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.
Cowrywise is a financial technology company digitizing the investment management industry in Africa and democratizing access to savings and investment products for the growing population of underserved African middle class and millennials. With over 200,000 users, we are… Learn more about Cowrywise.
Craft Silicon is a proudly Kenyan software house that provides software solutions for core Banking, Micro Finance, switching and electronic payments. We serve more than 200 finance spanning across more than 30 countries across 4 continents. Our software products are available… Learn more about Craft Silicon.
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services… Learn more about Croesus.
Crosslink, founded in 1989, is a premier early-stage venture capital firm with over $1.3B in assets. Crosslink partners with founders that are market disrupters and category creators, typically at the Seed-Series A stage, across highly dynamic enterprise and consumer… Learn more about Crosslink Capital.
The transformation of Danel Capital into Danelfin represents a significant leap in the world of stock analytics and financial technology. This evolution is driven by the integration of cutting-edge artificial intelligence and a reimagined user experience, and it encompasses… Learn more about Danelfin.
DiligenceVault is the first 2-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors… Learn more about DiligenceVault.
Diligend provides software solutions dedicated to the Due Diligence and monitoring of Asset and Fund Managers. Diligend offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: Digitized Due Diligence Questionnaires… Learn more about Diligend.
Dion Global Solutions is a leading technology solution provider, partnering with global banking and financial institutions to optimise the processing of business operations and transform their customer experience. With over three decades of experience in building creative… Learn more about Dion Global Solutions Ltd.
Domos is part of SimCorp. We provide SaaS solutions dedicated to Alternative Investment Funds: Private Equity, Private Debt, Real-Estate, Infrastructure & Funds of Funds. Connecting technology with the Alternative Investment Funds industry, we turn data management into… Learn more about Domos by SimCorp.
Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions. … Learn more about Envision Financial Systems.