercy

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Plaid

5

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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AppFolio Investment Management

5

Real estate investment management

AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors. Read more about AppFolio Investment Management

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Macroaxis

4

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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AIM

4

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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H&R Block At Home

3

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 returns, ... Read more about H&R Block At Home

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Pinnakl

3

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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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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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... Read more about TeamWox

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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... Read more about Business Valuation

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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 Read more about Obsidian Suite

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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... Read more about Portfolio Valuation

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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... Read more about Portfolio Optimization

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Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Read more about Financial Services Cloud

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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 Read more about RiskValue

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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 Read more about Perfona

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FundPortal

File sharing, marketing & analytics tools for hedge funds

FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships Read more about FundPortal

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Eze Investment Suite

Suite of tools for investment management

Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance Read more about Eze Investment Suite

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ETNA Web Trader

Web-based trading tools for brokers and digital advisors

ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management. Read more about ETNA Web Trader

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Q4

Cloud-based investor relations solutions

Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Read more about Q4

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Uptrader

Decision support for business process improvement

Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies. Read more about Uptrader

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

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