Best Web-Based Investment Management Software of 2025 - Page 7

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.

Fund accounting software and investor management solutions enable the tracking of investors, contacts, third-party representatives, and their interactions effectively. Additionally, fund administration software allows for the modeling of fund entities, managing closings, commitments, capital accounts, and transactions seamlessly. With portfolio management software, you can oversee all aspects of your investments, which include portfolio companies or properties, securities, revaluations, and shareholder tables. Provide your investors with what they desire most: thorough notifications and transparent quarterly reports accessible through a secure portal. Moreover, issue comprehensive ILPA call and distribution letters, alongside industry-standard quarterly reports to keep your stakeholders well-informed. Ensure that your limited partners have secure, round-the-clock access to fund documents via their smartphones, tablets, or standard web browsers, enhancing their experience and trust in your management. This level of accessibility not only fosters transparency but also strengthens the relationship between fund managers and investors.

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

Sargon equips financial institutions and entrepreneurs with the essential technology and infrastructure required for the effective establishment and expansion of investment funds. Operating throughout Australia and New Zealand, Sargon combines cutting-edge technology, financial licenses, and industry expertise to expertly navigate the complexities of regulation, security, and compliance, allowing our clients to concentrate on what truly matters: creating a brighter future. We differentiate ourselves by not being constrained by outdated systems or a customer-unfriendly culture. As a dedicated trustee, our primary goal is to prioritize the best interests of investors. Our innovative trustee cloud infrastructure significantly enhances client experiences by providing increased transparency, control, and scalable, dependable operations. By simplifying processes and reducing costs, we also contribute to enhancing investor knowledge and overall outcomes, ensuring a more informed investment landscape for all. Furthermore, our commitment to continual improvement positions us as a forward-thinking partner in the financial sector.

Connect with all your buy-side clients and brokers while executing trades across over 100 markets. Our comprehensive solution offers everything required for trading, from automated low-touch options to complete order and risk management. In today's complex equities trading landscape, leveraging advanced technology is crucial for business growth, as it can streamline operations, simplify workflows, and enhance efficiency. Regardless of whether you're a niche broker or a major global financial institution, Fidessa equips you with an all-in-one integrated solution for equities trading. Our platform features sophisticated algorithmic trading capabilities, extensive order management, and seamless straight-through processing to the middle office, as well as integration with various third-party systems. With our solution, you can trade on equity markets globally and gain immediate access to a network of over 6,500 buy-side firms and 600 brokers, ensuring you have the tools needed to succeed in a dynamic trading environment. Furthermore, our innovative approach helps you stay ahead in a rapidly evolving marketplace.

FlexTRADER® stands out as the premier execution management system (EMS) in the industry, providing a comprehensive solution for electronic and algorithmic trading and gaining the trust of top-tier asset managers and hedge funds across the globe who trade in equities, FX, derivatives, and fixed income due to its exceptional performance, quantitative insights, and extensive connectivity to liquidity venues. Meanwhile, FlexONE serves as our holistic order and execution management system tailored to meet the intricate trading needs of the global hedge fund sector, ensuring efficiency and effectiveness. In addition, FlexFX has earned accolades as our leading algorithmic trading and execution management platform specifically designed for buy-side entities engaged in FX trading. FlexFX is notable for its robust integration capabilities with order management systems (OMSs) and its seamless post-trade allocation solutions, which are crucial for operational efficiency. This system is relied upon by some of the largest asset managers globally, empowering traders to adeptly handle and execute a high volume of orders, whether large block trades or smaller transactions, over various value dates with utmost precision. Traders benefit from the sophistication and reliability of these systems, ensuring they remain competitive in a fast-paced trading environment.

We offer cutting-edge electronic trading solutions across all asset classes, designed to help buy-side traders navigate the complexities of today's market structure. Our SaaS model ensures that these trading solutions can be installed quickly and efficiently for those who require immediate access. Together, we embody Ultimate Trading Performance, beginning with TradeSmart, our essential OEMS technology platform that drives all operations. This platform presents the necessary tools on your screen, tailored to your specific requirements. Additionally, we take pride in being a pioneer in multi-asset FX trading, recognized as the leading provider of broker-neutral electronic trading solutions in the global FX arena, further solidifying our commitment to innovation and excellence in trading technology. With a focus on enhancing user experience, we strive to meet the evolving needs of traders in a fast-paced market environment.

Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

Robo Advisor serves as a modern investment tool that provides clients with tailored investment opportunities aligned with their individual risk tolerance and financial aspirations. Ideal for those desiring immediate digital assistance, it presents a budget-friendly investment platform specifically designed for low-net-worth individuals. This comprehensive wealth management solution is accessible to a broad audience through financial institutions. By employing sophisticated AI algorithms, it thoroughly evaluates a client's assets, liabilities, risk profiles, and investment objectives. The platform is user-friendly, catering to passive investors with its straightforward interface and real-time net asset value (NAV) updates. Furthermore, Robo Advisor harnesses advanced algorithms and reliable research to effectively align investment strategies with the user's short, medium, or long-term financial goals. It offers customized investment approaches as an economical substitute for traditional financial advisors, enabling users to engage in various goal-oriented strategies while maintaining control and the ability to rebalance their investments across different asset classes. With these features, Robo Advisor not only simplifies the investment process but also empowers users to take charge of their financial futures.

We are at the forefront of transforming the global financial landscape through digital innovation. In these challenging times, it is essential to adopt a fresh perspective that fosters genuine advancements. Are you seeking to address the shortcomings of your existing transaction system? Our solution is both quick and effective, tailored to fulfill your requirements. V3 VMETRIX empowers your organization to assess and quantify the potential risks of financial asset losses stemming from unfavorable market price fluctuations. Its contemporary design simplifies the analysis of historical market data, helping to pinpoint risks that are relevant to a variety of assets or specific instruments, thereby equipping users with the necessary tools and insights for enhanced decision-making. We offer solutions that tackle your challenges head-on, ensuring rapid integration and optimal resource use while keeping implementation costs low. Through our unique data structure approach, we provide comprehensive business visibility, paving the way for improved decision-making and strategic planning. By leveraging our expertise, your organization can navigate the complexities of the financial market with confidence.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Experience seamless investing with a user-friendly platform that helps you gain confidence as an investor. Engage in trading stocks and ETFs, explore the world of cryptocurrency, or initiate automated investing to simplify your financial journey. SoFi Money® functions as a cash management account, eliminating account fees while allowing you to save, spend, and earn cash back on your favorite brands. Redeem your unlimited 2% cash back* to enhance your savings, invest wisely, or pay off loans within an eligible SoFi account, all without facing an annual fee. Fixed interest rates begin at 2.99% APR* when utilizing autopay, accompanied by flexible repayment options that come with no hidden fees or tricks. You can easily get pre-qualified in just two minutes through an entirely online process. Understanding your financial standing is crucial, and tracking your credit score along with your finances can all be managed within a single app. Additionally, ensure the well-being of yourself and your family with our comprehensive range of insurance products, including swift and straightforward life insurance via Ladder. Furthermore, Lantern by SoFi enables you to compare PPP offers from various lenders, alleviating some of the financial pressures on your small business. This multifaceted approach to finance empowers you to take control of your financial destiny more effectively.

Provide your investors with an elegant, contemporary, and tailored perspective of their portfolio that enhances their experience. Enable them to monitor their investments, forecasts, and returns all in one convenient location. They can easily delve into the specifics of each investment as needed. Keep your investors informed whether they're on the move or relaxing at home. Our platform is meticulously crafted for real estate investment companies, ensuring it caters to the unique requirements of your firm. Take charge and streamline your internal workflows to boost productivity and minimize mistakes. Consolidate your contacts, entities, ownership details, distributions, and tax information into one accessible hub for your entire team. With our robust marketing automation capabilities, Sensr Portal integrates seamlessly with your current marketing assets and website, enhancing the funding process. Generate instant landing pages and gather valuable insights into prospect interest and engagement, allowing you to fine-tune your outreach strategies effectively. By utilizing these tools, your firm can significantly enhance its operational efficiency while providing an exceptional experience for investors.

Addepar is a comprehensive platform for wealth management that focuses on the integration of data, analytics, and performance metrics. By utilizing Addepar, you can prioritize what truly counts: nurturing your relationships with clients. The platform consolidates various financial accounts to provide a unified perspective on your clients' portfolios. With top-notch analytics and reporting capabilities, you can customize insights and discussions for each individual client, fostering enduring and trustworthy connections. Our digital solutions ensure that your clients can securely access their financial information from anywhere, at any time. Additionally, you can connect back-office processes with our tailored reporting features. Count on our team of in-house experts to grasp the unique requirements of your firm and facilitate a smooth launch. To enhance your experience, you can take advantage of our extensive help center and online training resources. Addepar also implements industry-standard security measures, such as role-based access controls and end-to-end data encryption, ensuring the safety of your clients' information. In this way, Addepar not only streamlines your operations but also strengthens the security and reliability of your wealth management services.

eVestment, a platform under Nasdaq, delivers comprehensive investment analytics, data, and insights regarding both public and private markets. It serves as a bridge for asset managers and general partners to connect with the institutional marketplace, while institutional investors and consultants depend on eVestment for effective manager due diligence, selection, and ongoing monitoring. By enhancing transparency and efficiency within the global institutional market, eVestment empowers managers, investors, and consultants to make informed, data-driven decisions, optimize their resources, and achieve superior outcomes. Across the globe, institutional investors such as public pension plans, corporate pensions, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations, and endowments utilize eVestment to screen over $78 trillion in assets under management, identifying managers that align with their specific investment goals. This extensive reach underscores eVestment's pivotal role in shaping investment strategies and fostering collaboration within the financial ecosystem.

Numerous funds consistently provide their clients with data and documentation through Allocator. We develop a time series for each figure, enabling you to monitor fluctuations over time. Say goodbye to the inaccuracies of manual data entry. Our platform seamlessly integrates various data sources into a single, user-friendly format for analysis. Keep track of your investments on both fund and portfolio levels. Enjoy having all your fund documents centralized in one location. Your data remains current, secure, and organized, always ready for your use. Eliminate the hassle of managing multiple spreadsheets. Effortlessly evaluate returns across different periods, comparing them with other funds and a multitude of indices. Assess and visualize gains and losses across any timeframe, whether by position, long or short, or categorized by asset class, sector, strategy, currency, or geography. Maintain organized and relevant peer groups of funds to ensure you seize every opportunity. Furthermore, gain insights into how new funds might influence the risk and returns of your portfolio, providing a comprehensive view of your investment landscape. In doing so, you empower yourself to make informed decisions that align with your financial goals.

We are convinced that collaboration between established financial institutions and fintech companies leads to advantages for both parties. Their respective strengths and goals complement each other, creating valuable opportunities for partnership. By offering a diverse array of digital investment products, companies can not only cross-sell to their current clientele but also tap into new markets. Nonetheless, crafting unique proprietary investment solutions can be a lengthy and costly endeavor, particularly amid increasing fee pressures and complex regulatory demands. This challenge has hindered brokers from effectively developing and introducing innovative offerings that could foster growth. While many wealth managers take pride in their established investment strategies and knowledge, they face significant pressure on costs and profit margins, compelling the entire industry to undergo a systematic transformation and modernization of existing business models to sustain profitability in a rapidly evolving landscape. Furthermore, adapting to these changes is essential for long-term success and competitiveness in the financial sector.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

Many financial advisors believe that the only viable means of gaining exposure to digital assets while maintaining client oversight is through separately managed accounts or over-the-counter funds and indices. These advisors have the capability to directly manage bitcoin and other digital assets for their clients, ensuring that these investments remain under their advisory umbrella and are secured by Fidelity Digital Assets℠. Whether you prefer to conduct trades in large volumes or on a per-transaction basis, we offer various tools to facilitate your needs. In collaboration with Fidelity Digital Assets℠ and Komainu, we prioritize the security of your digital assets. Our platform allows for the seamless replication of your existing advisory fee structure and billing methods. With the Choice solution, you can execute trades through Interactive Brokers or Kraken from a single retirement or investment account, all held in qualified custody. Additionally, if your clients have investments in REITs, physical gold, real estate, or other alternative assets, we are equipped to manage those as well. This comprehensive account enables you to buy and sell digital assets, stocks, ETFs, and more—all from one centralized location. Furthermore, there’s no extra charge if you wish to provide your client with access to their own login. In essence, we strive to simplify your investment management process while offering robust support for digital asset trading.

Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.

Develop a robust and scalable compliance program with ComplianceAlpha, our cutting-edge regulatory technology platform enhanced by managed services. By leveraging integrated technology and comprehensive services, you can achieve enhanced results and greater economies of scale. A well-rounded compliance program is essential not only for safeguarding your business but also for fostering its growth. Discover how ComplianceAlpha is assisting over 800 top financial services firms worldwide in creating superior GRC programs. Strengthen your compliance framework by utilizing ComplianceAlpha, which harmonizes risk management, compliance oversight, surveillance, and analytics within a single platform, granting you a cohesive perspective on risks and behaviors throughout your organization. Our team combines expertise in regulatory compliance, cybersecurity, performance, ESG, and technology to craft timely and effective solutions to address your most urgent challenges, ensuring that your compliance efforts are both adaptive and forward-thinking. Embrace the future of compliance management with a solution designed to evolve alongside your business needs.

The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.