Investment Management Software

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IMS Platform

IMS Platform

by Investor Management Services

(11 reviews)

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM, investor dashboards, document management, distribution calculations, & analytics. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 43K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO! Learn more about IMS Platform

Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics. Learn more about IMS Platform

Juniper Square

Juniper Square

by Juniper Square

(12 reviews)

Juniper Square is transforming the real estate investment experience for both managers and investors with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is easy-to-use for the manager, provides an unparalleled experience to the investor and was designed specifically for the real estate industry. Clients like Beacon Capital, The Reliant Group, and Cortland Partners rely on Juniper Square to help manage over 25,000 investors. Learn more about Juniper Square

A modern, all-in-one investment management system designed specifically for real estate. Learn more about Juniper Square

Dynamo

Dynamo

by Dynamo Software

(1 review)

Dynamo is a Web-based CRM solution with industry-specific capabilities for managing the front and middle office operations of alternative asset investment firms. The Dynamo platform's simple, intuitive interface, tight Microsoft Office integration, and smartphone and tablet mobile access, delivers a rich, interactive user experience anywhere over the Web. Learn more about Dynamo

Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors. Learn more about Dynamo

Windham Portfolio Advisor

Windham Portfolio Advisor

by Windham Labs

(6 reviews)

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. Learn more about Windham Portfolio Advisor

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting. Learn more about Windham Portfolio Advisor

Backstop

Backstop

by Backstop Solutions Group

(2 reviews)

Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop

Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop

Obsidian Suite

Obsidian Suite

by Obsidian Solutions

(0 reviews)

Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations. Learn more about Obsidian Suite

Obsidian Suite is the only all in one investor management framework. Finance CRM, Data Rooms, Investor Portals & Business Intelligence. Learn more about Obsidian Suite

Eze Investment Suite

Eze Investment Suite

by Eze Software

(1 review)

Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems. Learn more about Eze Investment Suite

Eze products, by design, solve clients' unique and growing needs with highly configurable, expansive, and integrated software. Learn more about Eze Investment Suite

Carta for Investors

Carta for Investors

by Carta

(3 reviews)

Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets. Learn more about Carta for Investors

Carta is the ownership management platform for companies, investors, and employees. Learn more about Carta for Investors

HedgeGuard®

HedgeGuard®

by HedgeGuard

(0 reviews)

Front-to-back software for start-up or established hedge funds and asset managers. In addition of providing a portfolio management system, HedgeGuard offers two additional services: middle-office outsourcing and VDI. Learn more about HedgeGuard®

Front, middle and back office software for startup or established hedge funds and asset managers. Learn more about HedgeGuard®

LiquidityCalendar.com

LiquidityCalendar.com

by LiquidityCalendar

(0 reviews)

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Learn more about LiquidityCalendar.com

Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules. Learn more about LiquidityCalendar.com

LienApp

LienApp

by VADAR Systems

(0 reviews)

Tax Lien servicing software in the cloud with predictive analytics, portfolio analysis, and instant reports. LienApp lowers cost and risk by automating thousands of transactions most tax lien investors perform manually. LienApp by VADAR Systems has 1st Class support from 20 years of experience and customer satisfaction. Learn more about LienApp

Tax Lien Servicing in the Cloud. Learn more about LienApp

eFront

eFront

by eFront

(0 reviews)

eFront Insight LP - The eFront Insight platform integrates data directly from eFront Data Intelligence, eFronts best in class data service. Sourced directly from GPs and subjected to rigorous validation protocols, EDI data has become the standard for data granularity and integrity. Fund-level data and precise benchmarks are also integrated directly from PitchBook in order to boost the agility and efficiency of private market analyses. Learn more about eFront

Leverage granular investment data, reliable benchmarking technology and a powerful platform to generate unprecedented levels of insight Learn more about eFront

eRFP

eRFP

by InHub

(3 reviews)

RFP Tool for Investment Fiduciaries: InHub's RFP solution allows users to create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online and prudently document the entire process for a fiduciary audit file. Common RFPs types include Investment Consultant RFPs, Recordkeeper RFPs, Actuarial RFPs, Trustee RFPs, Investment Manager RFPs and more. Sample RFP questions, potential candidates and additional services are offered. Learn more about eRFP

InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology. Learn more about eRFP

Foundersuite

Foundersuite

by Foundersuite

(84 reviews)

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Learn more about Foundersuite

SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Learn more about Foundersuite

FundCount

FundCount

by FundCount

(1 review)

FundCount is a partnership accounting and analytical software solution for hedge funds, private equity and fund administrators. An integrated multicurrency general ledger and automated workflow tools improve operational efficiency and ensure accuracy of NAV and other calculations. Out-of-the-box and customized reporting options meet all client reporting needs. Voted Best Fund Accounting and Reporting Systems Firm by Hedgeweek, FundCount brings speed, accuracy and analytical insight to your firm. Learn more about FundCount

Automated partnership accounting, reporting and analytical software for hedge funds, private equity and fund administrators. Learn more about FundCount

Prospero

Prospero

by FINARTIS

(0 reviews)

Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas. Learn more about Prospero

Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Learn more about Prospero

VestServe

VestServe

by VestServe

(0 reviews)

Vestserve, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (ex. GIPS, IRR), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. More advanced accounting features include what-if and cash flow analysis, calculation of complex fees, unitization and data aggregation. Learn more about VestServe

Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. Learn more about VestServe

The CRE Suite

The CRE Suite

by CREModels

(2 reviews)

Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. Learn more about The CRE Suite

Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams. Learn more about The CRE Suite

Broadridge Investment Accounting

Broadridge Investment Accounting

by Broadridge Financial Solutions

(0 reviews)

Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions. Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record. Learn more about Broadridge Investment Accounting

Gain complete, accurate and timely information to support investment management functions. Learn more about Broadridge Investment Accounting

NüWorkflow

NüWorkflow

by Opulos Financial Software

(3 reviews)

Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! Learn more about NüWorkflow

Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes. Learn more about NüWorkflow

V3

V3

by Vitech Systems Group

(0 reviews)

Enterprise-class software for hedge fund, private equity and alternative asset administration.

Enterprise-class software for hedge fund, private equity and alternative asset administration.

EFAdrin

EFAdrin

by EFAdrin

(0 reviews)

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis

Tercero

Tercero

by Third Financial Software

(0 reviews)

Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting.

Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting.

Troika

Troika

by thewealthworks

(0 reviews)

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.

PSIT

PSIT

by Infinite Wealth Management Services

(0 reviews)

Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers.

Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers.

Croesus

Croesus

by Croesus

(1 review)

Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc.

Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc.

PowerBroker

PowerBroker

by Envision Financial Systems

(0 reviews)

Global multi-currency mutual fund order processing system for distributors and broker dealers.

Global multi-currency mutual fund order processing system for distributors and broker dealers.

emX

emX

by eMoney Advisor

(5 reviews)

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.

VESTIO

VESTIO

by Integrated Digital Systems

(1 review)

One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.

One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.

Cogency

Cogency

by Cogency Software

(0 reviews)

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

VAIT

VAIT

by Verdant Analysis

(0 reviews)

Financial modeling and ratio analysis application for creating long-term investment strategies.

Financial modeling and ratio analysis application for creating long-term investment strategies.

inStream

inStream

by inStream Solutions

(39 reviews)

Cloud-based wealth management and financial planning solution for financial advisers.

Cloud-based wealth management and financial planning solution for financial advisers.

iLEVEL

iLEVEL

by Ipreo

(2 reviews)

Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.

Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.

TradeLog

TradeLog

by Cogenta Computing

(0 reviews)

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders.

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders.

Axys

Axys

by Advent Software

(2 reviews)

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.

Blueleaf

Blueleaf

by Blueleaf

(0 reviews)

Have all your client, prospect, and portfolio data where and when you need it.

Have all your client, prospect, and portfolio data where and when you need it.

XENTIS

XENTIS

by Profidata Group

(0 reviews)

Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.

Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.

Portfolio Plus

Portfolio Plus

by Strategic Information Technology

(0 reviews)

The plug-in banking software architecture allows you to start small and add an array of banking services as your business grows.

The plug-in banking software architecture allows you to start small and add an array of banking services as your business grows.

NaviPlan

NaviPlan

by Advicent

(2 reviews)

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

Wealth EOffice

Wealth EOffice

by REDVision Technologies

(1 review)

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Wealth Office

Wealth Office

by Fusion Advisor

(0 reviews)

Wealth platform for family offices that offers custom client portals from any data source.

Wealth platform for family offices that offers custom client portals from any data source.

iBalance

iBalance

by softTarget

(4 reviews)

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

StyleADVISOR

StyleADVISOR

by Informa Investment Solutions

(0 reviews)

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

WealthNET

WealthNET

by eFINSERVE

(0 reviews)

Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.

Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.

SyMath

SyMath

by Symetrics

(0 reviews)

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.

FA Solutions

FA Solutions

by FA Solutions

(1 review)

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

GoldenGem

GoldenGem

by GoldenGem

(0 reviews)

Neural network stock market analysis.

Neural network stock market analysis.

ValueOne

ValueOne

by PriceMetrix

(0 reviews)

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

ATWeb

ATWeb

by Archway

(0 reviews)

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

PortfolioNet

PortfolioNet

by Galeo

(0 reviews)

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

GlobalAsset

GlobalAsset

by Taliance

(0 reviews)

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

Solovis

Solovis

by Solovis

(0 reviews)

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Everest

Everest

by Black Mountain Systems

(0 reviews)

Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.

Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.

PerTrac

PerTrac

by Strategic Financial Solutions

(1 review)

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

Bipsync

Bipsync

by Bipsync

(0 reviews)

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

StockMarketEye

StockMarketEye

by TransparenTech

(55 reviews)

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

LoanPost

LoanPost

by The LoanPost

(0 reviews)

Web-based software for asset management, non-performing notes, loss mitigation, REO Connecting your team & vendors with 360 degree view

Web-based software for asset management, non-performing notes, loss mitigation, REO Connecting your team & vendors with 360 degree view

Smartleaf

Smartleaf

by Smartleaf

(0 reviews)

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.

WealthArc

WealthArc

by WealthArc

(0 reviews)

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.

Ledgex

Ledgex

by Ledgex

(1 review)

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

c*neo

c*neo

by Cogendi

(0 reviews)

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

WealthObjects

WealthObjects

by WealthObjects

(0 reviews)

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms.

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms.

AlternativeSoft

AlternativeSoft

by AlternativeSoft

(2 reviews)

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

ActTrader

ActTrader

by Actforex

(0 reviews)

Online trading platforms for financial institutions in the retail forex trading market-space.

Online trading platforms for financial institutions in the retail forex trading market-space.

StatPro Revolution

StatPro Revolution

by StatPro

(0 reviews)

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

Wealth Management Platform

Wealth Management Platform

by Macroaxis

(5 reviews)

Ready-to-use presentation of financial analytics that can be distributed instantly.

Ready-to-use presentation of financial analytics that can be distributed instantly.

Chartsmart

Chartsmart

by Chartsmart Software

(3 reviews)

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

FundWare

FundWare

by Funds-Axis

(1 review)

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules

Charles River IMS

Charles River IMS

by Charles River

(0 reviews)

Award-winning software for all security types that enhances investment management operations from decision support through settlement.

Award-winning software for all security types that enhances investment management operations from decision support through settlement.

Wealth Management Platform

Wealth Management Platform

by Dorsum

(0 reviews)

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

Assetmax

Assetmax

by Fimax AMS

(0 reviews)

Complete and flexible software platform for Independent Asset Managers and Family Offices.

Complete and flexible software platform for Independent Asset Managers and Family Offices.

HYIP Manager Script

HYIP Manager Script

by PAM HYIP

(0 reviews)

Set up an investment management website that will work on any devise.

Set up an investment management website that will work on any devise.

GlobalBackOffice

GlobalBackOffice

by GlobalBackOffice

(0 reviews)

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

ATOM Align

ATOM Align

by Blaze Portfolio Systems

(0 reviews)

Web-based trade order management and model rebalancing platform for investment professionals.

Web-based trade order management and model rebalancing platform for investment professionals.

MIC Manager

MIC Manager

by Dolphin Enterprises

(0 reviews)

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Vermilion Reporting Suite

Vermilion Reporting Suite

by Vermilion Software

(0 reviews)

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

Bankers Realm

Bankers Realm

by Craft Silicon

(0 reviews)

A one-stop-shop for investment Management Firms

A one-stop-shop for investment Management Firms

Agilis Investment Management

Agilis Investment Management

by Agile Financial Technologies

(0 reviews)

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Caltina

Caltina

by Caltina

(0 reviews)

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.

CU SHARE

CU SHARE

by Integrated Software

(0 reviews)

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment

EBIMS

EBIMS

by eBusiness Systems

(0 reviews)

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.

Preqin Solutions

Preqin Solutions

by Preqin Solutions

(0 reviews)

Portfolio Management Made Easy - Private Capital Software

Portfolio Management Made Easy - Private Capital Software

ReconAdvantage

ReconAdvantage

by PortfolioShop

(4 reviews)

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

fi360 Toolkit

fi360 Toolkit

by fi360

(1 review)

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

FX Agency Advisor

FX Agency Advisor

by FXATrade

(0 reviews)

Forex trading software with auto alert window integration that works on all time frames.

Forex trading software with auto alert window integration that works on all time frames.

Formula Stocks

Formula Stocks

by Formula Stocks

(0 reviews)

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.

AIM

AIM

by Altvia Solutions

(2 reviews)

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

NAVInvest

NAVInvest

by Elysys

(0 reviews)

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

HYIP Investment Script

HYIP Investment Script

by ARM HYIP

(0 reviews)

Fully secure and most advanced script in the high-yield investment market.

Fully secure and most advanced script in the high-yield investment market.

Argo Trading Platform

Argo Trading Platform

by Argo Software Engineering

(1 review)

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

LongView Trading

LongView Trading

by Linedata

(0 reviews)

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Atomic Intelligence

Atomic Intelligence

by Atomic Intelligence

(0 reviews)

Content Search and Organization Service for Investment Professionals.

Content Search and Organization Service for Investment Professionals.

Portfolio Lab

Portfolio Lab

by Kwanti

(0 reviews)

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

PM1e

PM1e

by Expersoft Systems

(0 reviews)

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

Balance

Balance

by Balance Financial

(0 reviews)

Client engagement software that includes client cash flow reporting and account aggregation functionality.

Client engagement software that includes client cash flow reporting and account aggregation functionality.

FINFOX Pro

FINFOX Pro

by ECOFIN

(0 reviews)

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

TeamWox GroupWare

TeamWox GroupWare

by MetaQuotes Software

(1 review)

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

Wizetrade Commodities

Wizetrade Commodities

by The Wizetrade Group

(1 review)

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts.

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts.

Parilux Fund Manager

Parilux Fund Manager

by Parilux Investment Technology

(1 review)

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Advisor Desk

Advisor Desk

by Salentica

(0 reviews)

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

PAM

PAM

by Princeton Financial Systems

(0 reviews)

Portfolio Accounting and Management.

Portfolio Accounting and Management.

Horizon Portfolio Management

Horizon Portfolio Management

by HorizonSoftware

(0 reviews)

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

ImpactEdge

ImpactEdge

by Neville & Rowe

(0 reviews)

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry.

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry.

Nirvana Enterprise

Nirvana Enterprise

by Nirvana Solutions

(0 reviews)

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

Portfolio Workstation

Portfolio Workstation

by Alpha Level

(0 reviews)

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.

Pakkala Helsinki

Pakkala Helsinki

by Pakkala Helsinki

(0 reviews)

Feature-rich and flexible open source portfolio management and securities processing software modules.

Feature-rich and flexible open source portfolio management and securities processing software modules.

RedQuarry RMS

RedQuarry RMS

by RedQuarry

(2 reviews)

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

Promoter

Promoter

by Project Planning and Management

(1 review)

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

Investors WorkStation

Investors WorkStation

by mhj3.com

(1 review)

Create, manage, modify, monitor, and measure investment portfolios.

Create, manage, modify, monitor, and measure investment portfolios.

PortfolioPathway

PortfolioPathway

by Portfolio Pathway

(1 review)

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

FINTRX Platform

FINTRX Platform

by Capital Hedge

(1 review)

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

M2Advisor

M2Advisor

by M2Wealth

(1 review)

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

ForecastThis

ForecastThis

by ForecastThis

(1 review)

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

CAMS

CAMS

by Agiletics

(0 reviews)

Customer Cash Management Systems. CAMS processes a multitude of investment products.

Customer Cash Management Systems. CAMS processes a multitude of investment products.

FoxTrot

FoxTrot

by FoxTrot Software

(0 reviews)

Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.

Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.

Portfolio Director

Portfolio Director

by Portfolio Systems

(0 reviews)

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

AdvisorVision

AdvisorVision

by AdviceAmerica

(0 reviews)

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

eReportal

eReportal

by Varden Technologies

(0 reviews)

Web-based enterprise reporting and business intelligence solution for the financial services sector.

Web-based enterprise reporting and business intelligence solution for the financial services sector.

MIMICS Portfolio Management

MIMICS Portfolio Management

by MIMICS

(0 reviews)

Powerful and flexible software solutions for managing your business' Portfolio functions.

Powerful and flexible software solutions for managing your business' Portfolio functions.

StreetMetrics

StreetMetrics

by StreetOne

(0 reviews)

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

POSIT

POSIT

by Investment Technology Group

(0 reviews)

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Protozoa

Protozoa

by Real Time Risk Systems

(0 reviews)

Outsourced trading analytics and development on the Protozoa platform.

Outsourced trading analytics and development on the Protozoa platform.

QuantFACTORY and QuantFEED

QuantFACTORY and QuantFEED

by QuantHouse

(0 reviews)

Algo trading tools and Low Latency Data feeds.

Algo trading tools and Low Latency Data feeds.

FIN

FIN

by Financial Information Network

(0 reviews)

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

FinlogiK

FinlogiK

by FinlogiK

(0 reviews)

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Microgen G3

Microgen G3

by Microgen

(0 reviews)

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.

AdvisorCube

AdvisorCube

by FinanceCube

(0 reviews)

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.

Bancstreet Asset Management

Bancstreet Asset Management

by Bancstreet Capital Partners

(0 reviews)

Portal-based asset management solution for Investment Management Firms.

Portal-based asset management solution for Investment Management Firms.

Visual FPM

Visual FPM

by Computer Design

(0 reviews)

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Portfolio Genius

Portfolio Genius

by TPG Software

(0 reviews)

Front-to-back, Integrated Investment Accounting & Risk Management.

Front-to-back, Integrated Investment Accounting & Risk Management.

Floodlight Investing

Floodlight Investing

by Floodlight Investing

(0 reviews)

Investment portfolio construction and analysis service for financial advisers.

Investment portfolio construction and analysis service for financial advisers.

Sentry PM

Sentry PM

by ClearStructure Financial Technology

(0 reviews)

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Investment Reporting & Analytics

Investment Reporting & Analytics

by Clearwater Analytics

(0 reviews)

Automated, integrated, web-based investment accounting and reporting.

Automated, integrated, web-based investment accounting and reporting.

The Imagine Trading System

The Imagine Trading System

by Imagine Software

(0 reviews)

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

Kraytis Risk manager

Kraytis Risk manager

by Kraytis

(0 reviews)

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

TechRules Tower

TechRules Tower

by TechRules

(0 reviews)

Modular integral solution that allows financial advisers to improve customer service through better portfolio management.

Modular integral solution that allows financial advisers to improve customer service through better portfolio management.

XWare Trader

XWare Trader

by Forexware

(0 reviews)

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.

Rapper Software

Rapper Software

by Themasoft

(0 reviews)

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

FIGARO

FIGARO

by JHC

(0 reviews)

FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.

FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.

Misys FusionInvest

Misys FusionInvest

by Finastra

(0 reviews)

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics.

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics.

Archer

Archer

by Archer

(0 reviews)

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels.

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels.

Fortress

Fortress

by BRT

(0 reviews)

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

RiskValue

RiskValue

by SYSTEMIC

(0 reviews)

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

FundManager.io

FundManager.io

by BaseVenture

(0 reviews)

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Global WealthES

Global WealthES

by Fi-Tek

(0 reviews)

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

KoreConX Manage IR

KoreConX Manage IR

by KoreConX

(0 reviews)

An investor relations module for organizing and sharing corporate information, and communicating with shareholders.

An investor relations module for organizing and sharing corporate information, and communicating with shareholders.

DiligenceVault

DiligenceVault

by DiligenceVault

(0 reviews)

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.

finbox.io

finbox.io

by finbox.io

(0 reviews)

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

FinFolio

FinFolio

by FinFolio

(6 reviews)

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Dealpath

Dealpath

by Dealpath

(5 reviews)

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

PackHedge

PackHedge

by FinLab Solutions

(3 reviews)

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.

Captools/net

Captools/net

by Captools

(2 reviews)

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.

Asset Manager

Asset Manager

by SimCorp

(1 review)

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

FXCM

FXCM

by FXCM

(1 review)

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.

Complex Interests

Complex Interests

by Complex Interests

(1 review)

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

FactSet

FactSet

by FactSet Research Systems

(1 review)

FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.

FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.

Axia

Axia

by PROFILE

(0 reviews)

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

IBS-Pams

IBS-Pams

by Innovative Banking Software

(0 reviews)

Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.

Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.

RADAR

RADAR

by Assetbook

(0 reviews)

Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

The Caissa Platform

The Caissa Platform

by Caissa

(0 reviews)

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

focus:360 adviser

focus:360 adviser

by Focus Solutions

(0 reviews)

Financial planning product for high net worth clients.

Financial planning product for high net worth clients.

InvestmentPro

InvestmentPro

by Miles Software Solutions

(0 reviews)

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

SDK.finance

SDK.finance

by SDK.finance

(0 reviews)

Back-end software for the quickest technological start of any FinTech products.

Back-end software for the quickest technological start of any FinTech products.

Angelloop

Angelloop

by Angelloop

(0 reviews)

Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence.

Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence.

Investment Account Manager

Investment Account Manager

by QUANT IX SOFTWARE

(0 reviews)

Desktop based investment software for portfolio management.

Desktop based investment software for portfolio management.

Zapflow

Zapflow

by Zapflow

(0 reviews)

The power tool for deal flow, deal and portfolio management for professional investors & VCs.

The power tool for deal flow, deal and portfolio management for professional investors & VCs.

InvestWell

InvestWell

by Excel Net Solutions

(0 reviews)

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).

TrueFundManager

TrueFundManager

by Apollo Enterprise Solutions

(0 reviews)

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.

ETNA Trader

ETNA Trader

by ETNA Software

(0 reviews)

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine.

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine.

Enfusion

Enfusion

by Enfusion

(0 reviews)

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

dxTrade

dxTrade

by Devexperts

(0 reviews)

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.

Investfly

Investfly

by Investfly

(0 reviews)

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.

Tindeco VISION

Tindeco VISION

by Tindeco Financial Services

(0 reviews)

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench.

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench.

Visible Alpha Insights

Visible Alpha Insights

by Visible Alpha

(0 reviews)

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

InvestorFlow

InvestorFlow

by InvestorFlow

(0 reviews)

Customer relationship management software designed for the financial industry for professionals.

Customer relationship management software designed for the financial industry for professionals.

SharePad

SharePad

by Ionic Information

(0 reviews)

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

HYIP Script

HYIP Script

by EC HYIP

(0 reviews)

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Seraf

Seraf

by Seraf

(0 reviews)

Portfolio management software that helps funds and early stage investors track, analyze, value and report on performance.

Portfolio management software that helps funds and early stage investors track, analyze, value and report on performance.

CrowdStreet

CrowdStreet

by CrowdStreet

(0 reviews)

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

Red Deer

Red Deer

by Red Deer

(0 reviews)

Red Deer optimizes the investment process by delivering unique insight and actionable intelligence to enhance performance.

Red Deer optimizes the investment process by delivering unique insight and actionable intelligence to enhance performance.

iDEAL Wealth & Funds

iDEAL Wealth & Funds

by Credence Analytics

(0 reviews)

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

Ledgy

Ledgy

by Ledgy

(0 reviews)

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.

B2B white-label robo advisory

B2B white-label robo advisory

by WeAdvise

(0 reviews)

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.

Global Wealth Platform (GWP)

Global Wealth Platform (GWP)

by SS&C Technologies

(0 reviews)

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

Broker-Lender CRM

Broker-Lender CRM

by BrightOffice Cloud CRM

(0 reviews)

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

ZUPUT

ZUPUT

by ZUPUT

(0 reviews)

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

InvestWorks

InvestWorks

by Investment Metrics

(0 reviews)

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Optimizer

Optimizer

by Synertree CMS

(0 reviews)

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

DataRails

DataRails

by DataRails

(0 reviews)

Machine-learning, algorithmic technology for portfolio management of financial assets.

Machine-learning, algorithmic technology for portfolio management of financial assets.

butterwire

butterwire

by Butterwire

(0 reviews)

AI driven, professional grade investment insight and analysis.

AI driven, professional grade investment insight and analysis.

Kitt

Kitt

by Kitt

(0 reviews)

Simplified asset management and portfolio optimization software for real estate investors.

Simplified asset management and portfolio optimization software for real estate investors.