Top Investment Management Software for Client Portal

Between them, the 8 investment management software on this page cover performance metrics (7), data Import/Export (7), fund management (7) and for investment advisors (6). 7 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

   

   AIRR

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

   We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into your investment decision process Imagine that you have a powerful tool…

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3. 3

   

   Captools/net

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

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4. 4

   

   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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5. 5

   

   AtomInvest Software

   For Investors & Traders · For Investment Advisors · Performance Metrics

   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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6. 6

   

   NaviPlan

   For Investment Advisors · Modeling & Simulation · Fund 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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7. 7

   

   Trademetria

   Performance Metrics · Data Import/Export · Fund Management

   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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8. 8

   

   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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