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Here's our list of apps for Investment Management Software. Filters help you narrow down the results to find exactly what you’re looking for.
MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more
Read more about MRI Software
Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.
Read more about Mint
Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform.
Read more about Foundersuite
StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes.
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IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.
Read more about RealPage IMS
Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more.
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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.
Read more about HiddenLevers
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
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Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.
Read more about Social Security Timing
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR
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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades...
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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets
Read more about Plaid
Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.
Read more about Exirio
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.
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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.
Read more about Ledgy
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more
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Tyke is a cloud-based platform that lets investors and startup founders invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard. Teams can easily track funds and manage deal flows.
Read more about Tyke
One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.
Read more about Rundit
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.
Read more about Diligent Equity
SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects.
Read more about SourceScrub
Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.
Read more about Vantage Software
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.
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Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
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We help real estate firms grow their business faster and automate back-office operations. The investment management platform includes fintech and proptech elements that support the most complex financial structures and waterfalls, like a CRM, Investor portal, fundraising tool, and more
Read more about Agora
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.
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WealthBlock provides a white-label platform that helps businesses integrate essential capital raising tools (CRM, cap table management, data room, e-signature, fund admin, investor verification, etc.) in an all-in-one solution to 10x fundraising productivity.
Read more about WealthBlock
Capboard is the tool to keep your cap table up to date, have all documents in one place, simulate funding rounds and exits, and more. It enables users to manage relationships with investors and employees, share and store monthly updates, fundraising documents, decks, and due diligence paperwork.
Read more about Capboard
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.
Read more about Active Trader Pro
Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.
Read more about Mosaic
ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.
Read more about ARGUS Enterprise
Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.
Read more about Lendstream
U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments.
Read more about U-Rite
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing...
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Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest...
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Yardi Investment Manager is an all-in-one solution for managing investor relations, automating the subscription agreement process and increasing visibility into detailed investment and property metrics via a branded portal.
Read more about Yardi Investment Manager
Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings...
Read more about Investor Deal Room
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