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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List of 20 Best Investment Management Software

Showing 1 - 20 of 138 products

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

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

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

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

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

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

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

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

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

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

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

Category Champions | 2024

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

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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

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

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

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

Category Champions | 2024

MProfit is India’s leading portfolio management solution catering to investors, wealth managers, family offices, brokers, and chartered accountants.  Read MProfit Reviews

Contenders | 2024

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

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

Emergents | 2024

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


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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Last Updated: January 02, 2024