Best Online Investment Management Software

CATALIZR is an advanced investment management software designed to streamline the investment process for financial professionals and firms. This platform offers comprehensive tools for portfolio management, performance tracking, and compliance monitoring, enabling users to make informed investment decisions. With its intuitive interface, CATALIZR allows investment managers to analyze market trends... Read more about CATALIZR

Kushim is a specialized investment management software designed to streamline the investment process for venture capital firms, private equity, and asset managers. The platform provides tools for tracking investments, managing portfolios, and analyzing performance, ensuring that investment professionals can make informed decisions. With Kushim, users can monitor deal flow, manage investor relation... Read more about Kushim

Vise is an advanced investment management software designed to assist financial advisors and wealth managers in optimizing their clients' investment portfolios. With Vise, users can create personalized investment strategies by leveraging artificial intelligence and data-driven insights. The platform offers powerful tools for portfolio management, enabling advisors to track, analyze, and rebalance ... Read more about Vise

FolioSure is a comprehensive investment management software designed to assist financial advisors and investment firms in managing portfolios and client relationships efficiently. With its easy-to-navigate interface, it provides users with real-time insights into portfolio performance, asset allocation, and risk exposure, helping clients make informed decisions about their investments. The platfor... Read more about FolioSure

Delio is an Investment Management Software designed to streamline the management of investment portfolios, particularly in alternative assets. The platform offers tools for managing investments, tracking performance, and conducting detailed financial analysis. Delio allows investment managers to monitor asset performance in real-time, assess risks, and analyze market conditions to make informed de... Read more about Delio

venturecapital is a Customer Relationship Management (CRM) software solution designed for investment firms, venture capitalists, and business development teams. The software provides a centralized platform to manage and nurture relationships with investors, portfolio companies, and stakeholders. With venturecapital, businesses can track communications, investment opportunities, and deal flow in re... Read more about venturecapital

TechRules Tower is a sophisticated investment management software designed to assist asset managers and investment firms in optimizing their portfolio management processes. The platform offers advanced analytics tools, risk management features, and compliance tracking capabilities, enabling users to make informed investment decisions. Key functionalities include real-time data integration, customi... Read more about TechRules Tower

The FINTRX Platform is a sophisticated investment management software designed to provide financial professionals with tools to manage investments effectively. This platform offers comprehensive features for tracking portfolios, conducting market research, and analyzing investment performance, ensuring that users can make informed decisions. With its user-friendly interface, FINTRX allows investme... Read more about FINTRX Platform

KoreConX is a robust investment management software designed to simplify and enhance the investment process for both firms and investors. With its comprehensive suite of tools, users can easily manage equity investments, shareholder communications, and compliance requirements. The platform offers a user-friendly interface that allows for seamless navigation through various investment portfolios an... Read more about KoreConX

Seraf is an investment management software solution tailored for venture capitalists, angel investors, and family offices. This platform provides tools to manage portfolios, track investments, and analyze performance, making it ideal for managing complex investment structures. Seraf’s intuitive interface enables users to track key metrics, view financial statements, and assess portfolio value, s... Read more about Seraf

Dorsum Wealth Management Platform is an investment management software that provides wealth managers with comprehensive tools to serve clients effectively. It offers portfolio management, risk assessment, and financial planning features, enabling informed investment decisions. Dorsum’s user-friendly interface supports secure client communication and real-time portfolio tracking, enhancing client... Read more about Dorsum Wealth Management Platform

Aumni is an innovative equity management software designed to streamline the investment tracking process for venture capital firms and investors. The platform centralizes and organizes data related to portfolio companies, cap tables, and equity holdings, providing a clear view of investment performance. Aumni automates the extraction of legal and financial data from documents, ensuring accuracy an... Read more about Aumni

Social Security Timing is a specialized investment management software that focuses on helping individuals make informed decisions regarding their Social Security benefits. The platform provides comprehensive tools that analyze different Social Security filing strategies, allowing users to maximize their benefits over time. It offers a detailed breakdown of various scenarios, comparing early versu... Read more about Social Security Timing

TradeSmart is a comprehensive investment management software designed to streamline and optimize the investment processes for financial advisors, portfolio managers, and investment firms. It offers a robust platform for managing client portfolios, tracking investments, conducting market analysis, and ensuring regulatory compliance, enabling organizations to deliver superior investment services and... Read more about TradeSmart

TIKR is an investment management software designed to help individuals and organizations manage their investment portfolios. The platform offers tools for tracking stocks, bonds, mutual funds, and other financial assets in real time. TIKR allows users to analyze their portfolio’s performance, diversify investments, and assess risk through powerful analytics tools. The software includes features ... Read more about TIKR

Panda WebTrader is a comprehensive investment management software that simplifies the process of trading and managing investment portfolios. Designed for traders, financial advisors, and investment firms, this platform provides advanced tools for executing trades, analyzing market trends, and tracking performance across various assets. Panda WebTrader features a highly customizable interface that ... Read more about Panda WebTrader

Smartround is an investment management software tailored for financial advisors, venture capitalists, and asset managers looking to streamline portfolio management and enhance investment tracking. The platform provides tools for managing investment portfolios, tracking financial performance, and generating detailed reports for stakeholders. Smartround offers a secure, centralized location for stor... Read more about Smartround

6ix Events is a virtual event software designed to help organizations create engaging online experiences for conferences, webinars, and other virtual gatherings. This platform provides tools for managing registration, hosting live sessions, and enabling real-time audience engagement through chat, Q&A, and polls. 6ix Events supports various media formats, allowing organizers to incorporate presenta... Read more about 6ix Events

bullFinch is an innovative investment management software designed to help investors, portfolio managers, and financial advisors streamline their investment operations, improve portfolio performance, and manage risk. With its user-friendly interface and powerful tools, bullFinch enables professionals to track investments across various asset classes, including stocks, bonds, real estate, and alter... Read more about bullFinch

QuantFACTORY and QuantFEED offer cutting-edge solutions for investment management, streamlining data analysis and decision-making processes. Designed for financial professionals, these tools integrate seamlessly to enhance portfolio management and optimize trading strategies. With advanced analytics and real-time data feeds, users can track market trends and assess risks effectively. The intuitive... Read more about QuantFACTORY and QuantFEED

Croesus is a comprehensive investment management software specifically designed for financial advisors and investment firms seeking to optimize portfolio management and client relationships. Featuring a user-friendly interface, Croesus allows users to easily track investments, manage client accounts, and generate detailed performance reports. The software provides powerful tools for portfolio anal... Read more about Croesus

XW Trader is a sophisticated investment management software designed to streamline trading and portfolio management for financial professionals. This platform provides tools for tracking market trends, executing trades, and analyzing investment performance, ensuring that users can make informed decisions. With its intuitive interface, XW Trader allows users to easily manage multiple accounts, moni... Read more about XW Trader

Bipsync is a sophisticated investment management software tailored for asset managers and investment professionals. The platform combines research management, collaboration tools, and portfolio tracking to streamline the investment process. With its intuitive interface, users can easily capture and organize research notes, insights, and market data, facilitating informed decision-making. Bipsync�... Read more about Bipsync

Archer is a sophisticated investment management software designed to empower financial advisors and investment firms to manage portfolios, analyze performance, and engage clients effectively. It offers a comprehensive suite of tools for portfolio tracking, risk assessment, performance reporting, and client communication, ensuring seamless investment management processes. Archer’s intuitive inter... Read more about Archer

finbox.io is a powerful investment management software designed to streamline the investment process for individuals and organizations alike. This comprehensive platform offers a range of features, including portfolio management, asset allocation, and real-time performance tracking, enabling users to make informed investment decisions. With an intuitive interface, finbox.io allows investors to ana... Read more about finbox.io