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description: Page 7 - Discover the best Investment Management Software in New Zealand. Compare top Investment Management Software tools with customer reviews, pricing and free demos.
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title: Page 7 - Best Investment Management Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Investment Management Software

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## Products

1. [Risk Shell](https://www.softwareadvice.co.nz/software/363969/risk-shell) (0 reviews) — Risk Shell is an application hosted on a private dedicated server network, presents an all-in-one platform that inclu...
2. [AlphaSense](https://www.softwareadvice.co.nz/software/400778/alphasense) (0 reviews) — AlphaSense is a market intelligence platform that helps knowledge professionals surface and track insights from milli...
3. [V3locity](https://www.softwareadvice.co.nz/software/296264/v3) (0 reviews) — V3locity is a suite of complementary applications that brings about transformation in businesses, offering complete l...
4. [AllInvestView](https://www.softwareadvice.co.nz/software/431312/allinvestview) (0 reviews) — AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, acc...
5. [EQS IR COCKPIT](https://www.softwareadvice.co.nz/software/446005/eqs-ir-cockpit) (0 reviews) — EQS IR COCKPIT is a cloud-based investor relations (IR) solution specifically developed to combine investor data, con...
6. [Capitally](https://www.softwareadvice.co.nz/software/422906/capitally) (0 reviews) — Designed to cater to DIY investors' needs, Capitally is a cloud-based investment management platform that empowers us...
7. [Stonk Journal](https://www.softwareadvice.co.nz/software/396183/stonk-journal) (0 reviews) — Stonk Journal is a trading journal designed for tracking and analyzing trades across various markets, such as stocks,...
8. [gator](https://www.softwareadvice.co.nz/software/446911/gator) (0 reviews) — Gator is an Open Banking API solution that establishes connections with all French banks and adheres to PSD2 regulati...
9. [Delio](https://www.softwareadvice.co.nz/software/496868/Delio) (0 reviews) — The originate feature allows firms to create, manage, and list internal and external deals, creating a central hub of...
10. [DXmatch](https://www.softwareadvice.co.nz/software/450754/DXmatch) (0 reviews) — DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, der...
11. [Quartr](https://www.softwareadvice.co.nz/software/520976/Quartr-Pro) (0 reviews) — Quartr Pro is a financial research platform designed for desktop use. The platform is trusted by financial analysts, ...
12. [Etops](https://www.softwareadvice.co.nz/software/450306/Etops) (0 reviews) — Etops is a web-based wealth management platform that offers features such as insight generation, reporting, and clien...
13. [Trinety](https://www.softwareadvice.co.nz/software/525537/Trinety) (0 reviews) — Trinety is designed for individual net lease property owners and investors who want a simpler way to manage their inv...
14. [Fundy](https://www.softwareadvice.co.nz/software/525987/Fundy) (0 reviews) — Fundy is a platform designed to simplify capital calls, investor tracking, and reporting for real estate and private ...
15. [WealthERP](https://www.softwareadvice.co.nz/software/526894/WealthERP) (0 reviews) — WealthERP is a financial services platform that lets wealth advisors' access and manage financial products such as mu...
16. [HYIP Script](https://www.softwareadvice.co.nz/software/527737/HYIP-Script) (0 reviews) — HYIP Script is a platform designed to help businesses create and manage investment projects. This script automates ke...
17. [Sydecar](https://www.softwareadvice.co.nz/software/528241/Sydecar) (0 reviews) — Sydecar is a platform that automates the back-office operations, allowing users to focus on making deals and building...
18. [Yardi Investment Accounting](https://www.softwareadvice.co.nz/software/528032/Yardi-Investment-Accounting) (0 reviews) — Yardi Investment Accounting is a software designed to help simplify financial management for real estate investment f...
19. [Wavvest](https://www.softwareadvice.co.nz/software/529989/Wavvest) (0 reviews) — Wavvest is a platform designed for registered investment advisors, offering tools for wealth management and client se...
20. [uTrade Algos](https://www.softwareadvice.co.nz/software/530216/uTrade-Algos) (0 reviews) — uTrade Algos is an algorithmic trading platform designed for traders to create, test, and deploy automated trading st...
21. [WealthForce.ai](https://www.softwareadvice.co.nz/software/530598/WealthForce-ai) (0 reviews) — WealthForce.ai is a cloud-based platform designed for the wealth management sector. It provides financial advisors an...
22. [Smart Capital Center](https://www.softwareadvice.co.nz/software/529738/Smart-Capital-Center) (0 reviews) — Smart Capital Center is an AI-powered platform designed for commercial real estate investment and financing. It suppo...
23. [Moneytree Advise](https://www.softwareadvice.co.nz/software/491222/Moneytree-Plan) (0 reviews) — Moneytree Advise is a financial planning software designed to help busy financial advisors support their clients. The...
24. [Sesame](https://www.softwareadvice.co.nz/software/345615/sesame) (0 reviews) — Landytech are the creators of Sesame, a next-generation, secure and data-centric technology platform that revolutioni...
25. [Enfusion](https://www.softwareadvice.co.nz/software/305447/integrata) (0 reviews) — Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution t...

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## Related Categories

- [Human Resources Software](https://www.softwareadvice.co.nz/directory/4198/hr/software)
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- [Financial CRM Software](https://www.softwareadvice.co.nz/directory/3247/financial/software)
- [Reporting Tools](https://www.softwareadvice.co.nz/directory/4284/reporting-tools/software)
- [Stock Portfolio Management Software](https://www.softwareadvice.co.nz/directory/4259/stock-portfolio-management/software)

## Links

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Content and data types include:\n\n- 10,000+ searchable data sets aggregating broker research, SEC filings, earnings transcripts, regulatory content, private company data, trade journals, and news Wall Street Insights, an exclusive collection of real-time and aftermarket research from global bulge-bracket brokers and boutique firms.\n\n- Centralized access to the market’s leading library of proprietary expert interview transcripts.\n\n- Users can also upload internal reports and data, making it indexable for internal users in the AlphaSense platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0f22917c-b5d6-4d2e-a13e-52b821446f9f.png","url":"https://www.softwareadvice.co.nz/software/400778/alphasense","@type":"ListItem"},{"name":"V3locity","position":3,"description":"V3locity is a suite of complementary applications that brings about transformation in businesses, offering complete life cycle functionality and robust enterprise capabilities. With its modular design, the platform enables flexible and agile deployment strategies, making it easy to access data seamlessly across the organization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/488af9d5-b77f-4e24-9bed-967f7014fdc8.png","url":"https://www.softwareadvice.co.nz/software/296264/v3","@type":"ListItem"},{"name":"AllInvestView","position":4,"description":"AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analytics, and more on a unified platform. Its user-friendly graphs and metrics like historical charts, annual returns, IRR, daily P&L, and others. Users can create as many portfolios and experiment with new ideas or track different strategies separately. \n\nAllInvestView provides a bond calculator that lets users track individual bonds, portfolio duration, coupon details, and more. Team members can view past and upcoming dividends with visually appealing charts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a56de615-1996-4729-84d3-76c8fd03de58.jpeg","url":"https://www.softwareadvice.co.nz/software/431312/allinvestview","@type":"ListItem"},{"name":"EQS IR COCKPIT","position":5,"description":"EQS IR COCKPIT is a cloud-based investor relations (IR) solution specifically developed to combine investor data, contact management, disclosure obligations, and news distribution in a single system. EQS IR COCKPIT allows companies to comply with all of their investor reporting requirements by connecting their financials, management team bios, company news, presentations and important documents with the people who need them most.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6846e937-b91b-4481-a5dd-72d6f25cbd0c.png","url":"https://www.softwareadvice.co.nz/software/446005/eqs-ir-cockpit","@type":"ListItem"},{"name":"Capitally","position":6,"description":"Designed to cater to DIY investors' needs, Capitally is a cloud-based investment management platform that empowers users to track multiple assets ranging from stocks, ETFs, and real estate to digital currencies and unique investments like art, collectibles, and even startups. \n\nWith Capitally, investors can review entire portfolio strategies remotely. With just a glance, every single investment - from stocks and ETFs to real estate, crypto, and unique ones like art, collectibles, and startups - becomes transparent and comprehensible. Capitally’s advanced metrics features help users understand what elements drive investments' movements. It allows users to deep dive into each asset’s performance history, thus providing more control and foresight over investment strategies.\n\nThe software includes client-side encryption. Users can import data from any CSV or copy from a spreadsheet, fully reassured that privacy agreements will be honored and respected.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3081e9a5-bfb1-49b3-8aae-bde4621ce26a.png","url":"https://www.softwareadvice.co.nz/software/422906/capitally","@type":"ListItem"},{"name":"Stonk Journal","position":7,"description":"Stonk Journal is a trading journal designed for tracking and analyzing trades across various markets, such as stocks, options, futures, cryptocurrencies, and forex. This tool is suitable for active traders of all experience levels who wish to monitor their habits, progress, and risk management.\n\nThe journal offers a streamlined entry workflow that easily integrates into a trader's daily routine. Key features of Stonk Journal include swift trade entry, charts for visualizing executions, and actionable statistics and reports. These elements provide insight into individual trading performance, allowing for strategy adjustments.\n\nStonk Journal is customizable, with user settings and defaults that auto-populate for faster data entry. The platform is free to use, without ads or data monetization, providing a comprehensive yet simple journaling experience. By using Stonk Journal, traders can efficiently track and analyze their trades to improve their return on investment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60614aa4-a1b0-4b71-b49a-4e5d51bb8a29.jpeg","url":"https://www.softwareadvice.co.nz/software/396183/stonk-journal","@type":"ListItem"},{"name":"gator","position":8,"description":"Gator is an Open Banking API solution that establishes connections with all French banks and adheres to PSD2 regulations. It provides a single API that integrates seamlessly into various user journeys, synchronizing banking data and qualifying customers instantly.\n\nHighlighting its key features, Gator offers a pay-per-use system, ensuring that customers only pay for the services they utilize. It leverages banking data to gain insights, thereby enhancing customer knowledge. This process aids in improving operational procedures, minimizing risk, and speeding up decision-making.\n\nGator's primary focus is on generating additional revenue. It allows for quick connections to French banks, targeting specific data to create income opportunities promptly. Gator simplifies processes and launches new customer-centric services by harnessing the power of banking data intelligence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/329609a7-dab2-47b7-8a55-7959cbea4ce5.png","url":"https://www.softwareadvice.co.nz/software/446911/gator","@type":"ListItem"},{"name":"Delio","position":9,"description":"The originate feature allows firms to create, manage, and list internal and external deals, creating a central hub of segmented investment options for clients. Delio has a distribution function that allows entities to share and promote investment deals quickly and transparently, connecting clients with the right opportunities. Companies can digitize their investment transactions stage by stage to view activity, manage pipelines, sign documents, and track compliance.\n\nDelio provides reporting tools, enabling individuals to integrate analyses, present consolidated portfolio views, understand client preferences, and engage with them more effectively. Real-time analytics and communication tools are included to upload, assign, and share files at the click of a button and update data with customizable KPIs. Agencies may deliver curated options to their customers, tailoring and segmenting distribution based on investor preferences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbc91cbf-315e-4494-a172-e237608ae488.jpeg","url":"https://www.softwareadvice.co.nz/software/496868/Delio","@type":"ListItem"},{"name":"DXmatch","position":10,"description":"DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.\n\nDXmatch is a complete exchange infrastructure: it includes everything from the matching algorithm encompassing market data delivery and storage to risk management, FIX & REST APIs for market access and administrative UI.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fee25a6f-b2d5-4445-99ac-533d2f37e325.png","url":"https://www.softwareadvice.co.nz/software/450754/DXmatch","@type":"ListItem"},{"name":"Quartr","position":11,"description":"Quartr Pro is a financial research platform designed for desktop use. The platform is trusted by financial analysts, portfolio managers, and investor relations departments globally to increase the efficiency of their qualitative public market research. Quartr Pro caters to a broad customer base, including equity analysts, portfolio managers, and investor relations departments, who use it to streamline their research workflows.\n\nThe platform offers a range of powerful features to enhance productivity and uncover valuable insights. Users can make aggregated and filtered keyword searches across millions of individual slides, transcripts, and filings using the platform's search engine, eliminating hours of searching for specific data points. Quartr Pro also leverages artificial intelligence and machine learning to help users understand the qualitative aspects of entire industry value chains or specific companies.\n\nQuartr Pro provides finance professionals with a one-stop-shop solution for qualitative public market research. The platform's collaborative features, such as workspaces and real-time note-taking, enhance the research process, enabling teams to work together seamlessly. With its comprehensive coverage and innovative features, Quartr Pro empowers finance professionals to increase their productivity and uncover rare insights.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bc10cacf-b895-4a17-8d06-2306469d0bfb.jpeg","url":"https://www.softwareadvice.co.nz/software/520976/Quartr-Pro","@type":"ListItem"},{"name":"Etops","position":12,"description":"Etops is a web-based wealth management platform that offers features such as insight generation, reporting, and client management. Through partnerships and hyperapp approach, the solution manages anti-money laundering (AML) and know your customer (KYC) capabilities. It also assists with behavioral finance risk analysis and regulatory compliance management. \n\nEtops streamlines operations, consolidates diverse assets and optimizes decision-making for financial institutions, family offices and wealth managers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5a8fb690-5180-44a1-8a0c-084f507dd856.png","url":"https://www.softwareadvice.co.nz/software/450306/Etops","@type":"ListItem"},{"name":"Trinety","position":13,"description":"Trinety is designed for individual net lease property owners and investors who want a simpler way to manage their investments. Built specifically for net lease real estate, Trinety offers tools to manage property and lease details, monitor cash flow, and track compliance with ease. Ideal for those seeking clarity and control, the platform simplifies rent collection, expense tracking, and financial reporting while offering estimated property values and equity analysis. With a focus on personalized support, Trinety ensures users have the guidance and resources needed to protect their investment and maximize returns.\n\nThe platform enables in-depth analysis of key net lease investment metrics, including estimated values, loan-to-value ratios, estimated equity, cash-on-cash returns, and monthly cash flow. It also helps users maintain compliance by keeping them on top of all net lease investment requirements, including with leases and debt service.\n\nTrinety's solutions are tailored specifically for net lease properties, addressing the unique needs of its diverse user base. The platform provides users with access to the latest market trends, expert analysis, and data-driven insights on net lease investments. With a focus on simplifying and automating essential processes, Trinety aims to enable its clients to efficiently and accurately manage, oversee, and optimize their approach to net lease investments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/66bd0f80-e661-4e08-bca5-e3bc57cac7bc.png","url":"https://www.softwareadvice.co.nz/software/525537/Trinety","@type":"ListItem"},{"name":"Fundy","position":14,"description":"Fundy is a platform designed to simplify capital calls, investor tracking, and reporting for real estate and private equity fund managers. The platform offers a comprehensive set of features to streamline fund operations. It allows users to automate cash flow models, saving time and reducing errors. The platform can also be customized to align with each user's unique investment strategies and goals. Fundy integrates with users' current systems, providing a smooth and secure experience.\n\nThe platform includes market data and analytics capabilities. Users can analyze property market trends and data to gain valuable insights that inform their strategic decisions. Fund managers can use Fundy to make more informed choices to optimize the performance of their real estate and private equity investments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3fa1a0da-a069-4706-9ac2-19c410e322ca.png","url":"https://www.softwareadvice.co.nz/software/525987/Fundy","@type":"ListItem"},{"name":"WealthERP","position":15,"description":"WealthERP is a financial services platform that lets wealth advisors' access and manage financial products such as mutual funds, equities, bonds, loans, and more.\n\nKey features include wealth management, portfolio tracking, customizable report generation, data analysis and performance tracking. The platform allows professionals to monitor investment performance by tracking portfolios with extended internal rate of return (XIRR) calculations. Advisors can generate customizable wealth reports to deliver insights to their clients.\n\nWealthERP's back-office system assists financial planners in streamlining transactions, purchase and redemption across mutual funds. Mobile applications are also available for devices to access and share consolidated portfolio statements with advisors on a digital platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6141b9fb-ae0f-4d6a-900d-917784e400ac.png","url":"https://www.softwareadvice.co.nz/software/526894/WealthERP","@type":"ListItem"},{"name":"HYIP Script","position":16,"description":"HYIP Script is a platform designed to help businesses create and manage investment projects. This script automates key processes such as deposits, withdrawals, and user activities, ensuring smooth and efficient operations. \n\nThe script includes security features like encrypted payment processing and fraud prevention tools, ensuring a safe experience for investors and administrators. It is highly customizable, allowing businesses to tailor the features, payment plans, and design to their specific requirements. The script supports multiple investment plans, payment gateways, and user roles, providing total control over the investment platform.\n\nHYIP Script streamlines digital transactions. It automates deposits, withdrawals, and reinvestments, maximizing efficiency and minimizing manual tasks. The script's scalable infrastructure supports business growth and expansion, with integration of additional features and payment gateways as needed. Automated payouts, including instant withdrawals and earnings calculations, further enhance the platform's efficiency and user experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bdba8053-49bf-4261-8e09-9a55cd40a96b.jpeg","url":"https://www.softwareadvice.co.nz/software/527737/HYIP-Script","@type":"ListItem"},{"name":"Sydecar","position":17,"description":"Sydecar is a platform that automates the back-office operations, allowing users to focus on making deals and building relationships. It is designed for venture investors, fund managers, and investment syndicates looking to streamline back-office operations. \n\nThe platform streamlines the creation of Special Purpose Vehicles (SPVs). It provides instant investment agreements, entity formation including EIN, and instant banking setup. Sydecar also offers data rooms for document management, investor onboarding, KYC/AML checks, cap table management, and accreditation checks. Additionally, the platform handles SPV and syndicate administration, fund accounting including K-1s and taxes, Form D and Blue Sky filings, and distributions management.\n\nSydecar enables venture investors to launch investment vehicles with customized terms, syndicate deals within a private ecosystem, and scale operations from initial deals to full-time fund management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/738f3db3-854c-4f35-85d3-719349305338.jpeg","url":"https://www.softwareadvice.co.nz/software/528241/Sydecar","@type":"ListItem"},{"name":"Yardi Investment Accounting","position":18,"description":"Yardi Investment Accounting is a software designed to help simplify financial management for real estate investment firms. It supports various ownership structures and is suitable for firms managing portfolios across property types such as multifamily, office, retail, industrial, and mixed-use.\n\nThe software automates processes such as consolidations, eliminations, and allocations to streamline accounting workflows and expedite period closings. It accommodates different real asset investment structures, including partnerships and closed or open-ended funds. The system manages tasks such as performance and fee calculations, capital calls, distributions, and partner transfers. It also provides detailed financial reporting for investments and investors, ensuring transparency throughout the investment lifecycle.\n\nThe platform helps users reduce reliance on manual processes and disparate systems, helping to minimize risk and shorten close times.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/021caef4-a87a-41ae-96d7-23e4fb8fabbc.png","url":"https://www.softwareadvice.co.nz/software/528032/Yardi-Investment-Accounting","@type":"ListItem"},{"name":"Wavvest","position":19,"description":"Wavvest is a platform designed for registered investment advisors, offering tools for wealth management and client service. It provides features such as a financial planning engine that allows the creation of dynamic plans using natural language and co-brandable client portals for web and mobile access. The platform includes an AI-powered note taker that converts meeting discussions into financial plans, portfolio accounting for tracking accounts across multiple custodians, and secure file sharing with document analysis capabilities.\n\nThe system also supports trading, rebalancing, and money movements through its back-office functionality. Advisors can choose components that align with practice needs, using the platform as standalone software or as a complete operating system. Customizable client-facing interfaces allow advisors to maintain branding while utilizing the platform's technological tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c8446da-8dd3-420f-8806-ff98b0e71a4f.png","url":"https://www.softwareadvice.co.nz/software/529989/Wavvest","@type":"ListItem"},{"name":"uTrade Algos","position":20,"description":"uTrade Algos is an algorithmic trading platform designed for traders to create, test, and deploy automated trading strategies without requiring coding knowledge. It supports retail traders in the Indian market, including both beginners and experienced professionals, across multiple asset classes on exchanges such as NSE and BSE. The platform provides tools for algorithmic trading typically used by institutional investors.\n\nThe platform includes AI-powered trading features that convert market insights into deployable algorithms and offer data-driven portfolio analysis. It provides pre-built strategies through uTrade Originals, a Strategy Builder for creating multi-leg strategies, and a backtesting engine for evaluating performance. A margin calculator tracks strategy requirements in real-time, and payoff curve generation offers visual feedback on potential outcomes for individual strategies or entire portfolios.\n\nuTrade Algos is accessible on mobile devices through iOS and Android applications. Its no-code environment allows traders with varying technical skills to participate in algorithmic trading. The platform supports multiple Indian market indices, including Nifty, BankNifty, FinNifty, Sensex, and Bankex, enabling the deployment of concurrent algorithms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bb62360-28cc-4460-8141-bd9e9ea9adbf.jpeg","url":"https://www.softwareadvice.co.nz/software/530216/uTrade-Algos","@type":"ListItem"},{"name":"WealthForce.ai","position":21,"description":"WealthForce.ai is a cloud-based platform designed for the wealth management sector. It provides financial advisors and relationship managers with AI-driven tools and insights to enhance client portfolio management. The platform offers a comprehensive view of client portfolios, helping advisors manage customer relationships more efficiently.\n\nKey features include AI tools such as Smart Nudges, Product Recommendations, Personalized Insights Builder, Portfolio Health Check, and Intelligent Document Processing. Its analytics capabilities include Next-gen Analytics, ESG Analytics, Portfolio Attribution, Scenario Analytics, and Look Through Analysis. The platform supports multi-currency, multi-asset, multi-region, multi-tenancy, and multilingual functionalities, accommodating a wide range of investment needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b05c9cf2-116c-4454-96d6-9f136d6ab6ea.png","url":"https://www.softwareadvice.co.nz/software/530598/WealthForce-ai","@type":"ListItem"},{"name":"Smart Capital Center","position":22,"description":"Smart Capital Center is an AI-powered platform designed for commercial real estate investment and financing. It supports the entire workflow, from origination to underwriting and asset management. The platform is used by investment firms, lenders, and asset managers to analyze properties, manage portfolios, and make data-driven decisions.\n\nThe system includes automated data extraction, which organizes information from unstructured documents such as leases, rent rolls, and operating statements into a centralized database. Real-time underwriting capabilities streamline deal execution through workflow automation. The platform generates reports such as asset summaries, portfolio analyses, and investment memos. Stress testing tools allow users to assess property performance under different market conditions. AI agents operate continuously to process information.\n\nThe platform includes security features such as SOC 2 compliance, AES-256 encryption, and multi-factor authentication to safeguard financial data. It provides real-time market intelligence and benchmarking tools to help identify patterns, risks, and opportunities within its property database.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/95403395-a386-4c9a-b0a5-ea90494b59a2.png","url":"https://www.softwareadvice.co.nz/software/529738/Smart-Capital-Center","@type":"ListItem"},{"name":"Moneytree Advise","position":23,"description":"Moneytree Advise is a financial planning software designed to help busy financial advisors support their clients. The software features intuitive navigation, an assumptions-based methodology, and clear reporting. This allows advisors to spend more time with clients and less time creating financial plans.\n\nThe software provides several key capabilities to help advisors work more efficiently. It offers instant side-by-side scenario comparisons, enabling rich client interactions. Moneytree Advise also includes account aggregation, allowing advisors to view a client's retail accounts, liabilities, investments, and insurance policies in one place. This streamlines the data gathering process and provides better insights.\n\nAdditionally, the software offers detailed debt reduction plans, asset allocation analysis, retirement planning, and estate planning features. These enables advisors to educate clients, create debt-freedom strategies, and help clients fulfill their financial goals and legacies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c473e9d-c558-4b53-b677-a176c9bded9b.png","url":"https://www.softwareadvice.co.nz/software/491222/Moneytree-Plan","@type":"ListItem"},{"name":"Sesame","position":24,"description":"Landytech are the creators of Sesame, a next-generation, secure and data-centric technology platform that revolutionises the investment reporting and analysis process allowing firms to save time, reduce costs and have full confidence in the data used for making critical investment decisions. \n\nSesame provides a radically different experience, enabling access to all investment data from any source e.g.: banks, custodians, hedge funds, PE funds. Sourcing, analytical and reporting tasks typically require massive ad-hoc and manual operations, prone to errors, leading to delays and additional costs. Sesame delivers best of breed reporting, providing critical consolidated information, analysis, reports and alerts to enable better and more informed decision making on investments.\n\nSesame aims to deliver a streamlined experience, managinh the high levels of sophistication and complexity by:\n\n-Managing or automating sourcing of all investment data feeds using Landytech pipelines\n-Cleaning, mapping and enriching all investment data\n-Calculating statistics, performance, risks and any custom limits at any level of a clients holdings\n-Providing easy access via a secure web application that offers one-click on-demand visualisations and professional customisable reports or alerts","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a8c74783-d4a1-48e5-a307-283b84685ece.png","url":"https://www.softwareadvice.co.nz/software/345615/sesame","@type":"ListItem"},{"name":"Enfusion","position":25,"description":"Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives our investment management clients the ability to easily access and analyze investment information in real-time, perform complex calculations quickly and interact with markets electronically adding up to better, more informed investment decisions and actions. \n\nEnfusion is highly configurable to different work streams, client segments and asset classes. Rather than relying on large, specialized workforces necessary for local or tenant-by-tenant deployments, modifications to the solution are made remotely within one codebase and without client intervention or interaction. Software enhancements developed for individual sponsoring clients are also made available to all clients at the same time. This process where our community of clients continuously contributes to the ever-evolving nature of our solution strengthens the value of the solution to all of our clients.\n\nEnfusion is utilized by a variety of users including portfolio managers, traders, compliance officers, operational support staff, and executive management, all of whom benefit from role-based functionality underpinned by a single dataset. This single dataset enables each of these users to generate valuable insights while operating on the same real-time information governed by appropriate access controls.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/78b17f85-a3eb-4ee4-80c2-65bab7ef07fb.jpeg","url":"https://www.softwareadvice.co.nz/software/305447/integrata","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/directory/4566/investment-management/software?page=7#itemlist","numberOfItems":25}
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