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Investment Management Software

Investment Management software automates wealth, portfolio, and financial asset management. For individual investors and traditional investment houses, as well as alternative investment vendors such as hedge funds and funds of funds, these programs offer an integrated solution for tracking portfolio activity, accounting, and regulatory compliance. Investment Management software is related to Banking Systems software and Financial Risk Management software.

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Track your trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. Learn more about Sharesight
Sharesight is an award-winning investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. All while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today. Learn more about Sharesight

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting Learn more about Certent Equity Management
Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Learn more about Certent Equity Management

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Integrated API-driven loan origination & servicing software with portfolio secondary marketing & investor management options. Learn more about Lendstream
Lendstream is the end-to-end API-driven crowdlending management software with possibility to integrate any 3rd party data or service providers, built-in CRM, user management & configurable work-flow modules where each step of lending process could be 1 - 100% automated. Our crowdlending software supports project origination & servicing, secondary marketing and auto invest. Multi-product, country, currency & language support. Web applications for borrowers & investors. Learn more about Lendstream

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics.
Agicap is the market leader in SaaS solutions for corporate cash flow management. Our all-in-one modular platform meets most cash challenges. It relies on several complementary and interconnected solutions: - Banking & ERP connectivity - Daily Cash Management - Liquidity planning - Business Spend Management - Cash Collection - Reporting & analytics Since 2016, +7,000 customers in over 5 countries trust us. Learn more about Agicap

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments.
Mint is a free online money management tool that helps you budget, track spending, and monitor your credit score. Mint pulls all of your financial accounts into one place so you can finally get a complete picture of where your money is going. Learn more about Mint

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Learn more about Foundersuite

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Learn more about StockMarketEye

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Manager is commercial real estate software that maximizes your returns, reduces overhead, & simplifies your investment operations. In other words, we are: A digital platform that creates repeat investors and accelerates capital raises at scale. A streamlined workflow that automates your investment operations while adding an extra layer of accuracy and security. A single source of truth that fuels thoughtful transparency for your teams and investors. Learn more about AppFolio Investment Manager

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today!
Stessa is the #1 real estate app for landlords, based on App Store downloads and ratings. We’ve been helping rental property owners and operators eliminate the busywork and maximize returns since 2016. Free yourself from the endless tyranny of manual tasks. Track income and expenses seamlessly, draft leases, screen tenants and collect rent online, simplify tax time, and use real-time dashboards to manage smarter and faster. Join 200,000+ landlords using Stessa today! Learn more about Stessa

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Faster fundraising, customisable contracts, transparent pricing and unlimited help from our experts.
SeedLegals is a SaaS platform founded in 2016 by Anthony Rose and Laurent Laffy. Create a Pitch page and share your deck, company info and fundraising details with investors in one link. Raise capital whenever you need to with our innovative agile funding services - from one-off investments to a full funding round and top-ups in between. Speed up your legal and board admin - dramatically cut down the time and money spent on traditional lawyers and accountants. Learn more about SeedLegals

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management - all part of the MRI Software Property Investment Financial Tool set. Learn more about MRI Software

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Streamline Investor Communications, Elevate Investor Engagement
RealPage IMS streamlines investor communications, helps to expedite capital raises, centralizes offerings, data and documentation, as well as delivering insights to outmaneuver the market with a best-in-class platform for commercial real estate owners, firms and funds — delivering the outreach, reporting, automation and analysis today’s stakeholders demand. Learn more about RealPage IMS

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Fundraising platform that assists organizations with investor matching and equity management.
Fundraising platform that assists organizations with investor matching and equity management. Learn more about WOWS Invest

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Enterprise-grade Financial Modeling tools for Excel and PowerPoint. Create complex models and branded presentations quickly.
Financial modeling productivity tools for Excel and PowerPoint. Get more done in Microsoft 365. From spinning up complex financial models & reports to creating branded presentations. Teams of 10 save 1,500 hours and $100K in productivity gains annually. Plans start at $13/mo. Start your free trial today at https://macabacus.com/free-trial Learn more about Macabacus

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Juniper Square is the leader in partnership enablement for the private funds industry.
Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management to fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,800 GPs rely on Juniper Square to manage more than 500,000 LPs. Learn more about Juniper Square

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Vestd is the original and only FCA regulated equity management platform in the UK. Built for SMEs. Five scheme types to choose from.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform and see an updated 100% accurate cap table in real time. Everything is done digitally - including shareholder signing and authorisation. We take care of any valuations that you need for HMRC (growing companies need at least one per year) and provide industry standard legal docs. Learn more about Vestd

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets. Learn more about Carta

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Learn more about HiddenLevers

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.
Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more. Learn more about Social Security Timing

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
Backstop, a service of ION Analytics is an investment management software, tailor-made for institutional and alternative investment management professionals and trusted ally in optimizing the investment and client life cycle. Our platform creates a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty, and ensuring long-term retention. Unlock your data, foster collaboration and enable confident investment decisions. Learn more about Backstop

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Learn more about Seeking Alpha

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios.
Digital asset management platform that offers cryptocurrency trading and investment. It enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios. You can build a long-term crypto portfolio for your business or clients. ICONOMI removes the complexities of investing in the crypto industry. Thus saving you time to spend on more important areas of your business. At ICONOMI, your business would have access to a powerful trading engine. It connects you to top exchanges and takes into account real-time market movements. As such, your crypto business is sure to get the best opportunities to make a profit while investing in the crypto market. Learn more about ICONOMI

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Investment management platform that helps businesses capture Alpha across cryptocurrencies using automated algorithms
EndoTech.io provides investors with advanced technologies used in top hedge funds so they can benefit from proven, automated investing strategies directly and securely on their own crypto wallets (full custody SMA). Investment management platform that helps businesses handle trade across cryptocurrencies using algorithms, data analysis, and more. More than $100MM on platform. More than a decade in AI in finance Learn more about EndoTech

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
The Leading Real Estate Analysis Software and Calculator
DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet. Trusted by over 350,000 real estate investors and agents, it's the leading real estate analysis platform that has been featured by Forbes, MSN, BiggerPockets and others. DealCheck will help you analyze and perform due diligence on any rental property, BRRRR, flip, rehab project, wholesale deal, multi-family or commercial building in seconds. Learn more about DealCheck

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications

Investment Management Software Buyers Guide

What is investment management software?

Investment management software is a platform for managing an organization’s investment portfolio and financial assets. It offers integrated tools to track portfolio activities, investment funds, and audit compliance standards. 

The software is closely related to banking software and financial risk management software , offering several similar functionalities. For these reasons, it suits individual investors, traditional investment firms, and alternative investment vendors such as hedge funds.

The benefits of investment management software

Investors have to closely monitor their mutual and exchange-traded funds every day. The software offers various benefits that help businesses streamline their workflows, stay compliant of regulatory norms, and increase productivity.

Here are some details of the software’s benefits:

  • Get real-time performance analysis: Investment management software tracks account activities to update financial advisors on their portfolio’s performance. It helps them compare performance at the start and end of a specific time period. They can also see real-time results, which helps them instantly calculate gains and losses. 
  • Manage all your investment accounts in one place: Investment managers can group portfolios and categorize each one for easy reference. They can monitor all the investments from a central location, even if the funds are distributed among multiple accounts or geographies and have varied brokerage charges.
  • Track stock markets to make informed decisions: It’s vital to select the right stocks for investment. The software sets up watchlists based on your requirements, so that you can select the best options from the lists. It also helps investors track free online sources for potential securities portfolios, in which they can invest.

Typical features of investment management software

  • Data import/export: Import and export information as well as reports—in PDF or Excel formats—to and from the investment management software.
  • Investments tracking: Monitor capital allocation and asset prices over time.
  • Benchmarking: Compare key metrics of your business against the metrics of prominent market players in your industry.
  • Client management: Organize your firm's interactions with current and potential customers.
  • Compliance reporting: Audit, track, and report regulatory data to your internal and external stakeholders.
  • Bonds/stocks: Purchase and track the bonds and stocks in a customer’s portfolio.

Considerations when purchasing investment management software

  • Ease of implementation and use: Vendors are working on better user experience as customers choose systems that are easy to implement and use. A majority of the workforce will dump their financial partner if offered a better technological experience by another firm. Therefore, the tool you choose should be easy to use for employees and clients. An easy-to-use interface will support clients in regularly capitalizing the benefits.
  • Real-time risk and compliance reporting: The software should have capabilities for real-time risk valuation and calculation to help firms generate performance reports and develop strategies. It should have a rule-based compliance engine and ability to customize compliance workflows. It should help managers generate reports on risk ratios such as liquidity, exposure, value at risk to analyze risk attribution, and decomposition. 
  • Machine learning transforming how organizations serve clients: Predictive analytics and machine learning can help investors gather insights on vital market events that can impact a client’s portfolios. The insights help the software learn and suggest the next best action for the client. Self-learning modules can track visitor activity and  learn about their interests . Based on this info, advisors can modify their communication strategy to better engage with, and retain, clients.
  • Greater focus on gaining, retaining millennial customers: Investors will largely target millennials as the latter starts dominating the workforce and earning higher amounts. However, millennials seek to invest in their own by checking online reviews and peer recommendations. To tap this demographic, firms need the latest technologies to communicate, facilitate payments, and ensure transparency. Offer a self-service platform to personalize their experience as well as consolidate and analyze their portfolio, so that millennials have full ownership of their assets.