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EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Learn more about Diligent Equity
EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. Easily run waterfalls and scenario models to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. Learn more about Diligent Equity

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Eze products, by design, solve clients' unique and growing needs with highly configurable, expansive, and integrated software. Learn more about Eze Investment Suite
SS&C Eze's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems. Learn more about Eze Investment Suite

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. Learn more about MRI Software
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management - all part of the MRI Software Property Investment Financial Tool set. Learn more about MRI Software

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Canada Local product
Origin

Origin

(0) Canada Local product
Origin is a powerful, data driven real estate deal management platform for teams of any size. Learn more about Origin
Optimize your investment process, screen and underwrite deals faster to build a winning portfolio with Origin by Altrio. Origin helps you consolidate information from memos, brochures and emails without any manual data entry, creating a proprietary deal and asset database that can give you an edge when analyzing deals. Instantly access relevant and reliable real estate market, capital market, economic and demographic information, helping to complete and accurate picture of every investment. Learn more about Origin

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Juniper Square provides a system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership. Learn more about Juniper Square
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. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,700 GPs rely on Juniper Square to manage more than 300,000 LPs in more than 24,000 private funds. Learn more about Juniper Square

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Private cloud web-based Order & Portfolio mgnt, Reconciliation, Fund accounting, Reporting. Unlimited AUM & number of portfolios/funds. Learn more about Octopus
Winner of Editors pick at Opalesque: https://www.fundmanager.tools Front-, middle- & back office. Order-, Portfolio & Fund mgmt + Reporting. Our system is designed to adapt to your individual requirements in no time. "Learn by use" chat support. Interfaces: Bloomberg, major Brokers, FIX & REST. Easy trade capture, pre-trade compliance, order routing. Risk & compliance. Automated email reporting (Factsheet, KIID, Portfolio and Risk/ICO), DMS. Learn more about Octopus

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Learn more about FundCount
FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. FundCount brings speed, accuracy and analytical insight to your firm. Learn more about FundCount

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Learn more about Vantage Software
First Rate Vantage helps manage the entire fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Replace cumbersome and error-prone spreadsheets with automated portfolio accounting software that ensures greater efficiency in managing complex accounting, waterfall structures, fees, and reporting of investments. Our portal gives instant visibility into fund holdings, transactions, KPIs, performance, and other information that keeps you “in the know Learn more about Vantage Software

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Learn more about Certent Equity Management
Certent Cap Table and Equity Management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive accounting calculations and in-depth stock plan reporting on the market. With Certent Equity Management’s participant/shareholder portal, administrative role, and console, you can streamline equity compensation processes, and tighten compliance across the entire organization. Learn more about Certent Equity Management

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Plaid is the easiest way for users to connect their financial accounts to an app. Learn more about Plaid
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Canada Local product
Excel-based CRE underwriting and valuation platform that saves time and unlocks productivity. Learn more about U-Rite
Our software makes underwriting commercial real estate simple. With U-Rite, leverage the power of the cloud and the convenience of Excel to generate detailed property cash flows and perform advanced real estate calculations, all in seconds. It's software built by CRE professionals. Learn more about U-Rite

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
We are in business to help hedge funds win the tech battle by creating software that works better and costs less. Learn more about Pinnakl
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opportunity to serve you. Learn more about Pinnakl

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. Learn more about Crowdsofts
We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdlending and/or crowdfunding process. With Crowdsofts, you will be able to start your crowdfunding business in no time. Learn more about Crowdsofts

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Leverage granular investment data, reliable benchmarking technology and a powerful platform to generate unprecedented levels of insight Learn more about eFront
eFront Insight LP - The eFront Insight platform integrates data directly from eFront Data Intelligence, eFronts best in class data service. Sourced directly from GPs and subjected to rigorous validation protocols, EDI data has become the standard for data granularity and integrity. Fund-level data and precise benchmarks are also integrated directly from PitchBook in order to boost the agility and efficiency of private market analyses. Learn more about eFront

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. Learn more about VestServe
Vestserve, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (ex. GIPS, IRR), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. More advanced accounting features include what-if and cash flow analysis, calculation of complex fees, unitization and data aggregation. Learn more about VestServe

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Canada Local product
Irwin

Irwin

(0) Canada Local product
Find, engage and build relationships with the right investors at the right time. Learn more about Irwin
Find, engage and build relationships with the right investors at the right time so that you can focus on doing what you do best - building your business. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Identify and connect with high-quality investors, keep track of all your IR activity in one place, and access research, estimates and transcripts. Learn more about Irwin

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
White Label Web Trading Platform for Online Broker-Delaers Learn more about ETNA Web Trader
ETNA Web Trading Platform is a next generation all web trader software for broker-dealers and FinTech firms. Lightning fast HTML5 trading user interface delivers personalized trading experience on-the-go. Web based trading platform runs in any browser on any device. Trade from anywhere in the platform: charts, watchlists, analytics. Personalize trading with drag'n'drop layout and "widget designer" to seamlessly connect to third party web applications. Learn more about ETNA Web Trader

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds. Learn more about FolioSure
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle. Learn more about FolioSure

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
A complete solution to track capital, manage new investment opportunities and provide investors with a branded portal. Learn more about Yardi Investment Manager
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 to data, operating and capital expenses, documents, and reports. For your compliance concerns, an entire audit trail of activity and communications. Adopt Investment Manager alone or connect it with Yardi Voyager or Yardi Breeze Premier to remove disparate data systems. Learn more about Yardi Investment Manager

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments.
Mint is a free online money management tool that helps you budget, track spending, and monitor your credit score. Mint pulls all of your financial accounts into one place so you can finally get a complete picture of where your money is going. Learn more about Mint

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Learn more about Foundersuite

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Learn more about StockMarketEye

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Visibility, Delivered. Status Quo, Shattered.
RealPage IMS an end-to-end, fully integrated platform designed for real estate. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. We focus on creating investor transparency and engagement by providing performance dashboards, investor portals, document dissemination, and a centralized location for new offerings. Learn more about RealPage IMS

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
AppFolio Investment Management is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Management is commercial real estate software that enhances your investor experiences & simplifies your investment operations. In other words, we are: A digital portal that strengthens your reputation and personalizes your investor experiences at scale. A streamlined workflow that automates your investment operations while adding an extra layer of accuracy and security. A single source of truth that fuels thoughtful transparency for your teams and investors. Learn more about AppFolio Investment Management

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Stessa is smart accounting software for real estate investors with rental properties.
Stessa is smart-yet-simple accounting software for real estate investors with rental properties. Stessa helps landlords like you to save valuable time, maximize your profits and optimize your portfolio with powerful features: personalized performance dashboards, automated income and expense tracking, tenant ledger, document organization, tax-ready financial reports and more. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets - 100% free to try. Learn more about Stessa

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Learn more about HiddenLevers

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets. Learn more about Carta

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.
Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more. Learn more about Social Security Timing

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. Learn more about Backstop

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.
Exirio is a portfolio tracking and wealth insight app. We take tracking to a new level: all your wealth aggregated in one place, and the information you need to accurately understand what you own, and how it is performing. Any asset, any currency, any device. For free Exirio is the first step to better investment decisions. Learn more about Exirio

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm? Manage every cent that goes into your trading business with our Trademetria for Manager solution. Learn more about Trademetria

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
DealCloud is a data-powered platform delivering vertical-specific solutions for financial services firms.
DealCloud is a data-powered platform delivering vertical-specific solutions that enable financial services professionals to execute deals at the highest levels. Our platform is purpose-built for financial services firms to be flexible and easily configured to meet the changing needs of capital markets professionals. More than just a CRM: We provide a single solution to help manage relationships, execute deals, and easily connect with external solutions and third-party data providers. Learn more about DealCloud

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management platform that helps businesses capture Alpha across cryptocurrencies using automated algorithms
EndoTech.io provides investors with advanced technologies used in top hedge funds so they can benefit from proven, automated investing strategies directly and securely on their own crypto wallets (full custody SMA). Investment management platform that helps businesses handle trade across cryptocurrencies using algorithms, data analysis, and more. More than $100MM on platform. More than a decade in AI in finance Learn more about Algos

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.
Ledgy is used leading VC funds to keep track of their investments. Single source of truth within a scalable dashboard to monitor capitalisation tables, liquidity rate, comparison models, waterfall analysis, future dilution and more. Monitor startup performance with KPI dashboards and shareable reports. Simplify document management with qualified electronic signatures. Swiss made: always accurate, private, secure and legally compliant. Learn more about Ledgy

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Dynamo streamlines front-to-back investment operations management software for GPs, LPs, and service providers.
Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Learn more about Dynamo

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software
Real Estate Sponsors use SyndicationPro.com to raise capital and spend less time doing it. Our customers manage half a billion in assets through our platform. SyndicationPro includes a robust and easy to use Investor CRM, Investor Portal, and Investment Management software to nurture leads, digitize fundraising, and centralize investor relations. Learn more about SyndicationPro

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
The Leading Real Estate Analysis Software and Calculator
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 that has been featured by Forbes, MSN, BiggerPockets and others. DealCheck will help you analyze and perform due diligence on any rental property, BRRRR, flip, rehab project, wholesale deal, multi-family or commercial building in seconds. Learn more about DealCheck

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios.
AlternativeSoft’s platform redefines portfolio optimization, providing the most extensive set of quantitative tools available on the market for funds' investment management, funds' fact sheet, funds' risk analysis and funds' due diligence. Highly intuitive and user friendly, our platform provides both a greater breadth of analytics and monitoring options all at a faster speed than other competing platforms. Featuring free customized fact sheets, free installation and free 24hr support. Learn more about AlternativeSoft

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. Learn more about emX

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Our mission is to help customers find, research, and connect with privately held companies - using data to transform the M&A industry.
SourceScrub is the world's leading data service for firms looking to research, find and connect with privately held companies. Our Private Company Intelligence platform allows deal teams to take a data-driven approach in a traditionally opaque segment of the market. We combine state-of-the-art technology with an unmatched QA process resulting in the freshest and most accurate data set available. Learn more about SourceScrub

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.
Trade Ideas empowers traders to consistently make better trading and investing decisions with the tools, education, and community they need to become successful. Since 2003, Trade Ideas has offered real-time scanning along with charting, backtesting, simulation, entry/exit signals, and risk analysis. Additionally, what separates Trade Ideas from other vendors is their Artificial Intelligence component that analyzes the statistical patterns of the market. Learn more about Trade Ideas

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more. Learn more about PackHedge

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Orchestra delivers streamlined equity management so your company can create engaged employees & investors.
Orchestra provides equity management software for growth companies & businesses with many stakeholders, enabling them to create engaged employees & investors. Orchestra provides better visibility with a single source for your ESOP employees and investors to easily view and manage their holdings in the business. Ensure your share registry and cap table are accurate and compliant, and easily communicate with investors and ESOP holders on one platform. Learn more about Orchestra

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Learn more about Seeking Alpha

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Learn more about FinFolio

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. Learn more about AtomInvest

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
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 optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment. With offices in Sydney, Boston, Paris and Beirut, the H Learn more about HedgeGuard

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Learn more about TOGGLE

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs & asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, & access world-class models and research in the Riskalyze Partner Store. Learn more about Riskalyze

Features

  • Client Management
  • Benchmarking
  • Commodity Futures
  • Performance Metrics
  • Bonds / Stocks
  • For Investors & Traders

Investment Management Software Buyers Guide

What is investment management software?

Investment management software is a platform for managing an organization’s investment portfolio and financial assets. It offers integrated tools to track portfolio activities, investment funds, and audit compliance standards.

The software is closely related to banking software and financial risk management software, offering several similar functionalities. For these reasons, it suits individual investors, traditional investment firms, and alternative investment vendors such as hedge funds. Read on to discover the best investment management software solution for your small business in Canada.

What are the benefits of investment management software?

The benefits of investment management software are varied and wide-ranging, but predominantly focus on helping investors closely monitor their mutual and exchange-traded funds every day. The software offers various benefits that help businesses streamline their workflows, stay compliant of regulatory norms, and increase productivity.

Here are some details of the software’s benefits:

  • Get real-time performance analysis: Investment management software tracks account activities to update financial advisors on their portfolio’s performance. It helps them compare performance at the start and end of a specific time period. They can also see real-time results, which helps them instantly calculate gains and losses.
  • Manage all your investment accounts in one place: Investment managers can group portfolios and categorize each one for easy reference. They can monitor all the investments from a central location, even if the funds are distributed among multiple accounts or geographies and have varied brokerage charges.
  • Track stock markets to make informed decisions: It’s vital to select the right stocks for investment. The software sets up watchlists based on your requirements, so that you can select the best options from the lists. It also helps investors track free online sources for potential securities portfolios, in which they can invest.

What are some typical features of investment management software?

There are certain core features that are present in all investment management applications. However, optional features are also available across different platforms, causing their functionalities to differ. It is important to assess all core and additional features available in investment management tools in order to find the solution that is most tailored to your needs. The most important features of investment management software include:

  • Data import/export: Import and export information as well as reports—in PDF or Excel formats—to and from the investment management software. Investments tracking: Monitor capital allocation and asset prices over time.
  • Benchmarking: Compare key metrics of your business against the metrics of prominent market players in your industry.
  • Client management: Organize your firm's interactions with current and potential customers.
  • Compliance reporting: Audit, track, and report regulatory data to your internal and external stakeholders.
  • Bonds/stocks: Purchase and track the bonds and stocks in a customer’s portfolio.

What should be considered when purchasing investment management software?

Before purchasing investment management software, it is important to bear a range of factors in mind in order to make the best choice for your small business. Industry changes, software updates, and security features are all things to keep in mind, as well as:

  • Ease of implementation and use: Vendors are working on better user experience as customers choose systems that are easy to implement and use. A majority of the workforce will dump their financial partner if offered a better technological experience by another firm. Therefore, the tool you choose should be easy to use for employees and clients. An easy-to-use interface will support clients in regularly capitalizing the benefits.
  • Real-time risk and compliance reporting: The software should have capabilities for real-time risk valuation and calculation to help firms generate performance reports and develop strategies. It should have a rule-based compliance engine and ability to customize compliance workflows. It should help managers generate reports on risk ratios such as liquidity, exposure, value at risk to analyze risk attribution, and decomposition.

Investment management software trends—alongside broader technology trends and those taking place in the finance industry— will also need to be factored into any decision-making process at the time of purchase. The most relevant trends within the field of investment management are:

  • Machine learning transforming how organizations serve clients: Predictive analytics and machine learning can help investors gather insights on vital market events that can impact a client’s portfolios. The insights help the software learn and suggest the next best action for the client. Self-learning modules can track visitor activity and learn about their interests. Based on this info, advisors can modify their communication strategy to better engage with, and retain, clients.
  • Greater focus on gaining, retaining millennial customers: Investors will largely target millennials as the latter starts dominating the workforce and earning higher amounts. However, millennials seek to invest in their own by checking online reviews and peer recommendations. To tap this demographic, firms need the latest technologies to communicate, facilitate payments, and ensure transparency. Offer a self-service platform to personalize their experience as well as consolidate and analyze their portfolio, so that millennials have full ownership of their assets.