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 176–196. 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 21 listings in this category.
AGIMENDO.invest is an advanced investment management software designed to help investors and financial institutions manage portfolios, analyze market data, and make informed investment decisions. The platform offers a wide range of tools for portfolio tracking, asset allocation,...
Read more about AGIMENDO.investLimina IMS is an advanced investment management software designed to simplify portfolio management, trading, and reporting for asset managers, private equity firms, and institutional investors. The platform provides a centralized system for managing diverse investment portfolios,...
Read more about Limina IMSAvailable plan information from the product profile.
Altvia is a powerful investment management software designed to support private equity and venture capital firms in managing their portfolios effectively. This comprehensive platform offers tools for deal tracking, investor reporting, and communication, enabling firms to streamli...
Read more about AltviaHedgeGuard is a comprehensive investment management software designed to support asset managers, hedge funds, and family offices in managing portfolios, tracking performance, and overseeing investment strategies. The platform provides realtime portfolio management tools, risk ana...
Read more about HedgeGuardCommon software connections available for this product.
Covercy is a dynamic commercial real estate software designed to streamline investment management, communication, and financial transactions for real estate professionals. This platform offers a centralized solution for managing real estate funds, investor relations, and financia...
Read more about CovercyAvailable plan information from the product profile.
TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyz...
Read more about TheBizPlannerLUSID is a sophisticated investment management software designed to empower organizations to manage their investments effectively and efficiently. It provides a comprehensive suite of tools for portfolio management, risk assessment, trade execution, and compliance, enabling inves...
Read more about LUSIDDD360 is a cutting-edge investment management software designed to support financial professionals in effectively managing their portfolios and maximizing returns. This platform provides a comprehensive suite of tools that allows users to track investments, analyze performance me...
Read more about DD360Elinvar is a comprehensive investment management platform designed to support wealth managers, financial advisors, and institutional investors in managing client portfolios and assets. The software offers powerful features for asset allocation, risk management, performance tracki...
Read more about ElinvarCardo AI is a cutting-edge investment management software that leverages artificial intelligence and machine learning to help asset managers and financial advisors optimize investment portfolios. The software uses advanced algorithms to analyze vast amounts of financial data, ide...
Read more about Cardo AICEPRES is a comprehensive Investment Management Software designed to help financial advisors, asset managers, and investment firms streamline and optimize their investment operations. It offers a robust platform for managing client portfolios, tracking investment performance, con...
Read more about CEPRESAvailable plan information from the product profile.
TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring p...
Read more about TheInvestorNetAvailable plan information from the product profile.
Delta Data Asset Management Solutions provides a comprehensive fund accounting software designed for asset managers, hedge funds, and financial institutions. The platform enables businesses to manage investment portfolios, track fund performance, and comply with regulatory report...
Read more about Delta Data Asset Management SolutionsHelloData.ai is a powerful data extraction software that uses artificial intelligence to automate the process of extracting valuable data from various sources, such as documents, forms, and images. The platform leverages advanced machine learning models to recognize and extract r...
Read more about HelloData.aiAvailable plan information from the product profile.
AlternativeSoft is a powerful risk management software solution designed to assist financial professionals in identifying, analyzing, and mitigating risks associated with investments. This platform provides a suite of tools for portfolio management, allowing users to assess risk...
Read more about AlternativeSoftCommon software connections available for this product.
Available plan information from the product profile.
PortfolioShop is a powerful investment management software designed to cater to the needs of financial professionals and institutions. With its comprehensive suite of tools, users can efficiently manage diverse investment portfolios, track performance metrics, and analyze market...
Read more about PortfolioShopCommon software connections available for this product.
Available plan information from the product profile.
SyndicationPro is an advanced investment management software designed to help real estate syndicators and private equity firms manage investments and streamline operations. The platform provides comprehensive tools for managing investor communications, tracking investments, and r...
Read more about SyndicationProAvailable plan information from the product profile.
OptionTrax is a comprehensive equity management software designed to simplify the tracking and management of stock options, equity plans, and employee ownership programs. The platform streamlines the process of granting, tracking, and exercising stock options, making it easy for...
Read more about OptionTraxCommon software connections available for this product.
A free, interactive social investing platform where traders can track, share, or copy trades in real-time with extensive insights on every position & in-depth performance stats. Discover & follow top traders to receive live notifications of their trades, or compete against the be...
Read more about NVSTly: Social InvestingCommon software connections available for this product.
Magnifi is a powerful budgeting software designed to help individuals, families, and businesses manage their finances with ease. Offering a range of budgeting tools, Magnifi allows users to create and track personalized budgets, set financial goals, and monitor spending habits. T...
Read more about MagnifiAvailable plan information from the product profile.
Nextvestment is a robust investment management software designed to streamline the investment process for asset managers, advisors, and financial institutions. It offers tools for portfolio management, risk assessment, and financial analysis, enabling users to make data-driven in...
Read more about NextvestmentRemove one or more filters or search using a broader term.
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