Investment Management Software
Managing a portfolio across stocks, bonds, real estate, or alternative assets used to mean spreadsheets, manual price updates, and a foggy picture of where your money actually sat. Investment management software pulls your holdings from multiple accounts into one view, tracking performance against benchmarks, calculating gains and losses as positions move, and showing you the real allocation of your portfolio versus your target mix. The real payoff comes when you can spot drift (that tech position is now 40% of your portfolio, not 20%), rebalance with confidence, and understand the tax implications before you trade. Whether you're managing client money, a personal nest egg, or a mix of both, you're working from actual numbers instead of guesses. If you are after something more specific, have a look at our Financial Planning Software or Trading Software categories.
What is iFlip Invest? iFlip is a trading software that uses algorithmic intelligence to buy, sell and hold daily for you like a pro on wall street. Our Mission We are here to "flip"? the wall street trading world on its head to favor the individual investor. For decades… Learn more about iFlip Invest.
Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Key Features: Deal Room… Learn more about CommonSubDoc.
Ahrvo is a financial technology company created in March 2017. Ahrvo’s proprietary multi-factor ranking system and resulting AhrvoScores™ help investors and traders of all backgrounds discover stock market winners and make timely and profitable investment decisions among more… Learn more about Ahrvo.
ACA Compliance Group (“ACA”) is a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity. We partner with our clients to help them mitigate the regulatory, operational, and reputational… Learn more about ACA Compliance Group.
ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We partner with our clients to help them mitigate the regulatory, operational, and reputational risks inherent in their business functions. Our clients include leading investment… Learn more about ACA Group.
Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every… Learn more about Addepar.
Agile Financial Technologies is a global enterprise software products and services provider, focused on the Banking, Financial Services and Insurance sectors. Agile FT brings in the energy and agility of a young enterprise, coupled with the wisdom and rich experience of a… Learn more about Agile Financial Technologies.
Our mission is to provide the opportunity for investors to profit in a fast, convenient, secure, transparent and reliable manner from crypto asset management by employing the best Traders and cutting edge technology for the newest and best strategies and risk management. Learn more about AIVIA.
AJ HYIP - Best hyip script software with advanced features to enhance your hyip investment business. Get php hyip manager script with flexible features. Learn more about AJ HYIP.
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and… Learn more about Allvue Systems.
We help you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that's making investing fair for everyone, allowing real people to make more while paying less. Our platform is the only solution for modern… Learn more about Altruist.
Altvia translates data into intelligence for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors. As the premier provider of flexible, web-based software solutions in private equity, Altvia combines technology with a proven process to fundamentally… Learn more about Altvia Solutions, LLC.
Our mission is to empower founders to help them find the best investors for their company. We give our founders and investors the tools to connect and build meaningful relationships. Our goal is to accelerate the fundraising process so that founders can focus on building a… Learn more about Angels Partners.