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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 |
|---|---|---|---|---|---|---|
| 176 | 0 | 0 | - | – / – / – / – | Portfolio management and rebalancing platform for RIAs with connectivity to all major custodians with CRM, billing, analytics and more. Learn more about UREBAL Hub | |
| 177 | 0 | 0 | - | – / – / – / – | Sydecar makes it simple and efficient for VCs to form SPVs and funds by automating banking, compliance, contracts, and reporting. Learn more about Sydecar | |
| 178 | 0 | 0 | - | – / – / – / – | Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Learn more about Archway | |
| 179 | 0 | 0 | - | – / – / – / – | Wavvest is a modern operating system for financial advisors integrating planning, investments, estate, insurance, and tax services. Learn more about Wavvest | |
| 180 | 0 | 0 | - | – / – / – / – | PoliBit automates operations from fundraising to distributions for real estate, private equity, and private debt investments. Learn more about PoliBit | |
| 181 | 0 | 0 | - | – / – / – / – | Genesis Risk Monitor is portfolio risk management software offering real-time data, VaR/CVaR analytics, and customizable dashboards. Learn more about Genesis Risk Monitor | |
| 182 | 0 | 0 | - | – / – / – / – | SaaS for private equity, real-estate, debt and infrastructure funds helping with data, risks, deals, LPs, reports, and compliance. Learn more about DOMOS | |
| 183 | 0 | 0 | - | – / – / – / – | EQS IR COCKPIT is a cloud solution for investor relations managers. Manage contacts, disclosure obligations & news distribution. Learn more about EQS IR COCKPIT | |
| 184 | 0 | 0 | - | – / – / – / – | AlphaSense is a market intelligence and search platform empowering professionals to make business decisions with confidence and speed. Learn more about AlphaSense | |
| 185 | 0 | 0 | - | – / – / – / – | Cloud-based solution that assists with wealth management, financial planning, client loyalty, reporting and more. Learn more about inStream | |
| 186 | 0 | 0 | - | – / – / – / – | Stoxes provides tools and insights for investors to maximize dividends and build wealth through stocks and options. Learn more about Stoxes | |
| 187 | 0 | 0 | - | – / – / – / – | LUSID is a complete investment data platform that brings functionality and services to help you get the most out of your data. Learn more about LUSID | |
| 188 | 0 | 0 | - | – / – / – / – | Professional and flexible solution for Independent Asset Managers, Family Offices and Private Banks. Learn more about Netfolio | |
| 189 | 0 | 0 | - | – / – / – / – | Track, understand and improve the performance of your investment strategy, and achieve your life goals sooner! Learn more about Capitally | |
| 190 | 0 | 0 | - | – / – / – / – | Cloud-based financial & credit management tool that assists businesses with accounting, risk modelling, customer data handling & more. Learn more about B1 Financial | |
| 191 | 0 | 0 | - | – / – / – / – | The Smarter, Simpler Investor Portal for Asset and Investment Managers Learn more about InvestorFlow | |
| 192 | 0 | 0 | - | – / – / – / – | FundCentre™ is the alternative investment front-office platform designed to support your entire fund lifecycle in one place. Learn more about Intralinks FundCentre | |
| 193 | 0 | 0 | - | – / – / – / – | Enfusion's investment management SaaS platform removes traditional information boundaries, uniting the front-, middle- and back-office. Learn more about Enfusion | |
| 194 | 0 | 0 | - | – / – / – / – | Portfolio Management Made Easy - Private Capital Software Learn more about Baxon Solutions | |
| 195 | 0 | 0 | - | – / – / – / – | The integrated solution IN-DIS complies with management needs and reglementary directives for insurance companies. Learn more about INDIS | |
| 196 | 0 | 0 | - | – / – / – / – | XENTIS, the integrated, modular solution designed to manage the entire investment lifecycle of leading financial institutions. Learn more about XENTIS | |
| 197 | 0 | 0 | - | – / – / – / – | TS simplifies the complexity of markets, by consolidating workflows for exchange-traded & OTC instruments on a single platform. Learn more about TradeSmart | |
| 198 | 0 | 0 | - | – / – / – / – | A dedicated investment accounting solution to automate complex financial processes and provide transparency from investor to asset. Learn more about Yardi Investment Accounting | |
| 199 | 0 | 0 | - | – / – / – / – | ReubenAI is AI software aiding venture capital and private equity firms in deal research, due diligence, and portfolio monitoring. Learn more about ReubenAI | |
| 200 | 0 | 0 | - | – / – / – / – | Investment solution that helps businesses build portfolios, automate models, compare securities, visualize performances, and more. Learn more about YCharts |