Indata
Investment Management Software
Investment management software for asset managers with portfolio management, trading, and compliance.
Wealth ManagementCompliance Management
Alternatives to Talos Trading
- 1Investment Management Software, Portfolio Management
- 2Investment Management Software
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 - 3Investment 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 - 4Investment 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 - 5Investment 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 - 6Investment 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 - 7Investment Management Software
Dasseti
Investment Management Software
Investment management platform providing due diligence, ESG, and ODD workflow automation for allocators.
SOC 2ISO 27001GDPRRAG PlatformsKYC and Customer Due Diligence - 8Investment Management Software
Snowball Analytics
Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Free planFree trialTiered plansWealth ManagementInvestment Management SoftwarePrice$9.99+ / month
- 9Investment 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 - 10Investment Management Software
Fundpeak
Investment Management Software
Topsheets automates the creation, management and distribution of branded, multilingual fund factsheets.
Free planFree trialTiered plansInvestment Research PlatformsInvestment Portfolio Management
