Top Investment Management Software - 2025
Updated on: 01st July 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
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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
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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
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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