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.
Finley simplifies debt capital raise and management. Our software helps growing companies automate due diligence, ensure compliance, and streamline ongoing reporting with their capital providers. Our team brings experience from Goldman Sachs, Nova Credit, and Palantir… Learn more about Finley Technologies, Inc..
Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive… Learn more about FINTRX Platform.
We provide front-line software to everyone from high-performing financial advice practices to the UK's high street banks and major advice distributors. Founded in 1995, we are a financial services software house with an enviable track record of providing effective advice &… Learn more about Focus Solutions Group Ltd.
Forex Tester Software provides its clients with products that were created to help traders all over the world to succeed on Forex market. Being a trader is a very risky and difficult profession. At the era of quickly expanding Information Technologies it is especially… Learn more about Forex Tester.
Forexware is a unique full-service forex trading technology and advisory leader providing end-to-end forex software solutions and liquidity to FX brokerages, introducing brokerages, banks, financial institutions and money managers around the world. Whether launching new… Learn more about Forexware.
At FundKite, our mission is simple: to create opportunities for small businesses and champion the entrepreneurs who form the backbone of our economy. We understand that small businesses drive innovation, create jobs, and foster local communities. That’s why we are committed to… Learn more about Fundkite.
Funds-Axis is a RegTECH (Regulatory Technology) company, with a unique combination of regulatory expertise and best-of-breed technology. We are taking the complex challenges with risk, compliance and regulatory reporting and are making them very simple. For investment… Learn more about Funds-Axis.
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An… Learn more about Fusion Advisor.
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 operations without… Learn more about Groundbreaker.
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.