Best Online Investment Management Software

Vantage Portfolio Accounting is an advanced equity management software solution developed to assist investors and asset managers in tracking and optimizing their equity portfolios. This platform provides comprehensive portfolio management tools, including real-time asset tracking, automated reporting, and performance analysis. With its intuitive dashboard, users can monitor investment metrics, ben... Read more about Vantage Portfolio Accounting

B1 Financial is a comprehensive investment management software designed to help organizations manage their investment portfolios effectively and enhance financial performance. This platform provides a robust suite of tools that enable users to track investments, analyze performance, and streamline reporting processes. With B1 Financial, investment professionals can easily create and maintain detai... Read more about B1 Financial

Deaglo is a robust investment management software designed to streamline the management of investment portfolios, helping financial professionals make informed decisions and maximize returns. The software provides a comprehensive set of tools for tracking assets, analyzing market trends, and assessing portfolio performance. Deaglo supports multiple asset classes, including stocks, bonds, real esta... Read more about Deaglo

Flowlie is a dynamic fundraising platform designed to help organizations efficiently manage and optimize their fundraising campaigns. Whether you're raising funds for a nonprofit, startup, or community project, Flowlie simplifies the process of creating, managing, and tracking donations. With an intuitive interface, it allows organizations to set up online donation pages, track donations in real-t... Read more about Flowlie

Bloqhouse Technologies provides cutting-edge investment management software designed to help firms manage portfolios, optimize investment strategies, and track financial performance. The platform combines advanced analytics, automation, and data visualization tools to offer a comprehensive solution for both institutional investors and asset managers. Bloqhouse's powerful portfolio management tools... Read more about Bloqhouse Technologies

CU SHARE is a specialized investment management software designed to support credit unions and financial institutions in managing member investments. It offers a comprehensive suite of tools for tracking investment portfolios, analyzing market trends, and optimizing asset allocation. CU SHARE enables users to automate investment processes, providing real-time insights into portfolio performance an... Read more about CU SHARE

WealthObjects is an innovative investment management software designed for wealth managers, robo-advisors, and financial institutions. The platform offers features like portfolio management, client onboarding, and automated investment strategies, helping firms manage assets more efficiently. WealthObjects also includes tools for risk analysis, compliance monitoring, and client reporting, providing... Read more about WealthObjects

Formula Stocks is a sophisticated investment management software that helps investors and financial advisors optimize their investment strategies. The platform leverages advanced algorithms and data analytics to provide users with detailed insights into market trends, stock performance, and portfolio risk. Formula Stocks enables investors to create and manage diverse portfolios, set financial goal... Read more about Formula Stocks

ProTrak Advantage is a powerful investment management software designed to streamline portfolio management and enhance decisionmaking for financial institutions. This comprehensive platform offers tools for tracking investments, managing assets, and analyzing market trends, enabling users to make informed investment decisions. ProTrak Advantage provides realtime reporting capabilities, allowing fi... Read more about ProTrak Advantage

Calibre RMS is an advanced investment management software designed to help asset managers and investment professionals optimize portfolio performance and streamline investment processes. The platform provides a range of tools for risk management, asset allocation, and performance analysis, helping users make informed investment decisions. Calibre RMS supports integration with third-party financial... Read more about Calibre RMS

Forbury is an investment management software designed to help firms manage their portfolios, investments, and client accounts. The platform offers tools for tracking asset performance, generating reports, and analyzing market trends. Forbury includes features for risk assessment, asset allocation, and compliance management, ensuring that investment decisions are made based on data-driven insights.... Read more about Forbury

Money Minx is an intuitive investment management software designed to help both individual investors and investment firms efficiently track and manage their portfolios. With a focus on simplicity and automation, Money Minx offers a robust set of tools for monitoring asset performance, tracking investments across multiple asset classes, and generating detailed reports. The software provides real-ti... Read more about Money Minx

FlipOS is a cloud-based real estate property management software that helps property owners and managers streamline the operations of residential and commercial properties. The software offers a comprehensive suite of tools for lease management, tenant communication, maintenance tracking, and rent collection. FlipOS also provides a user-friendly platform for tenants to submit maintenance requests,... Read more about FlipOS

Exirio is an investment management software designed to help businesses and individuals manage their portfolios effectively. The platform offers tools for tracking investments, analyzing performance, and optimizing strategies based on real-time data. Exirio provides a wide range of features, including asset allocation, risk analysis, and tax optimization, helping users make informed decisions abou... Read more about Exirio

PaxFamilia is an investment management software designed to help family offices, wealth managers, and investment firms manage portfolios and investments effectively. The platform provides a comprehensive suite of tools for tracking asset allocations, performance metrics, and investment risks. PaxFamilia offers real-time reporting and analytics, allowing users to assess the performance of individua... Read more about PaxFamilia

FCX is a sophisticated investment management software designed for financial professionals managing diverse investment portfolios. The platform provides advanced tools for asset allocation, risk assessment, and portfolio tracking, enabling users to make data-driven investment decisions. With real-time market insights and customizable analytics, FCX empowers investment managers to monitor performan... Read more about FCX

WOWS Invest is a comprehensive investment management software that helps investors and asset managers efficiently track, analyze, and optimize their investment portfolios. The platform offers a variety of tools to manage various asset classes, including stocks, bonds, real estate, and cryptocurrencies, providing a consolidated view of an investment portfolio’s performance. With real-time trackin... Read more about WOWS Invest

Vumi is an intuitive investment management software solution that enables investors and asset managers to streamline portfolio management, track performance, and make informed decisions. With Vumi, users can manage a wide range of investment types, including stocks, bonds, mutual funds, and real estate, from a centralized dashboard. The software provides detailed analytics, performance reports, an... Read more about Vumi

Promoter is a powerful investment management software that helps financial advisors, asset managers, and investment firms manage client portfolios efficiently. It offers tools for tracking investments, analyzing performance, and generating detailed reports for clients. With Promoter, users can monitor market trends, manage asset allocation, and execute trades, all from a centralized platform. The ... Read more about Promoter

LiquidityCalendar.com is a cutting-edge investment management software designed for financial professionals and individual investors alike. This platform provides a comprehensive solution for tracking and managing investments, offering features such as real-time market data, portfolio analysis, and customizable alerts. Users can easily monitor their asset performance and make informed decisions ba... Read more about LiquidityCalendar.com

Fusion Advisor is a powerful investment management software designed to streamline portfolio management and enhance financial planning for advisors and their clients. This software provides comprehensive tools for tracking investments, analyzing market trends, and assessing portfolio performance, allowing advisors to make informed decisions on behalf of their clients. Fusion Advisor’s user-frien... Read more about Fusion Advisor

Investera Pro is an investment management software that helps financial firms and individual investors manage portfolios, track performance, and analyze investments. The platform includes tools for asset allocation, risk assessment, and performance reporting, providing a centralized solution for managing investment activities. With real-time data feeds and customizable dashboards, Investera Pro al... Read more about Investera Pro

diabolo.io is an investment management software designed to help financial advisors, wealth managers, and asset managers streamline portfolio management and optimize investment strategies. The platform offers tools for portfolio analysis, asset tracking, and performance reporting, allowing users to monitor investments in real-time. diabolo.io’s analytics and visualization features provide insigh... Read more about diabolo.io

TermSheet is a cutting-edge sales tracking software designed to help sales teams track, manage, and optimize their sales pipelines. With a focus on simplicity and effectiveness, TermSheet allows businesses to easily monitor lead progress, manage deals, and track performance metrics. The software provides customizable sales stages, ensuring it adapts to your specific sales process, whether it’s B... Read more about TermSheet

ICD Portfolio Analytics is a powerful investment management software designed to help financial professionals manage and analyze investment portfolios with ease. This platform provides advanced tools for tracking asset performance, assessing risk, and optimizing portfolio allocations. ICD Portfolio Analytics offers real-time data on market conditions, allowing users to make data-driven investment ... Read more about ICD Portfolio Analytics