Top Investment Management Software for Business Hours

Between them, the 11 investment management software on this page cover for investment advisors (8), risk management (8), performance metrics (8) and data Import/Export (8). 9 of them have written a profile you can read before you get in touch.

1. 1

   

   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.

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2. 2

   

   Chartsmart

   Bonds / Stocks · Data Import/Export

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

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3. 3

   

   Captools/net

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

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4. 4

   

   FamilyWealthGuru

   For Investment Advisors · Bonds / Stocks · 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.

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5. 5

   

   PortfolioPathway

   Performance Metrics · Accounting Management · Benchmarking

   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

   

   AtomInvest Software

   For Investors & Traders · For Investment Advisors · Risk Management

   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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7. 7

   

   PackHedge

   For Investment Advisors · Modeling & Simulation · Bonds / Stocks

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8. 8

   

   NaviPlan

   For Investment Advisors · Modeling & Simulation · Risk Management

   Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to…

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9. 9

   

   Trademetria

   Risk Management · Performance Metrics · Data Import/Export

   All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm?

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10. 10

    

    eMoney

    For Investment Advisors · Modeling & Simulation · Bonds / Stocks

    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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11. 11

    

    Social Security Timing

    For Investment Advisors · Modeling & Simulation · Risk Management

    Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing…

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