
AtomInvest Software
Software for alternative investment managers to run portfolios, deal sourcing and investor relations in one system
- P&L Calculation
- Partnership Accounting
- For Investment Advisors
- Portfolio Rebalancing
- +33 more
About AtomInvest Software
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.
Fund managers use it for portfolio work and finding deals, and for guiding investors from fundraising through onboarding to reporting.
Main features
- Portfolio management: workflows for tracking and managing a fund's investments.
- Deal sourcing: tools for finding and progressing new opportunities.
- Fundraising support: steps that streamline how investors are brought in.
- Investor onboarding: a structured process for new investors.
- Client reporting: reports for the investor base.
Who it works with
Alternative investment managers and the investors in their funds.
Profile written by TrustList from the business's own published information, Oct 2026.
Categories & features
- P&L Calculation
- Partnership Accounting
- For Investment Advisors
- Portfolio Rebalancing
- Commodity Futures
- For Investors & Traders
- Fund Management
- Real Estate
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Web-Based, Cloud, SaaS
- In Person
- Live Online
- Webinars
- Documentation
- Business Hours
- Online
- Client Management
- Marketing Management
- Performance Metrics
- Data Import/Export
- Compliance Management
- Contact Management
- Accounting Management
- Lead Management
- Compliance Reporting
- Risk Management
- Client Portal
- Account Alerts
- Asset Management
- Influence Tracking
- Relationship Tracking
- Team Assignments
- Territory Management
- Portfolio Management
Rankings
- Investment management software › Data importexport#4
- Investment management software › Web based cloud saas#4
- Investment management software › Performance metrics#5
- Investment management software › For investment advisors#5
- Investment management software › Risk management#5
As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.
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