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

Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage companies with API-integrated borrower on-boarding, KYC check, e-signature and data exchange options....Read more about Lendstream

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 about Dynamo

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 about Altvia

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

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 about Windham Portfolio Advisor

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

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 about Prospero

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 about VestServe

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 about Foundersuite

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 about LienApp

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve opti...Read more about HedgeGuard

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

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 about Broadridge Investment Accounting

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 about RealPage IMS

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

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 about Diligent Equity

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 about Eze Investment Suite

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

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

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

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 about Trust Platform

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 about Active Trader Pro

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 about InvestorPortaLPro

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 about YCharts

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 about Morningstar Advisor Workstation

Quoroom 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 and ...Read more about Quoroom

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 about DD360

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 about U-Rite

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 about DealCloud

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 about Clearwater

Stessa is the #1 real estate app for landlords, based on App Store downloads and ratings. We’ve been helping rental property owners and operators eliminate the busywork and maximize returns since 2016. Free yourself from the endle...Read more about Stessa

SS&C Tier1 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 tracki...Read more about Tier1

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 about M2Advisor

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 about Financial Services Cloud

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 about MX.3

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

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 about Uptrader

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 about Crowdsofts

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting and deep analysis. With Mosaic, you can easily consolidate data from ERP, CRM, HRIS, and Billing systems to provide a single source of truth across bus...Read more about Mosaic

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

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 about AdvisorEngine

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 about AlternativeSoft

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 about Cash Flow Portal

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 about BetterCapital.US

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 about Kushim

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 about Bipsync

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 about Pulse

DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealCheck to quickly analyze rental properties, flips, rehab projects, BRRRR's, wholesale deals, and multi-fam...Read more about DealCheck

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and autom...Read more about Ledgy

COBIS Core is an investment management software designed to help cooperative banks and microfinance institutions manage customer service processes and back-office tasks. The platform enables administrators to manage lending, depos...Read more about COBIS Core

INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, foreca...Read more about INDIS

RentCast is a cloud platform that helps real estate investors, landlords and property managers track and optimize their rental portfolios. You can use RentCast to view property rent prices, nearby rental comps and local rental ma...Read more about RentCast

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 about thinkorswim

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 about Human Interest

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 about iownit

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

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 about Investor Deal Room

Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to family offices, wealth managers and advisors, and professional service firms and the platform consolidate...Read more about Masttro

Orchestra is the leading platform to manage distributed equity in one place. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap tabl...Read more about Orchestra

AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial a...Read more about AM-DIS

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

optionDash is a call screening software designed to help businesses screen stock and options data to find income-producing covered call trades. It has an easy-to-navigate graphical interface, comprehensive backtesting reports and ...Read more about optionDash

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

Vermaegensmanagement is a comprehensive and powerful financial management software solution designed to meet the requirements of a wide range of businesses, including family offices and foundations, as well as traditional banks an...Read more about Vermögensmanagement

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 about Pepper

SyndicationPro helps real estate sponsors raise capital faster and spend less time doing it. The platform enables sponsors to manage assets seamlessly on a centralized portal. SyndicationPro provides a powerful and easy-to-use in...Read more about SyndicationPro

StockMarketEye lets you easily track all of your investments in one place. Get the big picture on your net worth or zoom in to individual investments to see how your choices have performed. You can get started quickly by importi...Read more about StockMarketEye

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to ke...Read more about Rundit

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

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 about Fi360 Toolkit

FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, institutional investors, investment banks, consultants, service providers asset managers, venture capitalist...Read more about FINTRX Platform

HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory pl...Read more about HiddenLevers

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

SEI Novus is a portfolio intelligence company that solves the unique data and analytics challenges of today, offering best-in-class solutions for investors. It serves endowments, foundations, sovereign wealth funds, outsourced CIO...Read more about The Novus Platform

Dasseti Engage is a cloud-based software platform for asset managers, hedge funds, private equity firms and the wider investment management sector. Small, medium or large investment management firms can streamline their operations...Read more about Dasseti ESG

TigerTrade is a cloud-based investment and trade management solution that helps businesses assess market performance and view trade information on a unified platform. Professionals can monitor the dynamics of price changes and vie...Read more about TigerTrade

Vestberry is portfolio management and reporting software for venture capital and private equity. The software helps manage LP & GP relationships with the use of advanced analytics for LPs that foster transparency and decision maki...Read more about Vestberry

V3locity is a suite of complementary applications that brings about transformation in businesses, offering complete life cycle functionality and robust enterprise capabilities. With its modular design, the platform enables flexibl...Read more about V3locity

The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting firms enhance their stock trading experience using third-party integration interfaces. Using the accou...Read more about Vestio

Jacobi is a cloud-based technology that streamlines multi-asset investment processes with a uniquely customizable platform for portfolio design, analysis and engagement. Firms can code on the platform through Software Development ...Read more about Jacobi

PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handl...Read more about PortfolioShop

AlphaSense is a market intelligence platform that helps knowledge professionals surface and track insights from millions of documents across earnings, broker research, company documents, expert calls, and more. AlphaSense’s AI-ba...Read more about AlphaSense

Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives our investment management clients the ability to easily access and analyze investment information in re...Read more about Enfusion

Investment Metrics is a cloud-based portfolio analytics solution. It is designed for investment managers, analysts, and advisors. Investment Metrics provides a comprehensive set of tools for investment analysis and reporting. It ...Read more about Investment Metrics

Irwin is a comprehensive investor relations software system that gives you the tools to manage your investor relationships from one place. With Irwin, you can connect with investors through social media, email, and traditional IR ...Read more about Irwin

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

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 about PaxFamilia

As private equity firms face continued pressure to demonstrate returns faster, the need for increased operational engagement and efficiency has become critical. Maestro is a cloud-based solution designed specifically to modernize ...Read more about Maestro

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Supports Crypto Portfolio/Funds! Crypto version video: http://www.octo21.com/crypto The Portfolio manag...Read more about Octopus

Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their different portfolios as well as their brokerage accounts in one place. Users are offered tools such as stoc...Read more about Beanvest

WealthBlock's capital raising and investor management solution supports private fund managers across venture capital, private equity, and real estate investment firms. The white-label technology centralizes the tools private inve...Read more about WealthBlock

Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and the Covercy investor management platform. Covercy is the first management platform with integrated financial services for CRE investments. CRE...Read more about Covercy

UNTAP Portfolio Management is the first solution dedicated to Private Capital Markets that incorporates financial results, operating KPIs, ESG measurements and value creation in one single integrated platform. UNTAP is designed ...Read more about UNTAP by EXM

Class Portfolio is an investment portfolio accounting software that provides automated administration, accounting, and reporting for companies, trusts, and individuals. The software streamlines portfolio management for accountants...Read more about Class Portfolio

JUMP Front-to-Back is a comprehensive and modular asset management platform covering front-to-back office functions. It streamlines operations for asset managers, wealth managers, insurers, and other financial services firms. The...Read more about JUMP Front-to-Back

Pinnakl is a complete investment management solution that includes live order management, portfolio analytics, risk management, and more. The platform offers an order management module where users can automate allocation, book tra...Read more about Pinnakl

The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key processes. With its suite of applications, the platform enables businesses to effectively manage investor engageme...Read more about Q4 Desktop

The CRE Suite is an investment management software designed to help commercial investors, developers, and asset managers track, analyze and report on their real estate investments. The platform enables managers to track and monito...Read more about The CRE Suite

qashqade is an enterprise software suite for fund managers (GPs), fund administrators, and investors (LPs) in private markets. It is designed to handle key processes for calculation, allocation, tracking, and reporting. qashqade p...Read more about qashqade

Origin by Altrio is a powerful, data driven real estate deal management platform for teams of any size. Optimize your investment process, screen and underwrite deals faster to build a winning portfolio with Origin by Altrio. Or...Read more about Origin

PE Front Office is an investment solution that offers a comprehensive set of tools and features to streamline and optimize the management of private equity investment processes. The software's core features include deal flow manag...Read more about PE Front Office

Titan Treasury is a multi-user, multi-currency solution covering corporate companies' treasury valuation and financial risks analysis. Some features include transaction insertion and management, fees calculations, valuations, paym...Read more about Titan Treasury

LenderKit is a powerful white-label crowdfunding software and investment management solution designed to help private equity firms and investment companies succeed in raising capital for their clients. LenderKit solution include...Read more about LenderKit

CEPRES is an investment platform that allows private market investors to access investment data and analytics according to requirements. The solution helps users underwrite new investments using quantitative due diligence. Teams ...Read more about CEPRES

Valutico helps users generate business valuations by powering a forecasting, peers selection, and comparable transactions analysis process on a SaaS platform delivering expert-grade results....Read more about Valutico

Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, syndicators, owners/operators, and investment firms. We enable our customers to do what they do best:...Read more about Agora

Landytech are the creators of Sesame, a next-generation, secure and data-centric technology platform that revolutionises the investment reporting and analysis process allowing firms to save time, reduce costs and have full confide...Read more about Sesame

SeedLegals is an online platform for founders and investors. It helps create free page to share a deck, company info and fundraising details with investors in one URL. SeedLegals members can see who's viewed their page, and store ...Read more about SeedLegals

B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and customer data handling. The tool also offers access to a wealth of information, including templates, trainin...Read more about B1 Financial

Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform....Read more about Seeking Alpha

Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. Its API and products enable to aggregate financial data and documents, and to perform paymen...Read more about Powens

Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment ...Read more about Vidrio Financial

Tyke Invest is a SaaS platform for investors and startup founders. You can easily track your funds, investments, KPIs and more. You can raise your funding request, create a deal flow and invite your loyal customers and the communi...Read more about Tyke

Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear picture...Read more about Mint

Athena Systems is a financial risk management system that extracts data from any technology, normalizes source data, checks for exposure rules, and presents the results in real-time - with embedded alerts too. It aggregates dispa...Read more about Athena Systems

Limina is a Portfolio and Order Management Solution with integrated Data Management capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the ...Read more about Limina IMS

CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities. Manage investment portfolios, analyze multiple accounts...Read more about CircleBlack

MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps tea...Read more about MadeMarket

Risk Shell is an application hosted on a private dedicated server network, presents an all-in-one platform that includes all components of a sophisticated investment process: asset screening, portfolio construction and optimizatio...Read more about Risk Shell

Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the...Read more about ByAllAccounts

OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks, S...Read more about OptionTrax

Designed for small to large financial businesses, FCX is a cloud-based solution that helps manage investments via document storage, digital wallet, investor verification and more. The platform offers various features including cap...Read more about FCX

Optimize your investment journey with Navexa, the portfolio performance tracking & investment tax reporting platform that allows investors to track and analyze all their assets in a single account. Using official data from leadi...Read more about Navexa

PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of taxab...Read more about PORTAX

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

Sharesight is an investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 350,000 investors from around the world. Sharesight syncs with brokers to automatically track dividends, trades, stock splits a...Read more about Sharesight

Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digitize capitalization tables, projections, equity plans, and more. Capboard can increase equity visibility...Read more about Capboard

Deaglo offers an investment management platform that assists with international payments, hedging execution, and reporting for global investors. It helps businesses analyze FX risk exposure and execute strategies for hedged share ...Read more about Deaglo

The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. The administrator portal is a tool that helps users easily plan and manage equity compensation for their employees. Users ca...Read more about Optio

ETNA Trading Simulator is a cloud-based platform that lets users manage investments, access real-time quotes, and create customizable dashboards from a unified platform. Additionally, it lets staff members access trading details, ...Read more about ETNA Trading Simulator

Designed for small to large businesses, Eze Eclipse is a cloud-based investment management platform that helps handle portfolio analysis, stock trading, commission management and more. The solution provides both web and mobile acc...Read more about Eze Eclipse

Vantage Portfolio Accounting is a cloud-based portfolio accounting software for investment managers and advisory firms that helps generate customizable reports and provides accounting and operational support including portfolio ac...Read more about Vantage Portfolio Accounting

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning profits...Read more about Unity

Borrowers can not get personal loans 100% online at attractive interest rates and flexible terms. Lenders get the opportunity to diversify their portfolios while lending money to good-standing borrowers. The Monexo platform makes ...Read more about Monexo

Stonk Journal is a trading journal designed for tracking and analyzing trades across various markets, such as stocks, options, futures, cryptocurrencies, and forex. This tool is suitable for active traders of all experience levels...Read more about Stonk Journal

Kurtosys is a platform that delivers investment data and insights. It primarily serves investment managers who aim to automate their reporting processes, develop investor websites and portals, and integrate data and content smooth...Read more about Kurtosys

Q4 Virtual Events. The Q4 Platform empowers IR professionals with the most essential requirements of being a public company: consistent, impactful, and effective investor communications. Delivering over 4,400 events annually, Q4 i...Read more about Q4 Capital Market Events

Q4 Investor Relations Websites allows businesses to create and manage custom websites to monitor investors, market trends, usage of resources and more. The platform includes customizable template that lets users create personalize...Read more about Q4 IR Websites

Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals understand how investment portfolio comes together, analyze results. and visualize the balance of investme...Read more about Diversiview

In the thirty years that we have been in business, we have been many things to many people. Our startup clients were inherited from our interest in a broad-spectrum software development business known as Data Systems Limited, whic...Read more about IPBS

Delta Data Asset Management Solutions provide transparency & simplifiy the relationship between asset managers & the firms that distribute their funds. Our solutions allow asset managers to manage fees more efficiently, monitor ...Read more about Delta Data Asset Management Solutions

Best HYIP Software to make your business easy by providing reliable investment for your customers. Excellent software that enables enterprises to expand their business with smart packages and plans. Hyip Features :- Know some of ...Read more about Hyip

Cryptopad is a digital asset management tool driven by artificial intelligence that provides a consolidated view of cryptocurrency, NFT, and DeFi investments from various exchanges and wallets. The platform is designed for indiv...Read more about Cryptopad

Qoblex simplifies inventory management for small to medium-sized businesses, making tasks like bundling, tracking shipments, handling back orders, manufacturing, and predicting demand easier than ever. Some key features of Qoblex...Read more about Qoblex

Tradiry is a trading journal that allows you to effortlessly track, analyze and gain valuable insights from your trades. Meticulously designed to revolutionize your trading experience and developed by experienced professionals wit...Read more about Tradiry

Dealpath is a cloud-based deal management platform. It is designed for corporate development, venture capital, and private equity professionals. Dealpath offers key features for managing the deal lifecycle in one place. It provi...Read more about Dealpath

bullFinch is a SaaS-enabled, integrated, front-to-back omni-channel system that includes a diversified range of asset classes to manage the complete wealth management lifecycle. It enables businesses to unlock insights and gets te...Read more about bullFinch

WOWS is a fundraising platform that helps companies with investor matching and equity management. The solution offers features such as portfolio management, due diligence, network visibility, deal flows, and more. ...Read more about WOWS Invest

Investipal is an AI-enabled portfolio management solution that lets advisors automate investment policy statements and personalized portfolios for each of their clients on a centralized interface. The platform allows finance profe...Read more about Investipal

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to ...Read more about Macabacus

Meld is an orchestration solution that helps developers manage fintech integrations across multiple domains through integration. With product stacks in the bank linking, cryptocurrency, and fiat payments domains, the platform's ap...Read more about Meld

Vestd is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a unif...Read more about Vestd

Designed to cater to DIY investors' needs, Capitally is a cloud-based investment management platform that empowers users to track multiple assets ranging from stocks, ETFs, and real estate to digital currencies and unique investme...Read more about Capitally

•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

ARGUS Enterprise is a cloud-based commercial property valuation and asset management software. Combining three of our best solutions – Valuation DCF, Valuation Capitalisation and DYNA Asset Management into one solution, ARGUS Ent...Read more about ARGUS Enterprise

PU Prime is a stock portfolio management and CFD broker offering clients access to multiple products across multiple asset classes. Traders will have access to FX, Commodities, Indices, Share CFDs and Bonds. With its commitment to...Read more about PU Prime

GP Flow is an investment management platform that helps users manage e-signatures, verify investors, receive funding, distribute documents, issue shares, and send ACH distributions all from one platform. The platform also offers a...Read more about GP Flow

Flowlie offers software and services for early stage founders who want to become fundraising experts. Apply proven frameworks while receiving ongoing hands-on support to close rounds faster. The Fundraising Concierge package incl...Read more about Flowlie

The Tonic Wealth Management solution is a platform made up of a number of modules designed to allow Fintech organizations to offer a host of services. The investor portal provides access to real-time portfolio management, cash b...Read more about Tonic

AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analytics, and more on a unified platform. Its user-friendly graphs and metrics like historical charts, annua...Read more about AllInvestView

MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows businesse...Read more about MRI Software

Invelo helps real estate professionals scale their businesses through technology. It provides a tool to find, organize, and market off-market properties. Invelo is an all-in-one platform that allows users to do everything they nee...Read more about Invelo

Bloqhouse Technologies is a cloud-based fund management solution designed to assist with capital raising for fund managers and investors. This platform offers tools to assist with investor onboarding, capital deployment, reporting...Read more about Bloqhouse Technologies

HelloData uses AI to analyze multifamily rent & expense comps, recommend market rents, benchmark operating expenses, and accelerate deal flow. Multifamily property and asset managers use it to optimize market rents and improve o...Read more about HelloData.ai

Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS provider, we aim to transform how financial professionals manage their most challenging aspect - cash flows - ena...Read more about Agicap

ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios. The solution connects to various exchanges and takes into a...Read more about ICONOMI

Countercyclical is an investment research and valuation software for value investors. It provides users with a centralized platform to perform financial analysis, generate valuations, and collaborate. The software features real-ti...Read more about Countercyclical

IVP Enterprise Data Management caters to fund managers, investors, and administrators in the alternative investments and private markets industry to streamline master data management operations. The solution offers configurable in...Read more about Enterprise Data Management

EQS IR COCKPIT is a cloud-based investor relations (IR) solution specifically developed to combine investor data, contact management, disclosure obligations, and news distribution in a single system. EQS IR COCKPIT allows companie...Read more about EQS IR COCKPIT

Founded in 2018, Gain.pro is a deal-sourcing platform that specialises in private market data. The platform is designed to provide in-depth insights into companies, investors, industries & investment activity globally for research...Read more about Gain.pro