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 1-20 of 53 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

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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

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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

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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

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AdvisorEngine

All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerag... Read more

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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

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Bipsync

Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. Combining easy to use note-taking and organization ... Read more

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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

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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

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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

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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

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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

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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

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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

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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

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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

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AlternativeSoft

Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a software with all the funds and futuristic funds analytics. With a total combined AuM over $1.5tn worldw... Read more

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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

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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

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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

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.