Best Online Investment Management Software

In an always-connected world, many businesses prefer investment management software solutions that require no local installation. Below, you’ll find top online investment management software platforms—often referred to as cloud-based or web-based—offering easy subscription models, automatic updates, and seamless remote access. Explore these recommended tools to streamline workflows, enhance collaboration, and keep your team productive from anywhere.
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Last Updated: September 18, 2025

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412 Software

Popular Picks in Investment Management Software

AdvisorEngine CRM

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AppFolio Investment Manager

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Backstop

Backstop

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Betterment

Betterment

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List of Top Web-Based Investment Management Software

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Etops is a powerful data analysis software designed to help businesses analyze large sets of data quickly and efficiently. The platform integrates advanced analytics capabilities, enabling organizations to process, visualize, and interpret complex datasets with ease. Whether you’re working with financial data, customer information, or operational metrics, Etops offers a variety of built-in tools... Read more about Etops

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NA

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Location

Switzerland

Atomic Intelligence is an advanced investment management software that empowers investors with cutting-edge tools for analyzing market trends and optimizing portfolio performance. Designed for financial professionals, this platform provides real-time data and comprehensive analytics to support informed decision-making. Users can track investments, assess risk, and simulate various market scenarios... Read more about Atomic Intelligence

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Available

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Location

United States

SyMath is a specialized investment management software designed to help financial professionals manage their investment portfolios efficiently. The platform offers robust tools for portfolio analysis, risk management, and reporting, ensuring that users can make informed investment decisions. With its user-friendly interface, users can easily track portfolio performance, analyze market trends, and ... Read more about SyMath

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Location

Netherlands

LienApp is a sophisticated Investment Management Software designed to help financial professionals and institutions manage their investment portfolios with precision and efficiency. This comprehensive platform offers a suite of tools for portfolio tracking, asset allocation, performance analysis, and risk management, ensuring that investors can make informed and strategic decisions. LienApp integr... Read more about LienApp

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NA

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Location

United States

Kitt is a sophisticated investment management software designed to empower financial advisors, portfolio managers, and investment firms to efficiently manage their clients’ portfolios and optimize investment strategies. This comprehensive platform offers a suite of tools that streamline portfolio management, enhance client reporting, and facilitate data-driven decision-making. Kitt’s intuitive... Read more about Kitt

Free Trial

Available

Pricing Type

$30 Per feautre

Location

New Zealand

AtomInvest is a sophisticated investment management software designed for both individual investors and financial institutions. This platform provides comprehensive tools for portfolio management, risk analysis, and performance tracking, helping users make informed investment decisions. AtomInvest allows users to track a diverse range of asset classes, from stocks and bonds to real estate and comm... Read more about AtomInvest

Free Trial

NA

Pricing Type

$0.01 Per feautre

Location

United Kingdom

U-Rite is a comprehensive commercial real estate software that helps real estate professionals manage and analyze their commercial properties effectively. With U-Rite, users can streamline property management tasks, including lease tracking, rent collection, maintenance management, and tenant communication. The platform’s intuitive interface offers powerful features such as automated lease remin... Read more about U-Rite

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Available

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Location

Canada

optionDash is an investment management software that enables investors to manage their portfolios effectively. The platform offers a comprehensive set of tools for tracking investments, analyzing market trends, and optimizing asset allocation. With optionDash, users can access real-time market data, create customized reports, and monitor their portfolio’s performance. The software also includes ... Read more about optionDash

Free Trial

Available

Pricing Type

$29 Per month

Location

United States

eVest is a robust investment management software designed to support financial institutions and investment professionals in managing portfolios and optimizing investment strategies. This platform provides tools for portfolio tracking, risk assessment, and performance reporting, enabling users to make informed decisions based on real-time market data. With features such as automated rebalancing, an... Read more about eVest

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NA

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Location

United States

NTAS is a specialized fund accounting software designed for organizations that need to manage and report on financial assets, investments, and portfolios. Aimed at investment firms, asset managers, and financial institutions, NTAS simplifies complex accounting processes and provides a complete picture of an organization’s financial health. The platform offers advanced tools for tracking and mana... Read more about NTAS

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NA

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Location

Ireland

Elysys Wealth is an innovative investment management software that enables financial advisors and wealth managers to streamline their client portfolios and investment strategies. The platform offers tools for asset allocation, risk management, and performance tracking, allowing wealth managers to provide data-driven advice to clients. Elysys Wealth helps users monitor market trends, track portfoli... Read more about Elysys Wealth

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NA

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Location

Monaco

Elysys Analytics is a comprehensive business intelligence software that empowers organizations to make data-driven decisions with ease. With powerful data visualization tools, the platform enables users to transform raw data into actionable insights, helping businesses understand trends, track key performance indicators (KPIs), and identify opportunities for growth. Elysys Analytics offers real-ti... Read more about Elysys Analytics

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NA

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Location

Monaco

GaiaLens is a data analysis software focused on environmental, social, and governance (ESG) metrics, providing insights to investors and businesses aiming to make socially responsible decisions. The platform aggregates and analyzes ESG data from multiple sources, offering real-time insights into the sustainability performance of companies. GaiaLens enables users to track carbon emissions, labor pr... Read more about GaiaLens

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NA

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Location

United Kingdom

Stonk Journal is a sophisticated investment management software designed to help individuals and financial professionals manage their investment portfolios. The platform provides a comprehensive suite of tools for tracking, analyzing, and optimizing investment strategies. With Stonk Journal, users can monitor their investments in real-time, access detailed performance reports, and receive actionab... Read more about Stonk Journal

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Location

United States

XS Web Trader is an investment management software designed to support brokers, asset managers, and individual investors in trading and managing portfolios. The platform provides access to real-time market data, allowing users to monitor stock prices, track portfolio performance, and make informed trading decisions. XS Web Trader’s advanced charting and analysis tools help users identify trends,... Read more about XS Web Trader

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NA

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Location

United States

Stropro is an innovative investment management software designed to streamline the management of investment portfolios, assets, and financial strategies for individual investors and investment firms alike. With its user-friendly interface and powerful analytical tools, Stropro allows investors to track the performance of their portfolios in real time, assess risk levels, and make informed decision... Read more about Stropro

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NA

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Location

Australia

BitDiver is an investment management software designed to help investors and asset managers track and optimize their portfolios. The platform offers a comprehensive suite of tools that provide real-time insights into market performance, asset allocation, and risk exposure. BitDiver uses advanced analytics to monitor investment performance and generate reports that help investors make data-driven d... Read more about BitDiver

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NA

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Location

Italy

Tindeco VISION is a sophisticated investment management software designed to assist financial professionals in managing and optimizing investment portfolios. This comprehensive platform provides users with tools to analyze market trends, track asset performance, and make informed investment decisions. With its userfriendly interface, Tindeco VISION allows financial advisors to easily navigate comp... Read more about Tindeco VISION

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NA

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Location

Switzerland

Allocator is a cutting-edge investment management software designed to streamline portfolio management, investment tracking, and performance analysis for investors and financial professionals. With Allocator, users can manage a wide range of assets, analyze market trends, and make data-driven investment decisions. The platform offers tools for risk assessment, portfolio diversification, and real-t... Read more about Allocator

Free Trial

Available

Pricing Type

$15000 Per user

Location

United Kingdom

SPEEDA is a powerful business intelligence software designed to help organizations gather, analyze, and visualize data effectively. This platform provides tools for market research, competitive analysis, and data-driven decision-making, enabling businesses to gain valuable insights into their industries and markets. With features such as customizable dashboards, real-time data aggregation, and adv... Read more about SPEEDA

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Available

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Location

Japan

Risk Shell is an advanced risk management software designed to help organizations identify, assess, and mitigate potential risks across various business functions. The platform provides comprehensive tools for managing risk-related activities, including risk identification, analysis, and reporting, allowing companies to proactively address issues before they escalate. Risk Shell integrates with ex... Read more about Risk Shell

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NA

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Location

Australia

Verivest Manager Portal is a comprehensive investment management software designed to help fund managers, private equity firms, and venture capitalists manage their investments, portfolios, and client relationships more effectively. The platform provides a centralized hub for tracking investment performance, managing investor communications, and reporting on financial metrics. Verivest allows fund... Read more about Verivest Manager Portal

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NA

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Location

United States

Perfona is an advanced Investment Management Software designed to streamline and optimize the management of investment portfolios for financial advisors, asset managers, and individual investors. It offers a comprehensive platform for tracking investments, analyzing performance, and managing client relationships, ensuring efficient and informed investment decisions. Key features include real-time ... Read more about Perfona

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Available

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Location

United States

TigerTrade is an investment management software designed for traders and financial institutions to streamline trading operations and enhance investment strategies. This platform provides tools for market analysis, portfolio management, and risk assessment. TigerTrade supports real-time data feeds and integrates with major exchanges, allowing users to execute trades quickly and accurately. The soft... Read more about TigerTrade

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NA

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Location

India

AJ HYIP is a cutting-edge investment management software tailored for high-yield investment programs (HYIPs) and financial institutions seeking to manage and optimize their investment portfolios. The software offers a range of tools for tracking investments, analyzing performance, and automating financial transactions. With AJ HYIP, users can monitor real-time investment metrics, generate detailed... Read more about AJ HYIP

Free Trial

Available

Pricing Type

$249 Per feautre

Location

United States

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