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.

Showing 67 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
743 Followers
1,185 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
3,920 Followers
2,702 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
1,991 Followers
1,162 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
7,234 Followers
1,033 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
62.00
1,040 Employees
5,247 Followers
N/A 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
32K Followers
N/A 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
6,823 Followers
N/A 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
668 Followers
331 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
366 Followers
230 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
7,207 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
16K 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
568 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
239 Followers
N/A 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
18K 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
342 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
3,127 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
36K 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
261 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
36K Followers
N/A 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
36.00
N/A Employees
19K 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
6,344 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
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
45K 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
63K 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
592 Followers
N/A 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
2,148 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
2,095 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
1,131 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
109 Followers
N/A Likes
Vitech Systems Group, Inc.

Investment Management


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



Serchen Index
31.00
598 Employees
N/A Followers
N/A 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
391 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
427 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
408 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 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
1 Follower
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
6,744 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 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 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
13 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 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
12.00
6 Employees
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
11.00
N/A Employees
N/A Followers
N/A Likes
National Realty Investment Advisors, LLC

Investment Management


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



Serchen Index
10.00
N/A Employees
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Followers
N/A Likes

This page was last updated 14 January 2020 02:34