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Top Investment Management Software for Accounting Management

8 investment management software ranked by rating, review volume and listing quality.

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Between them, the 8 investment management software on this page cover data Import/Export (7), benchmarking (7), for investment advisors (6) and compliance reporting (6). 6 of them have written a profile you can read before you get in touch.

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  1. FA Solutions logo

    FA Solutions

    For Investors & Traders · For Investment Advisors · Bonds / Stocks

    FA Solutions is a single cloud-based platform for running your entire Asset & Investment Management business with secure access to your data globally.

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  2. AIRR logo

    AIRR

    For Investors & Traders · Performance Metrics · Data Import/Export

    We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into your investment decision process Imagine that you have a powerful tool…

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  3. Captools/net logo

    Captools/net

    For Investors & Traders · For Investment Advisors · Bonds / Stocks

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  4. FamilyWealthGuru logo

    FamilyWealthGuru

    For Investment Advisors · Bonds / Stocks · Performance Metrics

    Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click.

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  5. PortfolioPathway logo

    PortfolioPathway

    Performance Metrics · Benchmarking · Android

    Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade.

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  6. FactSet logo

    FactSet

    For Investors & Traders · For Investment Advisors · Bonds / Stocks

    FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner.

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  7. AtomInvest Software logo

    AtomInvest Software

    For Investors & Traders · For Investment Advisors · Performance Metrics

    AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a…

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  8. PackHedge logo

    PackHedge

    For Investment Advisors · Bonds / Stocks · Modeling & Simulation

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