Software Category

Best Online Investment Management Software - Page 7

In an always-connected world, many businesses prefer investment management software solutions that require no local installation. Below, you’ll find top online investment management software platforms—often referred to as cloud-based or web-based—offering easy subscription models, automatic updates, and seamless remote access. Explore these recommended tools to streamline workflows, enhance collaboration, and keep your team productive from anywhere.
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★★★★★4.8 average rating from 29 reviews
Last Updated: October 09, 2026
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Popular Picks in Investment Management Software

AdvisorEngine CRM Logo

AdvisorEngine CRM

   (4.5)

AppFolio Investment Manager Logo

AppFolio Investment Manager

   (5.0)

Backstop Logo

Backstop

   (5.0)

Complete Product Directory

List of Top Web-Based Investment Management Software - Page 7

Continue with products 151–175. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

Cloud Based Investment Management Software Products 151–175

Use search, filters, and available product tabs to evaluate the next 25 listings in this category.

25 products shown
#151
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Overview

Powens is a comprehensive application development software designed to help organizations build, deploy, and manage applications efficiently. This platform provides users with tools to create custom applications tailored to their specific business needs, enhancing operational eff...

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Free TrialNA Starting PriceContact Vendor HeadquartersFrance
#152
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Overview

HALO Global is an advanced investment management software designed to streamline the investment process for asset managers, financial institutions, and portfolio managers. The software offers a comprehensive suite of tools for managing, tracking, and analyzing investment portfoli...

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Free TrialNA Starting PriceContact Vendor HeadquartersAustralia

Overview

aixigois a robust investment management software solution that offers a comprehensive suite of tools for managing investment portfolios, assets, and financial products. Designed for investment professionals, wealth managers, and financial institutions, BLOXX provides an integrate...

Read more about aixigo:BLOXX  
Free TrialNA Starting PriceContact Vendor HeadquartersGermany
#154
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Overview

PU Prime is a powerful stock portfolio management software designed for investors, portfolio managers, and wealth management firms to effectively track and manage their stock investments. This software provides a centralized platform for users to monitor the performance of their...

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Free TrialNA Starting Price$50 Per user HeadquartersSeychelles
#155
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Overview

EndoTech is an advanced investment management software solution that uses artificial intelligence (AI) and machine learning (ML) to assist investors and financial institutions in making data-driven investment decisions. The platform provides sophisticated tools for portfolio mana...

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Free TrialNA Starting PriceContact Vendor HeadquartersIsrael
#156
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Overview

Monexo is an investment management software platform that simplifies portfolio tracking, asset allocation, and investment analysis for financial advisors and individual investors. Designed to streamline the investment process, Monexo offers tools for managing diverse asset types,...

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Free TrialNA Starting PriceContact Vendor HeadquartersIndia
#157
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Overview

Wealth-Data is an investment management software designed to help financial advisors and portfolio managers oversee investments and analyze financial performance. The platform provides tools for portfolio tracking, performance reporting, and risk assessment, allowing advisors to...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#158
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Overview

Balance is a powerful investment management software designed to streamline financial operations for asset managers and investment firms. This platform provides tools for portfolio management, risk assessment, and performance analysis, ensuring that organizations can effectively...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#159
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Overview

SatuitCRM is a specialized customer relationship management (CRM) software designed for the financial services industry. The platform provides tools for managing client relationships, tracking interactions, and analyzing performance metrics, enabling financial professionals to en...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#160
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Overview

Solovis is a comprehensive investment management software designed to help institutional investors manage complex portfolios and optimize their investment strategies. The platform offers tools for portfolio analysis, asset allocation, and risk management, enabling investors to ga...

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Free TrialAvailable Starting Price$0.01 Per year HeadquartersUnited States
#161
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Overview

Enfusion is a comprehensive Investment Management Software that supports financial firms in managing portfolios, risk, and compliance. Designed for hedge funds, asset managers, and family offices, Enfusion provides real-time insights into portfolio performance, trade execution, a...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States

Overview

Broker-Lender CRM is a specialized investment management software designed to meet the unique needs of brokers and lenders in the financial sector. By providing a comprehensive platform for client relationship management, Broker-Lender CRM helps financial professionals streamline...

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Free TrialNA Starting Price£40000 Per feautre HeadquartersUnited Kingdom
#163
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Overview

Vestberry is a specialized Investment Management Software designed to streamline operations for venture capital and private equity firms. It offers a comprehensive platform for managing portfolios, tracking investments, and automating reporting processes. Vestberry provides robus...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersSlovakia
#164

Titan Treasury

🏆 SW Recommended
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Overview

Titan Treasury is a robust financial management software designed to help businesses optimize their cash flow, manage liquidity, and mitigate financial risks. The platform offers comprehensive tools for treasury management, including cash forecasting, bank reconciliation, and fin...

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Free TrialNA Starting Price€20000 Per feautre HeadquartersFrance
#165
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Overview

Vauban is an advanced investment management software designed to help asset managers and investors optimize their investment processes and enhance portfolio performance. This platform provides a comprehensive suite of tools that enable users to manage investments, track performan...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited Kingdom

Overview

AGIMENDO.invest is an advanced investment management software designed to help investors and financial institutions manage portfolios, analyze market data, and make informed investment decisions. The platform offers a wide range of tools for portfolio tracking, asset allocation,...

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Free TrialNA Starting PriceContact Vendor HeadquartersGermany
#167
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Overview

Limina IMS is an advanced investment management software designed to simplify portfolio management, trading, and reporting for asset managers, private equity firms, and institutional investors. The platform provides a centralized system for managing diverse investment portfolios,...

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Free TrialAvailable Starting Price$79000 Per year HeadquartersSweden
#168
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Overview

Altvia is a powerful investment management software designed to support private equity and venture capital firms in managing their portfolios effectively. This comprehensive platform offers tools for deal tracking, investor reporting, and communication, enabling firms to streamli...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#169

HedgeGuard

🏆 SW Recommended
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Overview

HedgeGuard is a comprehensive investment management software designed to support asset managers, hedge funds, and family offices in managing portfolios, tracking performance, and overseeing investment strategies. The platform provides realtime portfolio management tools, risk ana...

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Free TrialNA Starting PriceContact Vendor HeadquartersFrance
#170
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Overview

Covercy is a dynamic commercial real estate software designed to streamline investment management, communication, and financial transactions for real estate professionals. This platform offers a centralized solution for managing real estate funds, investor relations, and financia...

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Free TrialAvailable Starting Price$238 Per month HeadquartersUnited Kingdom

Overview

TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyz...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#172
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Overview

LUSID is a sophisticated investment management software designed to empower organizations to manage their investments effectively and efficiently. It provides a comprehensive suite of tools for portfolio management, risk assessment, trade execution, and compliance, enabling inves...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited Kingdom
#173
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Overview

DD360 is a cutting-edge investment management software designed to support financial professionals in effectively managing their portfolios and maximizing returns. This platform provides a comprehensive suite of tools that allows users to track investments, analyze performance me...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#174
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Overview

Elinvar is a comprehensive investment management platform designed to support wealth managers, financial advisors, and institutional investors in managing client portfolios and assets. The software offers powerful features for asset allocation, risk management, performance tracki...

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Free TrialNA Starting PriceContact Vendor HeadquartersGermany
#175
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Overview

Cardo AI is a cutting-edge investment management software that leverages artificial intelligence and machine learning to help asset managers and financial advisors optimize investment portfolios. The software uses advanced algorithms to analyze vast amounts of financial data, ide...

Read more about Cardo AI  
Free TrialNA Starting PriceContact Vendor HeadquartersItaly

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