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.
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Most Popular Investment Management Software
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List of 20 Best Investment Management Software
Software by Refresh.me, Inc
Product Description
Refresh.me is your go-to platform for managing and organizing your finances effortlessly. It connects to thousands of banks and financial institutions, giving you a complete picture of your money in one place. You can track spending, monitor investments, and stay on top of your credit... Read More About Refresh.me
Refresh.me Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customizable Reports
- User Permissions
- Spending Insights
- Receipt Scanning
- Net Worth Calculation
- Cloud Backup
- Bank Synchronization
- Multi Currency Support
- View all Features
Category Champions | 2025
MProfit for Accounting is a investment portfolio management software
Product Description
MProfit is a leading personal investment management software. It offers a secure, scalable, user-friendly tool for businesses. MProfits user interface is simple to understand and use. Its accounting module is easier and less complex than other accounting packages. Read More About MProfit for Accounting
MProfit for Accounting Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Multi Asset Support
- Capital Gains Calculation
- User Access Control
- Client Management
- Performance Metrics
- Customizable Reports
- Alerts And Notifications
- Automatic Data Import
- View all Features
MProfit Investor
Free
2 Portfolios
MProfit Investor+
$ 42
(+ taxes) Per Year
MProfit Pro
$ 69
(+ taxes) Per Year
MProfit Advisor
$ 104
Per Year
MProfit for Accounting Features and Usability-Based User Satisfaction Score
emX is a personal investment management software
Product Description
emX is a leading investment management software designed to serve SMEs and enterprises. emX offers end-to-end solutions designed for web applications. This online investment management system offers bonds, a client portal, benchmarking, modeling & simulation, and performance metrics all in one place. Read More About emX
emX Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Mobile Access
- Cash Flow Forecasting
- Data Integration
- Asset Allocation
- Esg Integration
- Fee Management
- Performance Analytics
- Portfolio Management
- View all Features
StockMarketEye is a personal investment management software
Product Description
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. Read More About StockMarketEye
StockMarketEye Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Data Export
- Brokerage Import
- Manual Transactions
- Technical Indicators
- User Permissions
- Tax Reporting
- Watchlists
- Price Alerts
- View all Features
Stessa is a real estate investment management software
Product Description
Stessa is a web-based investment software for property investors to monitor, manage, and communicate the performance of real estate portfolios. The software helps real estate professionals with reporting dashboards, expense and income tracking, security, and tax-ready financials. Read More About Stessa
Stessa Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Income Tracking
- Integration With Other Software
- Customizable Categories
- Real Time Data Sync
- Expense Tracking
- Receipt Scanning
- Document Storage
- User Permissions
- View all Features
Emergents | 2025
HedgeGuard is a investment portfolio management software
Product Description
HedgeGuard is a portfolio management software designed for asset managers. It offers a front-to-back software solution. HedgeGuard features reporting capabilities, position-keeping technology, alongside order management, compliance management, and risk management tools. Read More About HedgeGuard
HedgeGuard Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Regulatory Reporting
- Risk Management
- Multi Asset Class Support
- Order Management
- Portfolio Management
- Performance Analytics
- Mobile Access
- Scenario Analysis
- View all Features
HedgeGuard Features and Usability-Based User Satisfaction Score
Carta for Investors is a investment portfolio management software
Product Description
Carta for Investors is a leading investment management software designed to serve SMEs and enterprises. Carta for Investors offers end-to-end solutions that support accounting management, compliance reporting, fund management, and performance metrics in one place. Read More About Carta
Carta Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Compliance Management
- Reporting And Analytics
- Stakeholder Management
- Cap Table Management
- Fund Administration
- Board Management
- 409a Valuations
- Document Storage
- View all Features
FundPortal is a leading personal investment management software
Product Description
FundPortal is a cloud-based file sharing, analytics, and marketing solution that helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement to facilitate lead conversions. Read More About FundPortal
FundPortal Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Tax Optimization
- Esg Reporting
- Cash Flow Forecasting
- Api Integration
- Fee Billing
- Scenario Analysis
- Data Aggregation
- Investor Portal
- View all Features
Emergents | 2025
Macroaxis is a investment portfolio management software
Product Description
Macroaxis is an early-stage startup company based out of the 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. Read More About Macroaxis
Macroaxis Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Stress Testing
- Asset Allocation
- Risk Analysis
- Portfolio Optimization
- Tax Efficiency
- Integration With Brokers
- Performance Reporting
- Backtesting
- View all Features
Silver
$ 20
Per Month
Gold
$ 80
Per Month
Macroaxis Features and Usability-Based User Satisfaction Score
TeamWox is a fully featured investment software
Product Description
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. Read More About TeamWox
TeamWox Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Storage
- Document Archiving
- Audit Trail
- File Sharing
- E Signature Support
- Mobile Access
- Document Check In/check Out
- Reporting And Analytics
- View all Features
Prospero 365 is an extensive investment portfolio management software
Product Description
Prospero 365 suite of solutions is fitted to the needs of specific segments of the financial services industry: Asset Management, Wealth Management, and Family Offices. It covers all the financial, transactional, processing, and reporting needs from the front office to the middle and back-office areas. Read More About Prospero 365
Prospero 365 Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Vendor Management
- Integration With Erp Systems
- User Permissions And Roles
- Check In/check Out
- Lifecycle Management
- Alerts And Notifications
- Barcode Scanning
- Financial Management
- View all Features
Category Champions | 2025
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Product Description
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 More About TallyPrime
TallyPrime Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Manufacturing And Bom
- Mis Reports
- Banking
- Inventory Management
- Multi User Access
- Order Processing
- Cost Centre And Cost Category
- Invoicing And Billing
- View all Features
TallyPrime Silver
$ 313
Full License for Single User
TallyPrime Silver Monthly Subscription
$ 10
Monthly License / Single User
TallyPrime Gold Monthly Subscription
$ 31
Full Monthly License for Multi-User (Easy Renewal)
TallyPrime Features and Usability-Based User Satisfaction Score
Truequity is a fully featured investment management software
Product Description
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. Read More About Truequity
Truequity Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Management
- Exit Modeling
- Tax Reporting
- Compliance Tracking
- Audit Trails
- 409a Valuations
- Employee Portal
- Option Expensing
- View all Features
FinFolio is an extensive wealth investment software
Product Description
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, order management, portfolio rebalancing, billing, and client contact management portals are all on a single platform. This tool can easily integrate with most of the products in the wealth management space. Read More About FinFolio
FinFolio Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Management
- Billing And Invoicing
- Mobile Access
- Portfolio Management
- Risk Management
- Data Aggregation
- Performance Reporting
- Tax Management
- View all Features
FactSet is an investment portfolio management software
Product Description
FactSet is a leading investment management software designed to serve startups and SMEs. It offers an 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 in one place. Read More About FactSet
FactSet Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Market Data
- Equity Analytics
- Liquidity Analysis
- Client Reporting
- Multi Asset Class Support
- Research Management
- Esg Integration
- Compliance Monitoring
- View all Features
PackHedge is a leading investment portfolio management software
Product Description
PackHedge is an extensive investment management software designed to serve agencies, startups, and SMEs. It offers end-to-end solutions designed for web applications. This tool offers contact management, stocks, investor reporting, client management, and benchmarking in one place. Read More About PackHedge
PackHedge Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Exposure Analysis
- Multi Currency Support
- Scenario Analysis
- Benchmarking
- Data Import/export
- Investor Reporting
- Customizable Dashboards
- Data Aggregation
- View all Features
Category Champions | 2025
Product Description
Simplify your investment tracking and eliminate manual data entry with MProfits seamless portfolio management software. Read More About MProfit
MProfit Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Gold And Silver Management
- Customer Support
- Data Import And Export
- Tax Reporting
- Insurance Management
- Portfolio Management
- Income And Expense Tracking
- Customizable Reports
- View all Features
MProfit Lite
$ 33
Per Month
MProfit Plus
$ 83
Per Month
MProfit HNI
$ 250
Per Month
MProfit Features and Usability-Based User Satisfaction Score
Category Champions | 2025
The Most Powerful Bitcoin Investment Script
Product Description
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 More About KIR HYIP Script
KIR HYIP Script Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Investment Plans
- User Dashboard
- Reports And Analytics
- Referral Program
- Transaction History
- Profit Calculator
- Backup And Restore
- Multi Currency Support
- View all Features
Prime
$ 149
Liftetime License
Essential
$ 299
One Time Payment/Single user
Enterprise
$ 699
One Time Payment/Single User
KIR HYIP Script Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
Sage offers 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 in operating efficiently and effectively. Special Offer: 40% off Sage 50cloud... Read More About Sage 50cloud
Sage 50cloud Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Fixed Asset Management
- Job Costing
- Financial Reporting
- Invoicing
- Integration With Microsoft 365
- Tax Management
- Bank Reconciliation
- Expense Tracking
- View all Features
Pro Accounting
$ 51
Per Month
Premium Accounting
$ 78
Per Month
Quantum Accounting
$ 198
Per Month
Sage 50cloud Features and Usability-Based User Satisfaction Score
Contenders | 2025
One platform to automate end-to-end customer journ
Product Description
Creatio is a global vendor of a no-code platform built for large organizations to streamline workflows and CRM. With unlimited customization, scalable solutions, and ready-to-use tools, Creatio empowers enterprises to own their automation with ease. Read More About Creatio
Creatio Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Lead Management
- Mobile CRM
- Email Marketing
- Knowledge Management
- Contact Management
- Social Media Integration
- Integration Capabilities
- Field Sales Management
- View all Features
Creatio Features and Usability-Based User Satisfaction Score
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What is investment Management Software?
Investment management software helps manage and track investments such as stocks, futures, options, and bonds, audit compliance, and optimize portfolio performance.