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FundCount

FundCount is an integrated accounting and investment management solution that helps small to large businesses track, analyze and report investments across portfolios. It allows users to manage all operations related to partnership...Read more about FundCount

Backstop

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage mu...Read more about Backstop

VestServe

VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning...Read more about VestServe

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V3locity

V3locity is a suite of complementary applications that brings about transformation in businesses, offering complete life cycle functionality and robust enterprise capabilities. With its modular design, the platform enables flexibl...Read more about V3locity

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Eze Investment Suite

Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle from acquisition to profit management, returns and sale. The platform offers various integrated modules...Read more about Eze Investment Suite

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HedgeGuard

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve opti...Read more about HedgeGuard

4.6 (8 reviews)

Kurtosys

Kurtosys is a platform that delivers investment data and insights. It primarily serves investment managers who aim to automate their reporting processes, develop investor websites and portals, and integrate data and content smooth...Read more about Kurtosys

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QUO

QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business operations. Key features include benchmarking, client portal, performance analysis, investor reporting, fun...Read more about QUO

5.0 (1 reviews)

Enfusion

Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives our investment management clients the ability to easily access and analyze investment information in re...Read more about Enfusion

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MetaTrader 5

MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading a...Read more about MetaTrader 5

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Everysk

Everysk is an analysis platform that enables financial institutions to perform stress testing, risk attribution, factor modeling and other advanced analyses on their portfolios. Using the application, managers can generate reports...Read more about Everysk

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INDIS

INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, foreca...Read more about INDIS

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AM-DIS

AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial a...Read more about AM-DIS

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IR.Manager

IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private companies manage their shareholder outreach strategies with post-listing analytics. It features everything fro...Read more about IR.Manager

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Allvue

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering ...Read more about Allvue

5.0 (1 reviews)

Northstar Risk/Performance Software

Northstar Risk and Performance Analysis Platform helps hedge funds achieve greater transparency, balance sheet management and risk reporting capabilities. With real-time visibility into trading positions and daily P&L fluctuations...Read more about Northstar Risk/Performance Software

5.0 (9 reviews)

Octopus

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Supports Crypto Portfolio/Funds! Crypto version video: http://www.octo21.com/crypto The Portfolio manag...Read more about Octopus

4.0 (1 reviews)

The Novus Platform

SEI Novus is a portfolio intelligence company that solves the unique data and analytics challenges of today, offering best-in-class solutions for investors. It serves endowments, foundations, sovereign wealth funds, outsourced CIO...Read more about The Novus Platform

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Dynamo

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key...Read more about Dynamo

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CompTrak Carried Interest Management

CompTrak Carried Interest Management is a cloud-based hedge fund software that helps businesses view portfolio holdings, handle compensation value, and analyze long-term incentives. Key features include distribution processing, re...Read more about CompTrak Carried Interest Management

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