Investment Management Software

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Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research, acco...Read more about Backstop

4.32 (37 reviews)


Sharesight is a cloud-based investment portfolio tracker trusted by investors from around the world. Sharesight syncs with brokers to automatically track dividends, trades, and corporate actions. Users can implement Sharesight to ...Read more about Sharesight

4.00 (1 reviews)


Crowdsofts is a white label crowdfunding solution for startups and non profit organizations. The cloud-based platform provides benefits such as workflow automation, powerful analytics, back office management, and flexible integrat...Read more about Crowdsofts

4.33 (3 reviews)


FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net to...Read more about FolioSure

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Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. The Bipsync Research Platform brings together a hos...Read more about Bipsync

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U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors manage property valuation and tenant underwriting. It integrates with Microsoft Excel to facilitate market-specif...Read more about U-Rite

5.00 (5 reviews)


Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the...Read more about ByAllAccounts

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Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key...Read more about Dynamo

4.65 (17 reviews)


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, rel...Read more about Foundersuite

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LienApp is a cloud-based tax lien solution that helps investors and alternative asset portfolio managers automate transactions and maintain certification portfolios. Key features include risk management, investment tracking, perfo...Read more about LienApp

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HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve opti...Read more about HedgeGuard

4.63 (8 reviews)

Juniper Square

Juniper Square is a cloud-based investment management platform, which assists real estate firms with client management and partnership accounting. Key features include file sharing, document management, payment distribution and cu...Read more about Juniper Square

4.92 (61 reviews)

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Broadridge Investment Accounting

Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, health care, insurance, retail, banking, telecom and utility industries. It allows users to manage risk...Read more about Broadridge Investment Accounting

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RealPage IMS

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 trackin...Read more about RealPage IMS

4.56 (78 reviews)

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AppFolio Investment Management

AppFolio Investment Management 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 ah...Read more about AppFolio Investment Management

4.72 (97 reviews)

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Diligent Equity

EquityEffect is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock an...Read more about Diligent Equity

3.67 (12 reviews)

Eze Investment Suite

Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle from acquisition to profit management, returns and sale. The platform offers various integrated modules...Read more about Eze Investment Suite

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AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In ...Read more about AIRR

4.80 (5 reviews)


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 cap...Read more about Carta

4.29 (52 reviews)

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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 planning...Read more about VestServe

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Buyers Guide

Last Updated: July 19, 2022

Managing financial assets can be challenging for portfolio managers, independent traders, and private bankers due to the lack of timely access to data, changing market trends, complex risk analysis, and time-consuming calculations. Investment management software can help deal with these challenges by automating key functions such as portfolio management, asset reporting, and accounting.

However, picking the right investment management solution can be challenging: there's a diversity of solutions on the market and they differ in price, deployment options, and features. For instance, should you go with a cloud-based investment management solution, or is an on-premise one better for your business?

To help you decide, we've created this Buyers Guide that gives an overview of investment management software, its common features, and key considerations.

Here's what we'll cover:

What is investment management software?
Common features of investment management software
What type of buyer are you?
Key considerations

What is investment management software?

Investment management software helps manage investment portfolios, audit compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. The users of investment management software include traditional investment management firms, independent traders and investment advisers, and vendors of alternative investment (such as hedge funds).

Importing brokerage in StockMarketEye

Portfolio importing in StockMarketEye (Source)

Common features of investment management software

Investment management software has a wide range of functionality such as investment tracking, portfolio performance, asset reporting, and benchmarking. Here are the common features of the software:

Investment tracking Track, allocate, and analyze client holdings such as futures, stocks, options, and complete portfolios through a centralized dashboard.
Portfolio performance Generate valuation reports to track portfolio performance across clients, asset classes, geographies, and time periods.
Data importing Import digital contract notes, trade-book files, stocks, futures, and options in formats such as Excel, HTML, and PDF. You can also import data from social media feeds, analyst reports, and news channels to identify market sentiments.
Benchmarking Analyze the risk or return of a portfolio based on multiple benchmarks, and assess how a portfolio is performing against different market segments.
Asset reporting Generate reports such as annualized return reports, absolute gains, transaction reports, and stock registers across assets, portfolios, and asset classes.
Financial risk management Mitigate risks by creating, validating, and deploying high-performing risk models; customize these as per changes in market trends. Leverage current and past market data to predict risks associated with a portfolio.

To further understand the features and benefits of investment management software, call our advisors at (855) 998-8505 for an obligation-free consultation. They will listen to your requirements and help you narrow down your options by recommending the best-suited software for you business needs.

What type of buyer are you?

These are the two broad categories of investment management software buyers:

  • Independent professionals: These include individual traders and investment advisers. Independent traders are primarily involved in selling shares, bonds, and financial assets on behalf of their clients (individuals or banks), whereas independent investment advisers make investment recommendations and conduct security analysis.
  • Firms: These include small, medium, and large investment firms. They manage portfolio investment management projects for wealthy individuals or corporations.

Features in the previous section are inherent to efficient investment management, thus relevant to both the buyer types. Businesses are advised to consult preferred vendors on their specific requirements such as level of support required, favorable price points, and data storage capacity.

Benefits of investment management software

By now you should have an idea about the benefits you can expect from investment management software, but we'll summarize them below:

  • Improved decision making: The solution offers timely access to data via reports and dashboards to make informed investment decisions. It allows users to assess gaps in investments and track the performance of factors such as the debt-equity ratio to optimize investment plans. Further, users can also get live, daily, and monthly price updates of mutual funds, bonds, and stocks.
  • Better risk management: The software leverages real-time asset reporting and diverse risk models to help identify assets prone to risks or low returns. This allows users to mitigate risk by balancing investments with safer and more rewarding ones.
  • Easier portfolio management: The tool helps categorize and organize portfolios on a centralized platform. This makes accessing and sifting through them easier.

Key considerations

As the last step to purchasing investment management software, you need to keep a few additional things in mind.

  • Deployment options: You can either go for a cloud-based solution or an on-premise one. The latter option requires higher upfront investment in acquiring and implementing the software and relevant infrastructure but doesn't incur recurring monthly/yearly subscription fees like could-based tools. On the other hand, cloud solutions can be used right away after paying the subscription fee, which make them favorable for independent professionals and small businesses.
  • Scalability of the software: Irrespective of whether you're an independent trader or an investment firm of any size, scalability of the software should be a top priority. Check with the vendor if the software can accommodate your growing portfolio, relationships, investor base, prospect data, and scale for a mass market.
  • Third-party integrations: This is particularly important for businesses as they use multiple software tools to support different aspects of their operations. Integrating the investment management software with tools such as online accounting software and financial CRM software will facilitate data exchange between these systems, thus saving time and effort on redundant data entries and possible errors in manually copying over data.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.