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Top Investment Management Software for Compliance Reporting

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

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

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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.
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FamilyWealthGuru
For Investment Advisors · Bonds / Stocks · Risk Management
FamilyWealthGuru is portfolio software for family offices, wealth advisors, stock brokers, fund managers and private bankers.
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FactSet
For Investors & Traders · For Investment Advisors · Bonds / Stocks
FactSet supplies financial content, analytics and technology to investment professionals. Its stated user base is more than 122,000 people.
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AtomInvest Software
For Investors & Traders · For Investment Advisors · Risk Management
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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eMoney
For Investment Advisors · Bonds / Stocks · Modeling & Simulation
eMoney is a wealth-planning system built for financial advisors.
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Every other way we rank investment management software, by what they do and where they are.

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The newest guides and analysis from TrustList Insights.

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IT Services

6 Oct 2026 · TrustList Editorial

Of 39 software deals we covered, only 9 said what happens to customers

Our desk logged 39 software and IT-services deals and 12 vendor layoff announcements in two weeks: 19 deals had closed, 17 awaited…

Pakistan

6 Oct 2026 · TrustList Editorial

Pakistan issued the most rules in our records, Brazil set the most dates

Of 60 items on rules outside the EU and US, Pakistan supplies 10 but only four carry a date, while Brazil's five supply 8 of the 35 entries…

Cloud

6 Oct 2026 · TrustList Editorial

Vendors gave a median 48 days' warning before changing what customers use

Of 40 vendor-change items our desk published from 20 September to 5 October, 27 record both dates: median notice 48 days, range 0 to 390,…

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