Investment Management Software

Finding software can be overwhelming. Software Advice has helped many investment managers choose the right investment. Management software for creating, and managing assets and investments.

Showing all 57 products

Diligent Equity

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 analysis. It comes with a stock an... Read more

Learn More

AppFolio Investment Management

AppFolio Investment Management is a cloud-based solution that helps small to large businesses in the real estate industry handle assets and manage fundraising campaigns. It comes with a centralized dashboard, which enables users t... Read more

Learn More

Juniper Square

Juniper Square is a cloud-based investment management platform, which assists real estate firms with client management and partnership accounting. Key features include file sharing, document management, payment distribution and cu... Read more

Learn More

Backstop

Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research, acco... Read more

Learn More

AdvisorEngine

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, ... Read more

Price:

Learn More

Carta

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

Learn More

RealPage IMS

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request trackin... Read more

Learn More

Bipsync

Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. The Bipsync Research Platform brings together a hos... Read more

Price:

Learn More

Prospero

Prospero 365 is a cloud-based risk management solution, which helps medium to large private banks and financial institutions plan, manage and track client investment goals. Key features include regulatory compliance review, multi-... Read more

Price:

Learn More

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

Price:

Learn More

eFront

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

Price:

Learn More

Plaid

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

Learn More

Crowdsofts

Crowdsofts is a white label crowdfunding solution for startups and non profit organizations. The cloud-based platform provides benefits such as workflow automation, powerful analytics, back office management, and flexible integrat... Read more

Price:

Learn More

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

Price:

Learn More

U-Rite

U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors manage property valuation and tenant underwriting. It integrates with Microsoft Excel to facilitate market-specif... Read more

Price:

Learn More

SourceScrub

SourceScrub is an investment management software designed to help businesses analyze key metrics including job postings, leadership teams and employee growth to connect with privately held companies. The platform enables administr... Read more

Price:

Learn More

Tier1

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction t... Read more

Price:

Learn More

FolioSure

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

Price:

Learn More

ODD360

ODD360 is a cloud-based solution that helps investors, consultants and fund managers streamline processes related to DDQ workflow automation, report usage tracking, document storage, collaboration and more from within a centralize... Read more

Price:

Learn More

AlternativeSoft

AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import fund... Read more

Learn More

Foundersuite

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments, rel... Read more

Stessa

Stessa is a real estate accounting software designed to help businesses track and manage investments, finances and documents across rental properties on a unified dashboard. Administrators can use the platform to centralize detail... Read more

DealCloud

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to ... Read more

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

AIM

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it... Read more

Price:

HedgeGuard

HedgeGuard is a portfolio management solution designed to help businesses dealing with hedge funds, assets management, family offices and crypto funds. It lets users generate configurable analytics, views and reports on investment... Read more

Price:

Windham Portfolio Advisor

Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress testi... Read more

Price:

AIRR

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

Price:

HighCastle

HighCastle is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations a... Read more

Price:

Investor Deal Room

Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital raisers, communication and more. The application allows organizations to create custom forms to gather c... Read more

Price:

Kushim

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching ... Read more

Price:

Active Trader Pro

Active Trader Pro is a cloud-based and on-premise trading solution, which helps investors monitor and gain real-time insights about investments, discover trading opportunities and identify potential risks or rewards through visual... Read more

Price:

M2Advisor

M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for small to midsize banking and financial businesses. Key features include customer relationship management ... Read more

Price:

BetterCapital.US

BetterCapital.US is an investment management solution that helps investors measure ROIs from within a unified dashboard. Property managers can provide a better investor portal for their clients at no cost.... Read more

Price:

Cash Flow Portal

Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 days that can be extended to 30 days upon request. It combines ease of use, intuitive UI of a user-centric SaaS ... Read more

Price:

EXM

EXM is a cloud-based strategy execution solution, which assists C-suite officers and portfolio managers with business process planning and portfolio management. Key features include fund monitoring, asset/expenditure management, K... Read more

Price:

LienApp

LienApp is a cloud-based tax lien solution that helps investors and alternative asset portfolio managers automate transactions and maintain certification portfolios. Key features include risk management, investment tracking, perfo... Read more

Price:

Broadridge Investment Accounting

Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, health care, insurance, retail, banking, telecom and utility industries. It allows users to manage risk... Read more

Price:

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

Price:

Trust Platform

Trust Platform is an alternative investment hub designed to help businesses manage client assets. This solution allows firms to manage client accounts, create custom reusable templates, send bulk investment invitations, plus more.... Read more

Price:

InvestorPortaLPro

InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client manag... Read more

Price:

YCharts

YCharts is an investment management solution that helps financial advisors and investors create client portfolios and compare investment strategies. Finance teams can gain insights into mutual funds, financial assets and market tr... Read more

Price:

Morningstar Advisor Workstation

Morningstar Advisor Workstation is a cloud-based investment management solution that helps businesses create and assess client portfolios using hypothetical illustrations. Professionals can review investment styles or holdings and... Read more

Price:

Clearwater

Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, validate, reconcile and analyze clients’ investment data. Administrators can automatically collect informa... Read more

Price:

Financial Services Cloud

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representa... Read more

Price:

MX.3

MX.3 is a cloud-based solution that enables public agencies, banks, clearing brokers and other businesses to handle operations related to trading, costs, funding and risk management, compliance tracking, and more. The platform inc... Read more

Price:

Uptrader

Uptrader is a cloud-based process improvement solution that helps businesses streamline processes related to hiring, investment, demand management, and supply chain management. The talent acquisition tool allows recruiters to asse... Read more

Price:

Pulse

Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one ce... Read more

Price:

DealCheck

DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet. Trusted by over 200,000 real estate investors and agents, it's the leading real estate analysis platform ... Read more

Price:

RentCast

RentCast is the leading rental property analytics, estimation and reporting software for real estate investors, landlords and property managers. You can use RentCast to get actionable rental data in seconds, including accurate re... Read more

Price:

thinkorswim

thinkorswim is an investment management suite of tools, which enable professionals to handle trade across multiple products such as equities, exchange-traded funds (ETFs) and more. Individuals can utilize the thinkscript tool to ... Read more

Price:

Human Interest

Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee records and profiles, contribution rates, and more. The system's investment management functionality ... Read more

Price:

iownit

A Digital Asset Securities Investment Platform Simplifying investing in alternatives through a digital platform Bringing Efficiency To Alternative Investments Alternative investments are an important part of capital markets. Sop... Read more

Price:

Orchestra

Orchestra ensures your share registry and cap table are accurate and compliant including a full transaction history, and provides better visibility with a single source for your stakeholders to easily view and manage their investm... Read more

Price:

Pepper

Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions. Pepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types o... Read more

Price:

Fi360 Toolkit

Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and track customers’ investment portfolios on a centralized platform. Fi360 allows organizations to generat... Read more

Price:

PaxFamilia

End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users, client... Read more

Price:

Buyers guide


Last Updated: May 25, 2021

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).

Importing brokerage in StockMarketEye

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.
Benchmarking 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.