Best Investment Management Reviews 2020

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What is Online Investment Management?

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.

Read more about Accounting & Financial on our blog

Showing 107 results.

eFront

Investment Management


eFront is the enterprise learning management system engineered to support the most demanding and complex learning ecosystems Learn more about eFront.



Serchen Index
87.00
672 Employees
N/A Subscribers
764 Followers
1,192 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
79.00
1,130 Employees
2,420 Subscribers
5,292 Followers
27K 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
3,974 Followers
2,772 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
446 Subscribers
2,006 Followers
1,189 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
815 Employees
245 Subscribers
19K Followers
32K 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
72.00
403 Employees
N/A Subscribers
7,386 Followers
1,044 Likes
Vitech Systems Group, Inc.

Investment Management


About Vitech Vitech is one of the world’s leading providers of financial and benefit administration software. We serve insurance, retirement and investment organizations and our over 100 clients include the premier entities in each of our markets. Our software, V3,.. Learn more about Vitech Systems Group, Inc..



Serchen Index
71.00
598 Employees
N/A Subscribers
260 Followers
386 Likes
ACA Compliance Group

Investment Management


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.. Learn more about ACA Compliance Group.



Serchen Index
66.00
558 Employees
N/A Subscribers
630 Followers
118 Likes
Craft Silicon

Investment Management


Craft Silicon is a proudly Kenyan software house that provides software solutions for core Banking, Micro Finance, switching and electronic payments. We serve more than 200 finance spanning across more than 30 countries across 4 continents. Our software products are.. Learn more about Craft Silicon.



Serchen Index
65.00
275 Employees
25 Subscribers
960 Followers
1,566 Likes
KoreConX

Investment Management


Secure and permissioned blockchain infrastructure and ecosystem for fully compliant issuance, trading, clearing, settlement, management, reporting and corporate actions for digital securities worldwide. Learn more about KoreConX.



Serchen Index
62.00
34 Employees
80 Subscribers
7,072 Followers
7,667 Likes
Visible Alpha

Investment Management


Visible Alpha is an investment technology firm transforming the way Wall Street firms collaborate on research, financial models and other services. The company combines advanced data correction methodologies, a secure distribution network and sophisticated analytical.. Learn more about Visible Alpha.



Serchen Index
62.00
491 Employees
59 Subscribers
593 Followers
538 Likes
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
61.00
443 Employees
N/A Subscribers
33K Followers
N/A Likes
fi360 Toolkit

Investment Management


Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to.. Learn more about fi360 Toolkit.



Serchen Index
60.00
79 Employees
N/A Subscribers
5,843 Followers
372 Likes
Forex Tester

Investment Management


Forex Tester Software provides its clients with products that were created to help traders all over the world to succeed on Forex market. Being a trader is a very risky and difficult profession. At the era of quickly expanding Information Technologies it is especially.. Learn more about Forex Tester.



Serchen Index
59.00
14 Employees
51 Subscribers
1,777 Followers
15K Likes
Canalyst

Investment Management


Canalyst is an equity analysis platform specifically aimed at helping CIOs, PMs, and Directors of Research get more from their teams. More time, more coverage, and ultimately, more confidence in your investment decisions. Our library of 4000+ equity models spans the.. Learn more about Canalyst.



Serchen Index
58.00
104 Employees
N/A Subscribers
1,803 Followers
16 Likes
Ahrvo

Investment Management


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.. Learn more about Ahrvo.



Serchen Index
57.00
5 Employees
N/A Subscribers
6,571 Followers
N/A Likes
National Realty Investment Advisors, LLC

Investment Management


Founded in 2006, National Realty Investment Advisors (NRIA) is one of the nation’s leading specialists in middle-market institutional real estate investment management, focusing on luxury townhome, condominium and multifamily acquisition and development. As a.. Learn more about National Realty Investment Advisors, LLC.



Serchen Index
57.00
N/A Employees
4 Subscribers
4,175 Followers
39K Likes
finbox.io

Investment Management


Finbox is the complete toolbox for investors looking to dominate the markets. Get access to enterprise-quality data and insights at https://finbox.com. Get started for FREE. About the Product Finbox offers up to date financial data for nearly every exchange in the.. Learn more about finbox.io.



Serchen Index
57.00
5 Employees
N/A Subscribers
1,172 Followers
5,926 Likes
Groundbreaker

Investment Management


Groundbreaker helps real estate investment firms streamline capital fundraising and investment administration. Our sponsor-branded platform offers simple, intuitive workflows for the modern professional real estate investor and enables sponsors to scale their.. Learn more about Groundbreaker.



Serchen Index
51.00
16 Employees
N/A Subscribers
668 Followers
330 Likes
Juniper Square

Investment Management


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



Serchen Index
51.00
147 Employees
25 Subscribers
394 Followers
237 Likes
Orion Advisor Services

Investment Management


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



Serchen Index
51.00
280 Employees
N/A Subscribers
7,369 Followers
N/A Likes
Carta

Investment Management


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



Serchen Index
51.00
399 Employees
N/A Subscribers
17K Followers
N/A Likes
FINTRX Platform

Investment Management


Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most.. Learn more about FINTRX Platform.



Serchen Index
50.00
22 Employees
N/A Subscribers
1,728 Followers
31 Likes
SharePad

Investment Management


At ShareScope we believe that most investors want to be able to analyse stocks themselves - to take ownership of their investment decisions. If you understand why you bought a stock, you'll better understand when to sell it and maximise your profit. But many investors.. Learn more about SharePad.



Serchen Index
49.00
1 Employee
N/A Subscribers
2,019 Followers
229 Likes
Boss Insights

Investment Management


Automated real-time insights for start-up companies, accelerators and investors. By aggregating real-time data on companies, Boss Insights portfolio management tool raises the bar on the quality and depth of information available within the start-up ecosystem. Learn more about Boss Insights.



Serchen Index
48.00
12 Employees
5 Subscribers
207 Followers
41 Likes
Investfly

Investment Management


Investfly is an online trading platform and community where members can manage virtual stock portfolios and build automated trading strategies. Users collaborate and exchange ideas through interactive forums and compete in monthly trading contests. Investfly offers a.. Learn more about Investfly.



Serchen Index
48.00
5 Employees
22 Subscribers
546 Followers
271 Likes
Seraf

Investment Management


Seraf offers a streamlined portfolio management platform for investors in early stage companies. Our solution enables venture funds, angel groups, impact funds, accelerators, family offices, and individual investors to efficiently track, value, analyze, optimize, and.. Learn more about Seraf.



Serchen Index
48.00
8 Employees
N/A Subscribers
893 Followers
101 Likes
Smartleaf

Investment Management


Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale. Our software platform is used to manage everything from.. Learn more about Smartleaf.



Serchen Index
47.00
31 Employees
22 Subscribers
797 Followers
81 Likes
AJ HYIP

Investment Management


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.



Serchen Index
46.00
1 Employee
N/A Subscribers
158 Followers
161 Likes
StockMarketEye

Investment Management


StockMarketEye is an easy-to-use investment management software for individual investors. With the StockMarketEye software, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to.. Learn more about StockMarketEye.



Serchen Index
45.00
1 Employee
N/A Subscribers
62 Followers
267 Likes
ETFLogic

Investment Management


ETFLogic is a fintech analytics platform offering a range of analytics and data visualization services to the entire ETF ecosystem. With over 20 different apps and tools to analyze and visualize ETFs, ETFLogic is transforming the industry by providing more transparency.. Learn more about ETFLogic.



Serchen Index
45.00
9 Employees
N/A Subscribers
550 Followers
11 Likes
Envision Financial Systems

Investment Management


Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions... Learn more about Envision Financial Systems.



Serchen Index
44.00
161 Employees
5 Subscribers
27 Followers
N/A Likes
ClearStructure Financial Technology

Investment Management


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



Serchen Index
43.00
51 Employees
N/A Subscribers
569 Followers
N/A Likes
Altvia Solutions, LLC

Investment Management


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.. Learn more about Altvia Solutions, LLC.



Serchen Index
43.00
42 Employees
N/A Subscribers
240 Followers
N/A Likes
MIMICS

Investment Management


MIMICS provides financial software for the financial services industry in the U.S. and overseas. For over 35 years, we have been offering high quality products that are cost-effective and flexible, and our clients include banks, brokerage firms, corporations, fund.. Learn more about MIMICS.



Serchen Index
43.00
17 Employees
N/A Subscribers
27 Followers
112 Likes
Archerims

Investment Management


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



Serchen Index
43.00
71 Employees
N/A Subscribers
19K Followers
N/A Likes
inStream Solutions

Investment Management


inStream Solutions is the industry’s first proactive financial planning software for advisors. Proactive planning needs to be smart, and smart financial advisors are both knowledgeable, and at the center of their clients’ financial lives. Build by an advisor, for.. Learn more about inStream Solutions.



Serchen Index
42.00
9 Employees
19 Subscribers
1,286 Followers
N/A Likes
Elysys

Investment Management


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



Serchen Index
41.00
N/A Employees
N/A Subscribers
351 Followers
N/A Likes
VectorVest, Inc

Investment Management


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



Serchen Index
40.00
59 Employees
N/A Subscribers
3,223 Followers
N/A Likes
Betterment

Investment Management


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



Serchen Index
39.00
N/A Employees
N/A Subscribers
36K Followers
N/A Likes
Fi-Tek

Investment Management


Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting requirements of Hedge Funds & other securities partnerships. Fi-Tek also renders a complete.. Learn more about Fi-Tek.



Serchen Index
39.00
195 Employees
N/A Subscribers
4 Followers
51 Likes
DiligenceVault

Investment Management


DiligenceVault is the first 2-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End.. Learn more about DiligenceVault.



Serchen Index
37.00
16 Employees
N/A Subscribers
141 Followers
N/A Likes
Solovis

Investment Management


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



Serchen Index
37.00
76 Employees
N/A Subscribers
273 Followers
N/A Likes
Wealthfront

Investment Management


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



Serchen Index
36.00
N/A Employees
N/A Subscribers
36K Followers
N/A Likes
AssetAvenue

Investment Management


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



Serchen Index
36.00
N/A Employees
N/A Subscribers
6,318 Followers
N/A Likes
Motif Investing

Investment Management


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



Serchen Index
36.00
N/A Employees
N/A Subscribers
21K Followers
N/A Likes
Wealthsimple

Investment Management


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



Serchen Index
36.00
N/A Employees
N/A Subscribers
47K Followers
N/A Likes
Acorns

Investment Management


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



Serchen Index
36.00
N/A Employees
N/A Subscribers
65K Followers
N/A Likes
Lucena Research

Investment Management


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



Serchen Index
33.00
N/A Employees
N/A Subscribers
598 Followers
N/A Likes
Diligend

Investment Management


Diligend provides software solutions dedicated to the Due Diligence and monitoring of Asset and Fund Managers. Diligend offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: Digitized Due Diligence.. Learn more about Diligend.



Serchen Index
33.00
16 Employees
2 Subscribers
5 Followers
39 Likes
Wealth Access

Investment Management


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



Serchen Index
33.00
N/A Employees
N/A Subscribers
2,146 Followers
N/A Likes
Addepar

Investment Management


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



Serchen Index
33.00
N/A Employees
N/A Subscribers
2,140 Followers
N/A Likes
Finomial

Investment Management


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



Serchen Index
33.00
N/A Employees
N/A Subscribers
1,375 Followers
N/A Likes
Bipsync

Investment Management


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



Serchen Index
33.00
32 Employees
N/A Subscribers
384 Followers
N/A Likes
Valutrack

Investment Management


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



Serchen Index
33.00
13 Employees
N/A Subscribers
110 Followers
N/A Likes
National Business Data Systems

Investment Management


National Business Data Systems strives to help its customers achieve a higher level of profit by reducing overall inventory and carrying costs through a scientific optimization process in the cadence and quantity of inventory ordered. ? By capitalizing on both the.. Learn more about National Business Data Systems.



Serchen Index
31.00
1 Employee
N/A Subscribers
1 Follower
63 Likes
Stock Portfolio Organizer

Investment Management


Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support... Learn more about Stock Portfolio Organizer.



Serchen Index
31.00
1 Employee
7 Subscribers
N/A Followers
109 Likes
Forexware

Investment Management


Forexware is a unique full-service forex trading technology and advisory leader providing end-to-end forex software solutions and liquidity to FX brokerages, introducing brokerages, banks, financial institutions and money managers around the world. Whether launching.. Learn more about Forexware.



Serchen Index
31.00
13 Employees
N/A Subscribers
N/A Followers
124 Likes
Complex Interests

Investment Management


Complex Interests is software used in the stewardship of complex family wealth. Many families with significant private wealth maintain complex legal and financial relationships on account of: -> direct investments in operating companies and real estate entities ->.. Learn more about Complex Interests.



Serchen Index
30.00
2 Employees
N/A Subscribers
6 Followers
6 Likes
Tracour

Investment Management


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



Serchen Index
30.00
N/A Employees
N/A Subscribers
388 Followers
N/A Likes
NextCapital

Investment Management


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



Serchen Index
30.00
N/A Employees
N/A Subscribers
425 Followers
N/A Likes
WealthArc

Investment Management


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



Serchen Index
30.00
N/A Employees
N/A Subscribers
405 Followers
N/A Likes
Calibre Financial Technology

Investment Management


Fundamental equity analysts, portfolio managers, heads of research and CIO's. Learn more about Calibre Financial Technology.



Serchen Index
28.00
8 Employees
2 Subscribers
30 Followers
N/A Likes
TradingFront

Investment Management


Advisors are under tremendous pressure to deliver higher quality service at lower cost. Most solutions are too complex and expensive to implement, but clients demand a better experience. TradingFront seeks to provide simple, elegant portfolio management solutions at.. Learn more about TradingFront.



Serchen Index
28.00
7 Employees
N/A Subscribers
40 Followers
N/A Likes
Fusion Advisor

Investment Management


Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple.. Learn more about Fusion Advisor.



Serchen Index
28.00
3 Employees
N/A Subscribers
76 Followers
N/A Likes
FINARTIS

Investment Management


FINARTIS Group SA is a global financial technology company and banking software provider. It develops Prospero, a suite of solutions precisely fitted to the needs of specific segments of the financial services industry; and BlackSwan Financial Platform, a Portfolio.. Learn more about FINARTIS.



Serchen Index
25.00
44 Employees
N/A Subscribers
N/A Followers
N/A Likes
Tamarac

Investment Management


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



Serchen Index
25.00
197 Employees
N/A Subscribers
1 Follower
N/A Likes
Jacobi

Investment Management


Financial technology enabling investment management teams to customize and scale multi-asset portfolio design. Aggregate your intelligence to analyze asset allocation and portfolio risk and return, then instantly amplify your story on one cloud platform. Learn more about Jacobi.



Serchen Index
24.00
62 Employees
1 Subscriber
N/A Followers
N/A Likes
Fundable

Investment Management


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



Serchen Index
24.00
N/A Employees
N/A Subscribers
6,801 Followers
N/A Likes
Imagineer Technology Group

Investment Management


Since our founding in 1998, Imagineer has focused on providing relationship management software and services that help investor relations, fund marketing, and research management teams to effectively manage their clients and operate their businesses efficiently and.. Learn more about Imagineer Technology Group.



Serchen Index
23.00
50 Employees
N/A Subscribers
N/A Followers
N/A Likes
Archway

Investment Management


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



Serchen Index
23.00
102 Employees
N/A Subscribers
N/A Followers
N/A Likes
PAM HYIP

Investment Management


HYIP is a unique tool for glimpsing the investment and projects to find the specific plan according to your requirements. Our PAM HYIP goal is to collect the information of investors and provide the product according to their needs. We assist the investors with number.. Learn more about PAM HYIP.



Serchen Index
21.00
1 Employee
N/A Subscribers
5 Followers
N/A Likes
InvestNext

Investment Management


At InvestNext, we set out on a mission to radically transform real estate investment management and investor relations. We've built a solution that catalyzes greater transparency, operational effectiveness, and meaningful investor engagements. We've spent the past.. Learn more about InvestNext.



Serchen Index
21.00
2 Employees
N/A Subscribers
4 Followers
N/A Likes
eShares

Investment Management


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



Serchen Index
19.00
N/A Employees
N/A Subscribers
13 Followers
N/A Likes
Financial Information Network

Investment Management


Since 1969, Financial Information Network’s Global Portfolio Management and Accounting Systems have provided a strong foundation on which wealth managers and SMA sponsors rely upon to run their businesses. Over the years, working with—and learning from—investment firms.. Learn more about Financial Information Network.



Serchen Index
18.00
12 Employees
N/A Subscribers
N/A Followers
N/A Likes
Aumni

Investment Management


Investment closing documents often contain errors that can impact fund reporting and performance. Aumni audits & analyzes every transaction to confirm that the documents are complete and error-free. Learn more about Aumni.



Serchen Index
18.00
28 Employees
N/A Subscribers
N/A Followers
N/A Likes
Parilux Investment Technology

Investment Management


Parilux offers unique software and outsourced middle office administration solutions for multi-manager investors such as Endowments, Foundations, Pension Funds, and Fund of Funds. We can track all aspects of your portfolio (private equity, hedge funds, separate.. Learn more about Parilux Investment Technology.



Serchen Index
16.00
6 Employees
N/A Subscribers
N/A Followers
N/A Likes
Bancstreet Capital Partners Ltd

Investment Management


STRATEGY ADVISORY The digital revolution is creating profound challenges and opportunities for many businesses and organisations. We can help you improve your organisations portfolio of capabilities for translating strategy into successful action. Capability.. Learn more about Bancstreet Capital Partners Ltd.



Serchen Index
16.00
1 Employee
N/A Subscribers
N/A Followers
N/A Likes
Apollo Enterprise Solutions

Investment Management


AES’ TrueConversion™ Artificial Intelligence Platform, powered by Psychographic Conversion™ AI Technology, enables financial institutions, healthcare organizations, banks, utilities, merchandisers, and enterprises in many other industries to enhance their member,.. Learn more about Apollo Enterprise Solutions.



Serchen Index
16.00
9 Employees
N/A Subscribers
N/A Followers
N/A Likes
Update Capital

Investment Management


Modern, Transparent Investor Relations For Real-Estate Professionals. Update Capital is among the first investor experience platforms for commercial real estate firms to engage investors and manage assets. The web-based platform provides a Investor Dashboards, CRM,.. Learn more about Update Capital.



Serchen Index
16.00
4 Employees
N/A Subscribers
N/A Followers
N/A Likes
Protrak

Investment Management


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



Serchen Index
13.00
14 Employees
N/A Subscribers
N/A Followers
N/A Likes
Synap

Investment Management


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



Serchen Index
10.00
6 Employees
N/A Subscribers
N/A Followers
N/A Likes
Relevant Equity Works

Investment Management


Meet the new standard for back-office efficiency. Give your team the tools they need to handle much more volume, without all the needless reconciliation. Learn more about Relevant Equity Works.



Serchen Index
9.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
TD Ameritrade

Investment Management


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



Serchen Index
8.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Clearwater Analytics

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
VentureDocs

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Balance

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
SigFig

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Koger

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Fidessa

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Charles River Systems

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
FinlogiK

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Global Fund Solutions

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
InfoHedge Technologies

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Linedata

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Paladyne Systems

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Code:Red

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Vantage Software

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Cogency Software

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Varden Technologies

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
iLevel Solutions

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
QED Financial Systems

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
eFINSERVE

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
InvestView

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
dough

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Fundrise

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes
Black Mountain Systems

Investment Management


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



Serchen Index
5.00
N/A Employees
N/A Subscribers
N/A Followers
N/A Likes

This page was last updated 09 March 2020 04:38