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
82.00
828 Employees
1,040 Subscribers
34K Followers
9,133 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
2,600 Subscribers
5,371 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
78.00
20K Employees
1,870 Subscribers
16K Followers
7,627 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
4,015 Followers
2,978 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
481 Subscribers
2,038 Followers
1,211 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
352 Subscribers
19K Followers
32K 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
179 Subscribers
2,230 Followers
1,666 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
497 Employees
183 Subscribers
7,588 Followers
1,067 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
417 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
69.00
2,460 Employees
N/A Subscribers
1,444 Followers
671 Likes
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