Investment Management Software

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What is Investment Management Software?

Online Investment Management software enables companies to track performance, analyse activities, create reports and make decisions on their financial assets. Utilizing the cloud, current SaaS models allow portfolio managers to organize investments more efficiently with greater access, allowing for more control in secure environments. If you’re looking for similar online software, consider our Financial Reporting or Asset Management Software categories.

PitchBook

Investment Management


Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning.. Learn more about PitchBook.



Serchen Index
83.00
828 Employees
1,220 Subscribers
37K Followers
10K Likes
AppFolio, Inc.

Investment Management


AppFolio creates easy-to-use, cloud-based products that our customers love. But we’re more than just a software company: we’re revolutionizing the way people do business. Our company is fueled by a team of AppFolians who are dedicated to innovative products, making a.. Learn more about AppFolio, Inc..



Serchen Index
80.00
1,130 Employees
2,660 Subscribers
5,623 Followers
27K Likes
Northern Trust Corporation

Investment Management


We serve the world’s most successful individuals, families and institutions through deep expertise, a culture of unwavering values and operational precision—working closely with every client to help them achieve something greater. Learn more about Northern Trust Corporation.



Serchen Index
79.00
20K Employees
1,990 Subscribers
17K Followers
7,868 Likes
SS&C Technologies Holdings

Investment Management


We’ve made it our business to know your business for more than 30 years. Today’s global financial markets are faster paced, more complex and more competitive than ever. It’s a world that demands agility and precision. The margin for error is razor-thin, and there’s.. Learn more about SS&C Technologies Holdings.



Serchen Index
77.00
5,856 Employees
N/A Subscribers
4,140 Followers
3,203 Likes
SimCorp

Investment Management


The world’s leading provider of integrated investment management solutions We provide the most integrated system for the world’s most successful investment managers, giving you a real-time overview of your entire business in one system. Founded in 1971, SimCorp.. Learn more about SimCorp.



Serchen Index
77.00
1,510 Employees
521 Subscribers
2,109 Followers
1,247 Likes
Capco

Investment Management


Capco is a global management consultancy with a focus in financial services including banking and payments, capital markets, wealth and asset management, and insurance, plus a dedicated energy division. We combine innovative thinking with unrivalled industry knowledge.. Learn more about Capco.



Serchen Index
75.00
5,155 Employees
N/A Subscribers
7,091 Followers
4,758 Likes
Personal Capital

Investment Management


We are currently waiting for our team of software specialists to complete their research on Personal Capital. A more detailed breakdown of their services and company reviews are currently available on their profile page. Learn more about Personal Capital.



Serchen Index
75.00
962 Employees
415 Subscribers
20K Followers
32K Likes
Clearwater Analytics

Investment Management


Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $3 trillion in.. Learn more about Clearwater Analytics.



Serchen Index
74.00
1,006 Employees
310 Subscribers
1,268 Followers
667 Likes
Addepar

Investment Management


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.. Learn more about Addepar.



Serchen Index
73.00
395 Employees
210 Subscribers
2,431 Followers
1,669 Likes
Orion Advisor Tech

Investment Management


Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because.. Learn more about Orion Advisor Tech.



Serchen Index
73.00
497 Employees
197 Subscribers
7,633 Followers
1,081 Likes
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