Skip to content
TrustList
Products · category

Top Investment Management Software for Client Management

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

Want your product here?

Between them, the 5 investment management software on this page cover for investment advisors (4), risk management (4) and accounting management (4). 5 of them have written a profile you can read before you get in touch.

Filter by fitbudget, engagement, size and more

Only businesses that have told TrustList match a filter. Filters never change the order or a score.

  1. FA Solutions logo

    FA Solutions

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

    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 · Bonds / Stocks · Performance Metrics

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

    Write a review
  3. AtomInvest Software logo

    AtomInvest Software

    For Investors & Traders · For Investment Advisors · Performance Metrics

    AtomInvest Software is a single platform for managers of alternative investment funds. It brings the management of investments and of the investor base into one system.

    Write a review
  4. AIRR logo

    AIRR

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

    AIRR is a software-as-a-service platform for investment management. It pulls data from the front and back-office systems a fund already uses and combines it in one place.

    Write a review
  5. eMoney logo

    eMoney

    For Investment Advisors · Bonds / Stocks · Modeling & Simulation

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

    Write a review

For vendors

Want to see your product here?

The order is earned on evidence: client reviews, vetting, awards and the facts a business states on its own website, which we read and date. Nobody can pay to move up. Add reviews or verified facts to your free profile to move up at the next edition; there are two ways to stand out now, and each one says what it is.

Not on TrustList yet? Add your product or claim its listing, free.

Get vetted

Free

  • We check your registration, your website and your clients
  • Approved listings show the Verified badge here and on their profile
  • It earns a rank number and counts towards the TrustList Score; renewed yearly
Apply for vettingHow vetting works

Sponsor this ranking

Paid · always labelled

  • A Sponsored card above the ranked list, up to three per ranking
  • Marked Sponsored, and it never changes the order
  • Booked by the month; cancel any time
Sponsor this rankingSee prices
Same subject

More investment management software rankings

Every other way we rank investment management software, by what they do and where they are.

All 14 rankings
Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles
Browse

More categories

Jump to another ranked category.

All categories
Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.