Best Investment Management Software for Businesses in 2023

Best investment management software includes MProfit for Accounting, emX, StockMarketEye, Stessa, and HedgeGuard. This software assists investors with portfolio management and financial asset tracking. Professional asset reporting (such as real estate), audit compliance, and investment tracking are some of the other capabilities.

Live Agent1
Live Agent2
Live Agent3
Get Free Demo

Connect With Your Personal Advisor

List of 20 Best Investment Management Software

Showing 1 - 20 of 125 products

Category Champions | 2023

#1

Mprofit is one of the best portfolio management and accounting management software for accounting professionals, investors, traders, advisors, corporates, family offices, and CAs to manage companies' financial data, MFs & other assets. Read MProfit for Accounting Reviews

Starting Price: Starting Price: Available on Request

Mobile App
Free Trial

Recent Review

"Excellent " - sanjeev purohit

Category Champions | 2023

#2

emX is a leading investment management software designed to serve SME’s and enterprise. emX, offers end to end solutions designed for the Web application. This online investment management system offers bonds, client portal, benchmarking, modeling & simulation, Performance metrics at one place. Learn more about emX

Starting Price: Available on Request

Mobile App
API

Contenders | 2023

#3

StockMarketEye is an easy to use investment portfolio management software and stop watcher that helps you to keep an eye on your investments and the markets. Track the performance of your retirement account and some other investments with portfolios. Learn more about StockMarketEye

Starting Price: Available on Request

Mobile App
API

Category Champions | 2023

#4

Stessa is a web-based investment software for property investors to monitor, manage, and communicate the performance of a real estate portfolios. The software helps real estate professionals with reporting dashboards, expense, income tracking, security, and tax ready financials. Learn more about Stessa

Starting Price: Available on Request

Mobile App
API

Contenders | 2023

#5

HedgeGuard is a portfolio management software designed for asset managers. It offers a front to back software solution, HedgeGround features reporting capabilities, position keeping technology alongside order management, compliance management, and risk management tools. Learn more about HedgeGuard

Starting Price: Available on Request

Mobile App
API

High Performer | 2023

#6

Carta for Investors is a leading investment management software designed to serve SME’s and enterprise. Carta for Investors offers end to end solutions that support accounting management, compliance reporting, fund management, performance metrics at one place. Learn more about Carta for Investors

Starting Price: Available on Request

Mobile App
API

High Performer | 2023

#7

FundPortal is a cloud-based file sharing, analytics, and marketing solution which helps hedge fund managers, placement agencies, and third party marketers manage investment campaigns and client engagement to facilitate lead conversions. Learn more about FundPortal

Starting Price: Available on Request

Mobile App
API

High Performer | 2023

#8

Macroaxis helps is revolutionizing portfolio management software for people involved in fintech, investment and academic research. It provides an intuitive and user-friendly interface. Learn more about Macroaxis

Starting Price: Starting Price: $20 Per Month

Mobile App
Free Trial

Contenders | 2023

#9

TeamWox Groupware is an application designed for organizing group work in different companies. The system will even help the clients to optimize business processors, which makes them more speed and transparent decision making based on accurate and complete information. Learn more about TeamWox

Starting Price: Available on Request

Mobile App
API

High Performer | 2023

#10

The innovative asset management system, Finartis comes with digital front portals that will help you to strengthen your business-client relationships. The sales-oriented application of this fixed asset tracking system increases the productivity of your organization. Learn more about Prospero 365

Starting Price: Available on Request

Mobile App
Free Trial

Emergents | 2023

#11

The Truequity software suite is SaaS software. Truequity is equity management software and includes features such as cap table management, document storage, financial modeling, options management, participant portal, private equity, valuation management, and vesting management.  Learn more about Truequity

Starting Price: Available on Request

Mobile App
API

Emergents | 2023

#12

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, order management, portfolio rebalancing, billing & Client, contact management portals on a single platform. This tool can easily integrate with most of the products in the wealth management space. Learn more about FinFolio

Starting Price: Available on Request

Mobile App
API

Emergents | 2023

#13

FactSet is a leading investment management software designed to serve startups and SME’s. It offers end to end solution designed for web applications. This online investment management system offers data import/export, for investment advisors, modeling & simulation, performance metrics, and risk management at one place. Learn more about FactSet

Starting Price: Available on Request

Mobile App
API

Emergents | 2023

#14

PackHedge is an extensive investment management software designed to serve agencies, startups, and SME’s. It offers end to end solutions designed for web applications. This tool offers contact management, stocks, investor reporting, client management, benchmarking at one place. Learn more about PackHedge

Starting Price: Available on Request

Mobile App
API

Category Champions | 2023

#15

TallyPrime is one of the leading business management solutions in the world, known for its accounting, stock control, reporting and payroll features. With TallyPrime, you don’t need to pay extra for additional features, which makes it affordable for small and medium businesses. It is used by 2 million businesses worldwide. Read TallyPrime Reviews

Starting Price: Available on Request

Mobile App
API
Free Trial

Recent Review

"Very best softare in my view but some measure have to be taken in order make it perfect ." - Arpit mishra

Most Reviewed

Category Champions | 2023

#16

MProfit is India’s leading portfolio management solution catering to investors, wealth managers, family offices, brokers, and chartered accountants.  Read MProfit Reviews

Starting Price: Available on Request

Mobile App
Free Trial

Recent Review

"Review for MProfit" - Ahmad Junaid

Category Champions | 2023

#17

Sage offers a complete desktop accounting software that helps you spend less time managing your accounts and more time developing your business. With its easy to use interface, Sage 50cloud Accounting has aided small businesses and entrepreneurs to operate efficiently and effectively. Special Offer: 40% off Sage 50cloud annual subscriptions | Coupon Code: D-1929-0020. Read Sage 50cloud Reviews

Starting Price: Starting Price: $50.58 Per Month

Mobile App
Free Trial

Recent Review

"Excellent service" - Lynne Smit

#18

Use our very powerful Bitcoin HYIP script to launch your investment website instantly. Our script fits perfectly with different screens using the latest technologies and advanced features. Read KIR HYIP Script Reviews

Starting Price: Starting Price: $149 Liftetime License

Mobile App
API
Free Trial

Recent Review

"Kirhyip is best for crypto projects" - Anas Khan

Emergents | 2023

#19

i-Record is a Complete Solution to Share Accounting and Portfolio Management used by Investors, traders, corporates, CA & Family offices, Consultants etc. to manage multiple Asset Categories such as Stocks, Commodities, MF, Bonds and Others. Read iRecord Portfolio Management & Accounting Reviews

Starting Price: Starting Price: $240.97 Onetime (+AMC/Yr)

Free Trial
#20

ReconAdvantage is a fully featured Investment Management Software designed to serve Enterprises, Agencies. ReconAdvantage provides end-to-end solutions designed for Windows. This online Investment Management system offers Portfolio Management, Commodity Futures, Investor Reporting, Data Import / Export, Performance Analysis at one place. Read ReconAdvantage Reviews

Starting Price: Available on Request

Mobile App
API

Recent Review

"Best software to automate recon" - Gagan Garg

FAQs of Investment Management Software

investment management software solution helps operate investment portfolios, audit compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds.

Last Updated: February 27, 2023