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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 |
|---|---|---|---|---|---|---|
| 101 | 4.3 | 3 | - | 4.3 / 5.0 / 4.0 / 4.5 | White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. Learn more about Crowdsofts | |
| 102 | 4 | 3 | - | 4.0 / 4.3 / 4.0 / 3.7 | Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more. Learn more about PortfolioPathway | |
| 103 | 4 | 3 | - | 4.3 / 5.0 / 3.7 / 5.0 | Customer relationship management (CRM) solution for buy-side investment professionals for investment managers. Learn more about SatuitCRM | |
| 104 | 3.3 | 3 | - | 3.3 / 4.5 / 3.7 / 2.5 | Track your stocks, trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. Learn more about Sharesight | |
| 105 | 2.7 | 3 | - | 2.3 / 3.7 / 3.0 / 1.3 | eFront is a go to platform to manage private markets investments in one place. Learn more about eFront | |
| 106 | 5 | 2 | - | 4.5 / 3.0 / 5.0 / 3.0 | TIKR is building the Bloomberg Terminal for everyone. TIKR offers investment research software that helps users find and research 50k+ Learn more about TIKR | |
| 107 | 5 | 2 | - | 5.0 / 5.0 / 4.5 / 3.0 | Hundreds of private equity managers, investment banks, and strategic buyers use Navatar to streamline their deal-sourcing processes. Learn more about Navatar Edge | |
| 108 | 5 | 2 | - | 5.0 / 4.0 / 5.0 / 5.0 | Wealth management solutions including portfolio management, rebalancing tools, risk and compliance management modules, APIs. Learn more about Croesus | |
| 109 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 5.0 | With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales. Learn more about FA Solutions | |
| 110 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 5.0 | Wealthsimple Invest is a tool for optimizing holdings and investments to limit the risk of financial loss. Learn more about Wealthsimple Invest | |
| 111 | 5 | 2 | - | 4.0 / 5.0 / 5.0 / 5.0 | SaaS for traders & asset managers. Trade Copier, TradingView & signal bots, API trading on multiple exchanges & MT4/MT5. +White-label Learn more about Finestel | |
| 112 | 5 | 2 | - | 4.5 / 5.0 / 4.5 / 5.0 | Investment management solution that helps businesses streamline crowdfunding and private or real estate equity investing operations. Learn more about LenderKit | |
| 113 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 4.5 | Investment real estate platform for acquisitions, development, asset management and investor reporting. Learn more about The CRE Suite | |
| 114 | 4.5 | 2 | - | 4.5 / 5.0 / 4.5 / 5.0 | AI-Augmented Fixed Income Investing Learn more about Intellibonds | |
| 115 | 4.5 | 2 | - | 4.5 / 5.0 / 4.5 / 5.0 | Purpose-built research, modelling, analysis and collaboration tools for fundamental equity analysts and portfolio managers. Learn more about Calibre RMS | |
| 116 | 4.5 | 2 | - | 4.5 / 4.5 / 4.5 / 3.5 | IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors. Learn more about iLEVEL | |
| 117 | 4.5 | 2 | - | 4.0 / 5.0 / 5.0 / 5.0 | Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more. Learn more about Captools/net | |
| 118 | 4.5 | 2 | - | 4.0 / 4.0 / 4.5 / 4.0 | Special software for back testing trading strategies on historical data using various indicators and tools. Learn more about Forex Tester | |
| 119 | 4 | 2 | - | 4.5 / 5.0 / 3.5 / 5.0 | Front-to-Middle/Back SaaS that consolidate systems and elevate portfolio data quality. Best investment workflows in the cloud. Learn more about Limina IMS | |
| 120 | 3.5 | 2 | - | 4.0 / 3.0 / 3.5 / 3.5 | The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand. Learn more about Fi360 Toolkit | |
| 121 | 3 | 2 | - | 3.0 / 5.0 / 3.0 / 3.0 | Desktop based investment software for portfolio management. Learn more about Investment Account Manager | |
| 122 | 3 | 2 | - | 2.5 / 3.0 / 2.5 / 3.0 | Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more. Learn more about Axys | |
| 123 | 3 | 2 | - | 2.5 / 4.0 / 3.0 / 3.0 | On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders. Learn more about TradeLog | |
| 124 | 5 | 1 | - | 4.0 / 4.0 / 5.0 / 5.0 | Uptrader puts the power of decision-making consultants into profitable software for investment analysis professionals. Learn more about Uptrader | |
| 125 | 5 | 1 | - | 5.0 / 5.0 / 4.0 / 4.0 | Whether you're an experienced trader or just getting started, YouHodler gives you everything you need to buy, sell, and manage assets. Learn more about Youhodler |