Best Online Investment Management Software

Complex Interests is an advanced investment management software designed to help financial professionals manage investment portfolios effectively. This platform offers a comprehensive suite of tools for portfolio analysis, risk assessment, and performance tracking, ensuring informed decisionmaking. With Complex Interests, users can monitor market trends, analyze asset performance, and generate det... Read more about Complex Interests

Pinnakl is a sophisticated investment management software designed to assist financial professionals in managing their portfolios and investments effectively. This platform provides users with a comprehensive set of tools for tracking performance, analyzing market trends, and making informed investment decisions. Pinnakl offers real-time data analytics, enabling users to monitor their investments ... Read more about Pinnakl

MadeMarket is a comprehensive investment management software designed to help investors, financial institutions, and portfolio managers track, manage, and optimize their investment portfolios. It offers powerful tools for analyzing financial data, monitoring asset performance, and making informed investment decisions. MadeMarket provides real-time access to market trends, historical performance da... Read more about MadeMarket

Capitally is a robust investment management software designed to simplify portfolio management for financial professionals and investors. The platform provides a wide range of tools to help users track, analyze, and manage their investments, all in one place. Capitally’s powerful analytics engine offers real-time performance data, portfolio diversification analysis, and risk assessment, helping ... Read more about Capitally

Parilux Fund Manager is a leading investment management software designed to assist financial professionals in managing their investment portfolios effectively. This platform offers robust tools for portfolio analysis, performance tracking, and risk assessment, empowering users to make informed investment decisions. With features like customizable dashboards and real-time market data integration, ... Read more about Parilux Fund Manager

Theorem is a sophisticated investment management software designed to empower financial professionals with the tools and insights needed to manage portfolios effectively and maximize returns. It offers a comprehensive platform for portfolio analysis, risk management, and performance tracking, ensuring that investment strategies are data-driven and aligned with client objectives. With Theorem, inve... Read more about Theorem

InvestorPortalPro is a specialized financial reporting software designed to help businesses and financial institutions streamline their investor relations and reporting processes. The platform offers a centralized hub where companies can generate and distribute financial reports, performance updates, and regulatory filings to their investors and stakeholders. InvestorPortalPro’s automated report... Read more about InvestorPortaLPro

GenBlock is a comprehensive investment management software designed for investors and asset managers to streamline portfolio management and make informed investment decisions. The platform offers a wide range of features, including real-time market data tracking, portfolio analysis, risk management, and performance reporting, providing users with the tools needed to manage diverse investment portf... Read more about GenBlock

Diversiview is a sophisticated investment management software designed to help investors, asset managers, and financial advisors streamline portfolio management and improve investment decision-making. The software provides a comprehensive platform for tracking assets, managing portfolios, and analyzing market performance in real-time. Diversiview’s advanced analytics tools allow users to monitor... Read more about Diversiview

GlobalBackOffice is a robust investment management software designed to support asset managers in overseeing complex portfolios and streamlining operations. This comprehensive platform offers tools for trade processing, compliance monitoring, and reporting, ensuring organizations can efficiently manage their investment activities. With its intuitive interface, GlobalBackOffice allows users to easi... Read more about GlobalBackOffice

Synertree Optimizer is a comprehensive financial reporting software that enables businesses to streamline their financial management processes and gain valuable insights into their financial health. The software offers powerful reporting tools that allow users to generate detailed financial statements, including balance sheets, income statements, and cash flow reports. With its intuitive interface... Read more about Synertree Optimizer

i3DIY is a powerful investment management software designed to help individual investors and financial advisors manage their portfolios efficiently. The platform offers a comprehensive suite of tools that enable users to track their investments, analyze asset performance, and make informed decisions based on real-time data. With intuitive dashboards and customizable reports, i3DIY allows users to ... Read more about i3DIY

Pivot Investor is a powerful investment management software designed to help individuals, financial advisors, and investment firms manage portfolios and track investment performance with ease. The platform offers a range of tools for asset allocation, risk analysis, and performance reporting, ensuring that users have a comprehensive view of their investments. Pivot Investor’s intuitive dashboard... Read more about Pivot Investor

UNTAP by EXM is a sophisticated investment management software designed to streamline and optimize portfolio management for financial advisors and investment firms. This platform offers tools for portfolio tracking, performance analysis, and risk management, ensuring that your investment strategies are executed efficiently and effectively. With features like real-time data integration, customizabl... Read more about UNTAP by EXM

VC.Land is an investment management software designed to streamline the processes of venture capital firms and private equity investors. The platform offers tools to track and manage investment portfolios, monitor deal flow, and optimize portfolio performance. VC.Land enables investors to centralize all their investment data, including financials, milestones, and valuations, in one place, making i... Read more about VC.Land

Wise Tradr is an investment management software designed to simplify and optimize the process of managing investment portfolios. Whether for individual investors, financial advisors, or asset managers, the platform offers a comprehensive suite of tools to track, analyze, and manage various types of investments, including stocks, bonds, real estate, and alternative assets. Wise Tradr provides real-... Read more about Wise Tradr

Areii is an investment management software that provides tools for tracking, analyzing, and optimizing investment portfolios. Designed for asset managers, financial advisors, and investors, Areii includes features like portfolio tracking, performance analysis, and risk assessment, allowing users to make informed investment decisions. The software’s intuitive dashboard provides real-time insights... Read more about Areii

GP Flow is a digital signature software that simplifies the signing process for businesses, helping them securely sign and manage documents electronically. With GP Flow, users can quickly upload, sign, and send documents for signature, eliminating the need for physical paperwork and reducing the risk of delays. The platform provides advanced security features, including encryption and authenticati... Read more about GP Flow

Madison Avenue Technology is a sophisticated investment management software designed to help asset managers, financial advisors, and institutional investors manage their portfolios with greater efficiency and precision. This platform offers a comprehensive suite of tools to track investments, analyze performance, and generate detailed financial reports. Madison Avenue Technology provides real-time... Read more about Madison Avenue Technology

Navable is an advanced investment management software solution designed to simplify the process of managing investment portfolios for individuals and organizations. Whether you're an asset manager, financial advisor, or institutional investor, Navable offers a suite of powerful tools for portfolio management, risk assessment, and performance analytics. The software allows users to track their inve... Read more about Navable

Value Sense is an advanced investment management software designed to help investors, asset managers, and financial institutions efficiently manage portfolios, track investments, and analyze market trends. The platform combines cutting-edge technology with a user-friendly interface, offering real-time portfolio tracking, investment research, and performance analysis. With Value Sense, users can ea... Read more about Value Sense

Fund-Studio is an investment management software solution designed for asset managers, wealth managers, and financial advisors to help them efficiently manage their portfolios and investments. The platform provides comprehensive tools for tracking, analyzing, and optimizing investment portfolios, including real-time market data, asset allocation reports, and performance tracking. Fund-Studio integ... Read more about Fund-Studio

JamesApp is an advanced investment management software that empowers individuals and financial professionals to manage their portfolios effectively. The platform provides real-time data, sophisticated analytics, and comprehensive reports to assist users in making informed investment decisions. With features like portfolio tracking, risk assessment, and asset allocation, JamesApp helps users optimi... Read more about JamesApp

Simpli-City is an intuitive and user-friendly accounting software designed to streamline the financial management process for small to medium-sized businesses. This platform automates key accounting functions such as bookkeeping, invoicing, tax filing, and financial reporting, making it easy for businesses to stay compliant and efficient. Simpli-City integrates seamlessly with bank accounts, payme... Read more about Simpli-City

iFAST is an investment management software designed to help financial advisors and investment firms manage their clients’ portfolios with ease and efficiency. The platform provides a wide range of tools for tracking investments, analyzing portfolio performance, and generating detailed financial reports. iFAST allows users to access real-time market data, automate portfolio rebalancing, and manag... Read more about iFAST