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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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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

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Invest confidently with Dealpath, the industry's #1 cloud-based CRE software for deal analysis and management. Learn more about Dealpath
Dealpath is the industry's most trusted CRE investment software for deal analysis and management. With the number of overall transactions slowing, Dealpath's easy to use software helps your team reduce risk, make better investing decisions, and maximize returns for stakeholders. Invest confidently knowing leading institutions like Blackstone, AEW, Oxford Properties, and more have trusted Dealpath with their pipeline and portfolio management. Learn more about Dealpath

Features

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

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

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

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

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

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

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

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Juniper Square is the leader in partnership enablement for the private funds industry.
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 in more Learn more about Juniper Square

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Vestd is the original and only FCA regulated equity management platform in the UK. Built for SMEs. Five scheme types to choose from.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform and see an updated 100% accurate cap table in real time. Everything is done digitally - including shareholder signing and authorisation. We take care of any valuations that you need for HMRC (growing companies need at least one per year) and provide industry standard legal docs. Learn more about Vestd

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
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

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

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Plaid is the easiest way for users to connect their financial accounts to an app.
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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 350,000 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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting
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

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Cloud-based platform that lets users invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard.
A cloud-based platform that lets users invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard. Learn more about Tyke

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Strategic Finance Platform for agile planning, real-time reporting and better decision making for today's fast-growing startups.
Mosaic is a Strategic Finance Platform for agile planning, real-time reporting, deep analysis, and more accurate forecasting. Easily consolidating data from ERP, CRM, HRIS, and Billing systems, the platform provides a single-source-of-truth across the business, aligning teams and enabling better decision making. Today, Mosaic’s software is deployed by some of the fastest-growing companies, helping them manage current business performance and plan for the future. Learn more about Mosaic

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Sourcescrub is the market-leading M&A deal sourcing platform to research, find, and connect with founder-owned companies.
Sourcescrub gives dealmakers the most complete, accurate and connected view of private markets available. With a proprietary expert-in-the-loop AI process, we weave more than 150,000 sources and 15 million companies into a web of insight that connects rich company profiles with all their sources so you see more possibilities and win more often. Learn more about Sourcescrub

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Digital solution for Private Fund Managers across Venture Capital, Private Equity and Real Estate Investments to close deals 5x faster.
WealthBlock's white label platform supports Private Fund Managers across Venture Capital, Private Equity, and Real Estate Investment Firms to raise capital 5x faster and manage investors with 95% less effort. By tightly integrating all the tools required to streamline process across Investor Onboarding & Sub-Doc E-Signature, Investor Report and Investor Prospecting, more than $1.5 Billion has been raised on the platform over the past 12 months. Learn more about WealthBlock

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
SPEEDA integrates public and private company data, industry research, trends, global M&A deals, and news to accelerate your business...
Are you spending hours gathering company or industry information for your research work? Our platform is an enterprise solution focusing on accelerating your research with Asian private company data and proprietary industry reports. Used by both business and financial professionals. Spend less time on benchmarking, company profiling, and market research work to focus more on your data analysis. Start your free trial today to understand more about SPEEDA. Learn more about SPEEDA

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting.
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups.
Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Learn more about Rundit

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Empowering GPs with solutions to deliver a best-in-class LP experience by driving data and technology innovation forward.
As the technology pioneer for private capital markets, Altvia continues to drive innovation for GPs to deliver a best-in-class LP experience. Altvia is the first and only solution to successfully build a fully-integrated CRM platform atop Salesforce - empowering private equity, venture capital, and other alternative asset professionals to streamline operations, enhance investor relationships, and extract valuable insights from their data. Learn more about Altvia

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Investment management solution to streamline portfolio construction, shadow accounting, workflows, risk management & custom reporting.
The investment & portfolio management solution for all asset types, from hedge funds, mutual funds, fund of funds, equities & bonds, to private equity, cryptos & real estate. With; • Extensive quantitative & qualitative research & analysis • Advanced portfolio construction • Shadow accounting • Cash-flow/liquidity analysis & risk analysis • CRM, workflow, due diligence • Powerful, custom management/investor reporting. Based on optimised data-sets via true aggregation of multiple data sources Learn more about PackHedge

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity.
Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement. Learn more at NitrogenWealth.com. Learn more about Nitrogen

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.
Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap table management, employee share schemes or option plans (ESOP) and company compliance. All the while ensuring investors stay informed and engaged on the journey with you. Learn more about Orchestra

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Enabling real estate firms to streamline all facets of investment management, raise capital, foster investor relations, and cut costs
Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform driving firms to excel in what they do best: finding investment opportunities, raising capital, and ultimately driving profits for themselves and their investors. Agora combines technology with real estate expertise to streamline operations and remove barriers across all facets of investment management, from fundraising and investor relations through reports to distributions and tax operations. Learn more about Agora

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L
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
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Inventory and orders management software for small to medium sized businesses.
As your business grows, traditional tools like spreadsheets become untenable and fail to scale. Alternative - large, complex ERP systems - require a substantial investment of time and resources. Both options put unnecessary strain on the business, diverting focus from your primary goal - growing your business. Our state-of-the-art solution helps you manage inventory, orders across multiple channels, and demand forecasting in a simple and effective way. Learn more about Stock&Buy

Features

  • Client Management
  • Accounting Software
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management Software
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms.
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate (CRE) investment firms. Save time with our automated distribution & capital call payment processing and gain your LPs’ trust with our intuitive Investor Portal all in one platform. If you are a CRE investment firm who caters to high net work (HNW) clients or family office investors, this platform will help you drive growth for your investment firm. Learn more about Covercy

Features

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

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.