Best Online Investment Management Software

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 manage client investments effectively. Wealth-Data integrates with market data providers, offering real-time insights in... Read more about Wealth-Data

InvestGlass is a robust financial software designed to empower professionals in the investment industry. This versatile tool streamlines client relationship management and investment analysis, offering a comprehensive solution for financial advisors. With its intuitive interface, you can effortlessly track and manage client interactions, ensuring personalized and timely communication. InvestGlass ... Read more about InvestGlass

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 manage their investment strategies. With its user-friendly interface, Balance allows users to easily track asset perform... Read more about Balance

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 enhance their client engagement strategies. SatuitCRM supports customizable dashboards and reporting features, offering in... Read more about SatuitCRM

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 gain real-time insights into their investment performance. Solovis supports multi-asset class portfolios, allowing users t... Read more about Solovis

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, and risk assessment, allowing investment professionals to make informed decisions. The platform offers an integrated suit... Read more about Enfusion

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 their workflows, manage leads, and nurture client relationships effectively. Key features include automated lead tracki... Read more about Broker-Lender CRM

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 robust tools for deal management, fund administration, and performance analysis, enabling investment professionals to make in... Read more about Vestberry

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 financial reporting. Titan Treasury integrates with other business systems, such as accounting and ERP software, to provide... Read more about Titan Treasury

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 performance, and analyze market trends effectively. With Vauban, investment professionals can easily create and maintain detailed... Read more about Vauban

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, and risk management, providing real-time insights into market performance and portfolio health. AGIMENDO.invest allows u... Read more about AGIMENDO.invest

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, tracking market performance, and making informed investment decisions. Limina IMS offers comprehensive tools for asset ... Read more about Limina IMS

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 streamline their operations and enhance investor relations. With its user-friendly interface, Altvia simplifies the management o... Read more about Altvia

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 analysis, and compliance features, ensuring that investment activities are optimized and aligned with regulatory standards.... Read more about HedgeGuard

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 financial reporting, allowing users to oversee and optimize the lifecycle of each investment. Covercy enables property managers ... Read more about Covercy

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, analyze performance metrics, and generate comprehensive reports. It supports a wide range of asset classes, enabling users to ... Read more about TheBizPlanner

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 investment professionals to make informed decisions based on real-time data. With its user-friendly interface, LUSID allows u... Read more about LUSID

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 metrics, and optimize asset allocations across a diverse range of investment vehicles. With features like real-time market... Read more about DD360

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 tracking, and reporting, all through a centralized platform. Elinvar’s advanced analytics and AI-driven insights help invest... Read more about Elinvar

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, identify trends, and predict market movements, providing actionable insights to enhance investment strategies. Cardo AI off... Read more about Cardo AI

CEPRES is a comprehensive Investment Management Software designed to help financial advisors, asset managers, and investment firms streamline and optimize their investment operations. It offers a robust platform for managing client portfolios, tracking investment performance, conducting risk assessments, and ensuring regulatory compliance, ensuring that organizations can deliver high-quality inves... Read more about CEPRES

TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring performance, and analyzing market trends. With TheInvestorNet, users can access real-time data on their investments, asse... Read more about TheInvestorNet

Delta Data Asset Management Solutions provides a comprehensive fund accounting software designed for asset managers, hedge funds, and financial institutions. The platform enables businesses to manage investment portfolios, track fund performance, and comply with regulatory reporting requirements. Delta Data streamlines the accounting process by automating critical tasks such as transaction process... Read more about Delta Data Asset Management Solutions

MoneyWare eCompliance is a robust investment management software designed to assist financial institutions and advisors in managing compliance and regulatory requirements. This platform provides tools for monitoring investments, ensuring adherence to industry regulations, and generating detailed reports for audits. With its user-friendly interface, MoneyWare eCompliance enables users to track clie... Read more about MoneyWare eCompliance

PM1e is a comprehensive investment management software tailored for financial institutions and investment firms. The platform provides a suite of tools for portfolio management, risk assessment, and compliance reporting. With its intuitive interface, PM1e enables investment professionals to monitor asset performance, manage investment strategies, and analyze market trends effectively. The software... Read more about PM1e