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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 |
|---|---|---|---|---|---|---|
| 301 | 0 | 0 | - | – / – / – / – | Portfolio management system for investment advisors that provides a combination of web-based software and personalized service. Learn more about Pulse | |
| 302 | 0 | 0 | - | – / – / – / – | Gain complete, accurate and timely information to support investment management functions. Learn more about Broadridge Investment Accounting | |
| 303 | 0 | 0 | - | – / – / – / – | Financial risk management solution that helps identify sources of portfolio risk through attribution analysis, VaR simulations & more. Learn more about BarraOne | |
| 304 | 0 | 0 | - | – / – / – / – | Equify is the equity and stockholder management solution for fast-growing European companies. Learn more about Equify | |
| 305 | 0 | 0 | - | – / – / – / – | AI-powered portfolio monitoring and reporting solution for Private Markets, combining automation and expert oversight for decisions. Learn more about FolioSure | |
| 306 | 0 | 0 | - | – / – / – / – | Set up an investment management website that will work on any devise. Learn more about HYIP Manager Script | |
| 307 | 0 | 0 | - | – / – / – / – | Nasdaq eVestment™ enables investors and managers to make portfolio decisions and optimize investment intelligence. Learn more about eVestment | |
| 308 | 0 | 0 | - | – / – / – / – | Tresmark is a financial market data platform that delivers real-time analytics and insights for investors and businesses. Learn more about Tresmark | |
| 309 | 0 | 0 | - | – / – / – / – | Cloud-based and AI-driven trading tool offering retail traders tools for trade journaling, market research, and portfolio management. Learn more about PeakAI | |
| 310 | 0 | 0 | - | – / – / – / – | etops Wealth Discovery is portfolio management software that streamlines onboarding with financial profiling and data-driven insights. Learn more about etops Wealth Discovery | |
| 311 | 0 | 0 | - | – / – / – / – | A comprehensive suite of oversight products for mutual fund companies, creating efficiency around intermediary relationships. Learn more about Delta Data Asset Management Solutions | |
| 312 | 0 | 0 | - | – / – / – / – | Global leading provider of investment analytics, reporting, and data for the institutional investment community. Learn more about Investment Metrics | |
| 313 | 0 | 0 | - | – / – / – / – | All-in-one CRE tech to automate fundraising, investment management, and investor relations. Learn more about GroundBreaker | |
| 314 | 0 | 0 | - | – / – / – / – | Family Wealth Guru makes managing your wealth simpler. An unbeatable combination of automation, security and convenience at once. Learn more about Family Wealth Guru | |
| 315 | 0 | 0 | - | – / – / – / – | Customer Cash Management Systems. CAMS processes a multitude of investment products. Learn more about CAMS | |
| 316 | 0 | 0 | - | – / – / – / – | Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance. Learn more about Bipsync | |
| 317 | 0 | 0 | - | – / – / – / – | Stock portfolio management solution aiding SEBI-registered RAs and RIAs to create, manage, and distribute model portfolios. Learn more about AlphaQuark | |
| 318 | 0 | 0 | - | – / – / – / – | CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes. Learn more about CEPRES |