Investment Management
Compare 165 investment management tools to find the right one for your needs
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🔧 Tools
Compare and find the best investment management for your needs
Vestberry
A portfolio management and reporting software designed specifically for venture capital and private equity firms.
4Degrees
A CRM platform focused on relationship intelligence for industries like private equity, venture capital, and M&A.
LemonEdge
A modern, API-first platform for fund accounting and administration, targeting the private equity and venture capital space.
Visible.vc
A platform for venture capital firms to streamline portfolio data collection, monitoring, and investor reporting.
Altruist
An all-in-one custodial platform for modern financial advisors, combining custody services with advisor software.
Juniper Square
A modern, all-in-one investment management platform for commercial real estate (CRE) general partners and limited partners.
RightCapital
A comprehensive financial planning software that includes investment and portfolio management tools for advisors.
Asset-Map
A financial advice and visualization tool that creates a clear, one-page overview of a client's complete financial picture.
Finale Inventory
A cloud-based inventory management system for multichannel businesses.
Asset-Map
A financial visualization tool that helps advisors and their clients make better decisions.
RightCapital
A financial planning software for advisors that is easy to use and helps create customized plans.
Katana
A visual manufacturing ERP for small and medium-sized businesses.
Wealthbox
A modern and easy-to-use CRM for financial advisors.
Maestro
A platform designed for private equity firms to manage portfolio company value creation, operations, and collaboration.
AppFolio Investment Management
A cloud-based platform designed to help real estate investment managers streamline operations, increase transparency, and manage investors.
Affinity
A CRM platform that uses AI to automate data capture and provide insights into professional relationships for deal-driven teams.
Dealpath
A cloud-based deal management platform for real estate investment and development teams.
DealCloud
A leading platform for deal and relationship management, specifically designed for financial services and private capital markets.
Addepar
A wealth management platform for RIAs specializing in data aggregation, analytics, and portfolio reporting.
Addepar
A wealth management platform for tracking and analyzing complex investment portfolios, including alternative assets.
Clearwater Analytics
A SaaS solution for automated investment accounting, performance, compliance, and risk reporting.
Carta
A platform for managing equity, from cap tables and valuations to fund administration for private companies and investment firms.
Guideline
A full-service 401(k) provider focused on delivering an easy and affordable retirement plan solution for small businesses.
Addepar
A wealth management platform specializing in data aggregation, analytics, and reporting for complex, multi-asset class portfolios.
Clearwater Analytics
A SaaS platform for automated investment data aggregation, accounting, and reporting for institutions.
Bloomberg Terminal
An iconic financial data and analytics platform that includes powerful portfolio management and risk analysis tools.
QuantConnect LEAN
An open-source, cloud-based algorithmic trading platform for designing, backtesting, and deploying quantitative strategies.
Veeqo
Manage and ship all your orders for free.
Extensiv
A comprehensive platform for inventory, warehouse, and order management.
Bloomberg PORT
A portfolio and risk analytics solution on the Bloomberg Terminal.
Anaplan
A cloud-based platform for business planning and performance management.
Workday Adaptive Planning
A business planning cloud for finance, HR, and sales.
Addepar
A wealth management platform for investment advisors to track and manage client portfolios.
MoneyGuidePro
A goal-based financial planning software for advisors.
Bloomberg Terminal
A comprehensive platform for financial professionals to access data, news, and analytics.
FactSet
An integrated data and software solution for investment professionals, offering analytics, research, and portfolio management.
Morningstar Direct
An institutional research and analysis platform providing extensive data, analytics, and portfolio management tools.
FlexTrade
A provider of high-performance execution management (EMS) and order management (OMS) systems for buy-side and sell-side.
Adenza (Calypso)
A front-to-back, cross-asset platform for trading, risk, processing, and accounting, now part of Nasdaq.
Zoho Inventory
Manage orders and inventory for your multichannel business.
Brightpearl
A retail-focused platform for managing orders, inventory, and financials.
Linnworks
Connect and automate your commerce operations.
FactSet
An integrated data and software solution for investment professionals.
FINCAD
A provider of multi-asset, multi-currency derivatives and fixed income analytics.
SS&C Black Diamond Wealth Platform
A comprehensive wealth management platform for RIAs, family offices, and asset managers.
eMoney Advisor
A comprehensive wealth management and financial planning platform.
Morningstar Direct
An investment analysis platform for asset managers, advisors, and wealth managers.
FactSet
A global provider of financial data, analytics, and software for investment professionals.
Allvue Systems
Provides integrated software solutions for investment managers, covering private equity, credit, real estate, and fund administration.
Altvia
Provides CRM and investor portal solutions built on the Salesforce platform, tailored for the private capital markets.
Vestwell
A cloud-based digital recordkeeping platform for workplace retirement plans.
SEI Archway Platform
Provides a comprehensive platform for accounting, investment data aggregation, and reporting for family offices and wealth managers.
BlackRock Aladdin
An end-to-end investment management and operations platform from BlackRock.
Wealthfront
A leading automated investment service that offers financial planning, investing, and banking services.
Orion Advisor Solutions
A comprehensive wealthtech platform for financial advisors, providing portfolio management, trading, and client experience tools.
Human Interest
Offers affordable and easy-to-manage 401(k) and 403(b) retirement plans for small and medium-sized businesses.
Dynamo Software
Provides a cloud-based platform for alternative investment management, including private equity, hedge funds, and venture capital.
Enfusion
A SaaS platform integrating portfolio management, order/execution management, and accounting in a single system.
Numerix
A provider of pricing and risk management software for derivatives and structured products.
Refinitiv Eikon
A comprehensive platform for financial data, news, and analytics.
Kyriba
A cloud-based platform for treasury, risk, payments, and working capital management.
Riskonnect
A provider of integrated risk management (IRM) software.
Orion Advisor Solutions
A comprehensive suite of technology and services for financial advisors.
VestmarkONE
An integrated platform for wealth management, proposal generation, portfolio construction, trading, and compliance.
Orion Advisor Solutions
A comprehensive wealthtech platform offering portfolio management, financial planning, and client engagement tools for advisors.
Murex MX.3
A cross-asset platform for trading, treasury, risk, and post-trade operations, with strong capabilities in derivatives.
TradingScreen (Trading Technologies)
A comprehensive trading platform offering an all-asset class order and execution management system (OEMS).
ShipStation
Web-based shipping software that helps you import, manage, and ship your orders.
Salesforce Commerce Cloud Order Management
Unify the commerce experience from order to service.
QuickBooks Commerce
An inventory and order management solution from the makers of QuickBooks.
BlackRock Aladdin
An end-to-end investment management and operations platform for institutional investors.
Moody's Analytics
A leading provider of financial intelligence and analytical tools.
GTreasury
A treasury and risk management platform for digital treasurers.
Refinitiv Eikon
A comprehensive platform for financial data, analytics, and news.
Redtail Technology
A leading provider of CRM software for financial advisors.
Backstop Solutions
Provides a cloud-based platform for institutional investors, offering CRM, portfolio management, and reporting tools.
Betterment for Business
Provides 401(k) and 403(b) plans for businesses with automated investment management.
Tamarac
A comprehensive platform for RIAs that combines portfolio management, reporting, trading, and CRM.
Broadridge Financial Solutions
A global fintech leader providing technology-driven solutions for banks, broker-dealers, asset managers, and corporate issuers.
BlackRock Aladdin
An end-to-end investment management and operations platform for institutional investors.
Yardi Investment Manager
An integrated software solution for real estate investment management, connecting accounting, operations, and investor relations.
Envestnet Tamarac
A comprehensive, web-based platform for independent RIAs, combining portfolio management, reporting, trading, and CRM.
Refinitiv Eikon
A comprehensive platform providing financial data, news, analytics, and trading tools, including portfolio management capabilities.
SS&C Eze (Eze Investment Suite)
A comprehensive suite of tools including an OMS, PMS, and EMS for buy-side and sell-side firms.
Odoo
An open-source suite of business management applications.
MSCI RiskMetrics
A suite of risk management tools and models for institutional investors.
SAP S/4HANA Cloud
An intelligent, integrated ERP system that runs on the SAP HANA in-memory database.
MetricStream
A provider of governance, risk, and compliance (GRC) software.
Charles River Development
A provider of an end-to-end investment management platform.
Axioma
A provider of enterprise-wide risk management, portfolio construction, and regulatory reporting solutions.
Murex MX.3
An integrated trading, risk management, and processing solution for capital markets.
Envestnet
A comprehensive suite of wealth management solutions for financial advisors and institutions.
Temenos
A leading provider of banking software to financial institutions across the world.
eFront
A comprehensive software solution for the alternative investment lifecycle, from fundraising and portfolio management to investor reporting.
SimCorp Dimension
An integrated, front-to-back investment management software solution for institutional investors.
Envestnet
A leading provider of integrated technology, intelligent data, and wealth solutions for financial advisors and institutions.
SimCorp Dimension
An integrated, front-to-back investment management solution for institutional investors.
SS&C Advent
Provides a suite of software and services for portfolio management, accounting, and reporting to asset and wealth management firms.
VestmarkONE
An integrated platform for wealth management firms, harmonizing proposal generation, trading, and compliance.
NetSuite
A unified business management suite, including ERP/financials, CRM, and ecommerce.
SimCorp Dimension
A comprehensive front-to-back investment management platform.
Calypso
A cross-asset, front-to-back platform for the capital markets.
Oracle NetSuite
A unified business management suite, including ERP, financials, CRM, and e-commerce.
Avaloq
A provider of digital banking solutions, core banking software, and wealth management technology.
InvestCloud
A global company specializing in digital platforms for the financial services industry.
FIS Global
A global leader in financial services technology, offering solutions for banking, payments, and capital markets.
FIS Investran
An integrated software suite for private equity and alternative investment firms to manage accounting, reporting, and partnership administration.
Charles River IMS
An end-to-end investment management solution for portfolio management, trading, compliance, and post-trade settlement.
BlackRock Aladdin
An end-to-end investment management and operations platform used by institutional investors.
SimCorp Dimension
A comprehensive solution for asset managers, pension funds, and insurance companies covering the entire investment lifecycle.
SS&C Advent Axys
A comprehensive portfolio management and reporting software that automates accounting processes for wealth management firms.
eFront
A BlackRock solution focused on the entire investment lifecycle for alternative asset classes like private equity and real estate.
FA Solutions
A cloud-native SaaS platform for asset and wealth managers, covering front-to-back office operations.
Broadridge Investment Management Solutions
Offers a modular, multi-asset class platform for order and portfolio management, risk, and data management.
Croesus Advisor
An all-in-one, customizable portfolio management system for financial advisors and wealth management firms.
Masttro
An integrated wealth management platform for UHNW families and family offices, providing a consolidated view of all assets.
Canopy
A portfolio aggregation and analytics platform for high-net-worth individuals and wealth managers, based in Singapore.
Sharesight
An online portfolio tracker for DIY investors and financial professionals that automatically tracks performance, dividends, and tax.
Ziggma
A portfolio management and stock research platform for individual investors, offering analytics, data, and model portfolios.
Kubera
A sleek, modern portfolio tracker for monitoring net worth across all asset classes, including crypto and DeFi.
InvestGlass
A Swiss-based, AI-powered platform combining CRM, portfolio management, and automation for financial advisors and banks.
BlackRock Aladdin
A unified platform for portfolio management, trading, risk analytics, and operations used by institutional investors.
SimCorp Dimension
A front-to-back investment management platform covering portfolio management, trading, compliance, accounting, and performance.
Bloomberg AIM
A comprehensive OMS integrated with the Bloomberg Terminal's data, analytics, and network.
FactSet Portware
A multi-asset execution and order management system (EMS/OMS) with advanced AI-driven trading tools.
Linedata Longview
An award-winning order management system providing a highly configurable and comprehensive global trading system.
Broadridge Trading and Connectivity Solutions
A multi-asset trading platform with sophisticated automation capabilities and rich workflow functionality for sell-side firms.
ION Fidessa
A high-performance, multi-asset OMS for both buy-side and sell-side firms, part of the ION Group.
LiquidityBook
A cloud-native platform providing a fully integrated Portfolio, Order, and Execution Management System (POEMS).
TORA (LSEG)
A comprehensive front-to-back investment management platform, including a leading OEMS, PMS, and risk management.
Refinitiv REDI (LSEG)
A multi-broker Execution Management System (EMS) with advanced trading tools and global market access.
Indata IMS
A suite of investment management software and services, including an OMS, for buy-side firms.
Qontigo
A financial intelligence innovator and leader in the modernization of investment management.
FIS APT
A multi-asset class risk and performance attribution platform.
FactSet Performance Measurement & Attribution
A comprehensive solution for performance measurement, attribution, and risk analysis for asset managers and owners.
MSCI Performance Attribution
Provides performance attribution solutions to link investment strategy to outcomes and connect portfolio construction with realized performance.
Ortec Finance PEARL
A leading single-platform solution for Performance Measurement, Attribution, Ex-Post Risk, and GIPS composites.
SS&C Sylvan
A powerful, comprehensive performance measurement and attribution solution.
FIS Performance Measurement Manager
A web-based, integrated suite of multicurrency performance measurement, attribution, and risk tools.
Clearwater Analytics Performance
A comprehensive performance analysis solution with flexible calculations and reporting.
Broadridge Performance Reporting
Helps investment managers receive daily performance calculations and absolute attribution analysis.
Linedata Investment Data Analytics
Provides performance attribution and portfolio analytics services.
Morningstar Direct
A web-based research platform that provides performance attribution analysis.
VestmarkONE
An integrated platform that harmonizes key wealth management functions.
BlackRock Aladdin
An end-to-end investment management and operations platform.
SimCorp Dimension
A front-to-back investment management solution for the global financial industry.
State Street Alpha
A front-to-back asset servicing platform for institutional and wealth managers.
BNY Mellon Eagle Performance
A comprehensive performance measurement and attribution solution.
Wilshire Axiom
A comprehensive suite of multi-asset class analytics for risk management, performance attribution, and portfolio construction.
Confluence Revolution
Provides a comprehensive suite of analytics for performance measurement, attribution, and risk management.
Addepar
A wealth management platform that specializes in data aggregation, analytics, and reporting.
Envestnet
A leading provider of intelligent systems for wealth management and financial wellness.
Refinitiv Eikon
A comprehensive platform for financial analysis, data, and news.
Northern Trust
Provides performance measurement and attribution services as part of its asset servicing solutions.
Citco
Provides performance and risk analytics as part of its fund services.
Bloomberg PORT
A comprehensive solution for portfolio and risk analytics, including performance attribution.
SEI Wealth Platform
An end-to-end wealth management platform for private banks and wealth managers.
DriveWealth
An API-driven brokerage infrastructure platform that enables partners to offer real-time fractional share trading.
Vanguard Digital Advisor
A robo-advisor service from Vanguard that provides automated investment management using low-cost Vanguard ETFs.
Apex Fintech Solutions
Provides back-end clearing and custody services for fintech companies, digital brokerages, and RIAs.
State Street Alpha
An integrated platform for institutional and wealth management firms, covering the entire investment lifecycle.
Chronograph
A portfolio monitoring platform for limited and general partners to manage, analyze, and report on private capital investments.
Schwab Intelligent Portfolios
A robo-advisor service that builds, monitors, and automatically rebalances a diversified portfolio of ETFs.
Flourish
A platform for financial advisors that provides access to financial products and technology solutions.
iCapital
A financial technology platform providing access, education, and administration for alternative investments to the wealth management industry.