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.

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List of 20 Best Investment Management Software

Showing 1 - 20 of 125 products

Category Champions | 2023

#1

MProfit is a leading personal investment management software. It offers a secure, scalable, user-friendly tool for businesses. MProfit user interface is simple to understand and use. Its accounting module is easy and less complex than other accounting packages. Read MProfit for Accounting Reviews

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"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

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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

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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

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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

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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

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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

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High Performer | 2023

#8

Macroaxis is an early based startup company based out of San Francisco Bay Area. The company specializes in providing software solutions for the financial services sector, facilitating the rapid distribution of financial analytics to large audiences. Learn more about Macroaxis

Starting Price: Starting Price: $20 Per Month

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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

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High Performer | 2023

#10

Prospero 365 suite of solutions is fitted to the needs of the specific segments of the financial services industry: Asset Management, Wealth Management, Family offices. It covers all the financial, transactional, processing, and reporting needs from the front office to the middle and back-office areas. Learn more about Prospero 365

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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

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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

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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

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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

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Category Champions | 2023

#15

TallyPrime is India’s leading business management software for GST, accounting, inventory, banking, and payroll. TallyPrime is affordable and is one of the most popular business management software, used by nearly 20 lakh businesses worldwide. Read TallyPrime Reviews

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

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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

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"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

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"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

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"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)

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Contenders | 2023

#20

HYIP Script is a fully featured Investment Management Software designed to serve Agencies, SMEs. HYIP Script provides end-to-end solutions designed for Windows. This online Investment Management system offers Accounting Management, Client Management, Fund Management, Performance Metrics, Risk Management at one place. Read HYIP Script Reviews

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Recent Review

"Best Service Provider" - Oliva Smith

FAQs of Investment Management Software

Investment management software helps manage and track investments such as stocks, futures, options, and bonds, audit compliance, and optimize portfolio performance.

Last Updated: February 27, 2023