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Top Investment Management Software for For Investment Advisors

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

Between them, the 6 investment management software on this page cover bonds / stocks (5), data Import/Export (5), compliance reporting (5) and benchmarking (5). 6 of them have written a profile you can read before you get in touch.

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FA Solutions
For Investors & Traders · Bonds / Stocks · 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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FamilyWealthGuru
Bonds / Stocks · Risk Management · Performance Metrics
FamilyWealthGuru is portfolio software for family offices, wealth advisors, stock brokers, fund managers and private bankers.
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Macroaxis
For Investors & Traders · Bonds / Stocks · Modeling & Simulation
Macroaxis is an online portfolio optimisation platform for private investors and investment professionals.
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FactSet
For Investors & Traders · Bonds / Stocks · Modeling & Simulation
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 · Risk Management · 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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eMoney
Bonds / Stocks · Modeling & Simulation · Risk Management
eMoney is a wealth-planning system built for financial advisors.
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