Best Online Investment Management Software

V3locity is a sophisticated investment management software designed to help financial professionals manage portfolios and optimize investment strategies. The platform offers tools for portfolio tracking, risk assessment, and performance analytics, providing users with real-time insights into market trends and investment opportunities. V3locity features customizable dashboards that allow users to v... Read more about V3locity

IMSplus is a robust investment management software designed to streamline portfolio management, enhance decision-making, and optimize investment strategies for asset managers and financial institutions. This platform provides a comprehensive suite of tools that facilitate the management of diverse asset classes, including equities, fixed income, real estate, and alternative investments. With IMSpl... Read more about IMSplus

Blueleaf is a powerful investment management software designed to simplify financial planning and portfolio management for wealth managers and financial advisors. This platform provides tools for tracking investments, analyzing performance, and generating client reports with ease. Blueleaf’s user-friendly interface allows advisors to create customized financial plans and visualize investment str... Read more about Blueleaf

SharePad is an advanced investment management software designed to support investors, analysts, and portfolio managers in making informed financial decisions. This comprehensive platform offers a range of tools for analyzing stocks, tracking portfolio performance, and conducting market research. With SharePad, users can access extensive data on companies, including financial statements, historical... Read more about SharePad

PureFacts is a comprehensive investment management software solution designed to help financial institutions streamline portfolio management, risk analysis, and reporting. It offers advanced tools for analyzing market trends, managing investment strategies, and ensuring compliance with industry regulations. PureFacts provides real-time access to portfolio data, allowing wealth managers, asset mana... Read more about PureFacts

Vestd is an equity management software designed to streamline the management of employee stock options, ownership, and equity distribution for businesses. This platform simplifies complex processes by providing a secure and transparent system for managing cap tables, share allocation, and equity grants. Vestd helps businesses incentivize and reward their employees by offering stock options or equi... Read more about Vestd

Dynamo Software is an advanced real estate CRM software tailored to meet the unique needs of real estate professionals. This platform offers a comprehensive suite of tools for managing property listings, tracking client interactions, and automating marketing campaigns. With features such as customizable dashboards, lead management, and performance analytics, Dynamo Software enhances productivity a... Read more about Dynamo Software

Dealpath is an innovative workflow management software designed to enhance collaboration and efficiency in real estate investment processes. This platform provides a centralized hub for managing deals, tracking progress, and communicating with team members effectively. With its user-friendly interface, users can easily access critical information, assign tasks, and monitor project timelines. Dealp... Read more about Dealpath

DXtrade is a comprehensive investment management software designed to help financial organizations manage their investment portfolios effectively. This platform offers a range of tools for trade execution, risk management, and reporting, ensuring efficient investment operations. With DXtrade, users can easily monitor market conditions, execute trades, and analyze portfolio performance through an i... Read more about DXtrade

The Novus Platform is an advanced investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. The platform offers a comprehensive suite of features, including portfolio tracking, performance analytics, risk assessment, and automated reporting, enabling advisors to deliver personalized and data-driven inve... Read more about The Novus Platform

GroundBreaker is an innovative investment management software tailored for real estate professionals and fund managers. This powerful platform streamlines the investment lifecycle, from sourcing and underwriting deals to managing investor relations and reporting. GroundBreaker provides comprehensive tools for tracking investment performance, managing capital calls, and facilitating communication w... Read more about GroundBreaker

Docupace is a secure enterprise content management solution tailored for the financial services industry. It digitizes document handling processes, allowing firms to manage client information efficiently while maintaining compliance with stringent regulatory standards. Docupace offers features such as electronic document storage, workflow automation, e-signatures, and real-time auditing. Its cloud... Read more about Docupace

Horizon Dashboard is an advanced dashboard software designed to help organizations visualize their data and monitor key performance indicators (KPIs) effectively. This platform provides comprehensive tools for creating customizable dashboards that aggregate data from various sources, enabling users to gain valuable insights into their business performance. With Horizon Dashboard, organizations can... Read more about Horizon Dashboard

DXmatch is a comprehensive investment management software designed to streamline the investment process, improve portfolio management, and optimize returns for investors and financial institutions. This platform provides an end-to-end solution for managing investment portfolios, asset allocations, and risk management. DXmatch’s user-friendly interface enables portfolio managers and individual in... Read more about DXmatch

Clearwater is a robust accounting software designed to simplify financial management for businesses of all sizes. This platform provides comprehensive tools for managing accounts payable, accounts receivable, payroll, and financial reporting. Users can easily access real-time financial data, enabling informed decision-making and strategic planning. Clearwater enhances operational efficiency throug... Read more about Clearwater

The Imagine Trading System is a cutting-edge risk management software designed specifically for the financial sector. It empowers traders and portfolio managers with tools to identify, assess, and mitigate risk in real time. The platform offers comprehensive analytics that evaluate various risk factors, including market, credit, and operational risks. Users benefit from customizable dashboards tha... Read more about The Imagine Trading System

Visible Alpha is a cuttingedge investment management software designed to support asset managers and investment firms in making datadriven decisions. With its powerful analytics capabilities, Visible Alpha provides users with comprehensive insights into market trends, portfolio performance, and investment opportunities. The platform integrates data from multiple sources, enabling organizations to ... Read more about Visible Alpha

Orchestra is a sophisticated investment management software designed for asset managers and investment firms looking to optimize their portfolio management processes. This platform offers robust tools for portfolio management, performance tracking, compliance reporting, and risk assessment, ensuring users can make informed investment decisions. With an intuitive interface, portfolio managers can e... Read more about Orchestra

Athena Systems is a robust financial risk management software solution designed to help businesses assess, monitor, and mitigate financial risks. With advanced features for real-time risk tracking, scenario analysis, and predictive modeling, Athena Systems allows financial professionals to make data-driven decisions and prepare for potential market fluctuations. The software offers comprehensive t... Read more about Athena Systems

Quartr is an enterprise search software that allows businesses to search, retrieve, and analyze data across various systems and platforms within their organization. Designed for large enterprises with diverse data sources, Quartr integrates with databases, cloud storage, document management systems, and more, providing a unified search experience. The software uses advanced algorithms to index and... Read more about Quartr

SDK.finance is a versatile software solution designed to empower businesses in managing financial operations seamlessly. This tool offers a user-friendly platform with a range of features for building robust financial applications. Its key features include secure payment processing, customizable reporting tools, and flexible transaction management. With SDK.finance, businesses can effortlessly int... Read more about SDK.finance

NaviPlan is a robust investment management software that empowers financial advisors to create detailed, personalized financial plans for their clients. It offers advanced tools for cash flow analysis, retirement planning, and portfolio management, allowing advisors to provide tailored advice based on each client’s unique financial situation. NaviPlan also supports scenario analysis, enabling ad... Read more about NaviPlan

ValueOne is a powerful investment management software that simplifies portfolio management for investors and financial institutions. Designed with user-friendly features, ValueOne allows users to monitor and analyze investments in real time, enabling informed decision-making. The platform offers tools for risk assessment, performance tracking, and asset allocation, ensuring that users can effectiv... Read more about ValueOne

Allvue is a powerful accounting software designed to meet the complex financial management needs of businesses and investment firms. With its user-friendly interface, Allvue streamlines financial processes, including accounting, reporting, and compliance management. The software provides comprehensive features that support multi-currency transactions, portfolio accounting, and regulatory reporting... Read more about Allvue

focus:360 adviser is a powerful investment management software designed to assist financial advisors and wealth management firms in managing client portfolios effectively. This comprehensive platform offers a suite of tools for portfolio analysis, risk assessment, and performance reporting, enabling advisors to make informed investment decisions. With its user-friendly interface, focus:360 adviser... Read more about focus:360 adviser