Top Investment Management Software for For Investment Advisors

Between them, the 10 investment management software on this page cover risk management (9), modeling & simulation (8), performance metrics (8) and compliance reporting (8). 8 of them have written a profile you can read before you get in touch.

1. 1

   

   FA Solutions

   For Investors & Traders · Modeling & Simulation · Bonds / Stocks

   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

   

   Macroaxis

   For Investors & Traders · Modeling & Simulation · Bonds / Stocks

   Macroaxis is the world's leading portfolio optimization platform, used by fintech enthusiasts and investment professionals around the globe.

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3. 3

   

   Captools/net

   For Investors & Traders · Modeling & Simulation · Bonds / Stocks

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4. 4

   

   FamilyWealthGuru

   Bonds / Stocks · Risk Management · Performance Metrics

   Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click.

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5. 5

   

   FactSet

   For Investors & Traders · Modeling & Simulation · Bonds / Stocks

   FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner.

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6. 6

   

   AtomInvest Software

   For Investors & Traders · Risk Management · 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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7. 7

   

   PackHedge

   Modeling & Simulation · Bonds / Stocks · Risk Management

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8. 8

   

   NaviPlan

   Modeling & Simulation · Risk Management · Compliance Reporting

   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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9. 9

   

   eMoney

   Modeling & Simulation · Bonds / Stocks · Risk Management

   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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10. 10

    

    Social Security Timing

    Modeling & Simulation · Risk Management

    Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing…

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