Best Investment Management Software

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.

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.

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.

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.

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.

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.

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.

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.

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..

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.

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.

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.

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.

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.

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.

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.

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.

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.

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..

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.

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.

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.

Venrock partners with entrepreneurs who want to tackle big, hard problems that most think not possible. For more information, please visit www.venrock.com or follow the firm on Twitter at @Venrock. Originally established as the venture capital arm of the Rockefeller.. Learn more about Venrock.

Clearco is a suite of performance financing products & services tailor-made to help founders win. A pay-as-you-grow pioneer and the world’s largest ecommerce investor, our mission is to remove the barriers between brilliant ideas, and brilliant businesses. Clearco has.. Learn more about Clearco.

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.