Investment Management Software

VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment... Learn more

FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity,... Learn more

Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS provider, we aim to transform how financial professionals manage their most challenging aspect - cash flows -... Learn more

Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear... Learn more

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service),... Learn more

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... Learn more

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead... Learn more

Stessa is the #1 real estate app for landlords, based on App Store downloads and ratings. We’ve been helping rental property owners and operators eliminate the busywork and maximize returns since 2016. Free yourself from the... Learn more

Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless. Vestd is... Learn more

The WOWS Investment Portal is a comprehensive platform designed to connect startups, SMEs, and investors. It simplifies capital raises, financing options, and secondary transactions to provide early liquidity. Companies can... Learn more

SeedLegals is an online platform for founders and investors. It helps create free page to share a deck, company info and fundraising details with investors in one URL. SeedLegals members can see who's viewed their page, and store... Learn more

MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows... Learn more

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request... Learn more

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to... Learn more

•Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and... Learn more

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from... Learn more

HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory... Learn more

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture... Learn more

Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. In order to use Social Security Timing,... Learn more

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate... Learn more

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage... Learn more

ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios. The solution connects to various exchanges and takes into... Learn more

Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform. Learn more

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting and deep analysis. With Mosaic, you can easily consolidate data from ERP, CRM, HRIS, and Billing systems to provide a single source of truth across... Learn more

Dynamo is an investment management software for end-to-end solutions. The platform is built with state-of-the-art security features, and a fully adaptable mobile app, with several out of the box and custom integrations and data... Learn more