Investment Portfolio Management Software

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

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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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QUO

1

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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

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EXM

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

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Ledgy

15

The Equity Management Platform for High-Growth Companies

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

10

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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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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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

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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

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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

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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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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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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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StockMarketEye

79

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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MRI Software

66

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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IMS Platform

62

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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