Top Investment Management Software for Accounting Management

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.

1. 1

   

   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. 2

   

   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. 3

   

   Captools/net

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

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4. 4

   

   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. 5

   

   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. 6

   

   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. 7

   

   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. 8

   

   PackHedge

   For Investment Advisors · Bonds / Stocks · Modeling & Simulation

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An open-weights release with a date, a name and an empty repository

A 600-billion-parameter flagship announced today says its weights arrive on 15 October. The repository named for them currently holds one…

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20 Sept 2026 · TrustList Editorial

A faster model tier at two and a half times the price, with no claim of more capability

A hosted speed variant released on 18 September charges $0.37 and $1.25 per million tokens against $0.15 and $0.50 for the model it is…

News

20 Sept 2026 · TrustList Editorial

The open-model coding preview that ends on 14 October, and what it does to your plan

A research preview gives up to 50x more usage on open models in exchange for an opt-in that trains on your prompts, code and edit history.…