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AppFolio Investment Manager

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead ...Read more about AppFolio Investment Manager


SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The platform...Read more about Sourcescrub


Covercy is the first real estate syndication platform where banking meets investment management. Streamline your operations with our automated distribution and capital call payment processing, while building trust with your LPs...Read more about Covercy

4.3 (9 reviews)


InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks, Microso...Read more about InvestNext

Certent Equity Management

•Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and ...Read more about Certent Equity Management


Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income,...Read more about Plaid


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

Juniper Square

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundrais...Read more about Juniper Square

Enverus MineralSoft

Enverus MineralSoft makes it easy to monitor a rig’s location and the latest field data, enabling teams to steer their focus toward prospects and track performance across wells. It allows you to manage data such as land documents,...Read more about Enverus MineralSoft

5.0 (1 reviews)


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)

Yardi Investment Manager

Yardi Investment Manager is a complete platform for managing relations with current and prospective investors, tracking capital transactions and insights into investment metrics. A branded investor portal provides timely access t...Read more about Yardi Investment Manager

4.1 (8 reviews)


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


eFront is a cloud-based solution that helps businesses manage investment operations through reporting, accounting, fund administration and asset servicing. Key features include risk management, benchmarking, investments tracking, ...Read more about eFront

2.7 (3 reviews)

Vantage Software

FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity, real...Read more about Vantage Software


FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net to...Read more about FolioSure

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ETNA Web Trader

ETNA Web Trading Platform is an advanced, next generation all web trader software for broker-dealers and FinTech firms. It provides a lightning fast, personalized trading user interface where you can trade from anywhere in the pla...Read more about ETNA Web Trader

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TIKR is an analytics platform that enables users to track any stocks that the investor has disclosed globally, including in Europe, Asia, Australia, and the US. They can track the progress of the stocks, and receive alerts when th...Read more about TIKR

5.0 (1 reviews)


AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In ...Read more about AIRR

4.8 (5 reviews)


Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture cap...Read more about Carta

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Diligent Equity

Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analy...Read more about Diligent Equity

Buyers Guide

Last Updated: March 16, 2023

Managing financial assets can be challenging for portfolio managers, independent traders, and private bankers due to the lack of timely access to data, changing market trends, complex risk analysis, and time-consuming calculations. Investment management software can help deal with these challenges by automating key functions such as portfolio management, asset reporting, and accounting.

However, picking the right investment management solution can be challenging: there's a diversity of solutions on the market and they differ in price, deployment options, and features. For instance, should you go with a cloud-based investment management solution, or is an on-premise one better for your business?

To help you decide, we've created this Buyers Guide that gives an overview of investment management software, its common features, and key considerations.

Here's what we'll cover:

What is investment management software?

Common features of investment management software

What type of buyer are you?

Key considerations

What is investment management software?

Investment management software helps manage investment portfolios, audit compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. The users of investment management software include traditional investment management firms, independent traders and investment advisers, and vendors of alternative investment (such as hedge funds).


Portfolio importing in StockMarketEye (Source)

Common features of investment management software

Investment management software has a wide range of functionality such as investment tracking, portfolio performance, asset reporting, and benchmarking. Here are the common features of the software:

Investment tracking

Track, allocate, and analyze client holdings such as futures, stocks, options, and complete portfolios through a centralized dashboard.

Portfolio performance

Generate valuation reports to track portfolio performance across clients, asset classes, geographies, and time periods.

Data importing

Import digital contract notes, trade-book files, stocks, futures, and options in formats such as Excel, HTML, and PDF. You can also import data from social media feeds, analyst reports, and news channels to identify market sentiments.


Analyze the risk or return of a portfolio based on multiple benchmarks, and assess how a portfolio is performing against different market segments.

Asset reporting

Generate reports such as annualized return reports, absolute gains, transaction reports, and stock registers across assets, portfolios, and asset classes.

Financial risk management

Mitigate risks by creating, validating, and deploying high-performing risk models; customize these as per changes in market trends. Leverage current and past market data to predict risks associated with a portfolio.

To further understand the features and benefits of investment management software, call our advisors at (855) 998-8505 for an obligation-free consultation. They will listen to your requirements and help you narrow down your options by recommending the best-suited software for you business needs.

What type of buyer are you?

These are the two broad categories of investment management software buyers:

  • Independent professionals: These include individual traders and investment advisers. Independent traders are primarily involved in selling shares, bonds, and financial assets on behalf of their clients (individuals or banks), whereas independent investment advisers make investment recommendations and conduct security analysis.

  • Firms: These include small, medium, and large investment firms. They manage portfolio investment management projects for wealthy individuals or corporations.

Features in the previous section are inherent to efficient investment management, thus relevant to both the buyer types. Businesses are advised to consult preferred vendors on their specific requirements such as level of support required, favorable price points, and data storage capacity.

Benefits of investment management software

By now you should have an idea about the benefits you can expect from investment management software, but we'll summarize them below:

  • Improved decision making: The solution offers timely access to data via reports and dashboards to make informed investment decisions. It allows users to assess gaps in investments and track the performance of factors such as the debt-equity ratio to optimize investment plans. Further, users can also get live, daily, and monthly price updates of mutual funds, bonds, and stocks.

  • Better risk management: The software leverages real-time asset reporting and diverse risk models to help identify assets prone to risks or low returns. This allows users to mitigate risk by balancing investments with safer and more rewarding ones.

  • Easier portfolio management: The tool helps categorize and organize portfolios on a centralized platform. This makes accessing and sifting through them easier.

Key considerations

As the last step to purchasing investment management software, you need to keep a few additional things in mind.

  • Deployment options: You can either go for a cloud-based solution or an on-premise one. The latter option requires higher upfront investment in acquiring and implementing the software and relevant infrastructure but doesn't incur recurring monthly/yearly subscription fees like could-based tools. On the other hand, cloud solutions can be used right away after paying the subscription fee, which make them favorable for independent professionals and small businesses.

  • Scalability of the software: Irrespective of whether you're an independent trader or an investment firm of any size, scalability of the software should be a top priority. Check with the vendor if the software can accommodate your growing portfolio, relationships, investor base, prospect data, and scale for a mass market.

  • Third-party integrations: This is particularly important for businesses as they use multiple software tools to support different aspects of their operations. Integrating the investment management software with tools such as online accounting software and financial CRM software will facilitate data exchange between these systems, thus saving time and effort on redundant data entries and possible errors in manually copying over data.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.