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Top Investment Management Software for Client Portal

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

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Between them, the 5 investment management software on this page cover for investors & traders (4), 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.

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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.

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  2. 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
  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.

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  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.

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  5. eMoney logo

    eMoney

    For Investment Advisors · Modeling & Simulation · Bonds / Stocks

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

    Write a review

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