Investment Management Software
Managing a portfolio across stocks, bonds, real estate, or alternative assets used to mean spreadsheets, manual price updates, and a foggy picture of where your money actually sat. Investment management software pulls your holdings from multiple accounts into one view, tracking performance against benchmarks, calculating gains and losses as positions move, and showing you the real allocation of your portfolio versus your target mix. The real payoff comes when you can spot drift (that tech position is now 40% of your portfolio, not 20%), rebalance with confidence, and understand the tax implications before you trade. Whether you're managing client money, a personal nest egg, or a mix of both, you're working from actual numbers instead of guesses. If you are after something more specific, have a look at our Financial Planning Software or Trading Software categories.
Butterwire's AI equity analyst boosts analyst and PM productivity by providing distilled insights from our combined fundamental, macro, quant and technical analysis platform. The key features of the platform: * Explorer supports advanced stock selection and triage. Quickly… Learn more about Butterwire.
Fundamental equity analysts, portfolio managers, heads of research and CIO's. Learn more about Calibre Financial Technology.
Canalyst is an equity analysis platform specifically aimed at helping CIOs, PMs, and Directors of Research get more from their teams. More time, more coverage, and ultimately, more confidence in your investment decisions. Our library of 4000+ equity models spans the S&P 500… Learn more about Canalyst.
Equity management and Investor relations solution for fast-growth companies. Learn more about Capboard.
Capco is a global management consultancy with a focus in financial services including banking and payments, capital markets, wealth and asset management, and insurance, plus a dedicated energy division. We combine innovative thinking with unrivalled industry knowledge to… Learn more about Capco.
Clearco is a suite of performance financing products & services tailor-made to help founders win. A pay-as-you-grow pioneer and the world’s largest ecommerce investor, our mission is to remove the barriers between brilliant ideas, and brilliant businesses. Clearco has invested… Learn more about Clearco.
Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets… Learn more about Clearwater Analytics.
Founded in 2022 CoinTrack AI is a secure crypto portfolio tracking tool with innovative solutions. Users can connect their crypto portfolios in a few minutes and keep track of all crypto they have from one place. The system makes it possible by getting read-only permissions… Learn more about CoinTrack AI.
Complex Interests is software used in the stewardship of complex family wealth. Many families with significant private wealth maintain complex legal and financial relationships on account of: -> direct investments in operating companies and real estate entities -> elaborate… Learn more about Complex Interests.
Compoundeer.com is a powerful, web-based platform for investors, providing tools to streamline business valuation, portfolio management, and equity research. It’s the go-to resource for building deep, data-driven insights on U.S. public companies. Core Features and Benefits … Learn more about Compoundeer.com.