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List of 20 Best Investment Management Software

Showing 1 - 20 of 119 products

Fortress is asoftware that is transforming the software industry with its cutting-edge technology and revolutionary solutions. By streamlining traditional processes, it enhances efficiency and propels the industry towards advancement. With Fortress l...Read More Fortress

Top Key Features:
Portfolio Management Risk Management Performance Analytics Compliance Monitoring Trade Order Management Client Reporting Data Integration Scenario Analysis Asset Allocation Liquidity Management

FA Solutions - a game-changing investment management platform that is revolutionizing the industry. Our advanced cloud-based technology enables seamless integration of all operational aspects, with robust security measures and unlimited scalability...Read More FA Solutions

Top Key Features:
Portfolio Management Order Management Compliance Monitoring Risk Management Performance Measurement Client Reporting Fee Management Trade Execution Cash Management Document Management

Wealth Intelligence - a platform designed for financial advisors who want a competitive edge in their wealth management services. With data-driven insights, cutting-edge analytics, and advanced tools, Wealth Intelligence empowers advisors to make inf...Read More Wealth Intelligence

Top Key Features:
Portfolio Management Risk Assessment Performance Analytics Client Reporting Compliance Monitoring Investment Research Asset Allocation Trade Order Management Fee Management Client Onboarding

Stessa is a online solution for managing your real estate investments. With Stessas robust reporting dashboards, expense and income tracking features, secure data storage, and tax preparation capabilities, you can easily oversee, control, and communi...Read More Stessa

Top Key Features:
Income Tracking Expense Tracking Automated Bank Feeds Property Performance Dashboard Document Storage Tax Preparation Financial Reporting Tenant Management Lease Tracking Maintenance Tracking

ETNA Trader is a white label trading platform designed for online broker-dealers. This all-in-one platform offers seamless integration and advanced trading capabilities, making the trading process more efficient. With a user-friendly web and mobile i...Read More ETNA Trader

Top Key Features:
Portfolio Management Risk Management Order Management Trade Execution Real Time Data Feeds Performance Analytics Compliance Monitoring Client Reporting Customizable Dashboards Algorithmic Trading

Beanvest solution for managing your stock portfolio. With its advanced features, including index comparison and allocation charts, Beanvest empowers you to make informed decisions and improve your investment game. Keep track of your performance and m...Read More Beanvest

Top Key Features:
Portfolio Tracking Real Time Data Performance Analytics Risk Management Customizable Dashboards Automated Rebalancing Tax Optimization Multi Currency Support Mobile Access Integration With Banks

FinFolio streamlines wealth management for investment advisors with a robust platform. It encompasses performance reporting, trading, order management, portfolio rebalancing, billing, and client contact management. As a versatile solution, it seamles...Read More FinFolio

Top Key Features:
Portfolio Management Performance Reporting Billing And Invoicing Trade Order Management Rebalancing Client Portal Data Aggregation Tax Management Compliance Reporting Document Management

Experience the game-changing portfolio management software for advisors - Assetbook. With its user-friendly interface, easily track performance, manage client assets, and generate insightful reports. Our exceptional customer support ensures a seamles...Read More Assetbook

Top Key Features:
Portfolio Management Performance Reporting Client Portal Billing And Invoicing Compliance Tracking Document Management Trade Order Management Risk Management CRM Integration Data Import/export

LienApp is a software solution for effortless lien management. With its advanced features like real-time tracking, automated notifications, and comprehensive reporting, LienApp saves time and eliminates errors. Whether youre a professional seeking st...Read More LienApp

Top Key Features:
Portfolio Management Risk Assessment Performance Analytics Automated Trading Compliance Monitoring Client Reporting Fee Management Document Management Cash Flow Analysis Asset Allocation

Vitechincs cloud-based platform, V3locity, offers a solution for insurance and pension administration. With its scalable capabilities, strong security measures, and advanced data insights powered by AI technology, V3locity allows businesses to stream...Read More Vitechinc

Top Key Features:
Portfolio Management Risk Management Performance Analytics Compliance Monitoring Trade Order Management Client Reporting Data Integration Scenario Analysis Asset Allocation Fee Management

iRecord Portfolio Management & Accounting is a asset management solution for investors, traders, corporates, CA & Family offices, and consultants. Our user-friendly software streamlines the management of diverse portfolio assets such as stocks, commo...Read More iRecord Portfolio Management & Accounting

Top Key Features:
Investment Tracking Portfolio Management Performance Reporting Tax Reporting Multi Currency Support Budgeting Tools Expense Tracking Income Tracking Customizable Dashboards Financial Goal Setting

Charles River IMS is aleading investment management solution that streamlines front, middle, and back office tasks. With a global reputation for success, this cloud-based technology offers improved operational effectiveness and secure data organizati...Read More Charles River IMS

Top Key Features:
Order And Execution Management Portfolio Management Compliance Management Risk Management Performance Measurement Data Management Trade Analytics Post Trade Processing Investment Book Of Record (ibor) Cash Management

Axys is a leading portfolio management software designed to streamline investment processes and enhance operational efficiency. This advanced software offers a wide array of features, including performance monitoring, reporting, and accounting, to me...Read More Axys

Top Key Features:
Portfolio Management Performance Measurement Client Reporting Trade Order Management Compliance Monitoring Risk Management Data Integration Customizable Dashboards Fee Billing Rebalancing

eFront is a equity management software that provides users with a robust set of data and virtual training management tools. Take full control of your portfolios and utilize features such as risk analytics and benchmarking to stay competitive in the m...Read More eFront

Top Key Features:
Portfolio Management Performance Analytics Risk Management Compliance Monitoring Investor Reporting Data Aggregation Document Management Workflow Automation Customizable Dashboards Scenario Analysis

FundWare is an innovative software solution that simplifies regulatory compliance and reporting for investment managers. It offers a comprehensive range of tools to streamline processes and ensure efficient operations in an ever-changing regulatory e...Read More FundWare

Top Key Features:
Portfolio Management Performance Analytics Risk Management Compliance Monitoring Client Reporting Trade Order Management Asset Allocation Fee Management Document Management Data Integration

Bipsync – solution for investment research. Boost your productivity and compliance with our user-friendly platform. Say goodbye to research silos and streamline your workflow with powerful analytics and easy reporting. Transform your operation...Read More Bipsync

Top Key Features:
Research Management Document Management Collaboration Tools Task Management Mobile Access Data Integration Customizable Dashboards Advanced Search Compliance Tracking Workflow Automation

ATWeb is a robust wealth management solution tailored for family offices and financial institutions catering to affluent individuals. is a simplifies complex financial tasks such as accounting, investment data aggregation, and personalized reporting...Read More ATWeb

Top Key Features:
Portfolio Management Risk Management Performance Analytics Compliance Monitoring Trade Order Management Client Reporting Data Integration Customizable Dashboards Real Time Data Feeds Scenario Analysis

FoxTrot is a software solution designed to streamline back-office processes, enhance compensation management, and ensure compliance. It offers customizable features tailored to each businesss unique needs, making administrative tasks more efficient a...Read More FoxTrot

Top Key Features:
Portfolio Management Risk Management Performance Analytics Compliance Monitoring Trade Order Management Client Reporting Data Integration Customizable Dashboards Scenario Analysis Fee Management

Enfusion is a software that revolutionizes investment management through its cloud-based platform. It streamlines front, middle, and back-office tasks, empowering asset managers and hedge funds to prioritize performance. By offering a unified workflo...Read More Enfusion

Top Key Features:
Portfolio Management Order Management Risk Management Compliance Monitoring Performance Analytics Trade Execution Data Aggregation Reporting Tools Real Time Data Customizable Dashboards
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