Investment Management Software

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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.

Personal Capital

Investment Management


Uncover hidden fees in your mutual fund, investing, and retirement accounts. Compare plans to find the right one for you. Learn more about Personal Capital.



Serchen Index
73.00
962 Employees
415 Subscribers
20K Followers
32K 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
73.00
828 Employees
1,220 Subscribers
39K 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
70.00
1,130 Employees
2,660 Subscribers
5,824 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
69.00
5,856 Employees
N/A Subscribers
4,283 Followers
3,677 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
69.00
1,510 Employees
521 Subscribers
2,110 Followers
1,290 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
69.00
20K Employees
1,990 Subscribers
17K Followers
8,083 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
67.00
1,006 Employees
310 Subscribers
1,326 Followers
713 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
66.00
5,155 Employees
N/A Subscribers
7,212 Followers
4,806 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
65.00
971 Employees
N/A Subscribers
273 Followers
502 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
65.00
395 Employees
210 Subscribers
2,821 Followers
1,677 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
64.00
497 Employees
197 Subscribers
7,719 Followers
1,139 Likes
Murex

Investment Management


We are the long-term technology partner for the capital markets, working with financial institutions in over 60 countries to adapt and evolve their IT systems. In a changing financial world, our technology is designed to help our 50,000 daily users respond to the.. Learn more about Murex.



Serchen Index
63.00
2,460 Employees
N/A Subscribers
1,636 Followers
866 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
61.00
287 Employees
36 Subscribers
1,001 Followers
1,665 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
61.00
558 Employees
N/A Subscribers
725 Followers
179 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
61.00
506 Employees
76 Subscribers
697 Followers
629 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
61.00
847 Employees
180 Subscribers
22K Followers
1,780 Likes
Cowrywise

Investment Management


Cowrywise is a financial technology company digitizing the investment management industry in Africa and democratizing access to savings and investment products for the growing population of underserved African middle class and millennials. With over 200,000 users, we.. Learn more about Cowrywise.



Serchen Index
60.00
101 Employees
429 Subscribers
33K Followers
15K Likes
ACA Group

Investment Management


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.. Learn more about ACA Group.



Serchen Index
60.00
564 Employees
N/A Subscribers
724 Followers
181 Likes
Boss Insights

Investment Management


Boss Insights gives business lenders access to their clients’ financial data… in minutes. Business lending has always been slow, costly and risky for private lenders, banks and credit unions. Now, they compete with fintech lenders who can decision instantly. In 1 hour,.. Learn more about Boss Insights.



Serchen Index
59.00
12 Employees
9 Subscribers
320 Followers
50 Likes
Croesus

Investment Management


Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial.. Learn more about Croesus.



Serchen Index
59.00
180 Employees
N/A Subscribers
534 Followers
142 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
5,238 Followers
N/A Likes
Navatar Group

Investment Management


Navatar is the premier platform for alternative assets and investment banking firms. Used by hundreds of private equity funds, M&A firms, corporate development teams and other financial services companies, Navatar’s platform transforms the front office – marketing,.. Learn more about Navatar Group.



Serchen Index
57.00
124 Employees
421 Subscribers
675 Followers
458 Likes
Integral Development Corp.

Investment Management


Based in Silicon Valley, Integral is a financial technology company that helps our customers - banks, brokers, and asset managers – outperform their competition in the foreign exchange market using our innovative solutions for workflow management and advanced.. Learn more about Integral Development Corp..



Serchen Index
57.00
307 Employees
N/A Subscribers
284 Followers
304 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
57.00
499 Employees
197 Subscribers
7,721 Followers
1,139 Likes
Ycharts

Investment Management


YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing.. Learn more about Ycharts.



Serchen Index
55.00
83 Employees
N/A Subscribers
26K Followers
1,953 Likes
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