Best Investment Management Software for Microsoft Excel

At AlternativeSoft, we specialize in the professional management of a diverse range of securities, including stocks, bonds, and other financial assets. Our goal is to achieve specified investment objectives for institutional and private investors. Our clientele spans insurance companies, pension funds, corporations, charities, educational institutions, and individual investors, who can invest directly or through collective investment vehicles such as mutual funds or exchange-traded funds (ETFs). Our investment management services include comprehensive asset allocation, detailed financial statement analysis, strategic stock selection, and continuous monitoring of current investments. We offer a complete portfolio strategy and implementation service, ensuring that investment decisions align with our clients' unique risk tolerance, financial objectives, and investment timelines. Our main aim is to manage and enhance our clients' portfolios with maximum efficiency and effectiveness.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

Funds-specific operating system. You can connect directly to your back-office and keep track of your investments. Automate the data collection process to track your companies' progress and better serve their needs. With our powerful report builder, you can create custom LP reports or access real-time data from Excel. To align your investment team, centralize your deal pipeline and save hours of manual entry every day. Your firm's network can be leveraged to help you with sourcing deals and recruiting.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

All-in-one platform designed for relationship-focused financial advisors. A modern and intuitive UI that allows you to access all of your client information. White label mobile app and portal available with a beautiful, intuitive client experience. You can access performance reporting, trading and rebalancing, billing, document vault, and more. Connect with 25 of the most prominent wealth-tech vendors in CRM planning, risk management, and risk management. Direct connections to 14 custodians as well as thousands of financial institutions. CircleBlack can help your firm save time, delight clients and win more business, no matter how small or large. CircleBlack is the destination for advisors who are looking for a modern technology solution to their new RIA. We provide white glove support to simplify the transition, minimize client leakage, and promote professionalism.

Portfolio backtesting simulates a strategy of investment using historical data. This allows you to assess the performance of a portfolio in the past, while analyzing return and risk. Portfolio Visualizer allows you to create and compare different portfolio models in order to align investments with financial goals. The tool helps users optimize their portfolios by helping them model the probability of various investment outcomes and understand how risk impacts the outcome. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models offer strategies based upon moving averages, market valuation and risk management. Portfolio Visualizer is designed to empower individuals and institutions by transforming sophisticated analysis into actionable insight explained by AI in text and video formats.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Agicap automates and centralizes your cash flow, allowing you to focus on analysis and decision-making. Create your cash flow forecast, and monitor your targets. Visualize your cash flow by synchronizing bank accounts and business software. Automated, centralized and harmonized cash-management can improve overall productivity. Consolidate your data with a collaborative tool that consolidates all of your data. Cash flow can be forecasted at the entity or consolidated level. Consolidate your cash flow and monitor it from multiple banks, entities and business tools. Create automated cash forecasts to explore scenarios. Create custom dashboards for better analysis and reporting. Agicap will automatically categorize your banking transactions. Real-time monitoring of the differences between actuals and forecasts. Build a reliable prediction and make informed decisions at the appropriate time.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

Give your investors a beautiful, personalized, and modern view of their portfolio. Your investors can track their investments, projections and returns all on one page. You can drill down to the specifics of each investment. Keep your investors informed on the move or from their home. Our software is specifically designed for real estate investment firms. Everything is tailored to your needs. Automate and take control of your internal processes in order to increase efficiency and reduce errors. Manage all your contacts, entities and ownership data in one place. Your entire team can update and access it. Our powerful marketing automation engine is at your service. Sensr Portal integrates with your website and marketing materials to improve the funding process. Create instant landing pages to gain insight into prospect interest and engagement.

Allocator is used by thousands of funds to provide data and documents to clients. Each number is assigned a time series so that you can track the changes over time. No more error-prone, manual data entry. Our platform converts multiple data sources into one, easy-to-analyze format. You can monitor your investments at the portfolio or fund level. All your fund documents are stored in one central repository. Your information is always current, secure, and organized. It's ready for you to use. No more disparate spreadsheets. You can quickly compare returns across different time periods against other funds or hundreds of indices. Visualize and measure gains/losses over any period. To avoid missing any opportunities, ensure you have clean and complete peer groups of relevant funds to help you keep your eyes open. Also, you can see how new funds will impact your portfolio risk and return.

Leading financial institutions and private banks use SMART for wealth Management to drive their businesses, support their strategies and support their digital transformation. Data is everywhere, and the greatest challenge is the quality. Banking, especially Wealth Management, can be complex and requires you to be proactive, efficient, and pragmatic. It is important to have high quality data. However, not all data is perfect. Data is the result and reflection of our business processes. It highlights our strengths as well as our weaknesses. Data is not perfect and will never be. However, it is important to pay attention to data that has a significant impact on the organization. It is not possible to create a data culture overnight. It takes time and strong leadership from the management teams. Profitability management is built on the analysis and interpretation of accounting transactions.

Aladdin technology is used by BlackRock and many other investment professionals to make their jobs easier. Aladdin technology is more than just investment software. It brings clarity and connectivity into the global financial ecosystem. We believe that investors need clarity at all stages of the investment process to make better decisions, scale more efficiently, and achieve better investment results. We are constantly innovating and evolving Aladdin technology to achieve this goal. Aladdin Enterprise provides clarity for investment professionals by providing a flexible, end to end operating system. Aladdin Wealth is a market-leading platform that will power the future of wealth management. Aladdin's market-leading capabilities and eFront's private markets capabilities create a new standard for investment and risk management technology.