Investment Management Software
Managing a portfolio across stocks, bonds, real estate, or alternative assets used to mean spreadsheets, manual price updates, and a foggy picture of where your money actually sat. Investment management software pulls your holdings from multiple accounts into one view, tracking performance against benchmarks, calculating gains and losses as positions move, and showing you the real allocation of your portfolio versus your target mix. The real payoff comes when you can spot drift (that tech position is now 40% of your portfolio, not 20%), rebalance with confidence, and understand the tax implications before you trade. Whether you're managing client money, a personal nest egg, or a mix of both, you're working from actual numbers instead of guesses. If you are after something more specific, have a look at our Financial Planning Software or Trading Software categories.
AES’ TrueConversion™ Artificial Intelligence Platform, powered by Psychographic Conversion™ AI Technology, enables financial institutions, healthcare organizations, banks, utilities, merchandisers, and enterprises in many other industries to enhance their member, customer and… Learn more about Apollo Enterprise Solutions.
AssetClass is an investment portfolio tracker and insights platform for the modern self-guided investor. We help investors connect all their existing accounts (401Ks, bank accounts, brokerages, crypto apps) in one place. We securely support 500+ financial institutions using… Learn more about AssetClass.app.
Atominvest's next-generation software is revolutionizing asset management, allowing fund managers and their service providers to efficiently manage both their investments and investor base via a single, modular software solution. Atominvest’s modern software streamlines core… Learn more about AtomInvest Software.
Investment closing documents often contain errors that can impact fund reporting and performance. Aumni audits & analyzes every transaction to confirm that the documents are complete and error-free. Learn more about Aumni.
At its core, Avestor allows you to build your own customizable fund where investors can choose which deals to join. This revolutionary model gives you the power to syndicate multiple deals under a single entity—without the headache of setting up new SPVs for every raise. With… Learn more about Avestor.
STRATEGY ADVISORY The digital revolution is creating profound challenges and opportunities for many businesses and organisations. We can help you improve your organisations portfolio of capabilities for translating strategy into successful action. Capability Portfolio Using… Learn more about Bancstreet Capital Partners.
Beanvest is a stock portfolio tracker for smart investors Learn more about Beanvest.
Bethnal Green Ventures is Europe’s leading early-stage tech for good VC. We back ambitious founders using technology to tackle big social and environmental problems that aim to radically improve millions of lives. BGV has unrivalled experience and track record investing in… Learn more about Bethnal Green Ventures.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Pershing helps clients improve profitability and… Learn more about BNY Mellon | Pershing.
BondIT is an independent portfolio construction technology provider for fixed income. Empowering today’s portfolio manager and financial advisor, BondIT’s scalable technology platform leverages machine learning and data science techniques to provide optimized portfolios and… Learn more about BondIT.