Best Online Investment Management Software

Chooly is a robust investment management software designed to help businesses and individual investors optimize their portfolios and track financial performance. The platform offers a comprehensive suite of tools to analyze market trends, assess asset performance, and make informed investment decisions. Chooly’s intuitive dashboard provides a detailed overview of investments, including real-time... Read more about Chooly

Fundamental Portal is a powerful investment management software designed to help financial advisors, asset managers, and institutional investors manage their portfolios efficiently and effectively. The software provides a centralized platform to track investment performance, analyze market trends, and make data-driven decisions that align with clients’ financial goals. Fundamental Portal integra... Read more about Fundamental Portal

IPBS is a comprehensive banking systems software designed to facilitate efficient banking operations for financial institutions. The platform provides tools for managing customer accounts, processing transactions, and ensuring compliance with regulatory requirements. With its intuitive interface, IPBS simplifies complex banking tasks, enabling users to enhance their service delivery and improve cu... Read more about IPBS

Caltina is a robust investment management software designed to streamline financial operations for investment firms and portfolio managers. This platform offers a comprehensive suite of tools for portfolio analysis, risk management, and performance reporting, enabling organizations to optimize their investment strategies effectively. With its user-friendly interface, Caltina allows users to track ... Read more about Caltina

QUO is an advanced investment management software designed to simplify the management of investment portfolios. The platform offers comprehensive tools to track and manage assets, assess portfolio performance, and execute investment strategies effectively. QUO provides users with real-time market data, financial analytics, and customized reporting, enabling investors to make informed decisions bas... Read more about QUO

BuyHoldTrack is an investment management software designed to help investors monitor their portfolios, track market trends, and make informed decisions. This platform provides tools for analyzing investment performance, setting financial goals, and optimizing asset allocation. With BuyHoldTrack, users can access real-time data on stock prices, market indices, and economic indicators, aiding in str... Read more about BuyHoldTrack

Notata is a comprehensive investment management software designed to streamline portfolio management, investment analysis, and performance reporting for financial professionals and investors. With an intuitive interface, it enables users to track, manage, and analyze a wide range of investment assets, including stocks, bonds, real estate, and alternative investments. Notata offers robust tools for... Read more about notata

Cryptopad is an investment management software specifically designed for managing cryptocurrency portfolios. This platform provides investors with tools for tracking real-time market data, monitoring portfolio performance, and analyzing trends in the cryptocurrency market. Cryptopad supports a variety of digital assets, allowing users to manage diversified portfolios with ease. The software’s in... Read more about Cryptopad

Altss equips investment managers with transparent, continuously updated intelligence on LPs and alternative investors. Covering family offices, pensions, endowments, and RIAs, the platform provides verified contacts, allocation trends, and co-investment opportunities. With built-in compliance guardrails and no CSV/API exports, Altss ensures secure access to proprietary data while enabling users t... Read more about Altss

Nextvestment is a robust investment management software designed to streamline the investment process for asset managers, advisors, and financial institutions. It offers tools for portfolio management, risk assessment, and financial analysis, enabling users to make data-driven investment decisions. Nextvestment’s intuitive interface provides real-time insights into market trends, asset performan... Read more about Nextvestment

HEAT is an investment management software solution designed to help investors, financial advisors, and wealth management firms manage their portfolios and make informed investment decisions. The platform offers a suite of tools for tracking asset performance, analyzing market trends, and managing risk. HEAT provides real-time data on stocks, bonds, mutual funds, and other investment products, allo... Read more about HEAT

A free, interactive social investing platform where traders can track, share, or copy trades in real-time with extensive insights on every position & in-depth performance stats. Discover & follow top traders to receive live notifications of their trades, or compete against the best & climb the leaderboards. Supporting all financial markets. Read more about NVSTly: Social Investing