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.
IMTC is a technology company that provides innovative solutions for fixed income professionals. IMTC’s investment management software, NOVA, seamlessly connects people, processes, and data to streamline fixed income investment workflows, empowering quicker and more accurate… Learn more about IMTC.
inStream Solutions is the industry’s first proactive financial planning software for advisors. Proactive planning needs to be smart, and smart financial advisors are both knowledgeable, and at the center of their clients’ financial lives. Build by an advisor, for advisors. Our… Learn more about inStream Solutions.
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 execution. This… Learn more about Integral Development Corp..
Intellectia.AI stands at the forefront of stock market analysis, offering cutting-edge solutions tailored for investors seeking to navigate the complexities of modern financial markets. As a pioneering platform, Intellectia.AI leverages artificial intelligence to provide users… Learn more about Intellectia.AI.
Invesco: Elevating Global Investment Management Invesco is an independent global investment management firm committed to delivering an exceptional investment experience that enables individuals and institutions to achieve their financial goals and enrich their lives… Learn more about Invesco Ltd.
InvestBrew provides free personalized financial news feeds and analytics for stocks, indices, funds, forex and cryptocurrencies. Generate custom watchlists, trends and sentiment from thousands of sources in over ten languages, supporting exchanges from around the globe and get… Learn more about InvestBrew.
Investfly is an online trading platform and community where members can manage virtual stock portfolios and build automated trading strategies. Users collaborate and exchange ideas through interactive forums and compete in monthly trading contests. Investfly offers a full suite… Learn more about Investfly.
At InvestNext, we set out on a mission to radically transform real estate investment management and investor relations. We've built a solution that catalyzes greater transparency, operational effectiveness, and meaningful investor engagements. We've spent the past three years… Learn more about InvestNext.
IMS offers an Investor Management platform designed for Commercial Real Estate owners. We focus on creating investor transparency and engagement by providing Performance Dashboards, document dissemination, and a centralized location for new offerings. Additionally, IMS creates… Learn more about Investor Management Services.
Designed for Investor Relations, Deal Teams, and Portfolio Managers to make you more efficient, effective, and successful. InvestorPortaLPro™ software is built for private equity, hedge fund, real estate, fund of fund, and venture capital investors to easily find documents and… Learn more about InvestorPortaLPro.