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Top Investment Management Software for Bonds / Stocks

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

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Between them, the 9 investment management software on this page cover performance metrics (8), for investment advisors (7), risk management (7) and data Import/Export (7). 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 · Modeling & Simulation

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

    Write a review
  2. Macroaxis logo

    Macroaxis

    For Investors & Traders · For Investment Advisors · Modeling & Simulation

    Macroaxis is the world's leading portfolio optimization platform, used by fintech enthusiasts and investment professionals around the globe.

    Write a review
  3. Chartsmart logo

    Chartsmart

    Data Import/Export

    Chartsmart installs on your PC so stock screening is fast, and your custom settings are kept secure

    Write a review
  4. FXCM logo

    FXCM

    Performance Metrics · Risk Management · Client Management

    Write a review
  5. Captools/net logo

    Captools/net

    For Investors & Traders · For Investment Advisors · Modeling & Simulation

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  6. FamilyWealthGuru logo

    FamilyWealthGuru

    For Investment Advisors · Performance Metrics · Risk Management

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

    Write a review
  7. FactSet logo

    FactSet

    For Investors & Traders · For Investment Advisors · Modeling & Simulation

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

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  8. PackHedge logo

    PackHedge

    For Investment Advisors · Modeling & Simulation · Performance Metrics

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  9. eMoney logo

    eMoney

    For Investment Advisors · Modeling & Simulation · Performance Metrics

    eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects…

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