All categoriesLaunch brief →
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 |
|---|---|---|---|---|---|---|
| 276 | 0 | 0 | - | – / – / – / – | Free perp DEX analytics: compare APY, TVL, volume across 224+ exchanges. Portfolio tracker, on-chain data, multi-chain support Learn more about Perpstats | |
| 277 | 0 | 0 | - | – / – / – / – | A Covered Call Option Screener is a tool for Income Investors. Screen stock & option data to find income-producing covered call trades. Learn more about optionDash | |
| 278 | 0 | 0 | - | – / – / – / – | Cloud-based investment management tool that helps businesses find investments and understand the performance of their portfolios. Learn more about finbox.io | |
| 279 | 0 | 0 | - | – / – / – / – | Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available. Learn more about Risk Shell | |
| 280 | 0 | 0 | - | – / – / – / – | PM1 from Expersoft offers financial services providers wealth and asset management software solutions for managing portfolios. Learn more about PM1e | |
| 281 | 0 | 0 | - | – / – / – / – | Manage deals, track portfolios & close your next fund faster. Zapflow is all-inclusive and configurable platform for investing teams. Learn more about Zapflow | |
| 282 | 0 | 0 | - | – / – / – / – | Cloud-based portfolio management platform that assists with data aggregation, analytics, predictions, and more. Learn more about Solovis | |
| 283 | 0 | 0 | - | – / – / – / – | Pivolt is an investment management platform that helps users streamline portfolio operations and client services with AI technology. Learn more about Pivolt | |
| 284 | 0 | 0 | - | – / – / – / – | An all-in-one, front-to-back office cloud solution designed to optimize operations, mitigate risk, and reduce total cost of ownership. Learn more about Eze Eclipse | |
| 285 | 0 | 0 | - | – / – / – / – | A next-generation, secure and data-centric technology platform that revolutionises the investment reporting and analysis process. Learn more about Sesame | |
| 286 | 0 | 0 | - | – / – / – / – | Investment research solution that provides consensus data and analytics tools for institutional investors, brokers, and corporates. Learn more about Visible Alpha | |
| 287 | 0 | 0 | - | – / – / – / – | White Label Trading Platform for broker-dealers and financial advisors. Learn more about ETNA White Label Trading Platform | |
| 288 | 0 | 0 | - | – / – / – / – | DXmatch is a complete infrastructure for launching exchanges: order matching engine, market data delivery, storage, risk management sui Learn more about DXmatch | |
| 289 | 0 | 0 | - | – / – / – / – | Investment management solution that helps businesses with portfolio performance tracking, anomaly detection, document parsing and more. Learn more about Stayke | |
| 290 | 0 | 0 | - | – / – / – / – | Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to. Learn more about Cap Table Management | |
| 291 | 0 | 0 | - | – / – / – / – | Venture capital and portfolio intelligence software offering portfolio tracking, return calculation, and liquidity planning features. Learn more about Capleva | |
| 292 | 0 | 0 | - | – / – / – / – | InvestGlass is #1 Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Learn more about InvestGlass | |
| 293 | 0 | 0 | - | – / – / – / – | Treasury management platform for asset managers that contains cash management, portfolio financing, and counter party management. Learn more about IVP Treasury | |
| 294 | 0 | 0 | - | – / – / – / – | Investment management platform that lets users send convocation notifications, collect meeting proxies & communicate with shareholders. Learn more about Smartround | |
| 295 | 0 | 0 | - | – / – / – / – | Find, engage and build relationships with the right investors at the right time. Learn more about Irwin | |
| 296 | 0 | 0 | - | – / – / – / – | Days to Expiry helps options traders analyze covered calls, cash-secured puts, track portfolios, and backtest income strategies. Learn more about Days to Expiry | |
| 297 | 0 | 0 | - | – / – / – / – | Cloud-based solution that enables investors to manage and track assets, past performance, dividends, stock allocation, and more. Learn more about AllInvestView | |
| 298 | 0 | 0 | - | – / – / – / – | Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms. Learn more about RiskValue | |
| 299 | 0 | 0 | - | – / – / – / – | InvestWell's mutual fund software platform enables distributors, RIAs, and corporates to manage portfolios, reporting and transactions. Learn more about InvestWell | |
| 300 | 0 | 0 | - | – / – / – / – | Comprehensive Portfolio Accounting Software for Alternative Investment, Fund-of-Fund Managers and Advisory Firms Learn more about Vantage Portfolio Accounting |