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Top Investment Management Software for Bonds / Stocks

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

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Between them, the 6 investment management software on this page cover for investment advisors (5), risk management (5), performance metrics (5) and data Import/Export (5). 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 provides a single cloud-based platform for running an asset and investment management business, with secure access to data from anywhere.

    Write a review
  2. FamilyWealthGuru logo

    FamilyWealthGuru

    For Investment Advisors · Risk Management · Performance Metrics

    FamilyWealthGuru is portfolio software for family offices, wealth advisors, stock brokers, fund managers and private bankers.

    Write a review
  3. Macroaxis logo

    Macroaxis

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

    Macroaxis is an online portfolio optimisation platform for private investors and investment professionals.

    Write a review
  4. FactSet logo

    FactSet

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

    FactSet supplies financial content, analytics and technology to investment professionals. Its stated user base is more than 122,000 people.

    Write a review
  5. Chartsmart logo

    Chartsmart

    Data Import/Export

    Chartsmart is a desktop program for screening and charting stocks listed in the United States and Canada. It runs on the user's own PC, so data stays on that machine.

    Write a review
  6. eMoney logo

    eMoney

    For Investment Advisors · Modeling & Simulation · Risk Management

    eMoney is a wealth-planning system built for financial advisors.

    Write a review

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