Platforms for managing investment portfolios with performance tracking, risk analysis, and rebalancing.
Asana is a work management platform that helps teams orchestrate projects, processes, and goals in one place. It offers multiple project views including lists, boards, timelines, and portfol...
Portfolio management and shadow accounting for hedge funds.
Portfolio management and LP reporting for VCs.
Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.
Stock research and screener for Indian investors.
European SaaS platform for treasury, debt and risk management used by corporates, governments and cooperative groups.
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Investment management system with OMS and portfolio tools.
AI platform for investment professionals to research and analyze alternative assets
Risk analytics and portfolio management software for institutional asset managers.
Venture fund forecasting and portfolio construction.
Dotmatics is a scientific informatics platform (now owned by Siemens) that provides ELN, LIMS, data visualization, biological registration, and statistical analysis tools. Its portfolio incl...
Real estate investment management software for fund managers covering accounting, investor reporting, and waterfall calculations.
Portfolio emissions management platform for private market investors tracking financed Scope 3 emissions.
AI investment management platform for independent financial advisors.
Investment risk management platform providing risk analytics and reporting for hedge funds and allocators.
AI investment research platform that analyzes markets for PMs.
Opportunity zone investment management and reporting.
Buildium is a property management platform for residential property managers handling tenant screening, rent collection, accounting, and maintenance requests.
UK wealth management platform offering modular digital tools for asset managers and private banks.
Investment reporting for asset managers (FactSet).
Portfolio management platform for VCs (formerly Quaestor) with automated data collection from startups.
Investment management software for private equity, credit, and alternatives.
Cloud OMS and portfolio management for asset managers.
Investment reporting and RFP automation for asset managers.
Portfolio company intelligence for VCs.
Nigerian savings and investment platform offering consumers disciplined savings products and business APIs for fintechs.
Cerner (now Oracle Health) provides electronic health records and health IT solutions for hospitals, clinics, and health systems worldwide.
Adeaca (now branded PlanAutomate EPM) provides Project Business Automation, an enterprise project-management extension built on Microsoft Dynamics 365 Finance and Supply Chain. It unifies pr...
Investment analytics platform for institutional investors with portfolio and risk management.
Family office and fund partnership accounting.
Celoxis is an enterprise project portfolio management (PPM) platform for planning projects, managing resources, tracking timesheets, and reporting via BI dashboards and advanced analytics. I...
Structured products and commercial real estate portfolio management platform for institutional investors.
Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.
Portfolio monitoring for LPs in private capital.
Wealth management technology platform for financial advisors with portfolio accounting.
Financial data and analytics platform for investors providing dashboards, charting, and research tools.
AppFolio is a cloud-based property management platform for residential, commercial, and community association management with AI-powered features.
Asset investment planning and management software for utilities, transportation, and energy companies.
Portfolio intelligence and reporting for VC funds.
Deal flow, portfolio and CRM for venture investors.
Bubble PPM is a cloud-based enterprise project and portfolio management platform that provides a single source of truth for fact-based investment decisions. It offers project selection and p...
Advisor portfolio management and reporting platform.
Portfolio management and CRM platform for advisors.
CRM and investor relations software for asset managers.
Vacation rental investing and portfolio management platform.
German brokerage API for fintechs and investment apps.
Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.
Broadcom Clarity (formerly CA Clarity PPM) is enterprise project and portfolio management software for planning, funding, resourcing, and tracking investments across strategic and digital po...
Cryptocurrency portfolio tracker and tax software for traders with exchange integrations.
Archibus is an integrated workplace management system providing space management, real estate portfolio optimization, and facilities maintenance for large organizations.
Cora PPM is an enterprise project and portfolio management platform from Cora Systems used by large organizations and government agencies to plan, govern and track capital and strategic proj...
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Private markets portfolio monitoring for GPs and LPs.
Tech-enabled property management and investment platform for single-family rental homes.
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Changepoint by Planview is a professional-services automation (PSA) and project-portfolio management platform for services-first businesses. It streamlines quote-to-cash, tracks the operatio...
Private markets data and analytics provider (now MSCI) for institutional investors.
Investment portfolio tracking platform for retail and semi-professional investors with real-time data.
AI-powered performance analytics platform for wind and solar investors and operators worldwide.