Investment Portfolio Management Software

EquityEffect
Cloud-based equity management solution
StockMarketEye
  78
Keep Your Eye On Your Investments
Stessa
  39
Income & expense tracking platform for property investors
Juniper Square
  38
Modern investment management for the real estate industry
IMS Platform
  33
Investor management for commercial real estate
Covercy
  7
International bank transfer platform for SMBs
Macroaxis
  5
Wealth management and optimization platform
Plaid
  2
Platform that enables apps to connect with bank accounts
The CRE Suite
  2
Commercial real estate property & investment management
TeamWox
  1
Online groupware and collaboration software
Obsidian Suite
  1
All-in-one investor management for financial firms
Business Valuation
Accurate valuation of businesses, companies and investments
Portfolio Optimization
Portfolio rebalancing and optimization
H&R Block At Home
Professional tax preparation software
eFront
Private equity software for direct & indirect investments
HedgeGuard
Investment portfolio management system
Dynamo
Investment management software
RiskValue
Investment & risk management software systems
Perfona
Web-based investment and portfolio management system
Backstop
Cloud-based investment management platform
Carta
Equity management solution for public & private firms
AIM
Cloud-based private equity CRM solution for Salesforce
FundPortal
File sharing, marketing & analytics tools for hedge funds
Eze Investment Suite
Suite of tools for investment management
ETNA Trader
Web-based trading platform for brokers