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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 |
|---|---|---|---|---|---|---|
| 151 | 5 | 1 | - | 3.0 / 5.0 / 5.0 / 3.0 | Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. Learn more about Ledgex | |
| 152 | 4 | 1 | - | 4.0 / 3.0 / 5.0 / 4.0 | Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more. Learn more about The Imagine Trading System | |
| 153 | 4 | 1 | - | 4.0 / 4.0 / 4.0 / 4.0 | Makes it possible for businessmen to generate capital and reinvest the money for quick profits. Learn more about AJ HYIP | |
| 154 | 4 | 1 | - | 5.0 / 3.0 / 5.0 / 5.0 | A vast range of investment instruments can be inputted in Titan: Money market Bonds Funds Equities Real estate Commodities ... Learn more about Titan Treasury | |
| 155 | 4 | 1 | - | 4.0 / 4.0 / 4.0 / 4.0 | Nasdaq IR Insight empowers IR teams to measure impact, uncover trends, and demonstrate ROI. Learn more about Nasdaq IR Insight | |
| 156 | 4 | 1 | - | 5.0 / 4.0 / 4.0 / 4.0 | Fund & Portfolio management, Reconciliation, Fund accounting, Reporting. Unlimited AUM & portfolios/funds. Private cloud web-based. Learn more about Octopus | |
| 157 | 4 | 1 | - | 4.0 / 5.0 / 4.0 / 5.0 | SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Learn more about Katipult | |
| 158 | 4 | 1 | - | 4.0 / 5.0 / 4.0 / 3.0 | Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard. Learn more about SharePad | |
| 159 | 4 | 1 | - | 4.0 / 4.0 / 4.0 / 4.0 | Addepar is a software platform that helps manage investment portfolios with data-driven insights and financial account aggregation. Learn more about Addepar | |
| 160 | 4 | 1 | - | 3.0 / 4.0 / 4.0 / 3.0 | Aladdin® is a tech platform that unifies the investment management process - designed to speak the language of portfolios. Learn more about Aladdin | |
| 161 | 4 | 1 | - | 3.0 / 3.0 / 4.0 / 4.0 | Stock and options simulator for beginner traders, FinTech developers, and educators. Learn more about ETNA Paper Trading Simulator | |
| 162 | 4 | 1 | - | 4.0 / 4.0 / 3.0 / 5.0 | Origin is a powerful, data driven real estate deal management platform for teams of any size. Learn more about Origin | |
| 163 | 4 | 1 | - | 5.0 / 5.0 / 3.0 / 5.0 | TradingFront offers RIAs a white label robo advisor with automated onboarding, account management, and branded client portals. Learn more about TradingFront | |
| 164 | 3 | 1 | - | 4.0 / 5.0 / 3.0 / 3.0 | Update Capital software provides investors transparency and streamlines fundraising for real estate investment management. Learn more about Update Capital | |
| 165 | 3 | 1 | - | 4.0 / 5.0 / 4.0 / 0.0 | Coin Market Manager is a cloud-based analytics and journaling tool specifically made for crypto traders. Learn more about Coin Market Manager | |
| 166 | 3 | 1 | - | 3.0 / 1.0 / 1.0 / 1.0 | Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients. Learn more about Rapper Software | |
| 167 | 2 | 1 | - | 1.0 / 4.0 / 2.0 / 3.0 | Target proactively, identify activists, and report on impact with the only IR CRM powered by investor behavior tracking. Learn more about Q4 Desktop | |
| 168 | 2 | 1 | - | 2.0 / 1.0 / 2.0 / 2.0 | Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives. Learn more about Vidrio Financial | |
| 169 | 1 | 1 | - | 1.0 / 1.0 / 1.0 / 1.0 | From diligence to exit, Maestro helps PE firms modernize operations and maximize value creation. Learn more about Maestro | |
| 170 | 1 | 1 | - | 3.0 / 0.0 / 1.0 / 2.0 | Connect and collaborate with investors across the world Learn more about TheBizPlanner | |
| 171 | 1 | 1 | - | 1.0 / 1.0 / 1.0 / 1.0 | SAAS technology for fund managers seeking investment compliance, regulatory reporting, risk, depositary and fund document solutions. Learn more about FundWare | |
| 172 | 0 | 0 | - | – / – / – / – | Allows institutional investors and investment consultants to collect and compare manager and fund data, in half the time. Learn more about Dasseti ESG | |
| 173 | 0 | 0 | - | – / – / – / – | Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process. Learn more about Sentry PM | |
| 174 | 0 | 0 | - | – / – / – / – | Investment management software that helps financial advisors and portfolio managers with financial planning capabilities. Learn more about WealthERP | |
| 175 | 0 | 0 | - | – / – / – / – | Jacobi’s technology supports the design and management of multi-asset portfolios at scale and enables dynamic client engagement. Learn more about Jacobi |