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description: Page 5 - Discover the best Investment Management Software for your organisation. Compare top Investment Management Software tools with customer reviews, pricing and free demos.
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title: Page 5 - Best Investment Management Software - 2026 Reviews, Pricing & Demos
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# Investment Management Software

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## Products

1. [Titan Treasury](https://www.softwareadvice.co.uk/software/336400/titan-treasury) — 4.0/5 (1 reviews) — Titan Treasury is a multi-user, multi-currency solution covering corporate companies' treasury valuation and financia...
2. [Enverus MineralSoft](https://www.softwareadvice.co.uk/software/285258/enverus-mineralsoft) — 5.0/5 (1 reviews) — Enverus MineralSoft makes it easy to monitor a rig’s location and the latest field data, enabling teams to steer thei...
3. [ETNA Paper Trading Simulator](https://www.softwareadvice.co.uk/software/391011/etna-trading-simulator) — 4.0/5 (1 reviews) — ETNA Trading Simulator is a cloud-based platform that lets users manage investments, access real-time quotes, and cre...
4. [M2Advisor](https://www.softwareadvice.co.uk/software/165928/m2advisor) — 5.0/5 (1 reviews) — M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suita...
5. [Octopus](https://www.softwareadvice.co.uk/software/350809/octopus) — 4.0/5 (1 reviews) — Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagement...
6. [FINTRX Platform](https://www.softwareadvice.co.uk/software/278078/fintrx-platform) — 5.0/5 (1 reviews) — FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate fi...
7. [Q4 Desktop](https://www.softwareadvice.co.uk/software/399794/q4-desktop) — 2.0/5 (1 reviews) — The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key p...
8. [Masttro](https://www.softwareadvice.co.uk/software/254999/masttro) — 5.0/5 (1 reviews) — Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro ca...
9. [Youhodler](https://www.softwareadvice.co.uk/software/527243/Youhodler) — 5.0/5 (1 reviews) — YouHodler is a crypto platform that offers a range of Web3 financial services. It caters to both experienced crypto u...
10. [DXtrade](https://www.softwareadvice.co.uk/software/450165/DXtrade) — 5.0/5 (1 reviews) — DXtrade is a multi-asset trading platform. It supports trading of various asset classes such as equities, derivatives...
11. [Aladdin](https://www.softwareadvice.co.uk/software/515883/Aladdin) — 4.0/5 (1 reviews) — Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to vie...
12. [Prospero](https://www.softwareadvice.co.uk/software/84908/prospero) (0 reviews) — Prospero 365 is a cloud-based risk management solution, which helps medium to large private banks and financial insti...
13. [VestServe](https://www.softwareadvice.co.uk/software/84911/vestserve) (0 reviews) — VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and fo...
14. [LienApp](https://www.softwareadvice.co.uk/software/84953/lienapp) (0 reviews) — LienApp is a cloud-based tax lien solution that helps investors and alternative asset portfolio managers automate tra...
15. [Broadridge Investment Accounting](https://www.softwareadvice.co.uk/software/84971/broadridge-investment-accounting) (0 reviews) — Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer...
16. [Eze Investment Suite](https://www.softwareadvice.co.uk/software/92020/eze-investment-suite) (0 reviews) — Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment ...
17. [FolioSure](https://www.softwareadvice.co.uk/software/186481/foliosure) (0 reviews) — FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and a...
18. [ByAllAccounts](https://www.softwareadvice.co.uk/software/118921/morningstar-byallaccounts) (0 reviews) — Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique dema...
19. [YCharts](https://www.softwareadvice.co.uk/software/119047/ycharts) (0 reviews) — YCharts is an investment management solution that helps financial advisors and investors create client portfolios and...
20. [Clearwater](https://www.softwareadvice.co.uk/software/122329/clearwater) (0 reviews) — Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers co...
21. [MX.3](https://www.softwareadvice.co.uk/software/174190/mx-3) (0 reviews) — MX.3 is a cloud-based solution that enables public agencies, banks, clearing brokers and other businesses to handle o...
22. [Bipsync](https://www.softwareadvice.co.uk/software/219616/bipsync) (0 reviews) — Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor pr...
23. [Pulse](https://www.softwareadvice.co.uk/software/221983/assetbook) (0 reviews) — Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help ...
24. [RentCast](https://www.softwareadvice.co.uk/software/239461/rentcast) (0 reviews) — RentCast is a cloud platform that helps real estate investors, landlords and property managers track and optimize the...
25. [Pepper](https://www.softwareadvice.co.uk/software/317783/pepper) (0 reviews) — Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best i...

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## 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)

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The system offers a cash flow validation workflow, revenue and expense forecasting, transaction simulation, accounting and journal entries, bank reconciliation and other functionalities. \n\nTitan Treasury facilitates integration with various third-party systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4dc8089-b2db-42e8-99ab-51f3e9162b8b.png","url":"https://www.softwareadvice.co.uk/software/336400/titan-treasury","@type":"ListItem"},{"name":"Enverus MineralSoft","position":2,"description":"Enverus MineralSoft makes it easy to monitor a rig’s location and the latest field data, enabling teams to steer their focus toward prospects and track performance across wells. It allows you to manage data such as land documents, production details and revenue figures, helping create data rooms to optimize investment decisions. Plus, it facilitates integration with third-party applications such as Oildex and Drillinginfo, enabling data comparison with public sources to enhance deal assessments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17bdbfd0-2c34-4471-9983-a767c191959d.png","url":"https://www.softwareadvice.co.uk/software/285258/enverus-mineralsoft","@type":"ListItem"},{"name":"ETNA Paper Trading Simulator","position":3,"description":"ETNA Trading Simulator is a cloud-based platform that lets users manage investments, access real-time quotes, and create customizable dashboards from a unified platform. Additionally, it lets staff members access trading details, market information, and portfolio. Users can streamline watchlist processes, trading widgets, and more with a drag-and-drop interface.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a17767da-8443-4b45-9a3b-3c8f9025c32e.png","url":"https://www.softwareadvice.co.uk/software/391011/etna-trading-simulator","@type":"ListItem"},{"name":"M2Advisor","position":4,"description":"M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for small to midsize banking and financial businesses. Key features include customer relationship management (CRM), investor portfolio management, return performance measurement\n\n\nM2Advisor enables financial advisors to manage all information relevant to clients and their portfolios. The solution can manage assets or liabilities of any type including all types of securities, unlisted assets, property and personal assets such as collectables. It is also able to support any currency.\n\n\nM2Advisor offers advanced reporting with flexible preferences for clients and white-label options. The solution can run reports such as performance returns, realized and unrealized profit and loss and foreign exchange gains and losses. It can also track metrics such as corporate actions and income and facilitate regulatory compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9dfcf50c-29a0-46d7-9645-e61ec74cf6c7.png","url":"https://www.softwareadvice.co.uk/software/165928/m2advisor","@type":"ListItem"},{"name":"Octopus","position":5,"description":"Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:\nhttps://www.fundmanager.tools/portfoliomanagementsoftware\nSupports Crypto Portfolio/Funds!\nCrypto version video: http://www.octo21.com/crypto\n\nThe Portfolio management includes:\n\n1.\tComplex portfolio structures with individual access rights\n2.\tFull instrument type coverage with compliance enhancements\n3.\tDetailed, extensible, self-updating instrument database\n4.\tPricing database with multiple data sources and fields for additional calculations\n5.\tComplete historical position and transaction database\n6.\tPortfolio can be viewed and calculated retrospectively for any given historical day\n7.\tExtensible performance and valuation fields for each position\n8.\tCross-portfolio positions and transactions search, filtering and export functions\n9.\tDatabase API for direct Excel connection\n10.\tExtensive setup database\no\tBroker/counterparties/issuers\no\tCommissions schedule\no\tCountries/currencies\no\tInstrument types (hierarchical structure)\no\tMarkets\no\tRating map\no\tTransaction types (hierarchical structure)\n\n\nThe Order management includes:\n\n1.\tSophisticated trade blotter tool for fast and easy execution for large amounts of trades\n2.\tExcel import for individual Excel sheets and adjustable copy & paste functionality\n3.\tExtensive, easy to adjust interfaces for brokers, custodians, and other counterparties\n4.\tInterfaces for all major price feed providers\n5.\tEntire universe coverage for instruments accompanied by pre-trade compliance\n6.\tOrder book with search, filter and export functionality for new, pending and executed trades\n7.\tIndividual portfolio views with direct trade blotter generation\n8.\tPortfolio simulation tool with rebalancing and direct trade blotter generation\n9.\tFee management tool to automate or simplify post-processing of transactions\n\n\nReconciliation & Interfaces functions:\n\n1.\tSophisticated interface setup tool to cover any type of file-based data import\n2.\tFTP, Email and API data transfer with encryption support\n3.\tSetup of unlimited reconciliation tasks between your data and any third-party partners\n4.\tAutomated reconciliation groups, flexible scheduler\n5.\tInstrument name mapping database\n\n\nThe Fund management & valuation includes\n\n1.\tAccounting/shadow accounting for complex fund structures e.g. master-feeder and hedging option\n2.\tEx-post compliance checks with a flexible and sophisticated rule catalogue with per fund setup \n3.\tSetup of multiple currency share class structures and shares with the capability of currency hedging\n4.\tComplex fee setup for automated fee calculation on fund or share class level\n5.\tConfigurable performance fee calculation with high watermark and hurdle rate support\n6.\tComplete exportable NAV, compliance and subscription/redemption history\n7.\tExtensible calculations for performance, VaR and other key figures\n8.\tAutomated data sources for portfolio value, subscription/redemptions, liabilities, hedges\n\n\nReporting\n\n1.\tSophisticated reporting engine based on the open source software Jasper Reports\n2.\tEasy to adjust reporting templates for KIID, Factsheet, NAV, Portfolio and annual reports\n3.\tExtensive and highly customizable reports adjustable to any corporate identity\n4.\tReport generation and email distribution with batch processing and scheduler control","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a81ed17-3c40-444e-be55-d1d32326d5ee.png","url":"https://www.softwareadvice.co.uk/software/350809/octopus","@type":"ListItem"},{"name":"FINTRX Platform","position":6,"description":"FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, institutional investors, investment banks, consultants, service providers asset managers, venture capitalists, wealth managers, and financial advisors with insights into institutional investment trends and key decision-makers.\n\nFINTRX Platform offers users access to 13F security holdings, news alerts, investment activity monitoring, detailed contact information, representative AUM coverage and rankings and more. Users can track which securities institutions are buying and selling each quarter, set up custom alerts for news on target accounts or prospects, see how asset managers are allocating client funds across asset classes, find direct contact details for key decision makers, and view individual representative AUM and production data.\n\nFINTRX Platform is a cloud-based solution with an intuitive interface, real-time data, and customer support. The platform integrates data from multiple public and private sources into a centralized hub for investment professionals to gain an information advantage and strengthen business development efforts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6ca5a1c9-d958-469b-a045-d9a5f223c066.png","url":"https://www.softwareadvice.co.uk/software/278078/fintrx-platform","@type":"ListItem"},{"name":"Q4 Desktop","position":7,"description":"The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key processes. With its suite of applications, the platform enables businesses to effectively manage investor engagement, target investors strategically, streamline event management, enhance website management, and simplify the earnings lifecycle.\n\nThe application centralizes investor data, providing businesses with a complete view of investor engagement. This data-driven approach allows for faster insights and actions, empowering organizations to optimize their IR strategies. Through the Q4 platform, businesses can identify and prioritize investor targeting by revealing leading indicators to investor intent. The platform optimizes planning, execution, and analysis of IR virtual events, streamlining event workflows and providing instant access to key event details and analytics.\n\nThe Website Management app simplifies the process of updating and managing company websites, offering rapid publishing of changes. The Q4 Platform also simplifies the management of the earnings lifecycle with a high-security workflow. Businesses can confidently upload, preview, and publish earnings documents, orchestrating every stage of the earnings process with ease.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/479b274d-139e-4b40-9040-a73507909d0b.jpeg","url":"https://www.softwareadvice.co.uk/software/399794/q4-desktop","@type":"ListItem"},{"name":"Masttro","position":8,"description":"Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to family offices, wealth managers and advisors, and professional service firms and the platform consolidates complex financial data into actionable WealthData to optimize workflows.\n\nKey features of Masttro include the ability to import all types of assets from liquid investments to alternatives using custodian feeds. It ingests data on concentrated stock positions, real estate holdings, passion assets, and more. The platform simplifies portfolio management with custom dashboards, task management, and automation tools. Users can create secure client views to share documents and set permissions. \n\nWith Masttro, all aspects of wealth are translated into digestible WealthData. The data aggregation and synthesis provides a full overview to easily view, manipulate, and manage total net worth. By centralizing global assets across all currencies into one intuitive platform, Masttro delivers actionable insights to improve client service, increase efficiency, and future-proof wealth management operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1e236ba1-1d01-47ef-b29a-e645f9438d3e.png","url":"https://www.softwareadvice.co.uk/software/254999/masttro","@type":"ListItem"},{"name":"Youhodler","position":9,"description":"YouHodler is a crypto platform that offers a range of Web3 financial services. It caters to both experienced crypto users and those new to digital assets, providing an intuitive experience for managing financial assets.\n\nThe platform is regulated as a Virtual Asset Service Provider in Italy, Spain, and Argentina, as well as a regulated financial intermediary in Switzerland. This ensures YouHodler operates under strict compliance standards, offering users a secure and trustworthy environment for their crypto activities. Additionally, the digital assets held on the platform are further secured by Ledger Enterprise, a leading cryptocurrency custody solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f729d865-1b4c-4e7e-a279-4834837a87a2.jpeg","url":"https://www.softwareadvice.co.uk/software/527243/Youhodler","@type":"ListItem"},{"name":"DXtrade","position":10,"description":"DXtrade is a multi-asset trading platform. It supports trading of various asset classes such as equities, derivatives, forex/CFDs, and cryptocurrencies. The platform is designed to integrate seamlessly with brokers' portals, compliance systems, market data providers, and exchange gateways. This makes it a comprehensive solution for brokerages looking to offer their clients a robust and feature-rich trading experience.\n\nThe DXtrade platform is highly customizable. It can be easily white-labeled to match the branding and requirements of individual brokers and exchanges. Its modular design allows clients to select the specific components they need and integrate them into their existing infrastructure. Alternatively, they can choose to assemble the entire set of components to build a complete standalone product. This flexibility helps to significantly reduce the time to market for brokers looking to launch or upgrade their trading platforms.\n\nDevexperts, the company behind DXtrade, is committed to ensuring that its financial solutions are compliant with regulatory requirements in major financial regions around the world, including the SEC, FCA, CySEC, and JFSA. The platform is designed to conform to the standards of the most important global exchanges and market participants. This provides brokers and exchanges with the confidence that their trading infrastructure is secure, reliable, and up-to-date.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fde2abcf-f643-40d2-98a0-f8b370ab6c3b.png","url":"https://www.softwareadvice.co.uk/software/450165/DXtrade","@type":"ListItem"},{"name":"Aladdin","position":11,"description":"Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to view and manage their daily investments. It integrates a common data language across public and private markets, enabling investment organizations to achieve scale, gain valuable insights and support their business transformation.\n\nIt allows clients to understand their portfolio exposures, identify opportunities and make more informed decisions. The platform enables users to create unique outcomes by customizing shared services and data to meet their specific needs.\n\nAladdin helps asset managers, banks, insurers, pension fund and wealth managers unlock value, uncover insights, and navigate the evolving landscape of investment management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6dc79057-3976-4ed7-bdcb-3f84b80b00d2.png","url":"https://www.softwareadvice.co.uk/software/515883/Aladdin","@type":"ListItem"},{"name":"Prospero","position":12,"description":"Prospero 365 is a cloud-based risk management solution, which helps medium to large private banks and financial institutions plan, manage and track client investment goals. Key features include regulatory compliance review, multi-level portfolio creation, order management and benchmarking analysis.\n\n\nThe application helps fund managers identify risk profiles and allocate assets based on factors such as volatility, tracking errors, expected tail loss (ETL), credit exposure and more. Its transfer agency module enables operators to track investors’ movements, manage subscriptions/redemptions and generate reports. Customers can use the digital portal to conduct portfolio valuation, monitor performance and determine future cash flows. \n\n\nProspero 365 comes with a fund administration module, which lets supervisors calculate net asset value (NAV), automate accounting operations and maintain general ledger balances. Support is provided via phone and email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0734348e-0751-4942-ac49-bf8fa75c0b6e.png","url":"https://www.softwareadvice.co.uk/software/84908/prospero","@type":"ListItem"},{"name":"VestServe","position":13,"description":"VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning, cash flow tracking, trade order management and financial reporting. \n\n\nEmployees can use the solution to measure the performance of client portfolios and conduct returns, holdings or transaction-based attribution analysis. The application includes a fund administration module, which lets managers monitor daily accrual, calculate net asset value (NAV) and money market funds. Further, the solution enables non-profit organizations to track fund activity and analyze current investments. \n\n\nVestServe integrates with QuickBooks, streamlining all accounting operations. Its centralized platform helps users manage stable value instruments such as traditional guaranteed investment contracts, (GIC) pooled funds and customized payment schedules. Support is provided via phone and email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/03a24036-89a1-4970-985b-577f14220e15.png","url":"https://www.softwareadvice.co.uk/software/84911/vestserve","@type":"ListItem"},{"name":"LienApp","position":14,"description":"LienApp is a cloud-based tax lien solution that helps investors and alternative asset portfolio managers automate transactions and maintain certification portfolios. Key features include risk management, investment tracking, performance metrics, client administration and fund management. \n\n\nThe investment management solution lets users streamline audit processes and ensure regulatory compliance based on the statement on standards for attestation engagements (SSAE). LienApp allows enterprises to store confidential documents in a unified repository for future reference and access them from multiple locations. Additionally, users can generate comprehensive reports for measuring portfolio growth and facilitate decision making to reduce costs within the organization. \n\n\nLienApp helps lien officers automate data entry and notifies clients about potential financial risks. Pricing is available on request and support is extended via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d1dfccc2-acfb-4c5f-8879-6401ab0344fc.jpeg","url":"https://www.softwareadvice.co.uk/software/84953/lienapp","@type":"ListItem"},{"name":"Broadridge Investment Accounting","position":15,"description":"Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, health care, insurance, retail, banking, telecom and utility industries. It allows users to manage risk, book of records, accounting, cash movement and other investment operations. \n\n\nBroadridge Investment Accounting provides a centralized repository, which streamlines all processes from data aggregation to investment reporting. It enables users to capture data from various sources including trading systems, custody banks and markets, producing portfolio valuations as per business requirements. The system comes with an integrated general ledger, which allows asset managers to streamline accounting operations across multiple fund accounts.\n\n\nBroadridge Investment Accounting provides data visualization tools for users to gain visibility into portfolios and investments. Pricing is available on monthly subscriptions and support is extended via phone, online helpdesk and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d22eb6d-6803-4c0a-bfbb-d978fec7714e.png","url":"https://www.softwareadvice.co.uk/software/84971/broadridge-investment-accounting","@type":"ListItem"},{"name":"Eze Investment Suite","position":16,"description":"Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle from acquisition to profit management, returns and sale. The platform offers various integrated modules to handle orders, portfolios, investors, accounting, commissions and more.\n\n\nEze Investment Suite comes with Eze Eclipse, which enables organizations to monitor portfolios, benchmark and individual security performance in real-time. The solution offers a host of features including order routing, interactive dashboard, trade order management, history tracking, real-time data access, reporting, alerts and more. Additionally, the Eze Investment module allows enterprises to engage with clients, custodians, brokers and fund admins.\n\n\nEze Investment Suite includes a regulations library, which enables managers to create and assign custom rules for maintaining compliance with industry standards. Pricing is available on request and support is extended via phone, knowledgebase and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56382b6a-cbc9-4336-bb90-bbdb7b87cbdd.png","url":"https://www.softwareadvice.co.uk/software/92020/eze-investment-suite","@type":"ListItem"},{"name":"FolioSure","position":17,"description":"FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net total value (TVPI) and internal rates of return (IRR) on a centralized platform.\n\nFolioSure comes with a dashboard, which enables administrators to track key performance indicators (KPIs), generate analytical reports and streamline the entire portfolio lifecycle. It provides a financial data extraction (FDE) tool, which can be utilized by businesses to retrieve relevant information from quarterly reports. Additionally, users can verify uploaded data and include them in reports to share with limited partners (LP) or stakeholders.\n\nFolioSure facilitates integration with various third-party applications. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/da567a49-9aaf-47ea-96dd-ce3bfb7b1f9d.jpeg","url":"https://www.softwareadvice.co.uk/software/186481/foliosure","@type":"ListItem"},{"name":"ByAllAccounts","position":18,"description":"Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterprises, resellers/redistributors, and FinTechs.\n\nPowered by more than 20 years of dedicated investment use case experience, Morningstar ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so advisors and investors can discover new opportunities to optimize wealth. Using artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, Morningstar ByAllAccounts can help save time and operational costs.\n\nMorningstar ByAllAccounts facilitates integration with third-party application providers such as Addepar, Black Diamond Reporting, Envestnet | Tamarac, Orion Advisor Services, and more. The pricing of the product is available on request and support is extended via email, phone, FAQs, and online documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b2950f6-c446-429b-9280-30649b2d88eb.png","url":"https://www.softwareadvice.co.uk/software/118921/morningstar-byallaccounts","@type":"ListItem"},{"name":"YCharts","position":19,"description":"YCharts is an investment management solution that helps financial advisors and investors create client portfolios and compare investment strategies. Finance teams can gain insights into mutual funds, financial assets and market trends, communicate with prospects and monitor risks via a unified platform.\n\n\nIt offers a variety of features including data visualization, a centralized dashboard, client management, collaboration, reporting and more. YCharts allows managers to set up custom date ranges, compare securities and add custom indicators or indexes to automate analysis via graphs and visuals. Additionally, the platform comes with custom branding capabilities, which allow organizations to personalize the reports using custom logos, colors and themes.\n\n\nYCharts provides an application programming interface (API), which lets organizations integrate the system with various third-party platforms to automatically synchronize data across systems and clients’ portfolios. Pricing is available on request and support is extended via phone, email, documentation, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2912465-bcb5-42a4-9a50-376ebb3fb5ec.png","url":"https://www.softwareadvice.co.uk/software/119047/ycharts","@type":"ListItem"},{"name":"Clearwater","position":20,"description":"Clearwater is an accounting solution designed to help treasury or accounting professionals and investment managers collect, validate, reconcile and analyze clients’ investment data. Administrators can automatically collect information from custodian banks, brokers and third-party security masters on a unified interface.\n\n\nIt offers customizable general ledgers, allowing managers to report investment-related data based on various accounting standards including generally accepted accounting principles (GAAP) and international financial reporting standards (IFRS). Clearwater provides integrated reporting tools that enable teams to monitor compliance, measure performance and analyze risks across investment policies. Additionally, the solution lets investment managers analyze historical trends to forecast cash flow and process period-end statements using the client portal.\n\n\nClearwater provides a composite management tool, enabling operators to centralize document storage and track account-related notes during audits. Pricing is available on request and support is extended via phone, email and online inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/795e83fa-4c38-4062-b2d4-c1c364703bdc.png","url":"https://www.softwareadvice.co.uk/software/122329/clearwater","@type":"ListItem"},{"name":"MX.3","position":21,"description":"MX.3 is a cloud-based solution that enables public agencies, banks, clearing brokers and other businesses to handle operations related to trading, costs, funding and risk management, compliance tracking, and more. The platform includes a workflow manager, which allows organizations to design and personalized exceptions and rules-based workflows to assign and monitor jobs.\n\n\nMX.3’s treasury management functionality enables users to utilize collateral-based discounting and multi-curve collaboration analytics to manage funds, money market trading, investment submissions and other trading operations. Features include cash and securities settlement, risk assessment, order management, sanity checks, P&L funding allocation and more. Additionally, enterprises can create custom portfolios using risk metrics and stress analytics in real-time and evaluate pre-trade activities.\n\n\nMX.3 facilitates integration with a variety of third-party applications via APIs. Pricing details are available on request and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12c50058-9588-4c6b-8984-546bbef416b6.png","url":"https://www.softwareadvice.co.uk/software/174190/mx-3","@type":"ListItem"},{"name":"Bipsync","position":22,"description":"Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. The Bipsync Research Platform brings together a host of powerful research management tools, including Core RMS, Process Management, Advanced Compliance and Data Integration capabilities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1849d732-e799-4f6d-a192-7fa6f19fd45d.png","url":"https://www.softwareadvice.co.uk/software/219616/bipsync","@type":"ListItem"},{"name":"Pulse","position":23,"description":"Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one centralized system, Pulse enables advisers to upload documents, transfer files, and deliver information to clients. \n\nPulse offers customizable and interactive performace reporting capabilities. Using a firm-level dashboard, advisors can access imrpotant metrics that break down AUM growth into key values. The dashboard also provides data related to asset allocation at the global level. The system can integrate with exisitng CRM, financial planning, and other types of software.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/38fd4890-7d44-4994-bf1c-9c34507dc86e.png","url":"https://www.softwareadvice.co.uk/software/221983/assetbook","@type":"ListItem"},{"name":"RentCast","position":24,"description":"RentCast is a cloud platform that helps real estate investors, landlords and property managers track and optimize their rental portfolios.\n\nYou can use RentCast to view property rent prices, nearby rental comps and local rental market statistics for any residential property or zip code in the United States.\n\nYou can also use it to help you maximize your rental cash flow and track your rental portfolio with real-time updates, alerts and notifications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/04b405a9-6641-40ce-a8c5-43b9031ae571.png","url":"https://www.softwareadvice.co.uk/software/239461/rentcast","@type":"ListItem"},{"name":"Pepper","position":25,"description":"Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions.\n\nPepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types of investment needs, strategies, complexities, and imagination asset managers require. The pace of change in asset management is increasing globally, with a fundamental shift to more alternative asset class investment. \n\nPepper provides a scalable integrated solution that solves the demands of asset managers both now and in ten years. Pepper enables asset managers to collect all their data, make those assets easily available to the enterprise anytime/anywhere in a safe and secure environment, visualize investment decisions, and gain deep insights from those decisions. \n\nPepper has no silos and no barriers between the different modules of functionality. The data need only ever be verified and entered once, and the more data is uploaded, the more powerful and versatile that data becomes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d6fec40-6d12-4737-b3a1-9d21558ba919.png","url":"https://www.softwareadvice.co.uk/software/317783/pepper","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=5#itemlist","numberOfItems":25}
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