Best Online Investment Management Software

LongView Trading is an innovative investment management software designed to streamline trading operations and enhance decision-making for financial professionals. With its powerful analytics tools, users can monitor market trends, manage portfolios, and execute trades efficiently. The software provides real-time data and insights, enabling traders to make informed investment decisions quickly. Lo... Read more about LongView Trading

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial m... Read more about eMoney Advisor

AlphaSense is an advanced artificial intelligence software that revolutionizes the way businesses access and analyze information. Designed for researchers and analysts, AlphaSense leverages powerful AI algorithms to sift through vast amounts of data, providing users with relevant insights and market intelligence in real-time. The platform allows users to search through financial documents, earning... Read more about AlphaSense

Trade Ideas is an advanced investment management software that helps investors and traders make smarter, data-driven decisions. With its powerful AI-powered algorithms, Trade Ideas provides real-time market analysis, predictive trading signals, and automated strategies to identify high-potential investment opportunities. The platform is suitable for both individual investors and institutional trad... Read more about Trade Ideas

StatPro Revolution is an innovative investment management software designed to empower asset managers with advanced analytics and reporting capabilities. This comprehensive platform offers tools for portfolio performance measurement, risk assessment, and compliance monitoring, ensuring organizations can effectively manage their investments. With its user-friendly interface, StatPro Revolution allo... Read more about StatPro Revolution

MX.3 is a powerful investment management software designed for financial institutions, asset managers, and traders to streamline their investment processes and enhance decisionmaking. This comprehensive platform offers tools for portfolio management, risk assessment, and trading operations, allowing users to manage investments effectively across multiple asset classes. With its advanced analytics ... Read more about MX.3

TrendSpider is a powerful data analysis software designed for technical traders and investors. It utilizes advanced algorithms and machine learning to analyze market trends, identify patterns, and automate trading strategies. TrendSpider’s intuitive interface allows users to visualize complex data through customizable charts, and its automated technical analysis tools provide actionable insights... Read more about TrendSpider

Itiviti is a leading investment management software designed to streamline and enhance the operations of investment firms, asset managers, and financial institutions. It offers a comprehensive suite of tools for portfolio management, trading, compliance, and reporting, ensuring that investment professionals can manage their assets efficiently and make informed decisions. Itiviti’s intuitive inte... Read more about Itiviti

Stessa is a versatile real estate property management software designed to help property owners and managers streamline their operations and maximize profitability. It offers a comprehensive platform for tracking income and expenses, managing leases, and monitoring property performance. Features include automated financial reporting, real-time analytics, and expense categorization, providing users... Read more about Stessa

Vestwell is a leading benefits administration software designed to simplify the management of employee benefits programs. This robust platform allows organizations to seamlessly manage retirement plans, health benefits, and other employee perks with ease. Vestwell offers a user-friendly interface that enables HR teams to efficiently enroll employees, track participation, and administer contributio... Read more about Vestwell

Agicap is a cutting-edge financial management software designed to help businesses efficiently manage cash flow, track expenses, and optimize financial planning. The platform allows users to visualize cash flow in real time, making it easier to forecast income and expenditures, track account balances, and manage budgets. Agicap’s intuitive interface allows businesses to set up financial goals, a... Read more about Agicap

Visible for Investors is a comprehensive investment management software solution designed to help investors, portfolio managers, and financial advisors manage, track, and analyze their investment portfolios. The software offers a user-friendly interface for tracking assets, monitoring performance, and generating reports, allowing users to stay informed about their investments at all times. With re... Read more about Visible for Investors

Kurtosys is an innovative investment management software designed to streamline operations for asset managers and financial institutions. With its user-friendly interface, Kurtosys enables users to manage portfolios, track performance, and generate insightful reports effortlessly. The software offers powerful analytics tools, providing real-time insights into market trends and investment opportuni... Read more about Kurtosys

Juniper Square is an innovative investment management platform tailored for real estate professionals to streamline asset management, investor relations, and compliance tracking. The software supports investment portfolio organization, fund administration, and performance reporting, allowing firms to efficiently manage and communicate with investors. Juniper Square’s intuitive dashboard provides... Read more about Juniper Square

Fi360 Toolkit is a robust investment management software designed to enhance the efficiency and effectiveness of financial advisors and investment firms. This platform provides comprehensive tools for portfolio management, performance reporting, and risk analysis, enabling professionals to make informed investment decisions. With its user-friendly interface, users can easily analyze data, generate... Read more about Fi360 Toolkit

Foundersuite is a comprehensive investment management software tailored for startups, investors, and venture capital firms. The platform offers a suite of tools including fundraising management, investor relations, deal tracking, and portfolio management. With Foundersuite, entrepreneurs can create and manage investor lists, track interactions, and streamline the fundraising process. Investors and... Read more about Foundersuite

Eze Investment Suite is a comprehensive investment management software designed to streamline operations for asset managers, hedge funds, and institutional investors. This platform provides a fully integrated solution for portfolio management, trading, compliance, and accounting, all in one centralized location. Users benefit from advanced tools that facilitate trade execution, performance measure... Read more about Eze Investment Suite

SeedLegals is an innovative contract management software designed to simplify the process of creating, managing, and storing legal documents for startups and businesses. This platform provides tools for generating legally compliant contracts, enabling organizations to streamline their legal operations and reduce reliance on external legal counsel. SeedLegals features an intuitive interface that al... Read more about SeedLegals

InvestorFX is a powerful investment management software designed to facilitate the management and analysis of financial portfolios. This platform provides a comprehensive suite of tools for tracking investments, analyzing performance, and managing risk. With InvestorFX, users can access real-time market data, enabling informed decision-making based on current trends. The software includes features... Read more about InvestorFX

Figure Equity Solutions is an advanced financial reporting software designed to help businesses streamline the creation, analysis, and management of financial reports. Ideal for accounting teams, CFOs, and financial analysts, the software enables users to easily generate accurate financial statements, track key performance indicators (KPIs), and assess business performance in real time. Figure Equ... Read more about Figure Equity Solutions

Particeep Finstore is a robust investment management software designed to streamline and enhance the investment processes for financial institutions and individual investors. This platform offers comprehensive tools for portfolio management, asset allocation, and performance tracking, enabling users to make informed investment decisions with ease. Particeep Finstore integrates seamlessly with vari... Read more about Particeep Finstore

Eze Eclipse is a sophisticated investment management software that helps financial professionals and asset managers streamline their investment processes. It provides an all-in-one platform to manage portfolios, conduct research, execute trades, and analyze risk. With features like real-time market data, automated trade execution, and risk modeling tools, Eze Eclipse empowers users to make informe... Read more about Eze Eclipse

HiddenLevers is a sophisticated investment management software designed to enhance portfolio analysis and risk management for financial advisors and investment firms. The platform offers a comprehensive suite of tools for scenario modeling, stress testing, and performance analytics, ensuring that financial professionals can make informed investment decisions. HiddenLevers’ intuitive interface al... Read more about HiddenLevers

Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investment managers who need a comprehensive view of their portfolio's performance over time. Sharesight automatically imports ... Read more about Sharesight

Katipult is an innovative investment management software designed to help businesses manage and streamline the process of raising capital. It is particularly useful for private equity firms, venture capitalists, and real estate investment companies. Katipult provides a digital platform for investment offerings, enabling firms to attract, engage, and manage investors through an online portal. The s... Read more about Katipult