Best Investment Management Software of 2026 - Page 5
Updated March 3, 2025 at 1:42 PM
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MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, i...Read more about MRI Property Management
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Dealpath is a cloud-based deal management platform. It is designed for corporate development, venture capital, and private equit...Read more about Dealpath
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Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, h...Read more about Carta
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eFront® technology covers alternative investment management to meet the needs of investment professionals across all major alter...Read more about eFront
Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee...Read more about Human Interest
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Find the Right Investments with Morningstar Direct—Your Trusted Partner for Smarter Decisions As an investment professional, y...Read more about Morningstar Direct
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Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution, which helps law firms, investors and fina...Read more about Diligent Equity
Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help users make inf...Read more about Active Trader Pro
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COBIS Core is an investment management software designed to help cooperative banks and microfinance institutions manage customer...Read more about COBIS Core
Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, and asset m...Read more about Nitrogen
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End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitor...Read more about Abbove
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AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analyti...Read more about AllInvestView
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AlphaSense is a market intelligence platform that helps knowledge professionals surface and track insights from millions of docu...Read more about AlphaSense
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AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and g...Read more about AMDIS
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Athena Systems is a financial risk management system that extracts data from any technology, normalizes source data, checks for ...Read more about Athena Systems
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B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and custom...Read more about B1 Financial
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Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their diffe...Read more about Beanvest
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Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity,...Read more about Bipsync
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Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, h...Read more about Broadridge Investment Accounting
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Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and cha...Read more about ByAllAccounts
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Designed to cater to DIY investors' needs, Capitally is a cloud-based investment management platform that empowers users to trac...Read more about Capitally
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CEPRES is an investment platform that allows private market investors to access investment data and analytics according to requi...Read more about CEPRES
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CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capabilities nee...Read more about CircleBlack
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Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, vali...Read more about Clearwater
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Dasseti Engage is a cloud-based software platform for asset managers, hedge funds, private equity firms and the wider investment...Read more about Dasseti ESG
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