Best Investment Management Software of 2026 - Page 6
Updated March 3, 2025 at 1:42 PM
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The originate feature allows firms to create, manage, and list internal and external deals, creating a central hub of segmented ...Read more about Delio
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Delta Data Asset Management Solutions provide transparency & simplifiy the relationship between asset managers & the firms that ...Read more about Delta Data Asset Management Solutions
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Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals unde...Read more about Diversiview
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DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, f...Read more about DXmatch
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DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to create profes...Read more about DynamicDocs Excel to PDF Add-in
Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives o...Read more about Enfusion
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EQS IR COCKPIT is a cloud-based investor relations (IR) solution specifically developed to combine investor data, contact manage...Read more about EQS IR COCKPIT
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ETNA Web Trading Platform is an advanced, next generation all web trader software for broker-dealers and FinTech firms. It provi...Read more about ETNA White Label Trading Platform
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Etops is a web-based wealth management platform that offers features such as insight generation, reporting, and client managemen...Read more about Etops
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Etops Portfolio Manager is a platform designed to simplify portfolio management for wealth professionals. It provides oversight ...Read more about etops Portfolio Manager
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Etops Wealth Discovery is a financial management platform designed for wealth managers, family offices, independent financial ad...Read more about etops Wealth Discovery
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Designed for small to large businesses, Eze Eclipse is a cloud-based investment management platform that helps handle portfolio ...Read more about Eze Eclipse
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Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle f...Read more about Eze Investment Suite
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FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the ...Read more about FolioSure
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Fundy is a platform designed to simplify capital calls, investor tracking, and reporting for real estate and private equity fund...Read more about Fundy
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Founded in 2018, Gain.pro is a deal-sourcing platform that specialises in private market data. The platform is designed to provi...Read more about Gain.pro
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Gator is an Open Banking API solution that establishes connections with all French banks and adheres to PSD2 regulations. It pro...Read more about gator
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GroundBreaker is a cloud-based software that helps investors automate real estate fundraising, portfolio reporting, and investor...Read more about GroundBreaker
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HYIP Script is a platform designed to help businesses create and manage investment projects. This script automates key processes...Read more about HYIP Script
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INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting throu...Read more about INDIS
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Investment Metrics is a cloud-based portfolio analytics solution. It is designed for investment managers, analysts, and advisors...Read more about Investment Metrics
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InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communi...Read more about InvestorPortaLPro
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In the thirty years that we have been in business, we have been many things to many people. Our startup clients were inherited f...Read more about IPBS
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Irwin is a comprehensive investor relations software system that gives you the tools to manage your investor relationships from ...Read more about Irwin
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Jacobi is a cloud-based technology that streamlines multi-asset investment processes with a uniquely customizable platform for p...Read more about Jacobi
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