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.

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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
1,080 Subscribers
35K Followers
9,735 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
2,620 Subscribers
5,556 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
1,890 Subscribers
17K Followers
7,656 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
4,075 Followers
3,121 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
498 Subscribers
2,080 Followers
1,229 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
353 Subscribers
19K 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
N/A Subscribers
1,254 Followers
663 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
187 Subscribers
2,354 Followers
1,668 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
190 Subscribers
7,649 Followers
1,080 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
273 Followers
435 Likes
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