Explore the ten category leaders by rank, product, and starting price. Hover over any product to see its USP.
AD
AdvisorEngine CRM
$65 Per month
USPStreamline client management with intuitive and powerful CRM solutions
2nd
AP
AppFolio Investment Manager
$650 Per month
USPStreamline real estate investments with powerful and intuitive software
3rd
BA
Backstop
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USPEffortlessly elevate your brand with innovative design solutions
4th
BE
Betterment
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USPOptimize your investments effortlessly with Betterment
5th
BR
Broadridge Investment Accounting
$20000 Per feautre
USPStreamline investment accounting with unparalleled accuracy and efficiency
6th
CE
Certent Equity Management
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USPStreamline equity management with intuitive, efficient, and secure solutions
7th
CO
Comarch Wealth Management
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USPEmpowering financial growth with innovative digital solutions
8th
JU
Juniper Square
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USPStreamline real estate investment management with ease
9th
MI
Mint
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USPEffortless budgeting and financial clarity in one app
10th
MO
Morningstar Advisor Workstation
Contact Vendor
USPStreamline investment decisions with comprehensive and intuitive analytics
Continue with products 51–75. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.
Use search, filters, and available product tabs to evaluate the next 25 listings in this category.
Enverus MineralSoft is an investment management software tailored for mineral rights owners and investors in the energy sector. It provides tools for tracking revenue, managing assets, and analyzing portfolio performance related to mineral and royalty interests. The software aggr...
Read more about Enverus MineralSoftAvailable plan information from the product profile.
Yardi Investment Manager is a comprehensive investment management software designed specifically for real estate investment professionals. This platform provides a suite of tools that streamline the management of investment portfolios, enabling users to analyze performance, track...
Read more about Yardi Investment ManagerNetX360 is a comprehensive investment management software designed to help financial advisors and investment firms manage client portfolios and streamline operations. The platform provides tools for portfolio management, trade execution, and reporting, ensuring that users can mon...
Read more about NetX360TeamWox is an innovative document management software designed to enhance collaboration and streamline document workflows within organizations. This comprehensive solution allows teams to create, store, and share documents securely, facilitating efficient information exchange. Wi...
Read more about TeamWoxAvailable plan information from the product profile.
Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized...
Read more about Diligent EquityARGUS Taliance is a sophisticated Investment Management Software designed to streamline and optimize the portfolio management processes for investment firms, asset managers, and financial professionals. The platform offers a comprehensive suite of tools for portfolio tracking, pe...
Read more about ARGUS TalianceAvailable plan information from the product profile.
ARGUS Enterprise is a robust real estate property management software designed to support portfolio managers, investors, and asset managers in overseeing commercial property assets. The platform offers tools for financial modeling, lease management, and asset valuation, helping u...
Read more about ARGUS EnterpriseMacroaxis is a cloud-based investment analytics software and portfolio optimization platform designed to help investors analyze, build, and manage portfolios using data-driven insights and quantitative models. Built for individual investors, financial professionals, and fintech u...
Read more about MacroaxisAvailable plan information from the product profile.
CrowdStreet Suite is an innovative investment management software that empowers commercial real estate professionals to manage and streamline their investment processes. This platform provides a comprehensive set of tools for fundraising, investor communication, and portfolio man...
Read more about CrowdStreet SuiteAvailable plan information from the product profile.
Human Interest is an investment management software designed to help businesses offer retirement plans to employees. It allows companies to set up and manage 401(k) and other investment plans, ensuring compliance with regulations and providing employees with a seamless investment...
Read more about Human InterestAvailable plan information from the product profile.
Nansen is a powerful investment management software designed for asset managers, hedge funds, and institutional investors to track, manage, and analyze their investment portfolios. With Nansen, users can seamlessly integrate data from a variety of sources, including market feeds,...
Read more about NansenAddepar is a sophisticated investment management software tailored for wealth managers, family offices, and financial advisors. It offers advanced portfolio analysis, reporting, and data aggregation features, enabling financial professionals to manage client assets with precision...
Read more about AddeparAxys is a comprehensive investment management software designed to support financial professionals in managing portfolios and analyzing investment performance. This platform offers tools for tracking asset allocations, generating reports, and conducting risk assessments, enabling...
Read more about AxysForex Tester is a specialized investment management software designed to help traders analyze and optimize their trading strategies. The platform offers features for historical data analysis, strategy testing, and performance tracking, ensuring that users can make informed tradin...
Read more about Forex TesterAvailable plan information from the product profile.
ICONOMI is a cryptocurrency exchange software platform that allows users to trade a wide variety of digital assets in a secure, efficient, and user-friendly environment. Designed for both beginners and experienced traders, ICONOMI offers real-time market data, advanced trading to...
Read more about ICONOMIAvailable plan information from the product profile.
SimCorp Dimension is a comprehensive investment management software designed for financial institutions to manage their portfolios effectively. With features such as risk management, compliance monitoring, and performance analytics, SimCorp Dimension provides valuable insights in...
Read more about SimCorp DimensionLongView 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 efficientl...
Read more about LongView TradingAvailable plan information from the product profile.
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 mak...
Read more about eMoney AdvisorAlphaSense is an advanced artificial intelligence software that revolutionizes the way businesses access and analyze information. Designed for researchers and analysts, AlphaSense leverages powerful AI algorithms to sift through vast amounts of data, providing users with relevant...
Read more about AlphaSenseCommon software connections available for this product.
Available plan information from the product profile.
Sentieo is a financial services software platform designed to help investors, analysts, and financial professionals research, analyze, and track market data. The platform offers a wide range of features, including financial document search, real-time data feeds, and advanced anal...
Read more about SentieoTrade Ideas is an advanced investment management software that helps investors and traders make smarter, data-driven decisions. With its powerful AI-powered algorithms, Trade Ideas provides real-time market analysis, predictive trading signals, and automated strategies to identif...
Read more about Trade IdeasAvailable plan information from the product profile.
StatPro Revolution is an innovative investment management software designed to empower asset managers with advanced analytics and reporting capabilities. This comprehensive platform offers tools for portfolio performance measurement, risk assessment, and compliance monitoring, en...
Read more about StatPro RevolutionAvailable plan information from the product profile.
MX.3 is a powerful investment management software designed for financial institutions, asset managers, and traders to streamline their investment processes and enhance decisionmaking. This comprehensive platform offers tools for portfolio management, risk assessment, and trading...
Read more about MX.3TrendSpider is a powerful data analysis software designed for technical traders and investors. It utilizes advanced algorithms and machine learning to analyze market trends, identify patterns, and automate trading strategies. TrendSpider’s intuitive interface allows users to visu...
Read more about TrendSpiderAvailable plan information from the product profile.
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 t...
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