---
description: Page 3 - Discover the best Investment Management Software for your organisation. Compare top Investment Management Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 3 - Best Investment Management Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) > [Page 3](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3)

# Investment Management Software

Canonical: https://www.softwareadvice.co.uk/directory/4566/investment-management/software

Page: 3 / 8\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=2)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=4)

-----

## Products

1. [PackHedge](https://www.softwareadvice.co.uk/software/473991/PackHedge) — 4.9/5 (11 reviews) — PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes al...
2. [Capboard](https://www.softwareadvice.co.uk/software/346638/capboard) — 4.7/5 (10 reviews) — Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be use...
3. [DynamicDocs Excel to PDF Add-in](https://www.softwareadvice.co.uk/software/536546/DynamicDocs-Excel-to-PDF-Add-in) — 5.0/5 (10 reviews) — DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to cr...
4. [HedgeGuard](https://www.softwareadvice.co.uk/software/84965/hedgeguard) — 4.7/5 (9 reviews) — HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Manag...
5. [Yardi Investment Manager](https://www.softwareadvice.co.uk/software/263330/yardi-investment-manager) — 4.0/5 (9 reviews) — Yardi Investment Manager is a complete platform for managing relations with current and prospective real estate inves...
6. [Covercy](https://www.softwareadvice.co.uk/software/324657/covercy) — 4.3/5 (9 reviews) — Covercy is the first real estate syndication platform where banking meets investment management. Now the Platform inc...
7. [Roundtable](https://www.softwareadvice.co.uk/software/530824/Roundtable) — 5.0/5 (9 reviews) — Roundtable is a platform and infrastructure solution for private markets, enabling the launch of SPVs and funds with ...
8. [Avestor](https://www.softwareadvice.co.uk/software/523559/Avestor) — 5.0/5 (8 reviews) — Avestor is a web-based platform that allows fund managers to raise capital through customizable funds and helps strea...
9. [U-Rite](https://www.softwareadvice.co.uk/software/188458/u-rite) — 5.0/5 (7 reviews) — U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors ...
10. [Cash Flow Portal](https://www.softwareadvice.co.uk/software/199570/cash-flow-portal) — 4.9/5 (7 reviews) — Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 ...
11. [Optio](https://www.softwareadvice.co.uk/software/415360/optio) — 4.7/5 (7 reviews) — The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. The administr...
12. [Lendstream](https://www.softwareadvice.co.uk/software/372403/lendstream) — 4.6/5 (7 reviews) — Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loa...
13. [ARGUS Enterprise](https://www.softwareadvice.co.uk/software/424955/argus-enterprise) — 4.1/5 (7 reviews) — ARGUS Enterprise is a cloud-based commercial property valuation and asset management software designed to meet the co...
14. [Windham Portfolio Advisor](https://www.softwareadvice.co.uk/software/84893/windham-portfolio-advisor) — 4.8/5 (6 reviews) — Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and ...
15. [Quoroom](https://www.softwareadvice.co.uk/software/184030/highcastle) — 4.7/5 (6 reviews) — Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect ...
16. [Bloqhouse Technologies](https://www.softwareadvice.co.uk/software/435065/fund-management-solution) — 5.0/5 (6 reviews) — Bloqhouse Technologies is a cloud-based fund management solution designed to assist with capital raising for fund man...
17. [AIRR](https://www.softwareadvice.co.uk/software/96119/airr) — 4.8/5 (5 reviews) — AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This ...
18. [Financial Services Cloud](https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews) — Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance in...
19. [Invelo](https://www.softwareadvice.co.uk/software/433846/invelo) — 4.4/5 (5 reviews) — Invelo helps real estate professionals scale their businesses through technology. It provides a tool to find, organiz...
20. [Betterment](https://www.softwareadvice.co.uk/software/498740/Betterment) — 4.2/5 (5 reviews) — Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offe...
21. [Direct Advisory Suite](https://www.softwareadvice.co.uk/software/119101/Direct-Advisory-Suite) — 4.8/5 (4 reviews) — Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a robust software platform tailored for financial...
22. [Edda](https://www.softwareadvice.co.uk/software/216643/Edda) — 4.8/5 (4 reviews) — Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's su...
23. [Investor Deal Room](https://www.softwareadvice.co.uk/software/246671/investor-deal-room) — 4.5/5 (4 reviews) — Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients,...
24. [COBIS Core](https://www.softwareadvice.co.uk/software/233527/cobis-core) — 2.5/5 (4 reviews) — COBIS Core is an investment management software designed to help cooperative banks and microfinance institutions mana...
25. [Powens](https://www.softwareadvice.co.uk/software/347231/Powens) — 3.8/5 (4 reviews) — Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to...

-----

Page: 3 / 8\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=2)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=4)

## Related Categories

- [Human Resources Software](https://www.softwareadvice.co.uk/directory/4198/hr/software)
- [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software)
- [Financial CRM Software](https://www.softwareadvice.co.uk/directory/3247/financial/software)
- [Reporting Tools](https://www.softwareadvice.co.uk/directory/4284/reporting-tools/software)
- [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@id":"https://www.softwareadvice.co.uk/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Investment Management Software","description":"Page 3 - Discover the best Investment Management Software for your organisation. Compare top Investment Management Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3","about":{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3#itemlist"},"publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software","@type":"ListItem"},{"name":"Page 3","position":3,"item":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 3 - Best Investment Management Software - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=3#itemlist","@type":"ItemList","itemListElement":[{"name":"PackHedge","position":1,"description":"PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes alternative and traditional funds, hedge funds, private equity, mutual funds, ETFs, equities, indices, bonds, and real estate. The platform serves a diverse clientele such as family offices, managed accounts, fund of funds, banks, pension funds, and charitable organizations.\n\nAt the core of PackHedge is a powerful data management engine that provides a rich set of functionalities. This includes statistical and quantitative analysis, performance analysis, attribution and contribution analysis, risk management, scenario and stress testing, research and query tools, asset allocation, portfolio construction, portfolio management, and compliance. The modular design of PackHedge allows it to be integrated into existing infrastructure, catering to the unique needs and budgets of each client.\n\nPackHedge offers several key benefits. It improves compliance and productivity. It enhances client support and marketing effectiveness. It safeguards the investment in and retention of intellectual capital. Additionally, it streamlines workflows and reduces operational risks, providing a comprehensive and efficient investment management solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe857dea-9d50-4bb2-bdf0-05c581dbf5e3.png","url":"https://www.softwareadvice.co.uk/software/473991/PackHedge","@type":"ListItem"},{"name":"Capboard","position":2,"description":"Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digitize capitalization tables, projections, equity plans, and more. Capboard can increase equity visibility for founders, lawyers, investors, and employees. The tool can be used to share and store monthly updates, fundraising documents, and due diligence paperwork. Additionally, Capboard provides a portfolio overview with financial performance details for investors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea14cd39-cc78-4189-a473-503372bee5a3.png","url":"https://www.softwareadvice.co.uk/software/346638/capboard","@type":"ListItem"},{"name":"DynamicDocs Excel to PDF Add-in","position":3,"description":"DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to create professional-quality reports directly within the MS Excel environment. The add-in supports features such as dynamic charts, tables, and logical structures, including if-statements and for-loops. Generated PDFs are automatically saved to a designated folder on the computer.\n\nThe add-in includes access to an online template library with pre-designed options and supports custom templates created using LaTeX for advanced customization. It enables users to generate multiple PDFs simultaneously through asynchronous calls. Users can also use DynamicDocs Excel to PDF Add-in to create JSON payloads from spreadsheet data to streamline the document creation process. The interface is designed to be user-friendly for basic tasks while offering advanced functionality for more complex operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/809a6ad5-cf20-4bfc-a8db-5b397e3484f4.png","url":"https://www.softwareadvice.co.uk/software/536546/DynamicDocs-Excel-to-PDF-Add-in","@type":"ListItem"},{"name":"HedgeGuard","position":4,"description":"HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers.\n\nOur cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.\n\nWith offices in Sydney, Boston, Paris and Beirut, the HedgeGuard team works closely with a wide range of crypto funds, hedge funds, asset management companies and family offices. We work alongside our clients through the different stages of their growth, providing them with the tools necessary to achieve their goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be8d5d5e-beca-4f39-b328-d0e83cbc9c00.png","url":"https://www.softwareadvice.co.uk/software/84965/hedgeguard","@type":"ListItem"},{"name":"Yardi Investment Manager","position":5,"description":"Yardi Investment Manager is a complete platform for managing relations with current and prospective real estate investors, tracking capital transactions and insights into investment metrics.   \n\nBased on 20+ years of experience in real estate investment management, the platform is dedicated to organizations of all types and sizes, from owner and fund managers to REITs and family offices.      \n\nInvestment Manager simplifies collaboration with investors through a branded portal, providing investors self-service access to key documents, reports and published investment metrics, as well as insights into new investment opportunities. Through the same portal, investors can complete their entire onboarding process by updating their profile and signing subscription agreements electronically.   \n\nThe solution maintains a comprehensive record of all activities and communication with investors, supporting investment managers in ensuring compliance. It can be used as a standalone platform and is the only investor portal that integrates  with other Yardi solutions to provide full transparency from investor to asset operations.   \n\nYardi Investment Manager significantly increases efficiency through streamlined reporting, optimized investor communication and automated capital raising. With customizable features, and easy-to-navigate interface, it delivers a comprehensive and user-friendly solution available from any device, any time.   \n\nQuick and straightforward implementation and rollout, backed by our best-in-class support team and focus on customer satisfaction, remain at the forefront of our client relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea9cb7f6-e6e1-4200-a441-91532580682b.png","url":"https://www.softwareadvice.co.uk/software/263330/yardi-investment-manager","@type":"ListItem"},{"name":"Covercy","position":6,"description":"Covercy is the first real estate syndication platform where banking meets investment management. Now the Platform incorporates AI (Artificial Intelligence) to make your work more efficient. \n\n Streamline your operations with our automated distribution and capital call payment processing, while building trust with your LPs through our user-friendly Investor Portal—all within a single platform. Finally, your investors, real estate, and even payments all in one place.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e700cdd3-5b8c-4d8c-9b4f-95551e5b2752.png","url":"https://www.softwareadvice.co.uk/software/324657/covercy","@type":"ListItem"},{"name":"Roundtable","position":7,"description":"Roundtable is a platform and infrastructure solution for private markets, enabling the launch of SPVs and funds with professional structures and administrative support. It serves various stakeholders in the investment ecosystem, including founders, investment clubs, fund managers, and individual investors across Europe. Roundtable manages assets under administration and serves investors from numerous nationalities, establishing itself as a platform for private market investments.\n\nThe platform offers features to streamline the investment process. It includes an investor onboarding system with integrated compliance checks, supporting global investors in multiple currencies. Fundraising management capabilities include secure deal presentation, real-time commitment tracking, e-signatures, and automatic payment reconciliation. Roundtable also provides centralized portfolio management with document storage and visualization tools to track investment value over time.\n\nRoundtable supports diverse investment types across venture capital, private equity, and real estate markets. It offers multiple SPV structures, such as Luxembourg special limited partnership, French société civile, and French société par actions simplifiée, to accommodate different investment needs. As a registered EuVECA manager with the Commission de Surveillance du Secteur Financier, Roundtable ensures regulatory compliance and simplifies cap table management by consolidating multiple investors into single investment vehicles.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/82cb0cb4-43c6-4b81-94ce-f0cb3edabb6e.jpeg","url":"https://www.softwareadvice.co.uk/software/530824/Roundtable","@type":"ListItem"},{"name":"Avestor","position":8,"description":"Avestor is a web-based platform that allows fund managers to raise capital through customizable funds and helps streamline the entire capital raising process for private investments. \n\nFund managers can define a business plan, including investment strategy, fund structure and manager compensation. Avestor ensures that the customizable fund documents meet regulatory requirements. It also assists with investor management, investor experience automation, tax information delivery and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91a8dede-ce87-449f-9e71-a397d25c8827.png","url":"https://www.softwareadvice.co.uk/software/523559/Avestor","@type":"ListItem"},{"name":"U-Rite","position":9,"description":"U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors manage property valuation and tenant underwriting. It integrates with Microsoft Excel to facilitate market-specific calculations and predictions related to rent inflation, vacancy, expense recoveries, and more. \n\n\nAdministrators can utilize the platform to screen profiles to bid deals, analyze rent increase on units and generate reports on pipelines and portfolios. Users can include U-Rite's worksheets into Excel to gain insights into capital expenditures, operating expenses and more within the proprietary models.\n\n\nOther features of U-Rite include team collaboration, reporting, sensitivity analysis, file sharing and screening. Pricing is available on monthly subscriptions and support is extended via online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4a38eed7-521a-4591-920b-f19d541d6079.png","url":"https://www.softwareadvice.co.uk/software/188458/u-rite","@type":"ListItem"},{"name":"Cash Flow Portal","position":10,"description":"Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 days that can be extended to 30 days upon request.\n\nIt combines ease of use, intuitive UI of a user-centric SaaS with robust features, like bulk document uploading, automation of distributions, investor view, and much more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5e2d6c06-e94c-4e36-9ca2-951c8d127775.jpeg","url":"https://www.softwareadvice.co.uk/software/199570/cash-flow-portal","@type":"ListItem"},{"name":"Optio","position":11,"description":"The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. \n\nThe administrator portal is a tool that helps users easily plan and manage equity compensation for their employees. Users can track all grants, including those that have been vested, exercised, or terminated. Users can also see who is currently participating in the program, assign them to the correct cost center, and terminate those who are leaving the company. With Optio, users can create new equity plans and award employees quickly and easily, as all the steps from creating the award to accepting the document are automated. They can also easily create complex vesting schedules and store all their documents securely.\n\nThe valuation and accounting module helps users stay compliant with detailed financial reports. It performs complex valuations and ensures financial reporting is compliant with IFRS 2 and other standards. It also eliminates the risk of manual errors by storing all data on secure servers.\n\nThe employee portal makes it easy for employees to understand the value of their awards and incentives, no matter what type they are. They can see when their awards will vest, track their history, and even calculate what their awards could be worth in the future. Plus, we make even the most complex schedules easy to understand.\n\nThe share custody and trading feature makes it simple for employees to hold and trade shares, even if they're located in different countries. The platform makes it easy to exercise, purchase, and sell shares, and we even have a special product that helps employees exercise their options without having to pay upfront. The solution also sends exchange notices to help users stay compliant with all the rules.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0c4d22b-f545-4b20-8458-7b554e6a1d99.jpeg","url":"https://www.softwareadvice.co.uk/software/415360/optio","@type":"ListItem"},{"name":"Lendstream","position":12,"description":"Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage companies with API-integrated borrower on-boarding, KYC check, e-signature and data exchange options. Key features include lead generation, product and interest rate matching, document management, loan underwriting and servicing, loan sales, investor on-boarding, portfolio servicing, reporting and data analysis.\n\nMain benefits of the Lendstream include integrated loan management software, web and mobile applications for fast borrower/investor on-boarding, automated borrower/investor identification and KYC functions, automated credit-decisioning, document e-signing, automated payment processing, sophisticated arrears management, process driver for daily tasks and reminders, to-do list emailing, secondary marketing option to sell loan portfolio and data exchange with accounting systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b227f98f-be80-4b27-a9db-6a769c7c163a.png","url":"https://www.softwareadvice.co.uk/software/372403/lendstream","@type":"ListItem"},{"name":"ARGUS Enterprise","position":13,"description":"ARGUS Enterprise is a cloud-based commercial property valuation and asset management software designed to meet the complex needs of commercial property valuation, cash flow forecasting, and asset management. With its robust capabilities and seamless integrations, it empowers real estate professionals to make informed decisions and optimize the performance of their commercial assets and property portfolios.\n\nARGUS Enterprise offers intricate cash flow forecasts, enabling precise modeling of changes in expenses, revenues, and capital expenditures on a lease-by-lease basis. This comprehensive approach ensures accurate and detailed property valuations by incorporating multiple methods such as Discounted Cash Flow (DCF), Traditional Valuation, and other global techniques. One of the key features of ARGUS Enterprise is its ability to enable sensitivity analysis and scenario testing for individual properties or entire portfolios. This enables users to assess the true impact of changes on property and portfolio key performance indicators, allowing for informed decision-making in varying market conditions and under different scenarios.\n\nAdditionally, ARGUS Enterprise facilitates robust returns modeling and investment analysis by leveraging a wide range of property data and market assumptions. This feature allows users to import data from sellers, overlay in-house assumptions, and utilize scenario tools to determine the best and worst-case scenarios, providing crucial insights to support investment decisions. ARGUS Enterprise also seamlessly integrates with third-party accounting and property management solutions, enabling real-time modeling of key operating expenses and revenue streams. This functionality allows easy comparison of monthly budgets against actuals, identification of variances, scenario modeling, and efficient reforecasting of budgets.\n\nARGUS Enterprise allows users to connect and import data from existing spreadsheets and other property management and accounting systems. This facilitates powerful cash flow analysis, forecasting, portfolio analysis, and reporting, simplifying the commercial real estate management process. With the ability to store multiple portfolios and properties in one place, the solution offers deeper intelligence and advanced analytics to stress test commercial properties in different market conditions, providing increased accuracy and data integrity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cbf4526e-5577-49ac-8624-4b7524cdeacb.png","url":"https://www.softwareadvice.co.uk/software/424955/argus-enterprise","@type":"ListItem"},{"name":"Windham Portfolio Advisor","position":14,"description":"Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress testing and wealth simulation.\n\n\nWindham Portfolio Advisor enables users to develop capital market assumptions for returns using CAPM, Bayesian Analysis and custom forecasts. Its risk management tool allows users to handle portfolio prospects and complexities based on market exposure and expectations. Additionally, its factor analysis module assists managers with forecasting the expected return values of assets and help identify sources of risk and return.\n\n\nWindham Portfolio Advisor allows users to generate reports, investment policy statements and proposals which can be exported to Microsoft Word, Excel and PowerPoint applications. Pricing of the product is available on request and support is extended via phone, email and online helpdesk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/39221913-e6cb-4baf-b47d-f594eb0ca5e3.png","url":"https://www.softwareadvice.co.uk/software/84893/windham-portfolio-advisor","@type":"ListItem"},{"name":"Quoroom","position":15,"description":"Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and issue equity and debt securities, convertibles and options.\n\n\nIt enables companies to migrate their company records from static spreadsheets to a digital platform from an early-stage, helping to keep businesses organized and prepare for the next funding round, options execution, share transfers and company house filings.\n\n\nQuoroom is available for free and also on monthly and annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcfc3c74-4cde-4d8c-a76d-ca66a044a2e1.png","url":"https://www.softwareadvice.co.uk/software/184030/highcastle","@type":"ListItem"},{"name":"Bloqhouse Technologies","position":16,"description":"Bloqhouse Technologies is a cloud-based fund management solution designed to assist with capital raising for fund managers and investors. This platform offers tools to assist with investor onboarding, capital deployment, reporting, and administration tasks within the fund management industry.\n\nThe solution includes an admin portal, which allows system administrators to oversee system performance and user activity, as well as make required configuration changes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/964b693e-0e63-4682-88ae-609e9eed4225.jpeg","url":"https://www.softwareadvice.co.uk/software/435065/fund-management-solution","@type":"ListItem"},{"name":"AIRR","position":17,"description":"AIRR is an all-in-one SAAS solution for investment management teams which intends to sync and consolidate data. This tool helps with investment routine stages such as pipeline, traction, valuation, storage, reporting, and KYC. In addition, investors get real-time visual reporting as well as access to investment analysts, legal officers, and accountants to help evaluate investment decisions. \n\n\nAIRR gives investment teams access to company valuation and stock market data as well as portfolio shareholding structure, investment rounds, dividends, and documents. With AIRR, investment teams are able to see live reports and metrics while managing custom dashboards, charts, and KPIs for portfolio companies. Integration capabilities include Salesforce, DocuSign, Crunchbase, Xero, and Quickbooks.\n\n\nPricing for AIRR is on a monthly subscription basis. Support is offered via email and online.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/480adf9d-f3ce-436c-b3f4-14642f25f8c1.png","url":"https://www.softwareadvice.co.uk/software/96119/airr","@type":"ListItem"},{"name":"Financial Services Cloud","position":18,"description":"Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b1c4f0f-6a29-4932-b64e-87a1e58a57d4.png","url":"https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud","@type":"ListItem"},{"name":"Invelo","position":19,"description":"Invelo helps real estate professionals scale their businesses through technology. It provides a tool to find, organize, and market off-market properties. Invelo is an all-in-one platform that allows users to do everything they need, all in one place. Say goodbye to multiple subscriptions and dated Excel sheets; Invelo keeps everything organized and streamlined. \n\nNew investors will love the smart automation and easy-to-use interface that Invelo offers. Preset filters allow new investors to take advantage of a wealth of prospecting knowledge. \n\nInvelo should be in every investor's toolbox if they want access to off-market deals, a comprehensive academy that includes masterclasses from industry leaders, and one central platform that manages their investing from prospecting to close.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/829dfd3b-cf81-4c01-b38f-40cd04cb5dac.jpeg","url":"https://www.softwareadvice.co.uk/software/433846/invelo","@type":"ListItem"},{"name":"Betterment","position":20,"description":"Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offers diversified, expert-built portfolios tailored to customers' financial goals and includes options for cryptocurrency investing. \n\nBetterment's features include automated rebalancing, dividend reinvestment, and tax-loss harvesting to maximize returns. The platform also provides a high-yield cash account. For retirement savings, Betterment offers traditional, Roth, and SEP IRAs with planning tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff40d6e6-bc35-4889-95b5-4fa6d67c16d5.jpeg","url":"https://www.softwareadvice.co.uk/software/498740/Betterment","@type":"ListItem"},{"name":"Direct Advisory Suite","position":21,"description":"Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a robust software platform tailored for financial advisors, advisory firms, and investment professionals. It combines advanced investment research, personalized planning tools, and seamless integrations to help advisors deliver exceptional advice, enhance client engagement, and scale their practices. \n\nKey features include: \n\nAdvanced Investment Research: Powered by Morningstar’s trusted data, advisors can access in-depth analysis across funds, ETFs, fixed income, and alternative investments to make data-driven decisions. \n\nInvestment Planning & Compliance Support: Advisors can craft personalized investment plans aligned with client goals and risk tolerance while ensuring regulatory compliance through integrated tools. \n\nPersonalized Proposals & Reports: Generate FINRA-reviewed reports with visuals like portfolio comparisons and hypothetical illustrations to build trust and transparency with clients. \n\nSeamless Integrations: Connect with CRMs, custodial platforms, and internal systems to streamline workflows, reduce manual tasks, and focus on delivering personalized advice. \n\nFirmwide Insights: Enterprise dashboards provide visibility into advisor activity and business trends, enabling firms to track key metrics, identify growth opportunities, and standardize processes for consistent service delivery. \n\nMorningstar Direct Advisory Suite is designed for advisors seeking to optimize their practices, navigate compliance complexities, and prioritize client relationships. With its user-friendly interface and powerful tools, the platform empowers advisors to build trust, achieve client goals, and grow their businesses.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b49015d-80f9-4c6a-a320-779c5fc70cf0.png","url":"https://www.softwareadvice.co.uk/software/119101/Direct-Advisory-Suite","@type":"ListItem"},{"name":"Edda","position":22,"description":"Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching for documents and writing reports, and more time discovering the next big thing.\n\nKushim provides support via a FAQ page, live chat, email, and other resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b46e918-fc3c-4376-9f74-d0beaf9abdff.png","url":"https://www.softwareadvice.co.uk/software/216643/Edda","@type":"ListItem"},{"name":"Investor Deal Room","position":23,"description":"Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital raisers, communication and more. The application allows organizations to create custom forms to gather client information, monitor investors’ progress and gain visibility into individual and group commitments.\n\nInvestor Deal Room includes a self-service portal, which lets investors upload documents, add contact information, view subscription details, verify accredited status and subscribe to new offerings. It offers various features such as tags, digital signatures, notes, two-factor authentication, custom workflows and more. Additionally, fund managers can automatically calculate distributions and send PDF notices to multiple clients.\n\nInvestor Deal Room enables financial enterprises to store and access documents related to investment amounts, investor details, updates, and FAQs from a centralized repository. It is available on monthly subscriptions and support is provided via FAQs and an online form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/679e626d-e4d8-4392-a23c-bdb28fc3ab41.png","url":"https://www.softwareadvice.co.uk/software/246671/investor-deal-room","@type":"ListItem"},{"name":"COBIS Core","position":24,"description":"COBIS Core is an investment management software designed to help cooperative banks and microfinance institutions manage customer service processes and back-office tasks. The platform enables administrators to manage lending, deposits, accounts, POS terminals, mobile banking, call center operations and more.\n\nAdditionally, COBIS Core lets stakeholders monitor financial performance, assess risk profiles and meet regulatory requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4bc45bfa-82bc-4638-b1f8-a24e0f53f836.png","url":"https://www.softwareadvice.co.uk/software/233527/cobis-core","@type":"ListItem"},{"name":"Powens","position":25,"description":"Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech startups. \n\nIts API and products enable to aggregate financial data and documents, and to perform payment initiations. \n\nThanks to powerful technologies, the ability to offer the best user experiences, and European regulatory requirements expertise, Budget Insight empowers companies to create more value for financial services users and develop new growth potential.\n\nDiscover our main solutions:\n\n- Pay, payment initiation solution (PIS), which enables payment from their interface.\n\n - Bank, Account Information Services (AIS), regulated by the PSD2, allows to aggregate bank account balances in real-time.\n\n- Wealth, activity outside the PSD2, enables to retrieve clients' asset portfolios for a comprehensive view of their investments.\n\n- Bill, activity outside the PSD2, helps become more productive by reconciling bills.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b08cea4-0e7a-447f-b9f2-473248eaf433.png","url":"https://www.softwareadvice.co.uk/software/347231/Powens","@type":"ListItem"}],"numberOfItems":25}
</script>