Best Online Investment Management Software

Rundit is an Investment Management Software designed to simplify the management of investments and portfolios. The platform offers tools for tracking asset performance, analyzing market trends, and managing financial data. Rundit allows investment professionals to monitor a wide range of investment vehicles, including stocks, bonds, mutual funds, and real estate. It includes features for generatin... Read more about Rundit

Zacks Advisor Tools is a powerful financial reporting software designed to assist financial advisors in delivering comprehensive investment analysis and reporting to their clients. This platform provides access to a wealth of data, including stock research, market analysis, and portfolio tracking, enabling advisors to make informed investment decisions. With features such as customizable reports, ... Read more about Zacks Advisor Tools

HelloData.ai is a powerful data extraction software that uses artificial intelligence to automate the process of extracting valuable data from various sources, such as documents, forms, and images. The platform leverages advanced machine learning models to recognize and extract relevant information with high accuracy, reducing the need for manual data entry. HelloData.ai supports a variety of data... Read more about HelloData.ai

PensionBox is a specialized investment management software designed to help businesses and individuals manage retirement funds and investment portfolios. The platform allows users to track the performance of their investments, diversify portfolios, and make informed decisions based on market trends. PensionBox features real-time financial analysis tools, which provide up-to-date insights into asse... Read more about PensionBox

Ark7 is an investment management software designed to help investors and asset managers efficiently track, analyze, and optimize their investment portfolios. The platform provides a centralized location for managing a wide range of asset classes, including stocks, bonds, mutual funds, real estate, and alternative investments. Ark7’s powerful analytics tools allow users to monitor portfolio perfo... Read more about Ark7

Venture360 is a cutting-edge investment management software designed to streamline the investment process for venture capital firms and private equity investors. With its comprehensive suite of tools, Venture360 enables users to manage deal flow, track portfolio performance, and analyze market trends with ease. The software provides a centralized platform for collaboration among team members, allo... Read more about Venture360

AlternativeSoft is a powerful risk management software solution designed to assist financial professionals in identifying, analyzing, and mitigating risks associated with investments. This platform provides a suite of tools for portfolio management, allowing users to assess risk exposure and make data-driven decisions. With its advanced analytics and reporting capabilities, AlternativeSoft enables... Read more about AlternativeSoft

Sentry PM is a sophisticated investment management software designed to assist financial professionals in managing portfolios and optimizing investment strategies. This platform provides a comprehensive suite of tools for tracking assets, analyzing performance, and generating reports on investment activities. With its user-friendly interface, users can easily access real-time data, enabling inform... Read more about Sentry PM

Portfolio Navigator is a powerful investment management software designed to assist financial professionals in optimizing investment portfolios and enhancing client relationships. This platform offers a comprehensive set of tools for portfolio analysis, performance tracking, and risk assessment. With Portfolio Navigator, users can easily analyze asset allocation, monitor investment performance, an... Read more about Portfolio Navigator

Equify is an advanced financial reporting software designed to simplify the process of generating accurate and comprehensive financial statements. The platform offers powerful tools for businesses to track revenue, expenses, and profitability, providing real-time insights into their financial health. Equify allows users to create custom reports, such as income statements, balance sheets, and cash ... Read more about Equify

Valutico is a competitive intelligence software that empowers businesses to analyze and assess their competitors’ strategies, market position, and financial performance. The platform combines a comprehensive suite of analytical tools to track and evaluate both direct and indirect competitors. Users can access real-time data on market trends, industry benchmarks, financial metrics, and strategic ... Read more about Valutico

Ventury Analytics is a comprehensive investment management software that helps financial professionals manage their portfolios and optimize returns. The software offers advanced analytics, data visualization tools, and real-time tracking to empower users to make informed investment decisions. Ventury Analytics integrates with various data sources, including stock markets, economic reports, and ind... Read more about Ventury Analytics

Family Wealth Guru is an investment management software that helps individuals and businesses manage their wealth effectively. The platform provides comprehensive tools for portfolio tracking, asset allocation, and performance analysis, helping users make informed investment decisions. Family Wealth Guru allows users to create customized financial plans, track investment goals, and evaluate risk p... Read more about Family Wealth Guru

Betterfront is an Investment Management Software designed to streamline the investment process for asset managers, real estate professionals, and institutional investors. This platform provides a suite of tools to analyze, track, and manage investment portfolios, allowing users to make data-driven decisions. Betterfront offers powerful analytics to assess risk, performance, and market trends, help... Read more about Betterfront

Beanvest is an advanced investment management software designed to help businesses and individual investors track and manage their portfolios. The platform provides tools for portfolio management, risk analysis, and performance tracking, allowing users to make informed decisions and optimize their investments. Beanvest supports a wide range of asset classes, including stocks, bonds, mutual funds, ... Read more about Beanvest

Accounting SoftwareJUMP Front-to-Back is an integrated accounting software solution that helps businesses manage their financial operations with ease. Designed for both small and large enterprises, JUMP Front-to-Back provides tools for managing accounts payable and receivable, general ledger, payroll, and financial reporting. The software automates many accounting processes, reducing the need for ... Read more about JUMP Front-to-Back

JUMP Asset Management is a comprehensive investment management software designed to support investment professionals in managing assets, optimizing portfolios, and making data-driven investment decisions. The platform helps investment managers track a wide range of asset types, from stocks and bonds to real estate and alternative investments. JUMP Asset Management allows users to automate workflow... Read more about JUMP Asset Management

Life & Unit-linked Insurance is a specialized investment management software designed for insurance companies and financial institutions that offer life and unit-linked products. This platform provides tools for managing policyholder data, tracking investment performance, and processing transactions related to insurance policies. With features such as real-time reporting, compliance tracking, and ... Read more about Life & Unit-linked Insurance

Captools/net is an advanced investment management software tailored for financial professionals looking to enhance their portfolio management capabilities. This intuitive platform allows users to efficiently track and analyze investments, providing detailed reports and analytics to support informed decision-making. With features like performance attribution, risk assessment, and compliance monitor... Read more about Captools/net

Argo Trading Platform is a powerful investment management software designed for traders, hedge funds, and asset management firms. It provides real-time market data, portfolio management, and risk analysis tools that allow users to make informed trading decisions. The platform supports multiple asset classes, including equities, commodities, and derivatives, giving traders the flexibility to divers... Read more about Argo Trading Platform

FundManager.io is a sophisticated investment management software designed to empower financial advisors and investment firms to efficiently manage client portfolios and optimize investment strategies. Offering a comprehensive suite of tools, FundManager.io streamlines portfolio management, performance tracking, and client reporting, ensuring a seamless and professional service experience. The soft... Read more about FundManager.io

Zapflow is an advanced investment management software designed to streamline the investment process for firms and professionals. This platform offers a comprehensive suite of tools for managing deal flow, conducting due diligence, and tracking portfolio performance. With its intuitive interface, users can easily organize and analyze investment opportunities, facilitating informed decision-making. ... Read more about Zapflow

Dasseti ESG is an investment management software focused on Environmental, Social, and Governance (ESG) data analysis and reporting. It provides asset managers and investors with tools to assess the ESG performance of their portfolios, aiding in responsible investment decisions. Dasseti ESG aggregates data from multiple sources, offering comprehensive insights into companies' sustainability practi... Read more about Dasseti ESG

Trademetria is an innovative investment management software designed to help investors and financial professionals streamline their trading processes and enhance portfolio management. This platform offers comprehensive tools for tracking investments, analyzing performance, and generating detailed reports on trading activities. With its intuitive interface, users can easily monitor market trends, e... Read more about Trademetria

Masttro is an advanced financial reporting software designed to help organizations streamline their financial data management and reporting processes. This platform provides comprehensive tools for consolidating financial information, generating reports, and analyzing performance metrics, ensuring that businesses can maintain accurate financial oversight. With Masttro, users can easily create cust... Read more about Masttro