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 76–100. 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.
Stessa is a versatile real estate property management software designed to help property owners and managers streamline their operations and maximize profitability. It offers a comprehensive platform for tracking income and expenses, managing leases, and monitoring property perfo...
Read more about StessaVestwell is a leading benefits administration software designed to simplify the management of employee benefits programs. This robust platform allows organizations to seamlessly manage retirement plans, health benefits, and other employee perks with ease. Vestwell offers a user-f...
Read more about VestwellAvailable plan information from the product profile.
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, t...
Read more about AgicapVisible for Investors is a comprehensive investment management software solution designed to help investors, portfolio managers, and financial advisors manage, track, and analyze their investment portfolios. The software offers a user-friendly interface for tracking assets, monit...
Read more about Visible for InvestorsKurtosys is an innovative investment management software designed to streamline operations for asset managers and financial institutions. With its user-friendly interface, Kurtosys enables users to manage portfolios, track performance, and generate insightful reports effortlessly...
Read more about KurtosysFi360 Toolkit is a robust investment management software designed to enhance the efficiency and effectiveness of financial advisors and investment firms. This platform provides comprehensive tools for portfolio management, performance reporting, and risk analysis, enabling profes...
Read more about Fi360 ToolkitAvailable plan information from the product profile.
Foundersuite is a comprehensive investment management software tailored for startups, investors, and venture capital firms. The platform offers a suite of tools including fundraising management, investor relations, deal tracking, and portfolio management. With Foundersuite, entre...
Read more about FoundersuiteAvailable plan information from the product profile.
Eze Investment Suite is a comprehensive investment management software designed to streamline operations for asset managers, hedge funds, and institutional investors. This platform provides a fully integrated solution for portfolio management, trading, compliance, and accounting,...
Read more about Eze Investment SuiteSeedLegals is an innovative contract management software designed to simplify the process of creating, managing, and storing legal documents for startups and businesses. This platform provides tools for generating legally compliant contracts, enabling organizations to streamline...
Read more about SeedLegalsAvailable plan information from the product profile.
InvestorFX is a powerful investment management software designed to facilitate the management and analysis of financial portfolios. This platform provides a comprehensive suite of tools for tracking investments, analyzing performance, and managing risk. With InvestorFX, users can...
Read more about InvestorFXFigure Equity Solutions is an advanced financial reporting software designed to help businesses streamline the creation, analysis, and management of financial reports. Ideal for accounting teams, CFOs, and financial analysts, the software enables users to easily generate accurate...
Read more about Figure Equity SolutionsParticeep Finstore is a robust investment management software designed to streamline and enhance the investment processes for financial institutions and individual investors. This platform offers comprehensive tools for portfolio management, asset allocation, and performance trac...
Read more about Particeep FinstoreEze Eclipse is a sophisticated investment management software that helps financial professionals and asset managers streamline their investment processes. It provides an all-in-one platform to manage portfolios, conduct research, execute trades, and analyze risk. With features li...
Read more about Eze EclipseHiddenLevers is a sophisticated investment management software designed to enhance portfolio analysis and risk management for financial advisors and investment firms. The platform offers a comprehensive suite of tools for scenario modeling, stress testing, and performance analyti...
Read more about HiddenLeversAvailable plan information from the product profile.
Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investm...
Read more about SharesightCommon software connections available for this product.
Available plan information from the product profile.
Katipult is an innovative investment management software designed to help businesses manage and streamline the process of raising capital. It is particularly useful for private equity firms, venture capitalists, and real estate investment companies. Katipult provides a digital pl...
Read more about KatipultAvailable plan information from the product profile.
V3locity is a sophisticated investment management software designed to help financial professionals manage portfolios and optimize investment strategies. The platform offers tools for portfolio tracking, risk assessment, and performance analytics, providing users with real-time i...
Read more about V3locityIMSplus is a robust investment management software designed to streamline portfolio management, enhance decision-making, and optimize investment strategies for asset managers and financial institutions. This platform provides a comprehensive suite of tools that facilitate the man...
Read more about IMSplusAvailable plan information from the product profile.
Blueleaf is a powerful investment management software designed to simplify financial planning and portfolio management for wealth managers and financial advisors. This platform provides tools for tracking investments, analyzing performance, and generating client reports with ease...
Read more about BlueleafAvailable plan information from the product profile.
SharePad is an advanced investment management software designed to support investors, analysts, and portfolio managers in making informed financial decisions. This comprehensive platform offers a range of tools for analyzing stocks, tracking portfolio performance, and conducting...
Read more about SharePadAvailable plan information from the product profile.
PureFacts is a comprehensive investment management software solution designed to help financial institutions streamline portfolio management, risk analysis, and reporting. It offers advanced tools for analyzing market trends, managing investment strategies, and ensuring complianc...
Read more about PureFactsAvailable plan information from the product profile.
Dealpath is an innovative workflow management software designed to enhance collaboration and efficiency in real estate investment processes. This platform provides a centralized hub for managing deals, tracking progress, and communicating with team members effectively. With its u...
Read more about DealpathAvailable plan information from the product profile.
DXtrade is a comprehensive investment management software designed to help financial organizations manage their investment portfolios effectively. This platform offers a range of tools for trade execution, risk management, and reporting, ensuring efficient investment operations....
Read more about DXtradeThe Novus Platform is an advanced investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. The platform offers a comprehensive suite of features, including portfolio tracking, perform...
Read more about The Novus PlatformGroundBreaker is an innovative investment management software tailored for real estate professionals and fund managers. This powerful platform streamlines the investment lifecycle, from sourcing and underwriting deals to managing investor relations and reporting. GroundBreaker pr...
Read more about GroundBreakerAvailable plan information from the product profile.
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