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Investment Management Software

Investment Management : related categories

Our selection of 27 investment management software

WealthAgile

Smart Crypto Made Easy

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WealthAgile is your intuitive, automated crypto portfolio manager, designed to simplify the complexities of crypto investing.

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Whether you're new to the space or a seasoned investor, WealthAgile helps manage risk and optimize portfolios in all market conditions using advanced tools like Portfolio Protection and Smart Auto-rebalancing.

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Kaiku

Data-driven Startup Scouting

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Kaiku is a global platform designed to help you discover high-potential startups using verified data insights and machine learning-powered business matching.

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Our proprietary database allows you to reveal undiscovered deals with comprehensive SME data, verified founders, and optimized scouting campaigns. Why Choose Kaiku? Optimized Startup Discovery Kaiku delivers bespoke scouting campaigns tailored to your needs.

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fundcraft

Digital Fund Administration Platform

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Fundcraft provides a comprehensive digital platform tailored for the fund administration needs of Private Equity, Venture Capital, and Funds of Funds.

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By centralizing all fund back-office operations, Fundcraft delivers an end-to-end solution designed to enhance efficiency, regulatory compliance, and stakeholder transparency. Key Features of Fundcraft 1.

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Sharesight

Investment Portfolio Tracker with Performance Insights

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Sharesight is a comprehensive portfolio management software designed for investors and financial advisors. It offers powerful performance tracking, tax reporting tools, and global market support.

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Ideal for users seeking deep insights into their investments and tax optimisation.What are the main features of Sharesight?Performance Tracking and AnalysisUnderstanding the true performance of your portfolio is crucial.

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PORTAX

Optimise Your Logistics with Advanced Transport Management

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PORTAX is a comprehensive transport management software designed for logistics professionals seeking efficiency and cost-effectiveness.

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With real-time fleet tracking, intuitive route optimisation, and seamless carrier integration, PORTAX transforms how businesses manage their transportation needs.

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EBIMS

Revolutionise Your Business with Smart Project Management

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Streamline your investment management with our software. Automate processes, generate reports, and track performance easily.

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Our investment management software simplifies your workflow by automating repetitive tasks, freeing up time for you to focus on investment decisions. With real-time performance tracking and customisable reporting, you can monitor your investments and make informed decisions quickly.

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eFront

Comprehensive Learning Management Solution

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4.0
Based on +200 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 software designed to simplify workflows and automate tasks, saving you time and reducing errors.

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Enjoy features like automated reporting, customisable dashboards, and intuitive portfolio management tools. With this software, you can easily track performance, monitor risk, and make informed investment decisions. Say goodbye to tedious manual tasks and hello to efficiency and accuracy.

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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.