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Investment Management Software

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

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 is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a... 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

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

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

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