Last Updated: September 22, 2025
Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop
Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta
eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial m... Read more about eMoney Advisor
FundCount is an advanced financial reporting software designed for asset managers, hedge funds, and private equity firms. This platform offers a comprehensive suite of tools for managing complex financial data, including accounting, reporting, and performance analysis. With FundCount, users can streamline their financial operations by automating data entry, calculations, and report generation, red... Read more about FundCount
InvestorPortalPro is a specialized financial reporting software designed to help businesses and financial institutions streamline their investor relations and reporting processes. The platform offers a centralized hub where companies can generate and distribute financial reports, performance updates, and regulatory filings to their investors and stakeholders. InvestorPortalPro’s automated report... Read more about InvestorPortaLPro
Accounting SoftwareJUMP Front-to-Back is an integrated accounting software solution that helps businesses manage their financial operations with ease. Designed for both small and large enterprises, JUMP Front-to-Back provides tools for managing accounts payable and receivable, general ledger, payroll, and financial reporting. The software automates many accounting processes, reducing the need for ... Read more about JUMP Front-to-Back
Mint is a comprehensive financial management tool designed to simplify budgeting and expense tracking. It consolidates all financial accounts in one place, providing a holistic view of income and spending. Mint automatically categorizes transactions, making it easy for users to understand and manage their finances. Mint makes budget creation easy, allowing individuals to set personalized goals and... Read more about Mint
Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid
qashqade is an intuitive fund accounting software designed to help businesses, investment firms, and nonprofit organizations manage financial transactions, portfolios, and compliance reporting. The software provides tools for managing multi-fund accounting, tracking investments, and ensuring that funds are allocated properly. qashqade simplifies the process of generating accurate financial stateme... Read more about qashqade
Rundit is an Investment Management Software designed to simplify the management of investments and portfolios. The platform offers tools for tracking asset performance, analyzing market trends, and managing financial data. Rundit allows investment professionals to monitor a wide range of investment vehicles, including stocks, bonds, mutual funds, and real estate. It includes features for generatin... Read more about Rundit
Vestio is a comprehensive financial reporting software designed to help businesses streamline their financial reporting processes, track performance, and ensure compliance with financial regulations. The platform offers tools for generating detailed financial reports, managing budgets, and tracking key performance indicators (KPIs), providing a complete solution for financial management. Vestio in... Read more about Vestio
Allvue is a powerful accounting software designed to meet the complex financial management needs of businesses and investment firms. With its user-friendly interface, Allvue streamlines financial processes, including accounting, reporting, and compliance management. The software provides comprehensive features that support multi-currency transactions, portfolio accounting, and regulatory reporting... Read more about Allvue
Agicap is a cutting-edge financial management software designed to help businesses efficiently manage cash flow, track expenses, and optimize financial planning. The platform allows users to visualize cash flow in real time, making it easier to forecast income and expenditures, track account balances, and manage budgets. Agicap’s intuitive interface allows businesses to set up financial goals, a... Read more about Agicap
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.