Best Online Investment Management Software

Portseido is an advanced investment management software designed to assist asset managers, wealth managers, and financial advisors in managing and optimizing investment portfolios. The platform provides a centralized solution for tracking investments, managing risk, and analyzing market trends. With real-time data and powerful analytics tools, Portseido enables users to evaluate portfolio performa... Read more about Portseido

Chronograph is an advanced investment management software designed to streamline the management of investment portfolios, helping professionals optimize asset allocation, track performance, and make data-driven decisions. It offers a user-friendly platform with comprehensive features such as real-time market data, risk analysis tools, and portfolio rebalancing capabilities. Chronograph integrates ... Read more about Chronograph

Meld is an integration software that enables businesses to connect and sync disparate applications, systems, and data sources, creating a seamless digital ecosystem. The platform supports a wide range of integrations, including APIs, databases, and cloud services, allowing organizations to automate workflows and share data across applications in real time. Meld’s intuitive interface simplifies t... Read more about Meld

Cogency is an innovative investment management software designed to streamline the investment process for financial professionals. With its comprehensive suite of tools, Cogency enables users to manage portfolios, analyze market trends, and track investment performance efficiently. The software provides real-time data and analytics, empowering investment managers to make informed decisions and opt... Read more about Cogency

WealthXcel is an advanced investment management software designed to assist financial advisors and institutions in managing client portfolios effectively. This platform provides comprehensive tools for portfolio analysis, performance tracking, and reporting, enabling users to make informed investment decisions. WealthXcel allows advisors to create customized investment strategies based on clients'... Read more about WealthXcel

SyndicationPro is an advanced investment management software designed to help real estate syndicators and private equity firms manage investments and streamline operations. The platform provides comprehensive tools for managing investor communications, tracking investments, and raising capital. With SyndicationPro, users can easily create and distribute investor reports, automate capital calls, an... Read more about SyndicationPro

TOGGLE is a financial services software that helps businesses optimize their financial operations by automating key processes and offering data-driven insights. The software is designed for businesses in various industries, providing tools to manage accounting, budgeting, forecasting, and financial reporting. TOGGLE uses artificial intelligence to analyze financial data and provide actionable reco... Read more about TOGGLE

PE Front Office is a comprehensive investment management software tailored for private equity firms, hedge funds, and other investment management companies. The platform provides tools to efficiently manage portfolios, track investment performance, and facilitate compliance with financial regulations. PE Front Office features robust reporting capabilities, offering insights into fund performance, ... Read more about PE Front Office

IMTC is an investment management software designed for asset managers, financial advisors, and institutional investors. It provides a comprehensive suite of tools for portfolio management, risk analysis, and performance tracking. IMTC’s advanced analytics enable users to monitor market trends, assess portfolio performance, and make informed investment decisions. The platform supports multiple as... Read more about IMTC

Standd is a powerful data analysis software that helps businesses and organizations make sense of complex datasets and extract valuable insights for better decision-making. Designed for users of all skill levels, Standd combines advanced data processing tools with a user-friendly interface, allowing both technical and non-technical users to analyze, visualize, and interpret data. Standd supports a... Read more about Standd

iBalance is an innovative investment management software that provides users with the tools needed to track and manage their investment portfolios effectively. With features such as performance analysis, risk assessment, and reporting, users can make informed investment decisions and optimize their strategies. The software also offers real-time market data and analytics, enabling investors to stay... Read more about iBalance

VestServe is an advanced investment management software designed to streamline portfolio management and enhance financial analysis. This platform provides tools for tracking investments, analyzing performance, and managing risk, enabling investment professionals to make informed decisions. With features like customizable dashboards and real-time reporting, VestServe enhances visibility into portfo... Read more about VestServe

Market Maker is a powerful Investment Management Software that provides financial institutions and investment firms with the tools to manage portfolios, track performance, and execute trades. The software supports real-time market data analysis, risk management, and reporting, helping investors make informed decisions. Market Maker also enables users to automate trading strategies, monitor complia... Read more about Market Maker

RiskValue is an investment management software designed to help financial professionals manage portfolios, assess risk, and optimize investment strategies. The platform provides tools for tracking asset performance, analyzing market trends, and conducting portfolio simulations. RiskValue’s advanced risk assessment features allow investors to evaluate potential returns and adjust their strategies... Read more about RiskValue

M2Advisor is a comprehensive Investment Management Software designed to help financial advisors manage client portfolios, track investments, and provide personalized financial advice. The platform offers tools for portfolio analysis, risk assessment, and performance tracking, ensuring that advisors can deliver informed and strategic investment recommendations. M2Advisor features an intuitive dashb... Read more about M2Advisor

The B2B White-Label Robo Advisor is an investment management software designed for financial institutions and advisors looking to offer automated investment solutions to their clients. This platform provides tools for portfolio management, client onboarding, and risk assessment, enabling organizations to deliver personalized investment experiences efficiently. With features such as customizable in... Read more about B2B WHITE-LABEL ROBO ADVISOR

Vantage Software provides fund accounting solutions tailored for the financial services industry, including hedge funds, private equity firms, and asset managers. The software offers tools for portfolio management, investor reporting, compliance, and performance analysis. Vantage Software helps firms automate complex accounting processes, maintain accurate records, and meet regulatory requirements... Read more about Vantage Software

TradingFront is an advanced investment management software designed to help investors and financial institutions manage portfolios, track assets, and make data-driven decisions. The platform offers tools for analyzing market trends, evaluating risks, and executing trades across multiple asset classes, including stocks, bonds, and commodities. TradingFront features real-time data integration, ensur... Read more about TradingFront

OptionTrax is a comprehensive equity management software designed to simplify the tracking and management of stock options, equity plans, and employee ownership programs. The platform streamlines the process of granting, tracking, and exercising stock options, making it easy for businesses to manage their equity compensation programs. It offers advanced reporting features, real-time data updates, ... Read more about OptionTrax

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer

Trust Platform is an investment management software designed to help financial institutions, asset managers, and individual investors manage their portfolios, analyze investment opportunities, and track financial performance. The platform offers powerful tools for portfolio tracking, risk analysis, and asset allocation. Trust Platform’s real-time data and analytics capabilities allow users to mo... Read more about Trust Platform

AM-DIS is a risk management software that helps organizations identify, assess, and mitigate potential risks. It provides businesses with real-time monitoring, enabling proactive decision-making to reduce the impact of risks. The software’s advanced analytics and customizable reporting features allow users to prioritize threats and address risk exposure effectively. By automating processes, AM-D... Read more about AM-DIS

INDIS is a risk management software that helps businesses identify, assess, and mitigate potential risks across various industries. The software provides a centralized platform for managing risk data, tracking incidents, and developing strategies to minimize risks. INDIS includes customizable risk assessments, enabling organizations to evaluate risks based on specific criteria and prioritize actio... Read more about INDIS

RentCast is a comprehensive investment management software that helps property investors track and manage their portfolios with ease. The platform allows users to monitor rental income, expenses, and property values in real time. RentCast simplifies financial reporting by providing customizable reports that help investors make informed decisions based on current market trends and performance metri... Read more about RentCast

qashqade is an intuitive fund accounting software designed to help businesses, investment firms, and nonprofit organizations manage financial transactions, portfolios, and compliance reporting. The software provides tools for managing multi-fund accounting, tracking investments, and ensuring that funds are allocated properly. qashqade simplifies the process of generating accurate financial stateme... Read more about qashqade