Platforms for managing investment portfolios, trading, and reporting for asset managers.
Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Price$9.99+ / month
Starting price: below the category median.Investment Management Software
Investment management system with OMS and portfolio tools.
Price$1,066.67+ / month
Starting price: above the category median.Compliance Automation
Compliance automation for registered investment advisors and wealth management firms.
Price$4.85+ / month
Price position: below this category's displayed range.
Investment Management Software
Family office general ledger and performance reporting.
Price$2,500+ / month
Price position: above this category's displayed range.
Real Estate Investment Software
Real estate investment management platform for GPs with investor portal, CRM, fund administration, and reporting.
Price$749+ / month
Starting price: at the category median.
Financial Planning for Startups
AI-powered financial planning tool for small businesses that automatically generates financial projections from accounting data.
Price$19 / month
Price position: below the category median.
Investment Management Software
CRM and investor relations software for asset managers.
Price$150+ / seat / month
Starting price: below the category median.
Investment Management Software
Juniper Square provides investment management software for real estate GPs with fundraising, investor relations, and fund administration.
Price$1,500+ / month
Starting price: above the category median.ESG Analytics
AI-driven ESG and temperature score platform that scores public companies on Global Compact principles.
Price$2,083.33+ / month
Starting price: above the category median.
Investment Management Software
Topsheets automates the creation, management and distribution of branded, multilingual fund factsheets.
Treasury Management Platforms
Treasury and liquidity management platform for hedge funds, asset managers, and private markets.
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Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Investment Research Platforms
AI platform for investment professionals to research and analyze alternative assets
Investment Management Software
Asset management technology and credit solutions.
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Real Estate Investment Software
Real estate investment management software for fund managers covering accounting, investor reporting, and waterfall calculations.
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Investment Management Software
Investment management platform by State Street providing OMS, compliance, and risk for asset managers.
Investment Management Software
Fund administration technology.
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Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
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