Top Investment Management Software - 2025
Updated on: 03rd May 2025
1. Diligend
Changing the way you think about fund due diligence.
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
- RFP Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Reporting
- Risk Management
- Alerts/Notifications
- Collaboration
- Data Import/Export
- Files Management
- Task Management
Platforms
- Cloud Hosted
- Web-based
2. M2Advisor
Simplifying Wealth Management
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Benchmarking
- Client Portal
- Performance Metrics
- Risk Management
Platforms
- Cloud Hosted
- Web-based
3. SEI Family Office Services
Wealth Management Technology and Outsourced Service Solutions
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Benchmarking
- Client Portal
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Data Warehousing
- Portfolio Accounting
- Risk Management
- Tax Management
- Client Portal
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
4. AXLE
Total Wealth. Risk Driven.
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
5. Bancstreet Asset Management
Digital Working Solutions for a Prosperous Today and a Bright Digital Future
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Benchmarking
- Client Portal
- Fund Management
- Performance Metrics
- Risk Management
Platforms
- Cloud Hosted
- Web-based
6. Bankers Realm
Powerful end-to-end investment management and collective administration suite
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Fund Management
- Performance Metrics
Platforms
- Cloud Hosted
- Windows
7. Bipsync
Research Management Software for Modern Investors
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Asset Management
- Data Import/Export
- Fund Management
- Investment Tracking
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
8. Blueleaf
Simplify your practice, Win more clients.
Investment Management Software
Available
Free
Other Category
- Investment Management Software
Features
- Accounting Management
- Client Portal
- Performance Metrics
Platforms
- Cloud Hosted
- Web-based
9. Broadridge
The financial industry runs through us
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Fund Management
- Performance Metrics
- Client Portal
- Compliance Management
- Investor Accounting
- Partnership Accounting
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
- Windows
10. Broker-Lender CRM
Cloud CRM Software for Brokers and Lenders
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Client Portal
- Fund Management
- Performance Metrics
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
11. Calibre RMS
Tools for fundamental equity analysts and portfolio managers
Investment Management Software
Available
N/A
Other Category
- Investment Management Software
Features
- Asset Management
- Benchmarking
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
12. Catalizr
The management solution securities
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Accounting Management
- Client Portal
- Fund Management
- Investment Tracking
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Partnership Accounting
Platforms
- Cloud Hosted
- Web-based
13. eB-IMS
Sophisticated Investments Management System on a Software-as-a-Service Basis
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Asset Management
- Benchmarking
- Client Portal
- Fund Management
- Performance Metrics
- Client Management
- Data Warehousing
- Portfolio Accounting
- Risk Management
- Stock Alerts
- Technical Analysis
Platforms
- Cloud Hosted
- Web-based
- Windows
14. DXtrade
It all starts with the right platform
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Asset Management
- Client Portal
- Risk Management
Platforms
- Cloud Hosted
- Web-based
15. Ledgex
Where better data confidence starts.
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Benchmarking
- Data Import/Export
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
Need Assistance with Custom Software Development?
Hire Developers from Hyperlink InfoSystem to get assistance from a Top Software development company, and make your awesome idea perfect for your users.
Go to Website
16. FIS Digital Visualization
Simplify Investment and Fund Data Analysis and Presentation
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
17. Allvue
Investment software that challenges what’s possible
Investment Management Software
N/A
N/A
Other Category
- Business Intelligence Software
- Financial Planning Software
- Hedge Fund Software
- Investment Management Software
- Risk Management Software
- Stock Portfolio Management Software
Features
- Ad Hoc Analysis
- Dashboard
- Data Visualization
- Key Performance Indicators
- Profitability Analysis
- Strategic Planning
- Budgeting & Forecasting
- Purchase Orders
- Investment Management
- Risk Management
- Compliance Management
- Benchmarking
- Client Portal
- Fund Management
- Performance Metrics
- Reporting
- Risk Management
- Booking Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Windows
- Mac
- Linux
18. Axys
Automate portfolio reporting and accounting with a turnkey solution.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
19. Tier1
Capital Markets & Investment Banking CRM offers best-in-class capabilities and innovations.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Client Portal
- Data Import/Export
- Fund Management
- Portfolio Management
- Reporting
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Client Portal
- Compliance Management
- Contact Management
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
20. ProTrak International
The CRM Solution for Investment Management Professionals.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Asset Management
- Client Portal
- Data Import/Export
- Investment Tracking
- Reporting
- Client Management
- Client Portal
- Compliance Management
- Investor Reporting
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Windows
21. Pinnakl
We help hedge funds win the technology battle.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Client Portal
- Compliance Management
- Contact Management
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
- Accounting Management
- Asset Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
22. Northstar Risk
Helping hedge funds effectively manage risk, evaluate performance, and communicate with investors.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Compliance Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
- Accounting Management
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- Windows
23. TradeLog
TRADER TAXES DONE RIGHT
Investment Management Software
30 Days
$89
Other Category
- Investment Management Software
Features
- Accounting Management
- Benchmarking
- Fund Management
- Investment Tracking
- Performance Metrics
Platforms
- Cloud Hosted
- Windows
24. Dynamo Software
Hedge Fund CRM & Investor Relations Software.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Accounting Management
- Client Portal
- Fund Management
- Reporting
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
Platforms
- Cloud Hosted
- Web-based
25. Backstop
CRM software for institutional investment industry.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Client Portal
- Compliance Management
- Contact Management
- Investor Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
26. QUO PORTFOLIO
PORTFOLIO MANAGEMENT & TRADING.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Accounting Management
- Asset Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
- Watchlists
- Client Portal
- Compliance Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
- Linux
27. FinlogiK
Innovative online tools and automated services to the investment industry.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Accounting Management
- Client Portal
- Fund Management
- Portfolio Management
- Reporting
- Client Portal
- Compliance Management
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Windows
28. Everysk
Multi-asset portfolio & risk analytics driven by powerful workflows.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Compliance Management
- Contact Management
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based
29. April Software
Tailored Software Services for Investment Management Firms.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Accounting Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
30. Koger
Transfer Agency | Hedge Funds | Private Equity | Regulatory Compliance and many more.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
- Stock Portfolio Management Software
Features
- Client Management
- Portfolio Accounting
- Risk Management
- Accounting Management
- Asset Management
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Client Portal
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Windows
Hire industry experts for your industry-specific software requirements.
Reach out to Hyperlink InfoSystem to leverage the experience and expertise of a Top Software development company for your custom software development requirement.
Get in Touch
31. Edgefolio
Digitising Fund Distribution.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Client Portal
- Compliance Management
- Contact Management
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based
32. StyleADVISOR
The investment industry's most comprehensive performance analysis software.
Investment Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Investment Management Software
Features
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based
33. DealCheck
The Leading Real Estate Analysis Software
Investment Management Software
Available
Free
Other Category
- Investment Management Software
- Real Estate CRM Software
Features
- Time Organizer
- Lead Generator
- Contact Management
- Property Alerts
- Reports & Analytics
- Benchmarking
- Client Portal
- Data Import/Export
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
34. optionDash
Tools for Income Investors
Investment Management Software
Available
Free
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Asset Management
- Investment Tracking
- Risk Management
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Watchlists
Platforms
- Cloud Hosted
- On Premises
- Web-based
- Android
- Windows
- Mac
- Linux
35. MarketGrader
The world's smartest stock and ETF research platform.
Investment Management Software
14 Days
$75
Other Category
- Investment Management Software
Features
- Asset Management
- Benchmarking
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
36. VESTBERRY
Portfolio management and reporting software for VC & PE. Redefined.
Investment Management Software
14 Days
N/A
Other Category
- Investment Management Software
Features
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based
37. PMplus
A market-leading, cloud-native Portfolio Management System.
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- Windows
38. Promoter
Project Finance Software
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Benchmarking
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Risk Management
Platforms
- Cloud Hosted
- On Premises
- Web-based
- Windows
39. Parilux Fund Manager
Search Results Web result with site links Investment Technology Software
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Fund Management
- Performance Metrics
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
40. Wealth EOffice
A Complete Mutual Fund Software Distributors
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Fund Management
- Performance Metrics
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
41. SharePad
The advantage you need to create more wealth and accelerate your financial security.
Investment Management Software
N/A
$35.11
Other Category
- Investment Management Software
Features
- Accounting Management
- Benchmarking
- Performance Metrics
- Risk Management
Platforms
- Cloud Hosted
- Web-based
42. VESTIO
The Ultimate Solution for Wealth Management & Asset Management
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Windows
- Mac
43. FINTRX Platform
Family Office Data & Research Designed For the Asset Raising Professional
Investment Management Software
Available
N/A
Other Category
- Investment Management Software
Features
- Client Portal
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
44. CrowdStreet
Online Commercial Real Estate Investing Platform
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
45. Croesus
Portfolio management software adapted to your reality
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
- Stock Portfolio Management Software
Features
- Benchmarking
- Client Portal
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Booking Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Watchlists
Platforms
- Cloud Hosted
- Web-based
Hire industry experts for your industry-specific software requirements.
Reach out to Hyperlink InfoSystem to leverage the experience and expertise of a Top Software development company for your custom software development requirement.
Get in Touch
46. Complex Interests
Software for Stewardship of Complex Family Wealth
Investment Management Software
N/A
$500
Other Category
- Investment Management Software
Features
- Fund Management
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- Windows
47. SimCorp Asset Manager
A PORTFOLIO OF OPTIONS TAILORED FOR GROWTH
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Data Import/Export
- Fund Management
- Modeling & Simulation
- Performance Metrics
- Reporting
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- Windows
48. Argo Trading Platform
Financial Technology Provider
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Client Portal
- Risk Management
Platforms
- Cloud Hosted
- Windows
- Linux
49. fi360 Toolkit
Care for every investor, made simple.
Investment Management Software
N/A
N/A
Other Category
- Investment Management Software
Features
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Risk Management
Platforms
- Cloud Hosted
- Web-based
50. Captools/net
Investment Portfolio Management, ROI Performance Measurement and Performance Reporting software
Investment Management Software
30 Days
$600
Other Category
- Investment Management Software
Features
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
Platforms
- Cloud Hosted
- Web-based