Platforms for managing investment portfolios, trading, and reporting for asset managers.
ESG Analytics
AI-driven ESG and temperature score platform that scores public companies on Global Compact principles.
Price position$2,084+ / month
Starting price: above the category median.Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Price position$10+ / month
Starting price: below the category median.Investment Management Software
Investment management system with OMS and portfolio tools.
Price position$1,067+ / month
Starting price: above the category median.Compliance Automation
Compliance automation for registered investment advisors and wealth management firms.
Price position$5+ / month
Starting price: below the category median.Investment Management Software
Family office general ledger and performance reporting.
Price position$2,500+ / month
Price position: above this category's displayed range.Software
Real estate investment management platform for GPs with investor portal, CRM, fund administration, and reporting.
Price position$749+ / month
Starting price: at the category median.Investment Management Software
CRM and investor relations software for asset managers.
Price position$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 position$1,500+ / month
Starting price: above the category median.Business Intelligence (BI)
Culture Amp is an employee experience platform that combines engagement surveys, performance management, and people analytics to help organizations improve retention, performance, and workpl...
Price position$5 / employee / month
Price position: below the category median.Treasury Management Platforms
Treasury and liquidity management platform for hedge funds, asset managers, and private markets.
PricingContact sales
Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
PricingPricing unavailable
Software
AI platform for investment professionals to research and analyze alternative assets
PricingPricing unavailable
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.
PricingPricing unavailable
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.
PricingContact sales
Software
AI investment management platform for independent financial advisors.
PricingContact sales
