Investment Management
Compare 181 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.
RightCapital
A financial planning software for advisors that is easy to use and helps create customized plans.
LemonEdge
A modern, API-first platform for fund accounting and administration, targeting the private equity and venture capital space.
Asset-Map
A financial visualization tool that helps advisors and their clients make better decisions.
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.
4Degrees
A CRM platform focused on relationship intelligence for industries like private equity, venture capital, and M&A.
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.
Katana
A manufacturing ERP that provides real-time control over your inventory, sales, and production.
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.
Wealthbox
A modern and easy-to-use CRM for financial advisors.
Affinity
A CRM platform that uses AI to automate data capture and provide insights into professional relationships for deal-driven teams.
Clearwater Analytics
A SaaS solution for automated investment accounting, performance, compliance, and risk reporting.
Addepar
A wealth management platform for investment advisors to track and manage client portfolios.
Guideline
A full-service 401(k) provider focused on delivering an easy and affordable retirement plan solution for small businesses.
MoneyGuidePro
A goal-based financial planning software for advisors.
Bloomberg Terminal
A comprehensive platform for financial professionals to access data, news, and analytics.
DealCloud
A leading platform for deal and relationship management, specifically designed for financial services and private capital markets.
Carta
A platform for managing equity, from cap tables and valuations to fund administration for private companies and investment firms.
Addepar
A wealth management platform for tracking and analyzing complex investment portfolios, including alternative assets.
Dealpath
A cloud-based deal management platform for real estate investment and development teams.
Addepar
A wealth management platform for RIAs specializing in data aggregation, analytics, and portfolio reporting.
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
A free, multi-channel shipping and inventory management software from Amazon.
Extensiv
A comprehensive platform for inventory, warehouse, and order management.
Fluent Commerce
A cloud-native, distributed order management system for omnichannel retailers.
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.
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
A comprehensive inventory and order management solution for growing businesses.
Brightpearl
A retail-focused platform that automates and centralizes order management, inventory, and financials.
Linnworks
An ecommerce platform that automates and connects your entire online selling process.
FactSet
An integrated data and software solution for investment professionals.
FINCAD
A provider of multi-asset, multi-currency derivatives and fixed income analytics.
FactSet
A global provider of financial data, analytics, and software for investment professionals.
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.
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.
Allvue Systems
Provides integrated software solutions for investment managers, covering private equity, credit, real estate, and fund administration.
Orion Advisor Solutions
A comprehensive suite of technology and services for financial advisors.
Wealthfront
A leading automated investment service that offers financial planning, investing, and banking services.
Dynamo Software
Provides a cloud-based platform for alternative investment management, including private equity, hedge funds, and venture capital.
Human Interest
Offers affordable and easy-to-manage 401(k) and 403(b) retirement plans for small and medium-sized businesses.
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.
Orion Advisor Solutions
A comprehensive wealthtech platform for financial advisors, providing portfolio management, trading, and client experience tools.
Enfusion
A SaaS platform integrating portfolio management, order/execution management, and accounting in a single system.
Shopify
An all-in-one ecommerce platform with built-in order management capabilities.
Acumatica
A comprehensive, cloud-based ERP solution with robust order management capabilities.
Manhattan Active Omni
A cloud-native, unified commerce platform with advanced order management capabilities.
Kibo Commerce
A modular, API-first commerce platform with robust order management capabilities.
Unicommerce
An integrated ecommerce supply chain solution with order, inventory, and warehouse management.
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.
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
A leading web-based shipping solution that also provides order management capabilities.
Salesforce Commerce Cloud Order Management
Unify the commerce experience from order to service.
QuickBooks Commerce
An inventory and order management solution that integrates seamlessly with QuickBooks.
Cin7
An automated inventory and order management platform for product sellers.
Salesforce Commerce Cloud
A cloud-based commerce platform with powerful order management capabilities.
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.
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.
Redtail Technology
A leading provider of CRM software for financial advisors.
Tamarac
A comprehensive platform for RIAs that combines portfolio management, reporting, trading, and CRM.
Yardi Investment Manager
An integrated software solution for real estate investment management, connecting accounting, operations, and investor relations.
BlackRock Aladdin
An end-to-end investment management and operations platform for institutional investors.
Charles River Development
A provider of an end-to-end investment management platform.
Broadridge Financial Solutions
A global fintech leader providing technology-driven solutions for banks, broker-dealers, asset managers, and corporate issuers.
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 all-in-one suite of open-source business apps, including a comprehensive order management system.
SAP Commerce Cloud
An enterprise-grade ecommerce platform with advanced order management capabilities.
BigCommerce
A leading SaaS ecommerce platform for growing and established brands.
IBM Sterling Order Management
An enterprise-grade, AI-powered order management system for complex, global operations.
Adobe Commerce (Magento)
A leading open-source ecommerce platform with powerful order management capabilities.
SYSPRO
An industry-built ERP solution for manufacturers and distributors with strong order management capabilities.
SkuVault
A cloud-based inventory and warehouse management system with order management capabilities.
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.
Fishbowl
A comprehensive inventory and order management solution that integrates seamlessly with QuickBooks.
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.
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.
SimCorp Dimension
An integrated, front-to-back investment management solution for institutional investors.
Envestnet
A leading provider of integrated technology, intelligent data, and wealth solutions for financial advisors and institutions.
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.
Avaloq
A provider of digital banking solutions, core banking software, and wealth management technology.
SS&C Advent
Provides a suite of software and services for portfolio management, accounting, and reporting to asset and wealth management firms.
InvestCloud
A global company specializing in digital platforms for the financial services industry.
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.
Oracle NetSuite
Cloud-based order management system that automates your entire order-to-cash process.
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.
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.
Flourish
A platform for financial advisors that provides access to financial products and technology solutions.
State Street Alpha
An integrated platform for institutional and wealth management firms, covering the entire investment lifecycle.
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.
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.
iCapital
A financial technology platform providing access, education, and administration for alternative investments to the wealth management industry.
DriveWealth
An API-driven brokerage infrastructure platform that enables partners to offer real-time fractional share trading.