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Investment Management
https://www.capterra.com/investment-management-software/Niches in this category - the functional product types blended into "Investment Management" (54)
Portfolio Management System for Asset & Wealth Managers52Investment Accounting & Portfolio Reporting Platform26Investment Portfolio Risk & Analytics Platform18Financial & Investment Analytics Platform17Investment & Deal Management CRM17Trading Platform & Order/Execution Management System14Fund Administration & Private Markets Accounting Platform13Cap Table & Equity Management Software12Real Estate Investment & Portfolio Analysis Software12Investor Portal & LP Reporting Platform12Personal Investment Portfolio Tracker11Trading Journal & Trader Performance Analytics11Equity Crowdfunding & Private Placement Platform11Real Estate Syndication & Capital Raising Platform10Wealth & Financial Advisor CRM10Crypto Portfolio & Digital Asset Management Platform9Stock Research & Market Data Terminal8Financial Planning & Goals-Based Advice Software7Investor Relations & Public Company IR Platform5Investment Due Diligence & Manager Research Platform5Deal Sourcing & M&A/PE Market Intelligence Platform5Real Estate Underwriting & CRE Deal Analysis Software5Cash Flow & Treasury Management Software4Robo-Advisor & Automated Investing Platform3Industry-Specific Vertical Business Software3Open Banking & Account-to-Account Payment Platform3Retirement & 401(k) Plan Administration Platform3Mortgage Investment & Loan Portfolio Management Software3HYIP & High-Yield Investment Program Script3Vertical Industry Analytics Platform2Financial Planning & Analysis (FP&A) Platform2Personal Finance & Budgeting App2CRM Software2Banking-as-a-Service & Core Banking Platform1Website Builder & DIY Site Software1M&A Deal & Diligence Project Management Platform1All-in-One Team Collaboration Suite1Client Portal & Document Collection Platform1Document Generation & Assembly Software1Mineral Rights & Royalty Owner Management Software1Inventory & Order Management System1AI Decision Intelligence & Forecasting Platform1Enterprise AI Search & Knowledge Management1Financial Services Regulatory Compliance Software1Investment Compliance & Regulatory Reporting Platform1Regulatory & Statutory Reporting Software1No-Code / Low-Code Application Platform1Web Content Management System (WCMS) / Digital Experience Platform1Supply Chain Planning & Optimization Platform1Property & Building Operations Platform for CRE/Multifamily1Spreadsheet Data Connector & Add-In1Commercial Lease & Portfolio Management Software1Trading & Commodity Risk Management (CTRM/ETRM) Platform1Insurance Claims & RMIS Software1
318 products7 pages scraped of 7320 in category1 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 226 | 0 | 0 | - | – / – / – / – | Portfolio Construction Tool that optimises allocations cross-market and cross-asset type, to a desired risk-return goal. Learn more about Diversiview | |
| 227 | 0 | 0 | - | – / – / – / – | Moneytree Advise is designed to help you serve more accumulation-phase clients with streamlined, goal-based plans. Learn more about Moneytree Advise | |
| 228 | 0 | 0 | - | – / – / – / – | Investment management solution that helps businesses with historical returns tracking, portfolio rebalancing, risk analytics, and more. Learn more about MantaWealth | |
| 229 | 0 | 0 | - | – / – / – / – | Aleta is the prefered family office platform providing intuitive wealth aggregation and consolidation. Learn more about Aleta | |
| 230 | 0 | 0 | - | – / – / – / – | Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Learn more about Prospero | |
| 231 | 0 | 0 | - | – / – / – / – | Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance. Learn more about Assetmax | |
| 232 | 0 | 0 | - | – / – / – / – | uTrade Algos is an algorithmic trading platform that provides AI tools and expert strategies for traders in India. Learn more about uTrade Algos | |
| 233 | 0 | 0 | - | – / – / – / – | Eze products, by design, solve clients' unique and growing needs with highly configurable, expansive, and integrated software. Learn more about Eze Investment Suite | |
| 234 | 0 | 0 | - | – / – / – / – | From trading and post-trade operations to risk management, MX.3 combine fit-for-purpose features with enterprise-level capability. Learn more about MX.3 | |
| 235 | 0 | 0 | - | – / – / – / – | Investor portal software and investor relations solutions for public and private firms seeking investor collaboration in a secure way. Learn more about InvestorPortaLPro | |
| 236 | 0 | 0 | - | – / – / – / – | GP HYIP Script is a next-gen HYIP solution for startups to launch investment platforms with unmatched ease and flexibility. Learn more about HYIP Script | |
| 237 | 0 | 0 | - | – / – / – / – | DiligenceVault is an online software platform for asset managers and asset owners to manage due diligence. Learn more about DiligenceVault | |
| 238 | 0 | 0 | - | – / – / – / – | The data, accounting and administration platform for private assets. Learn more about daappa | |
| 239 | 0 | 0 | - | – / – / – / – | Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns. Learn more about ByAllAccounts | |
| 240 | 0 | 0 | - | – / – / – / – | The all-in-one wealth management platform for the relationship-focused advisor Learn more about CircleBlack | |
| 241 | 0 | 0 | - | – / – / – / – | SEI Novus is a portfolio intelligence company solving the unique data and analytics challenges facing asset managers and asset owners. Learn more about The Novus Platform | |
| 242 | 0 | 0 | - | – / – / – / – | Configurable digital tools that enable institutions to distribute private investment deals compliantly, efficiently and intelligently. Learn more about Delio | |
| 243 | 0 | 0 | - | – / – / – / – | Investors thrive with Visible by streamlining portfolio monitoring, tracking fund performance, and reporting to stakeholders Learn more about Visible for Investors | |
| 244 | 0 | 0 | - | – / – / – / – | Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. Learn more about MIC Manager | |
| 245 | 0 | 0 | - | – / – / – / – | Commercial real estate solution offering underwriting, proforma modeling, portfolio management, with an AI assistant for professionals. Learn more about Solsten | |
| 246 | 0 | 0 | - | – / – / – / – | Transforming the way finance professionals conduct qualitative public market research. Learn more about Quartr | |
| 247 | 0 | 0 | - | – / – / – / – | Alternative investments marketplace with curated investment products, with tools for portfolio enhancement and investment control. Learn more about Stropro | |
| 248 | 0 | 0 | - | – / – / – / – | Takes care of the flow of data contained in documents that investors in funds receive from their fund managers. Learn more about Allocator | |
| 249 | 0 | 0 | - | – / – / – / – | Veld Portfolio is software for landlords to track equity, cash flow, rental performance, and analyze potential real estate deals. Learn more about Veld Portfolio | |
| 250 | 0 | 0 | - | – / – / – / – | Abbove is a collaborative wealth planning platform uniting financial advisors, their clients, wealth data and technology in one place. Learn more about Abbove |