Top Investment Management Software for Data Import/Export

Between them, the 7 investment management software on this page cover performance metrics (6), for investment advisors (5), bonds / stocks (5) and risk management (5). 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 · 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. 2

   

   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. 3

   

   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.

   Write a review
4. 4

   

   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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5. 5

   

   Chartsmart

   Bonds / Stocks

   Chartsmart is a desktop program for screening and charting stocks listed in the United States and Canada. It runs on the user's own PC, so data stays on that machine.

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6. 6

   

   AIRR

   For Investors & Traders · Performance Metrics · Accounting Management

   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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7. 7

   

   eMoney

   For Investment Advisors · Bonds / Stocks · Modeling & Simulation

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

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