Last Updated: July 15, 2025
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
FX Agency Advisor is a powerful investment management software designed to streamline operations for financial institutions and investment firms. This comprehensive platform provides tools for managing client portfolios, analyzing market trends, and executing trades, ensuring that organizations can operate efficiently and effectively. With features like real-time analytics, automated reporting, an... Read more about FX Agency Advisor
The Global Wealth Platform (GWP) is a comprehensive investment management software solution designed to assist financial institutions and wealth managers in managing client portfolios effectively. The platform provides tools for performance tracking, risk assessment, and reporting, enabling investment professionals to make informed decisions based on real-time data. GWP supports various asset clas... Read more about Global Wealth Platform (GWP)
iFAST is an investment management software designed to help financial advisors and investment firms manage their clients’ portfolios with ease and efficiency. The platform provides a wide range of tools for tracking investments, analyzing portfolio performance, and generating detailed financial reports. iFAST allows users to access real-time market data, automate portfolio rebalancing, and manag... Read more about iFAST
LongView Trading is an innovative investment management software designed to streamline trading operations and enhance decision-making for financial professionals. With its powerful analytics tools, users can monitor market trends, manage portfolios, and execute trades efficiently. The software provides real-time data and insights, enabling traders to make informed investment decisions quickly. Lo... Read more about LongView Trading
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
TigerTrade is an investment management software designed for traders and financial institutions to streamline trading operations and enhance investment strategies. This platform provides tools for market analysis, portfolio management, and risk assessment. TigerTrade supports real-time data feeds and integrates with major exchanges, allowing users to execute trades quickly and accurately. The soft... Read more about TigerTrade
TrueFundManager is a comprehensive investment management software designed for asset managers, financial advisors, and investment firms. With features for portfolio management, performance tracking, and client reporting, TrueFundManager simplifies investment oversight and enhances client engagement. The platform enables users to monitor real-time market data, rebalance portfolios, and generate cus... Read more about TrueFundManager
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
Trust Platform is an investment management software designed to help financial institutions, asset managers, and individual investors manage their portfolios, analyze investment opportunities, and track financial performance. The platform offers powerful tools for portfolio tracking, risk analysis, and asset allocation. Trust Platform’s real-time data and analytics capabilities allow users to mo... Read more about Trust Platform
WealthFy is a comprehensive investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. It offers a robust platform for tracking investments, analyzing portfolio performance, and providing personalized investment strategies. With WealthFy, advisors can automate routine tasks such as rebalancing portfolios... Read more about WealthFy
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
ZUPUT is a sophisticated Investment Management Software designed to help financial advisors, asset managers, and investment firms manage their portfolios with precision and efficiency. It offers a comprehensive platform for tracking investments, analyzing performance, and making informed decisions to maximize returns and minimize risks. ZUPUT features intuitive tools for portfolio construction, al... Read more about ZUPUT
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.