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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 |
|---|---|---|---|---|---|---|
| 201 | 0 | 0 | - | – / – / – / – | All-in-one AI platform for private markets: CRM, deal management, and fundraising. Built for institutional and professional investors. Learn more about FinBursa 360 | |
| 202 | 0 | 0 | - | – / – / – / – | Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. Learn more about VestServe | |
| 203 | 0 | 0 | - | – / – / – / – | Run automated Binance Spot trading with a private, non-custodial bot instance. Apply DCA and micro-trading strategies, define risk cont Learn more about unCoded | |
| 204 | 0 | 0 | - | – / – / – / – | Property portfolio intelligence platform with 24/7 analytics, MTD compliance and investor wealth visibility. Learn more about My Property Organiser | |
| 205 | 0 | 0 | - | – / – / – / – | gator is a cloud-based open banking solution that helps financial institutions leverage banking data to gather customer insights. Learn more about gator | |
| 206 | 0 | 0 | - | – / – / – / – | Maxim Money is a Windows finance software offering multi-currency support, investment tracking, and detailed financial reports. Learn more about Maxim Money | |
| 207 | 0 | 0 | - | – / – / – / – | Solution that helps asset managers produce high-quality analytics and reporting combining return, risk and ESG. Learn more about AMDIS | |
| 208 | 0 | 0 | - | – / – / – / – | Manage funds effortlessly with Fundy: real-time tracking, automated calculations, secure transactions, and seamless reporting. Learn more about Fundy | |
| 209 | 0 | 0 | - | – / – / – / – | InvMon is finance software for tracking assets, investments, and portfolios in one secure, locally-installed application. Learn more about InvMon | |
| 210 | 0 | 0 | - | – / – / – / – | After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX | |
| 211 | 0 | 0 | - | – / – / – / – | Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more. Learn more about Portfolio Genius | |
| 212 | 0 | 0 | - | – / – / – / – | Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. Learn more about Cogency | |
| 213 | 0 | 0 | - | – / – / – / – | Unified front, middle, and back-office features for hedge funds and buy-side firms - all collected on one central platform. Learn more about Athena Systems | |
| 214 | 0 | 0 | - | – / – / – / – | Gain.pro is a platform that specialises in private market data. Learn more about Gain.pro | |
| 215 | 0 | 0 | - | – / – / – / – | The Go-To-Market Platform Powering Independent Distribution Learn more about Pepper | |
| 216 | 0 | 0 | - | – / – / – / – | StatPro Revolution is a sophisticated and beautiful portfolio analytics service. Learn more about StatPro Revolution | |
| 217 | 0 | 0 | - | – / – / – / – | Crypto investment analysis solution that helps businesses use AI agents to debate market conditions and generate trading insights. Learn more about SimianX | |
| 218 | 0 | 0 | - | – / – / – / – | Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers. Learn more about FinlogiK | |
| 219 | 0 | 0 | - | – / – / – / – | Smart Capital Center is the AI-powered CRE platform—24/7 intelligence, automation, and ROI across the entire investment lifecycle. Learn more about Smart Capital Center | |
| 220 | 0 | 0 | - | – / – / – / – | Kore Investments software automates treasury operations and offers real-time tracking with advanced risk analysis capabilities. Learn more about Kore Investments | |
| 221 | 0 | 0 | - | – / – / – / – | Orchestrade helps financial firms and energy companies manage trading risks and operations. Learn more about Orchestrade | |
| 222 | 0 | 0 | - | – / – / – / – | Market's fastest IR & corporate website updates with 99.99% uptime, SOC2 certified security, and award-winning 24/7 support. Learn more about Q4 IR Websites | |
| 223 | 0 | 0 | - | – / – / – / – | Trading management solution that helps prop firm and brokerage traders track payouts, withdrawals, expenses, taxes, and more. Learn more about PropLedgr | |
| 224 | 0 | 0 | - | – / – / – / – | etops Portfolio Manager simplifies investment oversight with customizable dashboards and advanced analytics tools. Learn more about etops Portfolio Manager | |
| 225 | 0 | 0 | - | – / – / – / – | Fully integrated, Internet enabled, multiple entity, multi-currency accounting and management information system. Learn more about IPBS |