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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 |
|---|---|---|---|---|---|---|
| 251 | 0 | 0 | - | – / – / – / – | Forex trading software with auto alert window integration that works on all time frames. Learn more about FX Agency Advisor | |
| 252 | 0 | 0 | - | – / – / – / – | Goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients. Learn more about Horizon Dashboard | |
| 253 | 0 | 0 | - | – / – / – / – | Cloud-based and AI-enabled trading journal designed by traders that helps track every trade, uncover real patterns, and transform data. Learn more about SureInsight | |
| 254 | 0 | 0 | - | – / – / – / – | A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals. Learn more about PureFacts | |
| 255 | 0 | 0 | - | – / – / – / – | Trinety is a comprehensive software solution that streamlines net lease property management for investors and owners. Learn more about Trinety | |
| 256 | 0 | 0 | - | – / – / – / – | Enterprise-class administration software for group insurance, pension, and institutional investments. Learn more about V3locity | |
| 257 | 0 | 0 | - | – / – / – / – | Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence. Learn more about Angeloop | |
| 258 | 0 | 0 | - | – / – / – / – | WealthForce.ai is an AI-drive wealth management software that helps streamline relationship manager productivity and client engagement. Learn more about WealthForce.ai | |
| 259 | 0 | 0 | - | – / – / – / – | Know your real investment returns. Track TWR, dividends, benchmarks & multi-currency performance. Built for self-directed investors. Learn more about TrackinV | |
| 260 | 0 | 0 | - | – / – / – / – | Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Learn more about Clearwater | |
| 261 | 0 | 0 | - | – / – / – / – | Floww is a financial data platform that helps startups connect with investors. Learn more about Floww | |
| 262 | 0 | 0 | - | – / – / – / – | The industry's most customizable end-to-end operating system for real estate investment teams. Learn more about TermSheet | |
| 263 | 0 | 0 | - | – / – / – / – | Ventury Analytics is a start-up funding tool for young entrepreneurs and investors to use for financial calculations. Learn more about Ventury Analytics | |
| 264 | 0 | 0 | - | – / – / – / – | Tax Lien Servicing in the Cloud. Learn more about LienApp | |
| 265 | 0 | 0 | - | – / – / – / – | Rental Property Data, Analytics and Portfolio Tracking Learn more about RentCast | |
| 266 | 0 | 0 | - | – / – / – / – | Powerful and flexible software solutions for managing your business' Portfolio functions. Learn more about MIMICS Portfolio Management | |
| 267 | 0 | 0 | - | – / – / – / – | Portfolio performance tracker that enables investors to track investments, including stocks, ETFs, mutual funds, and cryptocurrencies. Learn more about Beanvest | |
| 268 | 0 | 0 | - | – / – / – / – | Emblem is an AI-native operating system for financial firms. Learn more about Emblem | |
| 269 | 0 | 0 | - | – / – / – / – | Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting. Learn more about Vumi | |
| 270 | 0 | 0 | - | – / – / – / – | Advanced wealth platform with analytics, asset consolidation, and hyperapps aids financial institutions in streamlined operations. Learn more about Etops | |
| 271 | 0 | 0 | - | – / – / – / – | Stonk Journal is free trading journal that focuses on quick and easy journal entry experience for seamless integration with your daily Learn more about Stonk Journal | |
| 272 | 0 | 0 | - | – / – / – / – | Godel Terminal is a web-based software tool that provides real-time market data, news, and research tools for investment professionals. Learn more about Godel Terminal | |
| 273 | 0 | 0 | - | – / – / – / – | An investor relations module for organizing and sharing corporate information, and communicating with shareholders. Learn more about KoreConX | |
| 274 | 0 | 0 | - | – / – / – / – | A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface. Learn more about WealthArc | |
| 275 | 0 | 0 | - | – / – / – / – | Vestberry is fund management & reporting software solution for venture capital & private equity. The solution manages LP & GP relations Learn more about Vestberry |