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Investment Management Software

Investment Management software offer centralized platforms for investors to automate wealth, portfolio, and financial asset management. Used by individual investors and traditional investment houses, as well as alternative investment vendors such as hedge funds and funds of funds, portfolio management apps offer an integrated solution for tracking portfolio activity, accounting, and regulatory compliance. Financial asset management software is related to Banking Systems software and Financial Risk Management software. Browse the tools in our directory to find the best wealth management software in Canada for your small business.

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Build a holistic view of your customer's investments Learn more about Plaid
Plaid provides both insight into a user's investment accounts and connectivity to a range of investment account types--from brokerage and retirement accounts, to 529s and HSAs. Learn more about Plaid

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting Learn more about Certent Equity Management
Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Learn more about Certent Equity Management

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
GaiaLens is an ESG Analytics Platform that empowers institutional investors with portfolio reporting, investment screening, and more. Learn more about GaiaLens
Revolutionise Your ESG Investing: GaiaLens is your on-demand ESG analyst team, empowering you with the latest, high-quality data and advanced analytics. Generate EU Taxonomy, UN SDGs, TCFD, and SFDR reports in seconds, ensuring seamless compliance. Unparalleled Insights: Gain a comprehensive view of sustainability across 20,000 companies in 100+ countries. Analyse 200+ ESG factors and stay informed with real-time news and controversy data. Data-Driven Decisions, Sustainable Future: GaiaLens goes beyond traditional reporting, offering a transparent and real-time platform that leverages cutting-edge technology to guide your ESG investment journey. Learn more about GaiaLens

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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 commercial real estate 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. Learn more about Yardi Investment Manager

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Juniper Square is the leader in partnership enablement for the private funds industry. 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, from fundraising to investor management to fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,800 GPs rely on Juniper Square to manage more than 500,000 LPs. Learn more about Juniper Square

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Track your trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. Learn more about Sharesight
Sharesight is an award-winning investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. All while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today. Learn more about Sharesight

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Our fund portfolio management software that allows you to manage your exposures and risk in a single place Learn more about Allvue
Allvue’s Portfolio Management software is an investment management system that integrates all of the information used by a Portfolio Manager into real-time dashboards and interactive reports, allowing you to track investment exposures and risk in one place with comprehensive, accurate, and up-to-date information. Learn more about Allvue

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. Learn more about Backstop
Backstop, a service of ION Analytics is an investment management software, tailor-made for institutional and alternative investment management professionals and trusted ally in optimizing the investment and client life cycle. Our platform creates a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty, and ensuring long-term retention. Unlock your data, foster collaboration and enable confident investment decisions. Learn more about Backstop

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics.
Agicap is the market leader in SaaS solutions for corporate cash flow management. Our all-in-one modular platform meets most cash challenges. It relies on several complementary and interconnected solutions: - Banking & ERP connectivity - Daily Cash Management - Liquidity planning - Business Spend Management - Cash Collection - Reporting & analytics Since 2016, +7,000 customers in over 5 countries trust us. Learn more about Agicap

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Creatio CRM helps modern companies to streamline sales, marketing, and customer service workflows with no-code and maximum freedom.
Optimized for Banking, loan servicing, and investment management, Creatio CRM offers an award-winning feature set, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools. Creatio CRM for banking enables companies to automate customer profiling and wealth management workflows, orchestrate end-to-end customer journey and enhance client relationships with 360-degree customer view and AI recommendations. Learn more about Creatio CRM

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Manager is commercial real estate software that maximizes your returns, reduces overhead, & simplifies your investment operations. In other words, we are: A digital platform that creates repeat investors and accelerates capital raises 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 Manager

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today!
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 endless tyranny of manual tasks. Track income and expenses seamlessly, draft leases, screen tenants and collect rent online, simplify tax time, and use real-time dashboards to manage smarter and faster. Join 200,000+ landlords using Stessa today! Learn more about Stessa

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Faster fundraising, customisable contracts, transparent pricing and unlimited help from our experts.
SeedLegals is a SaaS platform founded in 2016 by Anthony Rose and Laurent Laffy. Create a Pitch page and share your deck, company info and fundraising details with investors in one link. Raise capital whenever you need to with our innovative agile funding services - from one-off investments to a full funding round and top-ups in between. Speed up your legal and board admin - dramatically cut down the time and money spent on traditional lawyers and accountants. Learn more about SeedLegals

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control.
Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control. See real-time data, pulled directly from Companies House, check your shareholdings to be assured that your stake is accurate and simulate future scenarios to estimate potential payouts - Vestd does it all. **Why Vestd?** From issuing share certificates to filing, reporting and remaining compliant, Vestd’s powerful and fully FCA-regulated tools ensure that managing your ventures has never been easier. Plus, you can set up SPVs to create and manage syndicates, pledge funds and managed funds. And you can validate your target investments via equity reviews. Vestd puts your investments in the palm of your hands, and with its award-winning full integration with Companies House, youcan kiss admin headaches goodbye. Learn more about Vestd

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Fundraising platform that assists organizations with investor matching and equity management.
Fundraising platform that assists organizations with investor matching and equity management. Learn more about WOWS Invest

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Streamline Investor Communications, Elevate Investor Engagement
RealPage IMS streamlines investor communications, helps to expedite capital raises, centralizes offerings, data and documentation, as well as delivering insights to outmaneuver the market with a best-in-class platform for commercial real estate owners, firms and funds — delivering the outreach, reporting, automation and analysis today’s stakeholders demand. Learn more about RealPage IMS

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
Enterprise-grade Financial Modeling tools for Excel and PowerPoint. Create complex models and branded presentations quickly.
Financial modeling productivity tools for Excel and PowerPoint. Get more done in Microsoft 365. From spinning up complex financial models & reports to creating branded presentations. Teams of 10 save 1,500 hours and $100K in productivity gains annually. Plans start at $13/mo. Start your free trial today at https://macabacus.com/free-trial Learn more about Macabacus

Features

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks
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

  • Risk Management Software
  • Accounting Software
  • Mobile Access
  • Benchmarking
  • Alerts/Notifications
  • Modeling & Simulation
  • Commodity Futures
  • Compliance Tracking
  • Client Management
  • Fund Management
  • Bonds/Stocks

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.