Best Online Investment Management Software

Invsta is an investment management software designed to help financial institutions, investment managers, and individual investors track, manage, and optimize their investment portfolios. The software provides real-time analytics, portfolio performance tracking, and detailed financial reporting, allowing users to monitor returns, risk, and asset allocation. Invsta’s advanced features include ris... Read more about Invsta

Dasseti Engage is an innovative investment management software designed to help asset managers, institutional investors, and financial professionals optimize their portfolios and make data-driven investment decisions. The platform provides powerful tools for tracking, analyzing, and managing investments across various asset classes, including equities, fixed income, and alternative investments. Da... Read more about Dasseti Engage

Invelo is an investment management software designed to help investors, asset managers, and financial advisors efficiently manage portfolios and track investments. The platform offers tools for performance analytics, risk assessment, and financial forecasting, allowing users to make data-driven decisions about their investments. Invelo integrates real-time market data, providing up-to-date informa... Read more about Invelo

Plenty is a comprehensive investment management software that helps individual investors, financial advisors, and portfolio managers track, manage, and optimize their investment portfolios. The platform provides a wide range of features, including real-time market data, asset allocation tools, and risk analysis capabilities, all designed to help users make informed investment decisions. With its u... Read more about Plenty

Prospero is an advanced investment management software designed to help financial professionals manage portfolios and optimize investment strategies. With its powerful analytics tools, users can analyze market trends, assess risks, and make informed investment decisions. Prospero provides features for tracking performance, managing assets, and generating detailed reports, ensuring that firms remai... Read more about Prospero

Vermilion Reporting Suite is a sophisticated investment management software that streamlines reporting and performance analysis for financial institutions. This powerful platform offers tools to create customized reports, analyze investment performance, and ensure compliance with regulatory requirements. With its intuitive interface, Vermilion enables users to aggregate data from various sources, ... Read more about Vermilion Reporting Suite

Assetmax is a comprehensive investment management software designed to help wealth managers, financial advisors, and investment firms manage portfolios, clients, and compliance more effectively. The platform provides tools for portfolio management, performance tracking, and client reporting, ensuring that financial professionals can offer personalized investment advice and maintain transparency wi... Read more about Assetmax

PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge

EC HYIP SCRIPT MANAGER is a powerful investment management software designed to help businesses manage highyield investment programs (HYIPs) with precision and efficiency. This platform provides tools for monitoring investments, tracking returns, and managing transactions securely. EC HYIP SCRIPT MANAGER includes customizable investment plans, allowing organizations to tailor offerings to meet inv... Read more about EC HYIP SCRIPT MANAGER

Netfolio is a robust investment management software designed to assist financial professionals in managing portfolios effectively. This platform provides tools for tracking investments, analyzing market trends, and generating detailed reports that facilitate informed decision-making. Users can create customizable dashboards that display key performance indicators, enabling real-time monitoring of ... Read more about Netfolio

AIRR is an investment management software that helps financial professionals and institutions manage investment portfolios, track performance, and analyze market trends. The platform offers tools for asset allocation, risk management, and portfolio rebalancing, ensuring that clients' investments are aligned with their financial goals. AIRR provides real-time access to market data, allowing investm... Read more about AIRR

CapIntel is a sophisticated investment management software designed to streamline portfolio management and enhance investment strategies for financial advisors and investment firms. This platform offers tools for portfolio tracking, performance analysis, and risk management, ensuring that investment professionals can manage client portfolios efficiently and effectively. With features like real-tim... Read more about CapIntel

Datayes! is an investment management software platform designed to assist financial analysts, portfolio managers, and investors in making informed investment decisions. This platform provides tools for asset tracking, market analysis, and portfolio optimization, helping users maximize returns while managing risk. Datayes! offers real-time data on market trends, economic indicators, and asset perfo... Read more about Datayes!

FA Solutions is a comprehensive investment management software that offers a wide range of tools for asset managers, private equity firms, and financial institutions to manage portfolios and client investments efficiently. The platform provides real-time data on portfolio performance, enabling investment professionals to make informed decisions and optimize returns. FA Solutions supports multiple ... Read more about FA Solutions

Fortress is a robust investment management software designed to help investment firms, financial advisors, and asset managers streamline their portfolio management, reporting, and compliance processes. The platform provides tools for tracking investments, analyzing market trends, and managing client portfolios with real-time updates. Fortress supports automated reporting and data visualization, of... Read more about Fortress

FundWare is a powerful investment management software designed to help investment firms, financial advisors, and portfolio managers track and manage their investments efficiently. The platform provides tools for managing client portfolios, tracking investment performance, and ensuring compliance with financial regulations. FundWare’s real-time data tracking allows users to monitor market trends,... Read more about FundWare

Angeloop is a comprehensive investment management software tailored for startups, investors, and venture capital firms. The platform provides tools to streamline investor relations, track portfolio performance, and share updates with stakeholders. With Angeloop, businesses can easily manage their fundraising efforts by keeping investors informed with real-time data and reports. The software includ... Read more about Angeloop

PortfolioShop is a powerful investment management software designed to cater to the needs of financial professionals and institutions. With its comprehensive suite of tools, users can efficiently manage diverse investment portfolios, track performance metrics, and analyze market trends. The platform offers real-time data integration, allowing users to make informed decisions based on current marke... Read more about PortfolioShop

ForecastThis is a robust investment management software tailored for finance professionals and institutions aiming to optimize portfolio management and investment strategies. The software provides real-time data analysis, risk assessment tools, and performance tracking, empowering users to make informed investment decisions. ForecastThis’s advanced predictive analytics allows investors to antici... Read more about ForecastThis

iDEAL Wealth & Funds is an investment management software solution designed to help financial advisors and investment managers optimize their portfolio management processes. The platform provides tools for tracking investments, analyzing performance, and ensuring compliance with regulatory requirements. With features such as real-time analytics, risk assessment, and customizable reporting, iDEAL W... Read more about iDEAL Wealth & Funds

ZagTrader is an advanced investment management software designed to help financial advisors, investment firms, and individual investors manage their portfolios effectively and make informed investment decisions seamlessly. It offers a comprehensive platform for tracking investments, analyzing portfolio performance, and providing personalized investment strategies. With ZagTrader, users can monitor... Read more about ZagTrader

PATRONAS OPUS is a sophisticated investment management software designed to empower financial advisors and investment firms with the tools needed to manage portfolios, analyze performance, and optimize investment strategies effectively. It offers a comprehensive platform for tracking investment holdings, conducting performance analysis, and generating detailed reports with precision and ease. PATR... Read more about PATRONAS OPUS

FundPortal is a comprehensive investment management software designed to streamline the management of investment portfolios and funds. This platform provides a suite of tools for tracking investments, managing fund performance, and facilitating compliance. With FundPortal, users can access real-time market data, analyze portfolio performance, and generate detailed reports on fund metrics. The soft... Read more about FundPortal

Tier1 is an advanced lead management software designed to optimize the process of capturing, nurturing, and converting leads into customers. This platform offers a comprehensive set of tools for tracking leads across various channels, including web forms, emails, and social media, providing a unified view of lead interactions. Its intuitive interface allows sales teams to score and prioritize lead... Read more about Tier1

Investor Deal Room is an advanced investment management software that helps private equity firms, venture capitalists, and other investors manage their deal flow, due diligence, and portfolio management processes. The platform provides a centralized space for tracking investment opportunities, collaborating with team members, and managing investor communications. With features such as document sha... Read more about Investor Deal Room