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Investment Management Software

Investment Management : related categories

Our selection of 25 investment management software

Fortress

Comprehensive Project Management for Agile Teams

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Streamline investment management with advanced software designed for financial professionals.

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Fortress offers a comprehensive suite of tools to automate and simplify investment management. From portfolio tracking to risk management, our software helps financial professionals make informed decisions and optimize their investment strategies. With customizable reporting and real-time data analysis, Fortress is the ideal solution for investment firms of all sizes.

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FundManager.io

Innovative Financial Management for Asset Managers

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Pricing on request

Investment Management software with advanced analytics, real-time reporting, and customizable portfolios.

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FundManager.io provides a comprehensive solution for managing investments with features such as risk analysis, portfolio rebalancing, and automated trade execution. The software also offers integrations with popular brokerage firms and supports multiple currencies, making it ideal for global investors.

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Kraytis Risk manager

Comprehensive Risk Management for Informed Decisions

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Streamline investment management with advanced risk assessment, portfolio tracking and reporting capabilities.

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Kraytis Risk Manager offers a comprehensive solution for investment management. Its advanced risk assessment tools help identify potential pitfalls, while portfolio tracking and reporting capabilities provide a clear overview of investment performance. With Kraytis, investment managers can streamline their workflows and make more informed decisions.

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LongView Trading

Innovative Trading Solutions for Professionals

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Investment management software that streamlines trading processes, offers real-time data analysis, and customizable dashboards.

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LongView Trading simplifies portfolio management by automating trading workflows and integrating with third-party systems. Its advanced analytics tools allow for quick decision-making and its customizable dashboards provide a comprehensive overview of investment performance.

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M2Advisor

Streamline Wealth Management with Innovative Solutions

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4.7
Based on 5 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
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Investment management software with comprehensive portfolio analysis, risk assessment, and reporting capabilities.

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M2Advisor enables users to easily manage their investments by providing detailed performance metrics and alerts for informed investment decisions. Its intuitive interface and customizable dashboards make it easy to stay on top of investment portfolios.

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Taïkoon

Economic Insights for SMBs with Real-Time Analytics

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Paid version from €30.00 /month

Streamline investment management with intuitive software that simplifies portfolio tracking, risk analysis, and performance reporting.

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Taïkoon's Investment Management software offers a comprehensive suite of tools to help investors make informed decisions. With real-time data, customizable dashboards, and easy integrations, Taïkoon simplifies everything from portfolio tracking to risk analysis, making it the perfect solution for busy professionals looking to optimize their investments.

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FrontInvest

Optimize Private Equity Management Efficiently

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Pricing on request

Streamline investment management with this software, which includes portfolio tracking, performance analytics, and risk management tools.

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This investment management software is designed to help you stay on top of your portfolio with ease. With powerful tracking and analytics features, you can quickly see how your investments are performing and make informed decisions about risk management.

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iLevel

Advanced Inventory Management Solutions for Businesses

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4.4
Based on 8 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
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Streamline investment management with powerful software that optimizes workflows, enhances communication, and provides real-time data analysis.

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Our investment management software, iLevel, allows you to seamlessly manage your portfolio, monitor performance, and make data-driven decisions. With customizable dashboards and automated reporting, iLevel saves you time and improves accuracy.

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Capital Venture

Efficient Funds Management for Venture Capitalists

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Streamline investment management with our software. Analyze data, track performance, and make informed decisions.

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Capital Venture simplifies investment management by providing powerful tools to analyze performance and track data. With our software, you can make informed decisions and manage your investments with ease.

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Baxon

Streamlined Portfolio Monitoring for Private Equity

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Pricing on request

Streamline your investment management with powerful software that simplifies workflows, enhances reporting, and improves decision-making.

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Manage your investment portfolio with ease using Baxon's Investment Management software. Our platform offers a comprehensive suite of features, including automated workflows, customizable reporting, and robust analytics. With Baxon, you'll have access to real-time data and insights, enabling you to make informed decisions and stay ahead of the competition.

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Investran

Streamline Investment Management with Advanced Analytics

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4.0
Based on 1 reviews
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Investment management software that automates fund accounting, reporting, and investor communication.

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Investran streamlines investment workflows, increases transparency, and provides real-time insights to help firms make informed decisions. With customizable dashboards, automated reporting, and secure data management, Investran simplifies fund administration and enhances investor relations.

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VIZIAFI

Innovative Financial Management Software for SMBs

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Pricing on request

Streamline your investment management with cutting-edge software. Access real-time data, automate workflows, and optimize performance.

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VIZIAFI provides a comprehensive solution for investment management. With its user-friendly interface, you can easily access real-time data, automate workflows, and optimize performance. Its advanced analytics and reporting tools give you valuable insights into your investment strategies, enabling you to make informed decisions.

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Tercero

Optimize Workflow with Innovative ERP Solutions

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Investment management software that streamlines workflows, automates reporting, and offers customizable dashboards.

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With Tercero, investment managers can easily track performance, analyze risk, and generate reports. The software integrates with popular data providers and offers powerful analytics tools to help users make informed decisions. Customizable dashboards provide real-time insights and reduce manual work.

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Collaboration Capital

Digital Investment Bank

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Streamline your investment management with powerful collaboration tools.

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Collaboration Capital offers a range of features to simplify your investment management process. With real-time communication, document sharing, and task management capabilities, you can easily collaborate with team members and clients. The software also provides advanced reporting and analytics to help you make informed investment decisions.

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Benefits of Collaboration Capital

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Zefyron

Connecting Entrepreneurs and Investors Globally

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Zefyron is a global networking platform designed for startups, investors, corporates, and academia.

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It facilitates seamless connections, offering essential tools such as pitch deck creation, financial reports, and investor databases to boost business growth.

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Comet by Auptimate

Affordable Syndicate Solution for Under $100K Deals

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Comet by Auptimate is an innovative low-cost Special Purpose Vehicle (SPV) solution designed for syndicates managing investments under $100K.

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With Comet, investment groups can easily structure and execute deals, making it accessible for smaller investment amounts while minimizing operational complexities. The platform supports seamless SPV formation, document management, and investor onboarding.

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Edda

AI-Powered Platform for Optimizing Investment Workflow

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Edda is an AI-driven investment management solution designed for investors seeking to streamline their workflow and decision-making processes.

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With a focus on enhancing collaboration and productivity, Edda offers tools for managing deal flow, portfolios, and investor relations—all within a single platform. Trusted by over 140 investment firms across 39 countries, Edda supports efficient management of over $135 billion in assets.

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Finna

Your Complete Investor Relations Partner

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Finna transforms Investor Relations (IR) for small and mid-cap companies, offering a comprehensive IR solution that simplifies compliance, boosts investor engagement, and provides expert strategic...

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...guidance – all at a fraction of the cost of traditional setups. The Challenges Tight budgets make it hard to manage IR effectively. Fragmented and expensive IR tools complicate processes. Limited attention from large consulting firms. Growing compliance demands create additional headaches.

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Spydra

Tokenize Your Real-World Assets with Blockchain

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Unlock the full potential of your assets with Spydra, a blockchain platform designed for real-world asset tokenization.

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Empower your enterprise with transparency, security, and compliance while seamlessly managing asset tokenization processes. Whether you're digitizing supply chains, healthcare, real estate, or luxury goods, Spydra has the solutions to streamline operations and increase efficiency.

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Investment Management softwares: Q&A

How does investment management software work?

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Investment management software helps investors track, analyze, and manage their investments. It does this by consolidating data from various sources, providing real-time market data, and offering tools for portfolio analysis and optimization.

What features should I look for when looking for investment management software?

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When choosing investment management software, look for features like portfolio tracking, risk management, performance reporting, tax optimization, and access to real-time market data. Additionally, consider whether the software integrates with your existing systems and whether it offers customizable reporting.

What are the benefits of investment management for my company?

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Investment management software can help businesses make informed investment decisions, manage risk, and maximize returns. It also streamlines the investment process, saves time, and improves accuracy.

What are the best investment management software options?

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The best investment management software options include popular tools like BlackRock's Aladdin, Charles River Investment Management System, and Bloomberg AIM. Each of these platforms offers a range of features designed to help businesses manage their investments effectively.

What are the free investment management software alternatives I could try?

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There are several free investment management software alternatives available, including Personal Capital, Mint, and SigFig. While these platforms may not offer as many features as their paid counterparts, they can still help investors track their portfolios and make informed investment decisions.