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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 |
|---|---|---|---|---|---|---|
| 76 | 4.8 | 5 | - | 4.4 / 5.0 / 4.4 / 5.0 | An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs Learn more about Stock Portfolio Organizer | |
| 77 | 4.8 | 5 | - | 4.6 / 5.0 / 4.8 / 4.5 | AIRR is a full-service integration platform for investment professionals available as a single SaaS solution. Learn more about AIRR | |
| 78 | 4.4 | 5 | - | 4.6 / 5.0 / 4.0 / 4.4 | From start to finish, Invelo that offers Real Estate Investors a range of features to manage, find, and close off-market properties. Learn more about Invelo | |
| 79 | 4.2 | 5 | - | 4.0 / 2.5 / 3.8 / 4.3 | Betterment offers automated investing, high-yield savings, and checking through its robo-advising and cash management platform. Learn more about Betterment | |
| 80 | 3.8 | 5 | - | 4.0 / 3.0 / 4.0 / 3.8 | InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears. Learn more about InvestingPro | |
| 81 | 4.8 | 4 | - | 4.8 / 5.0 / 4.5 / 4.8 | Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence. Learn more about Edda | |
| 82 | 4.8 | 4 | - | 4.8 / 5.0 / 4.8 / 5.0 | A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. Learn more about PortfolioShop | |
| 83 | 4.8 | 4 | - | 4.3 / 4.3 / 4.8 / 4.0 | All-in-one platform for financial advisors to deliver personalized advice, streamline workflows, and enhance client engagement. Learn more about Direct Advisory Suite | |
| 84 | 4.5 | 4 | - | 4.5 / 5.0 / 4.5 / 5.0 | Investor Deal Room is an investor management software that helps commercial real estate sponsors manage investors and raise capital. Learn more about Investor Deal Room | |
| 85 | 4.3 | 4 | - | 4.5 / 3.5 / 4.0 / 4.3 | Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolio Learn more about Macroaxis | |
| 86 | 4 | 4 | - | 3.8 / 4.5 / 0.0 / 0.0 | Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. Learn more about iBalance | |
| 87 | 4 | 4 | - | 4.5 / 4.8 / 4.0 / 3.5 | The only end-to-end, multi-asset investment management software for alternative investors to master their data & drive outperformance, Learn more about Minerva | |
| 88 | 3.8 | 4 | - | 4.3 / 3.8 / 3.8 / 4.0 | Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments. Learn more about Powens | |
| 89 | 2.5 | 4 | - | 3.0 / 2.3 / 3.0 / 2.3 | Core solutions integrate all processes and cycles of customer information, services and the flow of money in one place. Learn more about COBIS Core | |
| 90 | 5 | 3 | - | 5.0 / 5.0 / 0.0 / 0.0 | An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms Learn more about ProTrak Advantage | |
| 91 | 5 | 3 | - | 3.3 / 5.0 / 4.7 / 5.0 | An award-winning product suite helping private markets CFOs guarantee accuracy, improve transparency and build trust. Learn more about qashqade | |
| 92 | 5 | 3 | - | 4.3 / 5.0 / 4.7 / 4.0 | SimCorp software streamlines operations for asset managers, pension funds, and insurance firms. Learn more about SimCorp Dimension | |
| 93 | 5 | 3 | - | 4.3 / 5.0 / 4.7 / 5.0 | Investment management tool that allows real-estate investors to monitor, compare and share their real estate investments Learn more about BuyHoldTrack | |
| 94 | 5 | 3 | - | 5.0 / 5.0 / 5.0 / 4.5 | Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. Learn more about Docupace | |
| 95 | 5 | 3 | - | 5.0 / 4.7 / 5.0 / 5.0 | We are in business to help hedge funds win the tech battle by creating software that works better and costs less. Learn more about Pinnakl | |
| 96 | 5 | 3 | - | 4.7 / 4.7 / 4.7 / 5.0 | Global relationship management software for capital markets, corporate and investment banking, and investment management. Learn more about Tier1 | |
| 97 | 4.7 | 3 | - | 5.0 / 4.7 / 4.3 / 5.0 | Caruso is a fund administration software and service that helps streamline operations and enhances relations for private market funds. Learn more about Caruso | |
| 98 | 4.7 | 3 | - | 4.3 / 4.3 / 4.0 / 4.7 | Investment management platform that helps users manage trade across equities, exchange-traded funds (ETFs), forex, and more. Learn more about thinkorswim | |
| 99 | 4.3 | 3 | - | 5.0 / 5.0 / 4.0 / 5.0 | Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. Learn more about Chartsmart | |
| 100 | 4.3 | 3 | - | 4.7 / 4.7 / 4.3 / 4.7 | * Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating Learn more about FamilyWealthGuru |