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Investment Management Software


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6/10

Kranz and Associates

Kranz and Associates is an Investment Management Software. Review Kranz and Associates : Overview & Pricing
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Kranz and Associates Review
Kranz and Associates is a decent investment management SaaS software to discover for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

iownit

iownit is an Investment Management Software. Review iownit : Overview & Pricing
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iownit Review
iownit is a decent investment management SaaS software to investigate for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • Our mission is to revolutionize private markets and provide a foundation on which an effective private equity market can be built
CONS:
  • Not always the cheapest option
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Broadridge Investment Accounting is an Investment Management Software. Review Broadridge Investment Accounting : Overview & Pricing
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Broadridge Investment Accounting Review
Broadridge Investment Accounting is a decent investment management SaaS software to examine for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Irwin

Irwin is an Investment Management Software (free trial available). Review Irwin : Overview & Pricing
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Irwin Review
Irwin is a decent investment management SaaS software to experience for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the complete picture.
CONS:
  • Not always the cheapest option
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6/10

FinSentS

FinSentS is an Investment Management Software (free trial available). Review FinSentS : Overview & Pricing
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FinSentS Review
FinSentS is a decent investment management SaaS software to experiment for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • FinSentS analyzes millions of sources in real time
CONS:
  • Not always the cheapest option
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6/10

FundPortal

FundPortal is an Investment Management Software. Price : $400. Review FundPortal : Overview & Pricing
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$400.00
FundPortal Review
FundPortal is a decent investment management SaaS software to explore for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Founder Shield

Founder Shield is an Investment Management Software. Review Founder Shield : Overview & Pricing
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Founder Shield Review
Founder Shield is a decent investment management SaaS software to try for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Family Wealth Guru

Family Wealth Guru is an Investment Management Software. Review Family Wealth Guru : Overview & Pricing
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Family Wealth Guru Review
Family Wealth Guru is a decent investment management SaaS software to experience for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • Track and control all assets including stocks, bonds, fixed deposits, mutual funds, bullion, property, private equity, jewelry and receive online, SMS, email and price alerts for listed assets.
CONS:
  • Not always the cheapest option
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6/10

Eze Investment Suite

Eze Investment Suite is an Investment Management Software (free trial available). Review Eze Investment Suite : Overview & Pricing
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Eze Investment Suite Review
Eze Investment Suite is a decent investment management SaaS software to examine for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

ETNA Web Trader

ETNA Web Trader is an Investment Management Software. Price : $500 (free trial available). Review ETNA Web Trader : Overview & Pricing
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$500.00
ETNA Web Trader Review
ETNA Web Trader is a decent investment management SaaS software to discover for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • White label: just place your logo and start using the platform
CONS:
  • Not always the cheapest option
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7.2/10

Entropy

Entropy is an Investment Management Software. Review Entropy : Overview & Pricing
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Entropy Review
Entropy is a well known investment management SaaS software to experiment for your company or business.
Ease of use
7.20
Functionnality
7.20
Integrations
7.20
Customer support
7.20
Value for money
7.20
PROS:
  • Allows users to choose to trade using bots with a user guide
CONS:
  • Not always the cheapest option
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6/10

Elinvar

Elinvar is an Investment Management Software. Review Elinvar : Overview & Pricing
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Elinvar Review
Elinvar is a decent investment management SaaS software to consider for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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7/10

Echofin

Echofin is an Investment Management Software. Price : $49 (free trial available). Review Echofin : Overview & Pricing
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$49.00
Echofin Review
Echofin is a popular investment management SaaS software to experience for your company or business.
Ease of use
7.00
Functionnality
7.00
Integrations
7.00
Customer support
7.00
Value for money
7.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

CXi-Registry

CXi-Registry is an Investment Management Software. Review CXi-Registry : Overview & Pricing
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CXi-Registry Review
CXi-Registry is a decent investment management SaaS software to try for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • Streamline workflow
CONS:
  • Not always the cheapest option
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6/10

Crowd Valley

Crowd Valley is an Investment Management Software (free trial available). Review Crowd Valley : Overview & Pricing
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Crowd Valley Review
Crowd Valley is a decent investment management SaaS software to test for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • Payments
CONS:
  • Not always the cheapest option
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6/10

Chadbourne & Parke

Chadbourne & Parke is an Investment Management Software. Review Chadbourne & Parke : Overview & Pricing
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Chadbourne & Parke Review
Chadbourne & Parke is a decent investment management SaaS software to test for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Burkland Associates

Burkland Associates is an Investment Management Software. Review Burkland Associates : Overview & Pricing
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Burkland Associates Review
Burkland Associates is a decent investment management SaaS software to investigate for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Boss Insights

Boss Insights is an Investment Management Software. Price : $50 (free trial available). Review Boss Insights : Overview & Pricing
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$50.00
Boss Insights Review
Boss Insights is a decent investment management SaaS software to examine for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • Ultimate Information Center for VCs, Accelerators and Startups
CONS:
  • Not always the cheapest option
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6/10

BMO Nesbitt Burns

BMO Nesbitt Burns is an Investment Management Software. Review BMO Nesbitt Burns : Overview & Pricing
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BMO Nesbitt Burns Review
BMO Nesbitt Burns is a decent investment management SaaS software to explore for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Beanvest

Beanvest is an Investment Management Software. Price : $20 (free trial available). Review Beanvest : Overview & Pricing
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$20.00
Beanvest Review
Beanvest is a decent investment management SaaS software to discover for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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6/10

Accretive Solutions

Accretive Solutions is an Investment Management Software. Review Accretive Solutions : Overview & Pricing
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Accretive Solutions Review
Accretive Solutions is a decent investment management SaaS software to experiment for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Kraytis Risk manager

Kraytis Risk manager is an Investment Management Software. Review Kraytis Risk manager : Overview & Pricing
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Kraytis Risk manager Review
Kraytis Risk manager is a decent investment management SaaS software to discover for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

GlobalAsset

GlobalAsset is an Investment Management Software. Review GlobalAsset : Overview & Pricing
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GlobalAsset Review
GlobalAsset is a decent investment management SaaS software to consider for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option
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6/10

Fortress

Fortress is an Investment Management Software. Review Fortress : Overview & Pricing
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Fortress Review
Fortress is a decent investment management SaaS software to try for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Not always the cheapest option

Why use Investment Management Software ?

What are the key features and benefits of Investment Management Software ?

  • Investment Tracking
  • Portfolio Performance
  • Data Import
  • Benchmarking
  • Asset Reports
  • Financial risk management
  • Accounting management
  • Membership management
  • Commercial management
  • Accounting management leads

What are the Cons of Investment Management Software ?

  • Data hosting: not necessarily stored in your country (server abroad)
  • Installation & Maintenance: it is preferable to call on an IT integrator
  • Technical support: it is preferable to train employees when changing software packages
  • Security & Confidentiality: you must trust the publisher of the solution
  • Price: multiplying subscription software can be costly for the company


Best Investment Management Software: Reviews Pricing Comparison Alternatives

Best Investment Management Software: Reviews Pricing Comparison Alternatives

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