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Investment Management Software - Page 7

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Platform that serves banks, financial services & insurance organizations in investment management.
Platform that serves banks, financial services & insurance organizations in investment management. Learn more about ZagTrader

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Connect and collaborate with investors across the world
The system suggested investors for your funding needs, powered by Artificial Intelligence Learn more about TheBizPlanner

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Target proactively, identify activists, and report on impact with the only IR CRM powered by investor behavior tracking.
Q4 is the leading global provider of cloud-based investor relations solutions, with the mission of partnering with customers to achieve their strategic objectives. With the Q4 Experience, clients gain access to a portfolio of innovative solutions to help them successfully meet their business objectives, including for websites, video conferencing and virtual events, investor relations CRM, investor targeting, corporate access, and capital markets intelligence. Learn more about Q4 Desktop

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Simulated stock and options trading simulator with life like execution and real-time streaming data
Paper Trading Platform is a simulated trading software that offers life like execution for ETF, equities and options without any risk. Educators can launch an online trading simulator within days to provide their followers with the modern online trading tools. Brokers could start training the next generation of investors with the modern technology and attract new clients. Add your logo, customize dashboards, plug in your unique content, configure trading rules and keep track of your students. Learn more about ETNA Trading Simulator

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
TradingFront offers RIAs a white label robo advisor with automated onboarding, account management, and branded client portals.
TradingFront is a robo advisor solution that provides registered investment advisors (RIAs) with an integrated system built on Interactive Brokers' platform. The software aims to help RIAs differentiate their businesses with a new marketing approach, strengthen client relationships through personalized communications and recommendations, and gain operational efficiency through streamlined workflows and unified technology. Key capabilities include white-labeled client onboarding, risk profiling, portfolio rebalancing, goal-based investing, client portal, and reporting. TradingFront enables RIAs to offer their clients a customized robo advisor experience. Learn more about TradingFront

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Update Capital software provides investors transparency and streamlines fundraising for real estate investment management.
Update Capital is a cloud-based investment management software for real estate investment firms. The platform streamlines the fund lifecycle from investor onboarding to capital calls, data reporting, and communications. Features include a modern investor portal, customizable investor reporting, document sharing, and integrated fund administration. Update Capital modernizes operations, funds deals faster, saves time, reduces errors, and boosts limited partner satisfaction. Learn more about Update Capital

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
A complete wealth platform for family offices, investment experts, and asset managers.
A complete wealth platform for family offices, investment experts, and asset managers. Learn more about AXLE

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
User-friendly and intuitive CRE valuation software for property professionals. To talk to us about our product, please book a demo.
Valuing institutional-grade Commercial and Industrial Real Estate is complex. So a tool built for the exact needs of the industry is paramount. Forbury was developed specifically for commercial valuers. User-friendly and intuitive, the Forbury products are designed to make Commercial Real Estate investment modelling logical, simple and time-efficient. Book a demo today. Learn more about Forbury

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Asset Management, Family Office Platform - Aggregate positions from 300+ & brokers banks in real-time. Trade 15 MM+ securities online
Asset Management & Family Office Platform - Automate portfolio aggregation, eliminate manual execution & automate risk management. Over 300 + banks & brokers on one platform *You can trade 15 MM + listed / OTC online - Equities, Bonds, Futures, FX, Funds * Aggregate all your securities & view consolidated Portfolio stats - Real time P&L, NAV, Exposure, Cost basis and much more. SaaS system / Zero installation. 300+ Custodians & Brokers through one platform Learn more about QUO

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Aumni is an investment analytics company for the Innovation Economy.
Aumni is an automated investment analytics platform for the Innovation Economy. By extracting information directly from audited and verified closing documents, Aumni provides the most comprehensive strategic insights related to the economic position and legal rights of every investment. Aumni accelerates front and back office operations by providing information from the entire portfolio in just a few clicks. Learn more about Aumni

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives.
Built for investors by investors, Vidrio’s software and managed data services are designed for institutional investors who allocate a significant portion of their investments externally to managers of Hedge Funds, Private Equity, Private Credit, Venture Capital, Real Estate and Liquid Alts. Originally built out of necessity as a proprietary platform. Vidrio was launched as a separate commercial venture in 2011, serving some of the leading global Asset Owners, Fund of Funds and OCIOs. Learn more about Vidrio Financial

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Uptrader puts the power of decision-making consultants into profitable software for investment analysis professionals.
Uptrader puts the power of decision-making consultants into profitable software for investment analysis professionals. Making good investment decisions is a fundamental business skill and one of the most important determinants of business success. Uptrader helps firms think systematically about their alternative realty and business investments in order to help them select the right deal. Learn more about Uptrader

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Investment relations solution that offers benchmarking, peer intelligence, meeting scheduling, communication, and more.
Partner with Nasdaq to learn how your company can maximize the effectiveness and value for your IR Program with Nasdaq IR Insights integrated workflow solution. Learn more about Nasdaq IR Insight

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Masttro is a SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.
Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in near real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting. Learn more about Masttro

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
BetterCapital.us is a simple, clean, and beautiful way to track your real estate investing portfolio in real-time.
More than just a tracking tool, BetterCapital.us offers the opportunity to analyze the performance of your real estate holdings and track your progress over time. If you want to see how much money you're making, how many deals you have under your belt, and which ones are bumping along at a steady pace, BetterCapital.us is the perfect tool for you. Learn more about BetterCapital.US

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication. Learn more about Katipult

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
TIKR is building the Bloomberg Terminal for everyone. TIKR offers investment research software that helps users find and research 50k+
TIKR is building the Bloomberg Terminal for everyone. TIKR offers investment research software that helps users find and research 50k+ stocks globally. TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more. Learn more about TIKR

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
From diligence to exit, Maestro helps PE firms modernize operations and maximize value creation.
Maestro is the value creation platform designed exclusively for the Private Equity industry. Founded by Accordion, the PE-focused financial consulting and technology firm, and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their operations and maximize value creation in private equity–backed companies through enhanced portfolio management and increased collaboration with all stakeholders. Learn more about Maestro

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Coin Market Manager is a cloud-based analytics and journaling tool specifically made for crypto traders.
Coin Market Manager is a cloud-based analytics and journaling tool specifically made for crypto traders. The software offers users features such as automated journaling, performance analytics, trade history breakdown, verification, trading tools and many more. Learn more about Coin Market Manager

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Origin is a powerful, data driven real estate deal management platform for teams of any size.
Optimize your investment process, screen and underwrite deals faster to build a winning portfolio with Origin by Altrio. Origin helps you consolidate information from memos, brochures and emails without any manual data entry, creating a proprietary deal and asset database that can give you an edge when analyzing deals. Instantly access relevant and reliable real estate market, capital market, economic and demographic information, helping to complete and accurate picture of every investment. Learn more about Origin

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Titan Treasury is a cloud-based TMS covering treasury and risk management. Developped by 3VF [email protected]
Titan Treasury is a cloud-based TMS treasury and financial risk management solution covering all treasurer’s needs. Clients can select optional features and advanced services to help them grow their business with high class support at all stages of their development. titantreasury is a multi-user, multi-currency solution covering corporate companies' treasury valuation & financial risks analysis. The solution is one of the richest TMS in the market. Learn more about Titan Treasury

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Wealth management platform that aggregates portfolio, market and client data.
Wealth management platform that aggregates portfolio, market and client data. Learn more about Addepar

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Meld aggregates fintech integrations such as Stripe, Plaid, Moonpay, and more through a single integration and UI.
Meld empowers developers to build a Multi Vendor Fintech stack. With a few lines of code, developers gain access to a wide range of financial integrations across multiple domains. Meld helps teams lower their 3rd party vendor costs, increase coverage and conversion rates, and save on months of development work. We handle your fintech integrations so you can focus on building products your customers love. Learn more about Meld

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Investment management solution that helps businesses manage contacts, accounts, opportunities, documents, billing, and more.
Investment management solution that helps businesses manage contacts, accounts, opportunities, documents, billing, and more. Learn more about Verivest Manager Portal

Features

  • Client Management
  • Accounting
  • Benchmarking
  • Fund Management
  • Commodity Futures
  • Compliance Tracking
  • Risk Management
  • Bonds/Stocks
  • Mobile Access
  • Modeling & Simulation
  • Alerts/Notifications
Customer Cash Management Systems. CAMS processes a multitude of investment products.
Customer Cash Management Systems. CAMS processes a multitude of investment products. Learn more about CAMS

Features

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