Last Updated: September 06, 2025
Butterwire is an advanced Investment Management Software designed to empower financial advisors, asset managers, and investment firms to efficiently manage client portfolios, optimize investment strategies, and enhance client relationships. This comprehensive platform offers a wide range of features, including portfolio tracking, risk assessment, performance analytics, client reporting, and compli... Read more about Butterwire
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
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
Flanks is an investment management software designed to simplify portfolio management and enhance investment decision-making for financial professionals. With its powerful analytics and reporting features, Flanks provides a comprehensive view of investment performance, helping portfolio managers track asset allocation, risk levels, and returns. The software supports integration with various financ... Read more about Flanks
Flow is a web-browser-based, WebRTC platform. It is a 3-in-1 web app with online meeting options, large events, and 24/7 operating webinar rooms. With Storyboard™, hosts can conveniently choreograph an event, assign presenters, and automate (Autoflow™) with a few clicks. It supports, live, on-demand, pre-recorded, mixed, and evergeen automated events. Flow supports live, pre-recorded, mixed... Read more about Flow
FundWare is a powerful investment management software designed to help investment firms, financial advisors, and portfolio managers track and manage their investments efficiently. The platform provides tools for managing client portfolios, tracking investment performance, and ensuring compliance with financial regulations. FundWare’s real-time data tracking allows users to monitor market trends,... Read more about FundWare
Intellibonds is a comprehensive investment management software solution designed for financial institutions, asset managers, and investors. The software provides a full suite of tools for managing portfolios, tracking bond investments, and analyzing market trends. Intellibonds integrates with various data sources to provide real-time pricing, credit risk analysis, and market insights, helping inve... Read more about Intellibonds
IT4Finance is a specialized investment management software designed to empower financial professionals with the tools needed to effectively manage investment portfolios. This platform offers comprehensive features for tracking performance, analyzing market trends, and optimizing asset allocations. With real-time data integration and advanced analytics capabilities, IT4Finance enables users to make... Read more about IT4Finance
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
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
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
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
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
Yes! Depending on the product, you may find:
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.