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.
The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of… Learn more about Equitybee.
ETFLogic is a fintech analytics platform offering a range of analytics and data visualization services to the entire ETF ecosystem. With over 20 different apps and tools to analyze and visualize ETFs, ETFLogic is transforming the industry by providing more transparency to the… Learn more about ETFLogic.
Exirio is a wealth insight app. We take tracking to a new level: all your wealth aggregated in one place, and the information you need to accurately understand what you own, and how it is performing. Exirio is the first step to better investment decisions and financial freedom. Learn more about Exirio.
FA Solutions provides modern Portfolio Management Software for clients such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. Our product, FA Platform, has a worldwide… Learn more about FA Solutions.
Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting requirements of Hedge Funds & other securities partnerships. Fi-Tek also renders a complete gamut of… Learn more about Fi-Tek.
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 act as a… Learn more about fi360 Toolkit.
Since 1969, Financial Information Network’s Global Portfolio Management and Accounting Systems have provided a strong foundation on which wealth managers and SMA sponsors rely upon to run their businesses. Over the years, working with—and learning from—investment firms of all… Learn more about Financial Information Network.
Even with today’s standardized and regulated financial environment; each bank, each financial institution remains different. With Prospero’s unique flexibility, it covers any financial institution's exact needs—from medium to large firms, from simple to complex financial… Learn more about FINARTIS.
At Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We’re one of the world’s largest FinTech’s working with over 9,000 customers… Learn more about Finastra.
Finbox is the complete toolbox for investors looking to dominate the markets. Get access to enterprise-quality data and insights at https://finbox.com. Get started for FREE. About the Product Finbox offers up to date financial data for nearly every exchange in the world with… Learn more about finbox.io.