Alternatives to Upvest

10 alternatives

1Investment Management SoftwareSelect FA Solutions for evaluation
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
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2Investment Management SoftwareSelect FINBOURNE LUSID for evaluation
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
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3Investment Management SoftwareSelect Indata for evaluation
Indata
Investment Management Software
Investment management software for asset managers with portfolio management, trading, and compliance.
Wealth ManagementCompliance Management
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4Investment Management SoftwareSelect Charles River IMS for evaluation
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
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5Investment Management SoftwareSelect Dasseti for evaluation
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
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6Investment Management SoftwareSelect AltExchange for evaluation
AltExchange
Investment Management Software
Alternative investment platform connecting advisors to fund data and reporting for private investments.
Free planFree trialTiered plansRAG PlatformsFinancial Data Aggregation
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7Investment Management SoftwareSelect Juniper Square for evaluation
Juniper Square
Investment Management Software
Juniper Square provides investment management software for real estate GPs with fundraising, investor relations, and fund administration.
Fund AccountingCommercial Real Estate Software
Price$1,500+ / month
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8Investment Management SoftwareSelect Camelot AI for evaluation
Camelot AI
Investment Research Platforms
AI platform for investment professionals to research and analyze alternative assets
Investment Management SoftwareInvestment Portfolio Management
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9Investment Management SoftwareSelect iCapital for evaluation
iCapital
Wealth Management Platforms
Alternative investment platform providing technology for advisors to access private markets products.
Investment performance reportingDigital document management and signing
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10Investment Management SoftwareSelect Rumble Fund for evaluation
Rumble Fund
Compliance Automation
Compliance automation for registered investment advisors and wealth management firms.
Free planUsage-basedBanking SoftwareWealth Management
Price$4.85+ / month
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