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Investment Management Software

Investment Management : related categories

Our selection of 27 investment management software

Fortress

Comprehensive Data Management Solution for Enterprises

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Streamline your investment management with cutting-edge software that optimizes portfolio performance and risk management.

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With real-time data analytics and customizable reporting, our software offers unparalleled insights into your investments. Plus, our intuitive user interface simplifies complex investment strategies, making it easy for you to make informed decisions.

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FundManager.io

Enhanced Portfolio Management for Financial Professionals

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Investment management software for tracking portfolios, generating reports, and monitoring performance.

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FundManager.io helps investors streamline their investment process with its intuitive interface, customizable reporting, and real-time data updates. It also offers risk analysis tools and supports multiple currencies for global investments.

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GlobalAsset

Optimise Your Asset Management with Leading Software

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Streamline your investment management with advanced software that tracks your assets, provides real-time insights, and optimizes your portfolio.

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With our Investment Management software, you can easily monitor your investments, assess risk, and make data-driven decisions. Our platform provides customizable reporting and analytics, ensuring you stay on top of market trends and make informed decisions. Plus, our intuitive user interface makes it easy to manage your portfolio and track performance.

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Kraytis Risk manager

Advanced Risk Management for Business Excellence

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Investment management software with advanced risk management features for portfolio optimization and analysis.

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Kraytis Risk Manager provides investment managers with a comprehensive platform for managing risk, optimizing portfolios, and analyzing investment opportunities.

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LongView Trading

Advanced Trading Platform for Smart Investment

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Investment management software that streamlines portfolio management, risk analysis and compliance monitoring.

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LongView Trading provides a comprehensive solution for investment management. Its features include real-time portfolio management, risk analysis, and compliance monitoring. With its intuitive interface, users can easily manage their portfolios and make informed investment decisions.

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M2Advisor

Comprehensive Financial Advisory Platform

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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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Streamline your investment management with advanced tools for portfolio analysis, risk management, and reporting. Make informed decisions and maximise returns.

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M2Advisor offers a comprehensive suite of features, including real-time portfolio monitoring, customisable dashboards, and automated reporting. Its powerful algorithms provide deep insights into portfolio performance, risk exposure, and asset allocation, enabling you to optimise your investment strategy and achieve your financial goals.

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Taïkoon

Dynamic Financial Management for Growing Enterprises

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Paid version from €30.00 /month

Streamline your investment management with this SaaS software. Automate routine tasks, access real-time data, and gain insights to make informed decisions.

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With Taïkoon, you can easily manage portfolios, analyze performance, and monitor risks. The software's intuitive interface allows for easy navigation and customization. You can also collaborate with team members and clients through secure communication channels.

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FrontInvest

Streamline Your Investment Management Processes Today

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

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Manage investment portfolios with ease, take advantage of real-time data to make informed decisions, and generate comprehensive reports to keep stakeholders in the loop.

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iLevel

Optimise Financial Management with Advanced Analytics

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4.4
Based on 8 reviews
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Streamline investment management with our SaaS software. Automate processes, monitor performance, and improve decision-making.

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With our investment management software, iLevel, you can automate tasks such as data entry and reporting, freeing up time for more strategic activities. Monitor portfolio performance in real-time and gain insights to make informed decisions. Improve collaboration with stakeholders and reduce risk with our secure platform.

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Capital Venture

Streamline Investment Management with Cutting-Edge Tools

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Streamline your investment management with our software. Improve accuracy and efficiency with automated tracking and reporting.

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Capital Venture simplifies the investment management process. It offers automated tracking and reporting, reducing the risk of errors and freeing up time for other tasks. Its intuitive interface ensures easy navigation, allowing you to focus on managing your investments.

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Baxon

Efficient Portfolio Management Software for Professionals

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Streamline your investment management process with powerful software, designed to simplify portfolio management and analysis.

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With our investment management software, you can easily track and analyse your portfolio's performance, make data-driven investment decisions and generate custom reports. Enjoy intuitive workflows, intelligent automation and seamless integration with other tools you use.

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Investran

Streamline Alternative Investments Management

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4.0
Based on 1 reviews
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Investment management software for efficient portfolio tracking, reporting and analysis.

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Streamline your investment management process with this software. From portfolio tracking to reporting, it provides comprehensive data analysis tools to help you make informed decisions. Stay up-to-date with real-time data and customisable dashboards.

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VIZIAFI

Effortless Financial Visibility Dashboard Solutions

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Investment management software for tracking portfolios, generating reports, and monitoring performance.

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VIZIAFI provides a comprehensive suite of tools for investment management, including real-time portfolio tracking, customisable reporting, and performance monitoring. Its user-friendly interface allows for easy data input and analysis, making it an ideal solution for investment professionals looking to streamline their workflow.

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Tercero

Comprehensive Business Management Solution

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Streamline your investment management with a comprehensive software solution. Automate tedious tasks and access real-time data for informed decisions.

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Tercero's Investment Management software offers a user-friendly platform to manage portfolios, monitor risk, and generate reports. With customizable dashboards, you can easily track performance and make data-driven decisions. Plus, the software integrates with popular accounting systems for seamless workflow.

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Collaboration Capital

Digital investment bank

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Streamline your investment management with collaborative software.

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Collaboration Capital allows for easy communication and document sharing between team members, reducing errors and increasing efficiency. Its user-friendly interface and real-time data updates make managing investments a breeze.

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Zefyron

Efficient Project Management for Agile Teams

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Zefyron is an innovative project management tool designed to streamline workflows for agile teams.

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Ideal for tech companies and startups, it excels with features such as real-time collaboration, advanced analytics, and seamless integration capabilities.

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Comet by Auptimate

Advanced Reporting for Data-Driven Insights

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Comet by Auptimate offers cutting-edge reporting tools, ideal for businesses seeking data-driven insights.

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This software excels with its real-time analytics, intuitive data visualisation, and easy integration capabilities for seamless workflow enhancements.

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Edda

Streamline Your Project Management with Edda

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Edda is an innovative project management tool designed for businesses of all sizes. It offers seamless team collaboration, advanced task tracking, and real-time analytics to enhance productivity.

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Edda stands out with its intuitive dashboard and robust customisation options, making it a go-to choice for efficient project execution.

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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 automates the process of managing investments. It can track investments, analyze data, and generate reports. Some software can even trade automatically based on pre-set criteria. It helps investors make informed decisions and saves time.

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

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When selecting investment management software, consider its ability to manage various investments, its reporting capabilities, and its user-friendliness. Additionally, look for software that can handle complex calculations, generate forecasts, and provide real-time data.

What are the benefits of investment management for my company?

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Investment management software can help you make informed decisions, save time, and increase efficiency. It can also provide better risk management, improve compliance, and streamline reporting. Additionally, it can help you make better use of your resources and increase your ROI.

What are the best investment management software options?

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The best investment management software options include eFront, SimCorp Dimension, and Advent Portfolio Exchange. eFront is known for its user-friendliness, SimCorp Dimension for its robustness, and Advent Portfolio Exchange for its comprehensive reporting.

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

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Some free investment management software alternatives include GnuCash, Personal Capital, and Mint. GnuCash is an open-source software that provides basic accounting features. Personal Capital and Mint are personal finance management tools that offer investment tracking and financial planning capabilities.