Top FundWare Alternatives & Competitors

Chartsmart is an advanced investment management software designed to streamline portfolio tracking and enhance financial decision-making for investors. This platform offers comprehensive tools for monitoring asset performance, analyzing market trends, and generating detailed reports seamlessly. With its user-friendly interface, investors can easily input financial data, track investments, and moni... Read more about Chartsmart

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer

Class Portfolio is a financial reporting software designed to provide businesses with comprehensive tools for tracking and analyzing financial performance. The platform offers customizable reporting templates, allowing users to create detailed financial statements, balance sheets, and cash flow reports. Class Portfolio supports data import from various accounting systems, ensuring accuracy and red... Read more about Class Portfolio

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

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

Market Maker is a powerful Investment Management Software that provides financial institutions and investment firms with the tools to manage portfolios, track performance, and execute trades. The software supports real-time market data analysis, risk management, and reporting, helping investors make informed decisions. Market Maker also enables users to automate trading strategies, monitor complia... Read more about Market Maker

Masttro is an advanced financial reporting software designed to help organizations streamline their financial data management and reporting processes. This platform provides comprehensive tools for consolidating financial information, generating reports, and analyzing performance metrics, ensuring that businesses can maintain accurate financial oversight. With Masttro, users can easily create cust... Read more about Masttro

Nasdaq IR Insight is a sophisticated investment management software designed to empower financial advisors, portfolio managers, and investment firms with advanced tools for portfolio analysis, risk management, performance tracking, and client reporting. The platform offers a comprehensive suite of features including portfolio construction, asset allocation, real-time market data integration, compl... Read more about Nasdaq IR Insight

QPLIX is an advanced investment management software designed to help asset managers optimize their portfolio management and enhance investment decision-making. This platform provides comprehensive tools for portfolio analysis, risk assessment, and performance tracking, enabling users to manage investments effectively. With its user-friendly interface, portfolio managers can easily track asset allo... Read more about QPLIX

Robo Advisor is an advanced investment management software that leverages algorithms and artificial intelligence to provide automated, low-cost financial advisory services. Aimed at individual investors and wealth management firms, this software analyzes market data, assesses client portfolios, and offers personalized investment recommendations based on user preferences, risk tolerance, and financ... Read more about Robo Advisor

WealthWorks+ is a comprehensive investment management software designed to help financial advisors and investment managers optimize their portfolio management processes. This platform provides users with tools to track investments, analyze performance, and generate detailed reports for clients. WealthWorks+ features advanced analytics capabilities that enable users to assess market trends and make... Read more about WealthWorks+

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

AJ HYIP is a cutting-edge investment management software tailored for high-yield investment programs (HYIPs) and financial institutions seeking to manage and optimize their investment portfolios. The software offers a range of tools for tracking investments, analyzing performance, and automating financial transactions. With AJ HYIP, users can monitor real-time investment metrics, generate detailed... Read more about AJ HYIP

Argo Trading Platform is a powerful investment management software designed for traders, hedge funds, and asset management firms. It provides real-time market data, portfolio management, and risk analysis tools that allow users to make informed trading decisions. The platform supports multiple asset classes, including equities, commodities, and derivatives, giving traders the flexibility to divers... Read more about Argo Trading Platform