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description: Page 6 - 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 6 - Best Investment Management Software - 2026 Reviews, Pricing & Demos
---

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# Investment Management Software

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## Products

1. [Abbove](https://www.softwareadvice.co.uk/software/317706/paxfamilia) (0 reviews) — End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managin...
2. [Vestberry](https://www.softwareadvice.co.uk/software/286299/vestberry) (0 reviews) — Vestberry is portfolio management and reporting software for venture capital and private equity. The software helps m...
3. [Beanvest](https://www.softwareadvice.co.uk/software/322361/beanvest) (0 reviews) — Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all ...
4. [The Novus Platform](https://www.softwareadvice.co.uk/software/285372/novus-investment-manager) (0 reviews) — SEI Novus is a portfolio intelligence company that solves the unique data and analytics challenges of today, offering...
5. [GroundBreaker](https://www.softwareadvice.co.uk/software/348242/groundbreaker) (0 reviews) — GroundBreaker is a cloud-based software that helps investors automate real estate fundraising, portfolio reporting, a...
6. [Athena Systems](https://www.softwareadvice.co.uk/software/356809/athena-systems) (0 reviews) — Athena Systems is a financial risk management system that extracts data from any technology, normalizes source data, ...
7. [CircleBlack](https://www.softwareadvice.co.uk/software/361802/circleblack) (0 reviews) — CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capab...
8. [InvestorPortaLPro](https://www.softwareadvice.co.uk/software/118909/investorportalpro) (0 reviews) — InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund manag...
9. [PORTAX](https://www.softwareadvice.co.uk/software/372409/portax) (0 reviews) — PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the ...
10. [Irwin](https://www.softwareadvice.co.uk/software/315421/irwin) (0 reviews) — Irwin is a comprehensive investor relations software system that gives you the tools to manage your investor relation...
11. [ETNA White Label Trading Platform](https://www.softwareadvice.co.uk/software/315683/etna-web-trader) (0 reviews) — ETNA Web Trading Platform is an advanced, next generation all web trader software for broker-dealers and FinTech firm...
12. [optionDash](https://www.softwareadvice.co.uk/software/262955/optiondash) (0 reviews) — optionDash is a call screening software designed to help businesses screen stock and options data to find income-prod...
13. [B1 Financial](https://www.softwareadvice.co.uk/software/346420/b1-financial) (0 reviews) — B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling...
14. [Vantage Portfolio Accounting](https://www.softwareadvice.co.uk/software/330288/vantage-portfolio-accounting) (0 reviews) — Vantage Portfolio Accounting is a cloud-based portfolio accounting software for investment managers and advisory firm...
15. [CEPRES](https://www.softwareadvice.co.uk/software/341191/cepres) (0 reviews) — CEPRES is an investment platform that allows private market investors to access investment data and analytics accordi...
16. [Q4 IR Websites](https://www.softwareadvice.co.uk/software/404541/q4-ir-websites) (0 reviews) — Q4 Investor Relations Websites allows businesses to create and manage custom websites to monitor investors, market tr...
17. [Diversiview](https://www.softwareadvice.co.uk/software/406974/diversiview) (0 reviews) — Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and indiv...
18. [Gain.pro](https://www.softwareadvice.co.uk/software/259726/gain-pro) (0 reviews) — Founded in 2018, Gain.pro is a deal-sourcing platform that specialises in private market data. The platform is design...
19. [IPBS](https://www.softwareadvice.co.uk/software/407092/ipbs) (0 reviews) — In the thirty years that we have been in business, we have been many things to many people. Our startup clients were ...
20. [Jacobi](https://www.softwareadvice.co.uk/software/412506/jacobi) (0 reviews) — Jacobi is a cloud-based technology that streamlines multi-asset investment processes with a uniquely customizable pla...
21. [Delta Data Asset Management Solutions](https://www.softwareadvice.co.uk/software/408010/asset-management-solutions) (0 reviews) — Delta Data Asset Management Solutions provide transparency \& simplifiy the relationship between asset managers \&a...
22. [AMDIS](https://www.softwareadvice.co.uk/software/262009/am-dis) (0 reviews) — AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio er...
23. [INDIS](https://www.softwareadvice.co.uk/software/233797/in-dis) (0 reviews) — INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual repo...
24. [Dasseti ESG](https://www.softwareadvice.co.uk/software/285405/diligend) (0 reviews) — Dasseti Engage is a cloud-based software platform for asset managers, hedge funds, private equity firms and the wider...
25. [Eze Eclipse](https://www.softwareadvice.co.uk/software/392659/eze-eclipse) (0 reviews) — Designed for small to large businesses, Eze Eclipse is a cloud-based investment management platform that helps handle...

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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)

## Links

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Accessibility to sophisticated portfolio management, aggregation, and analytics is unmatched. Communication between stakeholders is made seamless. 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Manage investment portfolios, analyze multiple accounts, handle assets, and more with CircleBlack's desktop and mobile tools. Swiftly assess allocations, balances, performance, and exposures across numerous time periods, on all sectors and assets, including held-away accounts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/43b51c57-64df-477a-b9cd-e97bdb68c618.jpeg","url":"https://www.softwareadvice.co.uk/software/361802/circleblack","@type":"ListItem"},{"name":"InvestorPortaLPro","position":8,"description":"InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client management, performance metrics, compliance reporting, fund management, investments tracking and order management.\n\n\nReal estate firms using InvestorPortaLPro can streamline deal management, GIS property mapping, customer relationship management and investment reporting. The hedge fund investor portal enables teams to customize the solution with company logo, colors and themes to establish brand identity with clients. Additionally, it uses mobile-first technology that allows staff members to access the application from any device across multiple locations. \n\n\nInvestorPortaLPro assists businesses with the deployment of documents from an online portal, improving communication with existing and prospective investors. 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Personalize trading with drag'n'drop layout and \"widget designer\" to seamlessly connect to third party web applications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/84e8dea6-e4ee-4378-a40a-36ad9914ba8a.png","url":"https://www.softwareadvice.co.uk/software/315683/etna-web-trader","@type":"ListItem"},{"name":"optionDash","position":12,"description":"optionDash is a call screening software designed to help businesses screen stock and options data to find income-producing covered call trades. It has an easy-to-navigate graphical interface, comprehensive backtesting reports and an online help center for guidance. \n\noptionDash analyzes multiple portfolios to find the appropriate strike price of the call options based on the expected move (website URL) in the price of the underlying stock. It also has advanced screening tools that allow users to set up filters based on various parameters such as earnings per share, price-to-earnings ratio, market capitalization and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1df2d665-dc23-45ff-b837-255d1d704cba.png","url":"https://www.softwareadvice.co.uk/software/262955/optiondash","@type":"ListItem"},{"name":"B1 Financial","position":13,"description":"B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and customer data handling. The tool also offers access to a wealth of information, including templates, training videos and webinars that help users gain insights into their business management. The platform enables users to add, edit or delete variables such as percentages, ABCs and tax rates, before calculating the results directly in their reports","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13f8eca6-bee0-445f-aa6b-6b691b1b4f54.png","url":"https://www.softwareadvice.co.uk/software/346420/b1-financial","@type":"ListItem"},{"name":"Vantage Portfolio Accounting","position":14,"description":"Vantage Portfolio Accounting is a cloud-based portfolio accounting software for investment managers and advisory firms that helps generate customizable reports and provides accounting and operational support including portfolio accounting and cash flow management. \n\nThe application enables administrators to track investment workflow, analyze investment data and view client account summary on a centralized platform. Additionally, investors can create dashboards and construct exposure analysis using performance calculation engine. Support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b65de70e-6802-4872-bdd5-4456429d25c4.gif","url":"https://www.softwareadvice.co.uk/software/330288/vantage-portfolio-accounting","@type":"ListItem"},{"name":"CEPRES","position":15,"description":"CEPRES is an investment platform that allows private market investors to access investment data and analytics according to requirements. The solution helps users underwrite new investments using quantitative due diligence.\n\nTeams can monitor funds and view portfolio analytics, including data on research and benchmarking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6c3fdc08-1f85-45df-9a36-2b471063110b.png","url":"https://www.softwareadvice.co.uk/software/341191/cepres","@type":"ListItem"},{"name":"Q4 IR Websites","position":16,"description":"Q4 Investor Relations Websites allows businesses to create and manage custom websites to monitor investors, market trends, usage of resources and more. The platform includes customizable template that lets users create personalized websites to establish brand identity with clients. \n\nQ4 Investor Relations Websites includes integrated analytics that enables administrators to vire and track visitor engagement, impact of investment strategies, peer performance, and other metrics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/203aba59-e4bb-4fb0-a254-885132840434.jpeg","url":"https://www.softwareadvice.co.uk/software/404541/q4-ir-websites","@type":"ListItem"},{"name":"Diversiview","position":17,"description":"Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals understand how investment portfolio comes together, analyze results. and visualize the balance of investments. Users can evaluate the current Risk vs Return position, optimize asset allocation using multiple options and minimize risk as well as maximize return through strategized planning.\n\nDiversiview works with ASX-listed investments, top US-listed investments, unlisted investment funds, cash, term deposits and investment property.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e1c52d0b-a160-41b2-be5e-4d9b3ff55596.png","url":"https://www.softwareadvice.co.uk/software/406974/diversiview","@type":"ListItem"},{"name":"Gain.pro","position":18,"description":"Founded in 2018, Gain.pro is a deal-sourcing platform that specialises in private market data. The platform is designed to provide in-depth insights into companies, investors, industries & investment activity globally for research, analysis and deal-sourcing workflow management.\n\nGain.pro unrivalled deal-sourcing technology gives users their competitive edge by flagging potential investment opportunities or mandates within their sweet spot criteria. With our self-learning algorithms, users can discover new companies, add-ons and industries that may not have otherwise been on their radar.\n\nGain.pro offers an application programming interface (API), which lets businesses integrate the system with several third-party applications including DealCloud and Affinity.\n\nGain.pro provides every client with a personal customer success manager who understands your specific needs and challenges. Delivering client research requests in <72 hours*. \n\nPricing is available on request and support is extended via guides and webinars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ac69f868-b3f6-4145-99f0-21af1489f0b9.png","url":"https://www.softwareadvice.co.uk/software/259726/gain-pro","@type":"ListItem"},{"name":"IPBS","position":19,"description":"In the thirty years that we have been in business, we have been many things to many people. Our startup clients were inherited from our interest in a broad-spectrum software development business known as Data Systems Limited, which developed software for a cross-section of businesses. Life Insurance, Agency Wholesale Distribution, Shipyard Repair, Billing and Collections and Financial Services. These day-one clients were Pierson Heldring and Pierson, Demachy Worms, Lloyds Bank International, Queensgate Bank, Trust and Turks & Caicos Banking Company.  Three of these clients used software developed by our founder while employed at his former company. Of the other two, one had head office-provided banking software and only needed support and the other we were developing a portfolio management product for. Two of our founding clients are still with us after thirty years.\n\nFinancial Sevices prospects looking for software today may ask us to participate in a formal Request for Information (RFI) and subsequently, or initially, a Request for Proposal (RFP), wherein the prospect will identify key features of the software that they must have, or would be nice to have or may need in the future.  These prospects are generally second or third-time buyers and have had some experience with financial services software and will know what aspects they would like to see improved and what difficulties they want to get away from or improve upon. Other prospects may be moving on from a career in Financial Services and are considering opening a boutique bank, trust company or investment management business or will be offering mutual fund administration services.\n\nHowever the prospect comes to our door or our email inbox, the process will generally follow the same process. We will provide an interactive overview (Demo) of the IPBS platform, targeting the functionality that the prospect indicates they are considering. Invariably they will ask questions during this process and we will endeavor to show how the IPBS software manages a particular situation. This is very much a process of getting to know one another and laying the groundwork for working together in the future. Toward the end of this process, financial considerations will be discussed and we will normally get to a point where we would both be happy and the conversation can move on to timing and what needs to be done to have the best outcome.\n\nInvariably there will be some features that the prospect would like to be done differently and certainly, all of the client reporting and the client portal will have to be customized to reflect the organization's logos and color schemes. Another factor is that the prospect is either a startup with no legacy data to be migrated to IPBS or they may have ten or twenty years of data that will need to be available in the new system. We are one of the very few software vendors that will even entertain migrating data from another vendor, but we understand the difficulties encountered when legacy systems have to be maintained for the regulator's mandated data retention time frame.\n\nAnother implementation factors are user training which we can do remotely or on-site.  This is an opportunity to build a relationship with the prospective client's employees and to put them at ease that we will be there whenever they need us. There are many options for \"Go Live,\" but we have tended to use the \"big bang\" approach where the legacy system is turned off and IPBS becomes the system of record. For the first few days of live operations, we normally stay close by whether the implementation is on-premises or remote.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b290b523-720a-4c12-963d-94496c10c5d8.jpeg","url":"https://www.softwareadvice.co.uk/software/407092/ipbs","@type":"ListItem"},{"name":"Jacobi","position":20,"description":"Jacobi is a cloud-based technology that streamlines multi-asset investment processes with a uniquely customizable platform for portfolio design, analysis and engagement. Firms can code on the platform through Software Development Kit to ensure that any innovation across processes are captured.\n\nBuilt to support the investment process for top-down multi-asset portfolio design and management, the platform acts as a digital connection point for other systems and allows firms to integrate their unique data structures, forward projections and models. Unlike other investment software Jacobi is built for client engagement. Using Jacobi, discussions can be dynamic and centered on achieving forward-looking expectations and objectives, not just past performance. \n\nClients are demanding more in terms of solutions and transparency. Most technologies within the investment management industry aren’t able to accommodate the entire value chain of the portfolio management process from product creation and management (ie. model portfolios). \n\nThe following aspects make Jacobi innovative:\n\n- Top-down and objective-based:  Jacobi integrates forward projections to design, manage and monitor portfolios for different client objectives. Connecting with bottom-up systems to create a complete portfolio view. \n\n- Flexible and extendable: The open architecture allows investment firms to integrate their own custom code, models, processes and internal data structures bringing market-leading flexibility and enabling portfolio design and collaboration at scale.\n\n- Built for stakeholder engagement:  Most investment technologies have limited functions to support engagement with stakeholders. In contrast, Jacobi has been designed as a front-office solution with stakeholder engagement in mind. The platform is white-labelled, includes extensive data visualization features, a unique dashboard environment (i.e. Jacobi Storyboards) and allows for sophisticated sharing and permissions. This helps investment groups to better showcase their investment expertise, strengthen relationships and achieve a shared understanding with their clients, which is particularly important in a post COVID environment, where clients expectations have changed.\n\n- Technology to future proof investment groups:  Jacobi’s innovative cloud-based front-office technology provides a springboard for a firm's growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/472ea0cd-fa7e-4e8b-8925-ebba1f2ee204.png","url":"https://www.softwareadvice.co.uk/software/412506/jacobi","@type":"ListItem"},{"name":"Delta Data Asset Management Solutions","position":21,"description":"Delta Data Asset Management Solutions provide transparency & simplifiy the relationship between asset managers & the firms that distribute their funds. \n\nOur solutions allow asset managers to manage fees more efficiently, monitor compliance more effectively, and maintain counterparty relationships more easily.\n\nFirms turn to Delta Data because of our specialization and experienced perspective from working with multiple pooled investment firms on fee management solutions in complex integration environments. Additionally, with our SaaS solution, Delta Data handles all ongoing maintenance, upgrades, and changes required to comply with new regulations and invoices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1dc40415-8865-4d4d-9ca0-ed8c300db9d9.jpeg","url":"https://www.softwareadvice.co.uk/software/408010/asset-management-solutions","@type":"ListItem"},{"name":"AMDIS","position":22,"description":"AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial and non-financial data from various providers on a unified platform.\n\nKey features include a calculation engine, composite analytics, asset management, and more. AM-DIS helps administrators automate business processes, analyze performance reports, conduct risk assessments, and modify portfolio requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0f4879e-5160-487c-9d35-415205abd26d.png","url":"https://www.softwareadvice.co.uk/software/262009/am-dis","@type":"ListItem"},{"name":"INDIS","position":23,"description":"INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, forecasting, enterprise risk management, ESG analytics, and more. The solution helps businesses streamline management workflow and regulate compliance audit requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3fd04c4-21b4-4ac5-9731-c5a7b581a9ab.png","url":"https://www.softwareadvice.co.uk/software/233797/in-dis","@type":"ListItem"},{"name":"Dasseti ESG","position":24,"description":"Dasseti Engage is a cloud-based software platform for asset managers, hedge funds, private equity firms and the wider investment management sector. Small, medium or large investment management firms can streamline their operations with Dasseti Engage.\n\n\nDasseti helps investor relations teams, RFP teams and client teams to automate many parts of the RFP and DDQ response process. It offers the following features:\n\n- User-friendly web interface, a searchable Q&A Bank, team collaboration, granular security settings per question or section, investor CRM and document store.\n- Word, Excel, Chrome, SharePoint and Outlook add-ins mean you can open documents in most formats and complete questions directly in the document. \n- Smart Research scans previous responses and an approved Q&A bank for the most appropriate answers to any given question, using AI to recognize variants in terminology.\n- Secure investor portals for sharing standard DDQs or fund profiles with your investors or a select audience of investors.\n\nDasseti Engage can be used as a standalone platform or can work alongside existing RFP tools or Q&A Banks and turn the information held there into usable data in the correct format for other investment databases, such as eVestment.\n\nSupport is offered via web, email, and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54746db1-190f-446b-9250-33d093da59b2.png","url":"https://www.softwareadvice.co.uk/software/285405/diligend","@type":"ListItem"},{"name":"Eze Eclipse","position":25,"description":"Designed for small to large businesses, Eze Eclipse is a cloud-based investment management platform that helps handle portfolio analysis, stock trading, commission management and more. The solution provides both web and mobile access and is designed to automate investment workflows, generate balance sheets and handle payment requests. Key features include reporting, progress tracking, budgeting, order management, compliance tracking and data visualization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61fe629a-126e-45a3-81e1-9619ba155496.png","url":"https://www.softwareadvice.co.uk/software/392659/eze-eclipse","@type":"ListItem"}],"numberOfItems":25}
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