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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 |
|---|---|---|---|---|---|---|
| 126 | 5 | 1 | - | 5.0 / 5.0 / 0.0 / 0.0 | TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. Learn more about TeamWox | |
| 127 | 5 | 1 | - | 5.0 / 0.0 / 5.0 / 0.0 | Middle- to back-office operations solutions, including an enterprise web application & outsourcing services to fit each manager's needs Learn more about Archer | |
| 128 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | IDS FinTech is a financial software provider, offering wealth and asset management solutions to financial companies in the MENA region. Learn more about Vestio | |
| 129 | 5 | 1 | - | 5.0 / 5.0 / 0.0 / 0.0 | Broker-neutral multi-assets trading Platform combines order management and charting screens, algorithmic trading servers and more. Learn more about Argo Trading Platform | |
| 130 | 5 | 1 | - | 4.0 / 5.0 / 4.0 / 5.0 | Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement Learn more about M2Advisor | |
| 131 | 5 | 1 | - | 2.0 / 5.0 / 3.0 / 5.0 | Aumni is an investment analytics company for the Innovation Economy. Learn more about Aumni | |
| 132 | 5 | 1 | - | 5.0 / 3.0 / 5.0 / 4.0 | Award-winning software for all security types that enhances investment management operations from decision support through settlement. Learn more about Charles River IMS | |
| 133 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Platform that serves banks, financial services & insurance organizations in investment management. Learn more about ZagTrader | |
| 134 | 5 | 1 | - | 4.0 / 5.0 / 5.0 / 5.0 | Portfolio modeling tool that helps with performance analysis, risk metrics, allocation analysis, and more. Learn more about Kwanti | |
| 135 | 5 | 1 | - | 5.0 / 5.0 / 4.0 / 5.0 | Investment management solution that helps businesses manage contacts, accounts, opportunities, documents, billing, and more. Learn more about Verivest Manager Portal | |
| 136 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | BetterCapital.us is a simple, clean, and beautiful way to track your real estate investing portfolio in real-time. Learn more about BetterCapital.US | |
| 137 | 5 | 1 | - | 5.0 / 4.0 / 5.0 / 5.0 | Our fund portfolio management software that allows you to manage your exposures and risk in a single place Learn more about Allvue | |
| 138 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Credence automates accounting, management, and reporting for CRE investment managers, developers, and operators. Learn more about Credence | |
| 139 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | CircleCastle is a trading journal and analytics tool that helps traders track trades, analyze performance, and refine strategies. Learn more about CircleCastle | |
| 140 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Discover DXtrade, the industry-leading solution that stands out for flexibility, service and their agile white-label fintech software. Learn more about DXtrade | |
| 141 | 5 | 1 | - | 5.0 / 4.0 / 0.0 / 0.0 | A better way to map, access and sell into the family office & registered investment advisor landscape. Learn more about FINTRX Platform | |
| 142 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts. Learn more about Theorem | |
| 143 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 3.0 | Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate. Learn more about CrowdStreet Suite | |
| 144 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 0.0 | Asset Management, Family Office Platform - Aggregate positions from 300+ & brokers banks in real-time. Trade 15 MM+ securities online Learn more about QUO | |
| 145 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 4.0 | User-friendly and intuitive CRE valuation software for property professionals. To talk to us about our product, please book a demo. Learn more about Forbury | |
| 146 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Drive higher profitability with the leading portfolio management platform for minerals, royalties and non-op working interest. Learn more about Enverus MineralSoft | |
| 147 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | A complete wealth platform for family offices, investment experts, and asset managers. Learn more about AXLE | |
| 148 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Hedge fund tool that helps traders enhance liquidity across investments and minimize information leakage as well as its market impact. Learn more about POSIT | |
| 149 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Masttro is a SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions. Learn more about Masttro | |
| 150 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Compare funds & build portfolios. Create beautiful, branded proposals in as little as 3-clicks. Close more deals. Learn more about CapIntel |