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Investment Management Software
Investment management software is a type of technology that assists with the day-to-day operations of businesses and individuals who are involved in financial investments. It helps to track returns, set alerts, calculate risks and analyze portfolio performance. This software can also be used to create investment plans and track cash flows over time. Ultimately, it makes tracking investments easier by providing users with real-time data and insights.
Real Estate Investment Management Software
Real estate investment management software enables real estate investment firms, real estate investors, and real estate asset managers to manage their real estate investment portfolio. Real estate investment management software, sometimes known as real estate portfolio management software or real estate asset management software, offers features such as real estate investment monitoring, tracking, analysis, document management, reporting, modeling, and performance visualization.
Art Investment Platforms
Art investment platforms are online platforms that facilitate the buying, selling, and management of art as investment assets. They enable individuals to invest in artworks or shares of artworks, often lowering the entry barrier to the high-end art market. These platforms provide resources such as art valuation, market analytics, and provenance verification to help investors make informed decisions. By digitizing the art investment process, they increase accessibility and transparency in an industry traditionally dominated by a select few. However, investing in art involves risks like market volatility and illiquidity, which investors should carefully consider.
Investment Banking Software
Investment banking software is designed to streamline the operations of financial institutions involved in high-stakes transactions, such as mergers and acquisitions (M&A), capital markets, and advisory services. It includes tools for managing client relationships, conducting financial analysis, and securely handling sensitive documents through features like virtual data rooms. This software also supports financial modeling, valuation, and market research, enabling bankers to make data-driven decisions quickly. With compliance tracking and analytics, it helps ensure regulatory adherence and provides real-time insights into deal progress and market opportunities. Overall, investment banking software enhances efficiency, reduces operational risks, and facilitates collaboration across deal teams, delivering a cohesive solution for complex financial activities.
Investment Management CRM Software
Investment Management CRM software is designed to help investment firms, wealth managers, and financial advisors manage client relationships, track portfolios, and streamline communication. It centralizes all client and prospect data, including investment preferences, risk profiles, and interaction history, into one unified platform. These systems often integrate with financial analytics and portfolio management tools to provide real-time performance insights and reporting.
Stock Portfolio Management Software
Stock portfolio management software is a type of software that allows traders and investors to easily manage their investments using various tools. It can provide real-time financial advice, charting, and other analysis tools to allow users to monitor their portfolios in an organized manner. Users can access their portfolio performance data from any device connected to the internet. The software also offers features such as automated trading, multiple account types, and custom alerts for portfolio activity.
Real Estate Crowdfunding Software
Real estate crowdfunding platforms enable real estate companies, funds, and syndications to raise capital online for equity or debt. Individuals use real estate crowdfunding platforms to invest in real estate.
Algorithmic Trading Software
Algorithmic trading software enhances and automates trading capabilities for trading financial instruments such as equities, securities, digital assets, currency, and more. Algorithmic trading software, also known as algo trading software or automated trading software, enables the automatic execution of trades depending on occurrences of specified criteria, indicators, and movements by connecting with a broker or exchange.
Financial Risk Management Software
Financial risk management software is software that enables organizations to identify, assess, and mitigate financial risks, such as credit risk, market risk, liquidity risk, and operational risk. These platforms typically include features for risk modeling, scenario analysis, stress testing, and compliance reporting. Financial risk management software helps businesses monitor their exposure to various financial risks, optimize risk mitigation strategies, and ensure adherence to regulatory requirements. It is widely used by financial institutions, corporations, and government entities to safeguard their financial health and improve decision-making processes.
Social Trading Platforms
Social trading platforms are online platforms that allow individuals to copy or follow the trades of other, more experienced traders in real-time. These platforms leverage social networks and community-based features to enable users to share trading strategies, tips, and insights. Social trading allows novice traders to learn from and mimic the actions of professional or skilled traders, while experienced traders can benefit from greater visibility and potentially earn fees for allowing others to copy their trades. The platforms typically support a range of asset classes, such as stocks, forex, cryptocurrencies, and commodities, and offer features like risk management tools, trade performance tracking, and community discussions.
Hedge Fund Software
Hedge fund software is designed to support the complex trading, risk management, and reporting needs of hedge funds and alternative investment managers. These platforms typically provide tools for portfolio management, order execution, compliance monitoring, and investor reporting. Many solutions integrate real-time market data, analytics, and risk modeling to help funds optimize strategies and manage exposure. They also streamline back-office operations such as accounting, reconciliation, and performance attribution. By combining front-, middle-, and back-office functionality, hedge fund software enables firms to operate efficiently, remain compliant, and deliver transparency to investors.
Deal Management Software
Deal management software helps sales teams track, organize, and manage the lifecycle of sales deals from initial contact through closing. It provides tools to monitor deal stages, assign tasks, set reminders, and collaborate across teams to ensure nothing falls through the cracks. The software often integrates with customer relationship management systems and communication platforms to centralize deal-related information.
Robo-Advisors Software
A robo-advisor is an online software platform that automates investing.
Revenue-Based Financing Companies
Revenue-based financing companies, also known as royalty-based financing companies, are companies that provide financing to businesses with predictable revenue streams. Revenue-based financing firms provide upfront capital in exchange for a percentage of top line revenue, or a fixed percentage of each contract. Revenue-based financing solutions are ideal for companies with predictable, recurring revenue such as SaaS companies, ecommerce retailers, subscription businesses, and more.
Forex Trading Platforms
Forex trading platforms and forex brokers enable users to trade currencies on the forex market. Forex trading platforms offer tools to be an effective forex trader, from beginner to advanced.
Venture Capital Management Software
Venture capital management software streamlines the entire investment lifecycle for venture capital firms, from deal sourcing and due diligence to portfolio tracking and reporting. It centralizes all data related to investments, LPs, and startups, providing transparency and collaboration across teams. The software often includes CRM integration, financial modeling, performance analytics, and compliance tracking to optimize operations. By automating repetitive tasks and consolidating insights, it enables firms to make faster, data-driven investment decisions. Venture capital management platforms ultimately improve efficiency, strengthen investor relations, and enhance portfolio performance visibility.
Financial CRM Software
Financial CRM software is designed specifically for financial institutions, advisors, and wealth managers to manage client relationships, track interactions, and streamline sales and service processes. It provides tools for managing client portfolios, tracking financial goals, automating workflows, and ensuring regulatory compliance. The software integrates with financial planning, trading, and accounting systems to offer a 360-degree view of client data. By enhancing communication, personalization, and data security, financial CRM helps improve client retention, acquisition, and overall satisfaction. It supports relationship management in banking, insurance, investment advisory, and other financial services.
Real Estate Accounting Software
Real estate accounting software helps property owners, real estate investors, property managers, and real estate firms manage financial operations, accounting records, and portfolio performance. These platforms streamline tasks such as rent collection, accounts payable and receivable, general ledger management, budgeting, financial reporting, and tax preparation. The software often includes property-specific accounting features such as lease accounting, CAM reconciliation, owner distributions, trust accounting, and property-level profit and loss reporting. Many real estate accounting solutions integrate with property management, CRM, banking, and ERP systems to provide a comprehensive view of financial and operational performance. By automating accounting workflows and improving financial visibility, real estate accounting software helps organizations maintain compliance, increase efficiency, and make better investment decisions.
Finance Software
Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more.
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4535 Products for "investment"

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  • 1
    eToro

    eToro

    eToro

    Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. Don’t invest unless you’re prepared to lose all the money you invest. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing.
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    32,208 Ratings
    Starting Price: 1%
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  • 2
    Dynamo Software

    Dynamo Software

    Dynamo Software

    Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. ...
    71 Ratings
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  • 3
    Investment Metrics

    Investment Metrics

    Investment Metrics

    Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA.
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  • 4
    Sharesight

    Sharesight

    Sharesight

    Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It 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, while benchmarking your portfolio against an index or individual stock.
    566 Ratings
    Starting Price: $11.25 per month (annually)
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  • 5
    Datasite Diligence Virtual Data Room
    Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite...
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    715 Ratings
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  • 6
    QUODD

    QUODD

    QUODD

    Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and...
    1 Rating
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  • 7
    Broadridge Investment Accounting

    Broadridge Investment Accounting

    Broadridge Financial Solutions

    Broadridge Investment Accounting is an award-winning software solution that includes a global asset class, multi-currency, and real-time platform with professional accounting services to create investment book of record. Cost-effective and highly intuitive, this solution delivers comprehensive, accurate, and timely information and visualization to support compliance, trading, fiduciary oversight, and other crucial investment management functions.
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  • 8
    Investment Account Manager
    Our software is based around the idea that your information is your own. We don't have access or download it. Your information is stored safely and securely on your home computer. IAM enables a centralized portfilio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash and more. IAM gives you the comfort of securing your financial future. Using our program will give you the financial peace of mind you've always wanted.
    Starting Price: $89 one-time payment
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  • 9
    Agilis Investment Management

    Agilis Investment Management

    Agile Financial Technologies

    The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow...
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  • 10
    Stock Investment Guide
    The Stock Investment Guide (SIG)™ is a powerful tool for performing comprehensive fundamental stock analysis of publicly traded companies. The Stock Investment Guide provides users with easy-to-use tools to use historical stock data to analyze historical growth trends, project earnings, and sales, and determine Buy, Hold, and Sell prices. The Stock Investment Guide (SIG) works with the internet in unique ways, using exclusive features to understand the quality of potential investments.
    Starting Price: $90 one-time payment
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  • 11
    Eze Investment Suite
    Best-in-class applications for a complete front-to-back investment experience covering all your operational needs across the enterprise. Eze Investment Suite is your one-stop-shop for a complete, front-to-back investment experience across all asset classes. Eze Investment Suite’s flexible, user-centered design empowers your users to create and tailor their own views, workrooms, and dashboards while standardizing easy-to-adopt workflows across your firm. ...
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  • 12
    AppFolio Investment Management
    ...Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.
    Starting Price: $600 per month
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  • 13
    Yardi Investment Suite
    ...View and approve key metrics, reports and documents prior to publishing to the investor portal. Reduce costs and increase operational efficiencies by automating your entire investment accounting, performance measurement and investor reporting cycle with Yardi Investment Accounting. Combined with the comprehensive operational accounting and management features of Yardi Voyager, and the front office investor relations capabilities of Yardi Investment Manager, Yardi Investment Accounting provides full transparency from investor to asset.
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  • 14
    SYNDi Investment Ledger
    Investment management software should be able to handle a multitude of investments, including stocks, mutual funds, and more. We break down all the things you should look for when picking an investment management software that’s right for you. SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio.
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  • 15
    SymPro Investment Management

    SymPro Investment Management

    SymPro Treasury Management Solutions

    An investment management solution that creates real-time, actionable intelligence by calculating earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total return and GASB reporting. Foster transparency by producing accurate and timely investment management, performance and GASB compliance reports.
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  • 16
    WOWS Investment Portal
    .... - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.
    Starting Price: $249/month
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  • 17
    eFront Investment Café
    Unorganized email chains and complex document-sharing tools can quickly complicate investor relationships, making it challenging for general partners to keep up with reporting requests. eFront Investment Café transforms investor relationship management, providing a modern, clean, and easy-to-use cloud-based investor portal in order to guarantee investors secure access to information anytime, anywhere, and from any device. Improve communication, strengthen investor relations, and free up time with eFront Investment Café. Securely upload and share sensitive information from your firm with investors, leveraging secured access to documents and data through an intuitive investor relations portal. ...
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  • 18
    AllInvestView

    AllInvestView

    AllInvestView

    AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface. What sets AllInvestView apart from its competitors?
    1 Rating
    Starting Price: $5.99
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  • 19
    Syndicately

    Syndicately

    Syndicately

    ...Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.
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    11 Ratings
    Starting Price: $0
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  • 20
    Ansarada

    Ansarada

    Ansarada

    Ansarada is a SaaS company that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email,...
    363 Ratings
    Starting Price: $399/month
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  • 21
    SPV Hub

    SPV Hub

    SPV Hub

    SPV Hub is a modern platform for angel groups, syndicates, venture funds, family offices, and emerging fund managers to create institutional-grade SPVs, manage investors and funds, and streamline portfolio reporting and performance tracking. Whether you're launching your first SPV or managing a portfolio of investment vehicles, SPV Hub provides the technology and operational support needed to run professional, scalable investment operations.
    Starting Price: $6,000
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  • 22
    NaviPlan

    NaviPlan

    Advicent

    Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited...
    Starting Price: $2195.00/year
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  • 23
    Collaboration Capital

    Collaboration Capital

    Collaboration Capital

    Collaboration Capital is a digital investment bank allowing companies to connect with M&A targets worldwide. The platform offers various applications dedicated to M&A operations: - AI sourcing of M&A targets - Pipeline management, with collaborative features - Access to the projects of investment banks and M&A professionals (Private Equity firms, lawyers, accountants
    Starting Price: €490 per month
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  • 24
    PackHedge™

    PackHedge™

    FinLab Solutions SA

    PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. ...
    3 Ratings
    Starting Price: $5,000 per year
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  • 25
    Gemini Credit Card
    ...Users can earn up to 4% back on gas, 3% on dining, and 2% on groceries, along with 1% on everything else. With no annual or foreign transaction fees, it’s the perfect tool for both everyday spending and crypto investment. Rewards are automatically deposited in your chosen cryptocurrency (BTC, ETH, or over 50 other cryptos), and the card features security-first design with a sleek metal build available in black, silver, or rose gold.
    2 Ratings
    Starting Price: Free (no annual fee)
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  • 26
    AlternativeSoft

    AlternativeSoft

    AlternativeSoft

    AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. ...
    5 Ratings
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  • 27
    KnockoutStocks

    KnockoutStocks

    KnockoutStocks

    ...Personal Dashboard Track your watchlist and manage multiple portfolios all in one place. See real-time performance, track gains/losses, and get personalized insights on your holdings. The Coach AI Assistant Get instant investment insights powered by advanced AI. Analyze your portfolio, ask about any stock
    1 Rating
    Starting Price: Free
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  • 28
    Zenvesto

    Zenvesto

    Zenvesto

    Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance.
    6 Ratings
    Starting Price: $8.99/month
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  • 29
    Mastercard Advanced Investment Management
    ...AIM empowers the business to accurately project key profit and loss metrics for each campaign so banks can optimize budget allocation across marketing investments. AIM automatically updates forecasts and models to ensure that they accurately predict customer lifetime value. AIM’s NextAction optimization engine incorporates forecast projections to recommend optimal campaign investments that maximize long-term value within given budget constraints.
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  • 30
    Portseido

    Portseido

    Portseido

    Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.
    3 Ratings
    Starting Price: $8 per month
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