Find the Best Investment Management Software
Best investment management software includes MProfit for Accounting, emX, StockMarketEye, Stessa, and HedgeGuard. This software assists investors with portfolio management and financial asset tracking. Professional asset reporting (such as real estate), audit compliance, and investment tracking are some of the other capabilities.
No Cost Personal Advisor
List of 20 Best Investment Management Software
Contenders | 2024
Process-driven CRM for marketing, sales, service.
Creatio is the global supplier of no-code platform for industry workflows automation and CRM. Creatio’s customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. Read Creatio Reviews
Explore various Creatio features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Creatio Features- Customer Support
- Sales Tracking
- Sales Quotes
- Interaction Tracking
- Customer DataBase
- Dashboard
- Contact Manager
- CRM & Sales Dashboards
Creatio Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Category Champions | 2024
MProfit for Accounting is a investment portfolio management software
MProfit is a leading personal investment management software. It offers a secure, scalable, user-friendly tool for businesses. MProfit user interface is simple to understand and use. Its accounting module is easy and less complex than other accounting packages. Read MProfit for Accounting Reviews
Explore various MProfit for Accounting features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
- For Investment Advisors
- Accounting
- For Investors & Traders
- For Brokers
- Investment
- Accounts Receivable
- Financial Accounting
- Financial Management
Pricing
MProfit Investor
Free
2 Portfolios
MProfit Investor+
$ 42
(+ taxes) Per Year
MProfit Pro
$ 69
(+ taxes) Per Year
MProfit for Accounting Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
emX is a personal investment management software
emX is a leading investment management software designed to serve SME’s and enterprise. emX, offers end to end solutions designed for the Web application. This online investment management system offers bonds, client portal, benchmarking, modeling & simulation, Performance metrics at one place. Learn more about emX
Explore various emX features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all emX Features- For Investment Advisors
- Client Management
- Benchmarking
- Bonds / Stocks
- Risk Management
- Modeling & Simulation
- Compliance Reporting
- Client Portal
emX Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
StockMarketEye is a personal investment management software
StockMarketEye is an easy to use investment portfolio management software and stop watcher that helps you to keep an eye on your investments and the markets. Track the performance of your retirement account and some other investments with portfolios. Learn more about StockMarketEye
Explore various StockMarketEye features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all StockMarketEye Features- Portfolio Accounting
- Commodity Futures
- Benchmarking
- Bonds / Stocks
- Data warehousing
- Performance Metrics
- For Investment Advisors
- Fund Management
StockMarketEye Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Stessa is a real estate investment management software
Stessa is a web-based investment software for property investors to monitor, manage, and communicate the performance of a real estate portfolios. The software helps real estate professionals with reporting dashboards, expense, income tracking, security, and tax ready financials. Learn more about Stessa
Explore various Stessa features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Stessa Features- Budgeting & Forecasting
- Expense Management
- Rent Tracking
- For Real Estate
- Receipt Management
- Property Management
- Vacancy Tracking
- Performance Metrics
Stessa Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
HedgeGuard is a investment portfolio management software
HedgeGuard is a portfolio management software designed for asset managers. It offers a front to back software solution, HedgeGround features reporting capabilities, position keeping technology alongside order management, compliance management, and risk management tools. Learn more about HedgeGuard
Explore various HedgeGuard features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all HedgeGuard Features- Fund Management
- Compliance Management
- Bonds / Stocks
- Risk Management
- Performance Metrics
- P&L Calculation
- Commodity Futures
- Performance Analysis
HedgeGuard Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Carta for Investors is a investment portfolio management software
Carta for Investors is a leading investment management software designed to serve SME’s and enterprise. Carta for Investors offers end to end solutions that support accounting management, compliance reporting, fund management, performance metrics at one place. Learn more about Carta
Explore various Carta features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Carta Features- Accounting Management
- Performance Metrics
- Compliance Management
- Compliance Reporting
- Fund Management
- Risk Management
Carta Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
FundPortal is a leading personal investment management software
FundPortal is a cloud-based file sharing, analytics, and marketing solution which helps hedge fund managers, placement agencies, and third party marketers manage investment campaigns and client engagement to facilitate lead conversions. Learn more about FundPortal
Explore various FundPortal features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all FundPortal Features- Performance Analysis
- Portfolio Analysis
- Investor Reporting
- For Investment Advisors
- Client Portal
- Compliance Management
- Compliance Reporting
- Benchmarking
FundPortal Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Macroaxis is a investment portfolio management software
Macroaxis is an early based startup company based out of San Francisco Bay Area. The company specializes in providing software solutions for the financial services sector, facilitating the rapid distribution of financial analytics to large audiences. Learn more about Macroaxis
Explore various Macroaxis features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Macroaxis Features- Project Comparison
- Time & Expense Tracking
- Resource Allocation
- Planning Tools
- Task Management
- Dashboard
- Task Planning
- Time Tracking by Project
Pricing
Silver
$ 20
Per Month
Gold
$ 80
Per Month
Macroaxis Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
TeamWox is a fully featured investment software
TeamWox Groupware is an application designed for organizing group work in different companies. The system will even help the clients to optimize business processors, which makes them more speed and transparent decision making based on accurate and complete information. Learn more about TeamWox
Explore various TeamWox features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all TeamWox Features- Client Management
- File Type Conversion
- Discussion Boards
- Calendar Management
- Performance Metrics
- Document Archiving
- Document Management
- Brainstorming
TeamWox Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Prospero 365 is an extensive investment portfolio management software
Prospero 365 suite of solutions is fitted to the needs of the specific segments of the financial services industry: Asset Management, Wealth Management, Family offices. It covers all the financial, transactional, processing, and reporting needs from the front office to the middle and back-office areas. Learn more about Prospero 365
Explore various Prospero 365 features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Prospero 365 Features- Knowledge Base
- Asset Allocation
- Asset Management
- Reporting
- Asset Budgeting
- Document Management
- Disposal Management
- Incident Management
Prospero 365 Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Category Champions | 2024
Power of Simplicity
TallyPrime is India’s leading business management software for GST, accounting, inventory, banking, and payroll. TallyPrime is affordable and is one of the most popular business management software, used by nearly 20 lakh businesses worldwide. Read TallyPrime Reviews
Explore various TallyPrime features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all TallyPrime Features- Budgeting & Forecasting
- Job Work
- Sales Management
- Multi Location
- Bank Reconciliation
- Production Management
- Invoice
- MIS Reporting Capabilities
TallyPrime Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Truequity is a fully featured investment management software
The Truequity software suite is SaaS software. Truequity is equity management software and includes features such as cap table management, document storage, financial modeling, options management, participant portal, private equity, valuation management, and vesting management. Learn more about Truequity
Explore various Truequity features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Truequity Features- Document Storage
- Options Management
- Valuation Management
- Private Equity
- Participant Portal
- Cap Table Management
- Financial Modeling
- Vesting Management
Truequity Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
FinFolio is an extensive wealth investment software
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, order management, portfolio rebalancing, billing & Client, contact management portals on a single platform. This tool can easily integrate with most of the products in the wealth management space. Learn more about FinFolio
Explore various FinFolio features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all FinFolio Features- Client Portal
- Client Management
- Portfolio Accounting
- Order Management
- Billing & Invoicing
- Performance Metrics
- For Investment Advisors
- Bonds / Stocks
FinFolio Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
FactSet is an investment portfolio management software
FactSet is a leading investment management software designed to serve startups and SME’s. It offers end to end solution designed for web applications. This online investment management system offers data import/export, for investment advisors, modeling & simulation, performance metrics, and risk management at one place. Learn more about FactSet
Explore various FactSet features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all FactSet Features- Bonds / Stocks
- Compliance Reporting
- For Investment Advisors
- Accounting Management
- Modeling & Simulation
- Risk Management
- Data Import / Export
- Benchmarking
FactSet Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
PackHedge is a leading investment portfolio management software
PackHedge is an extensive investment management software designed to serve agencies, startups, and SME’s. It offers end to end solutions designed for web applications. This tool offers contact management, stocks, investor reporting, client management, benchmarking at one place. Learn more about PackHedge
Explore various PackHedge features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all PackHedge Features- Real Estate
- Fund Management
- Portfolio Rebalancing
- Bonds / Stocks
- Data Import / Export
- Benchmarking
- Performance Metrics
- P&L Calculation
PackHedge Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Category Champions | 2024
Portfolio Management Solution
MProfit is India’s leading portfolio management solution catering to investors, wealth managers, family offices, brokers, and chartered accountants. Read MProfit Reviews
Explore various MProfit features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all MProfit Features- Portfolio Management
- Asset Allocation
- Tax Management
- For Investment Advisors
- For Investors & Traders
- Asset Management
- For Investors
Pricing
MProfit Free
$ 0
Free to get started
MProfit Lite
$ 33
Everything in Free, and...
MProfit Plus
$ 83
Everything in Lite, and...
MProfit Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Contenders | 2024
Software by Sage
Sage offers a complete desktop accounting software that helps you spend less time managing your accounts and more time developing your business. With its easy to use interface, Sage 50cloud Accounting has aided small businesses and entrepreneurs to operate efficiently and effectively. Special Offer: 40% off Sage 50cloud annual subscriptions | Coupon Code: D-1929-0020. Read Sage 50cloud Reviews
Explore various Sage 50cloud features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Sage 50cloud Features- Nonprofits
- Purchase Orders
- Revenue Recognition
- Accounts payable
- Recurring/Subscription Billing
- Online invoicing
- Billing Portal
- CPA Firms
Pricing
Pro Accounting
$ 51
Per Month
Premium Accounting
$ 78
Per Month
Quantum Accounting
$ 198
Per Month
Sage 50cloud Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Contenders | 2024
The Most Powerful Bitcoin Investment Script
Use our very powerful Bitcoin HYIP script to launch your investment website instantly. Our script fits perfectly with different screens using the latest technologies and advanced features. Read KIR HYIP Script Reviews
Explore various KIR HYIP Script features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all KIR HYIP Script Features- Accounting Management
- Referral Tracking
- Chat/Messaging
- SEO Management
- Analytical Reporting
- Real Time Editing
- Risk Assessment
- Client Management
Pricing
Prime
$ 149
Liftetime License
Essential
$ 299
One Time Payment/Single user
Enterprise
$ 699
One Time Payment/Single User
KIR HYIP Script Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
A Software for Indian Investing Community
i-Record is a Complete Solution to Share Accounting and Portfolio Management used by Investors, traders, corporates, CA & Family offices, Consultants etc. to manage multiple Asset Categories such as Stocks, Commodities, MF, Bonds and Others. Read iRecord Portfolio Management & Accounting Reviews
Explore various iRecord Portfolio Management & Accounting features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
- Portfolio Accounting
- Accounting
- Investor Accounting
- Import & Export Data
- Tax Management
- Financial Management
- Bank Reconciliation
- Portfolio Management
Pricing
Single User
$ 241
Onetime (+AMC/Yr)
Multi-User
$ 523
Onetime (+AMC/Yr)
iRecord Portfolio Management & Accounting Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
FAQs
Investment management software helps manage and track investments such as stocks, futures, options, and bonds, audit compliance, and optimize portfolio performance.
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