Charles River IMS
Investment Management Software
Investment management platform by State Street providing OMS, compliance, and risk for asset managers.
Compliance & Risk ManagementImprove Compliance Posture
Alternatives to Indata
- 1Investment Management Software
- 2Investment Management Software, Portfolio Management
FA Solutions
Investment Management Software
Wealth management software for investment managers with portfolio management and performance analytics.
Cloud native investment operations platformPortfolio management and analyticsCompliance and regulatory automation - 3Investment Management Software, Portfolio Management
FINBOURNE LUSID
Investment Management Software
Investment data management platform providing cloud-native investment operations for asset managers.
Unified investment data platform consolidating front to back operationsReal time data integration and synchronizationFund accounting and transfer agency services - 4Investment Management Software, Portfolio Management
Talos Trading
Investment Management Software
Institutional digital asset trading platform providing execution, OMS, and portfolio management across venues.
AI InfrastructurePortfolio Management - 5Investment Management Software, Wealth Management
Rumble Fund
Compliance Automation
Compliance automation for registered investment advisors and wealth management firms.
Free planUsage-basedBanking SoftwareWealth ManagementPrice$4.85+ / month
- 6Wealth Management
FinMason
Financial Analytics
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
White labeled portfolio visualization and reportingCloud native investment data management platform - 7Investment Management Software, Portfolio Management
SigFig Wealth Management
Investment Management Software
B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.
Tax efficient portfolio managementPortfolio goal trackingIntelligent portfolio optimization - 8Investment Management Software
Hazeltree
Treasury Management Platforms
Treasury and liquidity management platform for hedge funds, asset managers, and private markets.
Consolidated cash managementLiquidity forecasting and modelingPrime broker margin replication - 9Investment Management Software
AppFolio Investment Management
Investment Management Software
Investment management software for real estate fund managers with investor portals and capital raise tools.
Free trialReal Estate Portfolio ManagementProperty Management - 10Investment Management Software
AltExchange
Investment Management Software
Alternative investment platform connecting advisors to fund data and reporting for private investments.
Free planFree trialTiered plansRAG PlatformsFinancial Data Aggregation
