Best Investment Management Software in Australia

Our software and services are designed for asset managers and meet business needs such as portfolio management, rebalancing and client portal. We also manage data, outsourcing, outsourcing and fund order management. Asset management software and services can help you to protect your business from the future. With streamlined communications, give your clients a complete picture and help them make informed investment decisions.

Many of the world's most powerful private wealth banks use PM1 to manage their assets globally across multiple booking centers. These reasons are based on PM1's most comprehensive capabilities in the front-/mid office category. It covers all aspects of private banking business lifecycle management. PM1 is the only software that can meet the demands of modern banks, which demand digital supremacy and a human touch. PM1 offers the best interfacing capabilities for integration with core banking systems, order execution system, and many other common applications. Hosting options include on-premise, in PM1 Cloud, or through our partnership with Finstar Open Banking.

IMSplus, an award-winning Investment Management platform, combines a range of solutions targeted at Investment Management firms with rich functionality and advanced technology. It can be used as a standalone platform or integrated seamlessly into any organization's Investment Management IT system. IMSplus was designed to be flexible and easy-to-use, and meet complex and changing business requirements in the global Investment Management space. All Investment Management operations are closely monitored and better managed. Tailored services per client segment ensuring improved customer experience. Rich functionality and state of the art architecture ensures that you can scale to any business change. All Investment Management operations are closely monitored and under strict control.

Floodlight and ESGAnanalytics.AI teamed up to offer more than 100 data sets designed with ESG and sustainability in mind. Our data enrichment process ensures that all corporate behavior is captured, and reported to the parent company. We provide a comprehensive review of corporate performance that is rooted in both qualitative and quantitative insights. An analytics and data platform that gives investors specialized insight into the company's behavior. Integrate unique data to improve insights and performance.

Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.

Your clients have made investments with many financial institutions. To provide insightful and informed guidance, you need to keep up with it all and make sense of it all. All performance reporting, analytics and composites can be managed from one solution. Portfolio reporting includes performance, composites, and analytics. Integrate seamlessly into existing systems to reduce complexity, and lower costs. Our open architecture allows you to choose and seamlessly integrate the tools that your business requires. Our Open API (Application Programming Interface), securely opens intelliflo portfolio up to financial advice firms and third parties. This allows for easy integration of all types of service-enhancing apps.

Finlogik offers low-cost, innovative online services and tools for the investment industry. This allows incumbent institutions and self-directed businesses to streamline their processes and embrace the same disruptive innovations that are challenging traditional financial firms' business models. Finlogik works with an asset manager who is at the forefront in process-based investing to help you design and manage low-cost investment solutions that are suitable for both institutional and retail investors. Investors and investment managers can use analytical dashboards to benchmark, report and process large amounts of data to assess their portfolio risk, exposure and performance. Finlogik is able to help you manage almost all types of financial instruments, including stocks, futures and options, as well as OTC products.

XENTIS is an integrated modular investment management system that can manage all phases of the investment lifecycle. XENTIS is the choice of leading investment companies today. It is used by thousands to manage assets in excess of one trillion EUR and to price more that 6,000 funds and 30,000 mandates per day. XENTIS' extensive functionality supports the entire investment process, automating all front-, back- and middle-office operations.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

Find thousands of opportunities for sustainable investment across different asset classes. Invest in the things you care about or are passionate about. Macroaxis, a sophisticated and easy-to-use personalized wealth optimization service, delivers tangible value in the form a higher return on investment portfolios for self-directed and socially responsible investors. Our platform allows investors to create long-term, efficient portfolios in any economic environment and across multiple markets. Our technology is based both on traditional and emerging trends in fintech to provide investors with the most affordable digital wealth advice service. Join over 100,000 satisfied investors who have built over 20,000,000 portfolios with Macroaxis to get unlimited access to our wealth optimization engine.

All asset classes are covered. This means that you have one platform for global views of all your portfolios, computations using specific metrics per asset class, and performance and analytics by the grouping most relevant to you. We calculate the performance components of multi-asset class portfolios using the specific metrics for each class. We cover listed equities and fixed income products, shares in long-only funds and share classes or series if hedge funds, cash and short term instruments, currency forwards and Private Equity and Real Estate investments. These can be done either directly or through partnerships. Futures and options are also available. You can also create your own investment structure. You can view and analyze your positions at any time, at any granular level, or group them according to what is relevant to you: asset classes, sectors and regions, asset manager, strategy level and any other criteria you may have.

MIMICS Portfolio Management software modules provide powerful and flexible solutions to manage your business' portfolio. Our software offers many configurable options that can be easily adapted to different accounting and international standards. Our software integrates with a wide range of standard interfaces. Software modules are available to manage proprietary trading, customer trading, mutual, pension and hedge funds, foreign-exchange reserves, and customer trading. MIMICS Customer Portfolio Management allows you to manage your customers' trading while scaling to your business needs. You can create unlimited portfolios for any number customers, in any number or currencies. Manages equity, fixed-income, equity derivatives and fixed income derivatives.

The Envision Investor Management suite is built on top of the core record-keeping system. It's a flexible and modular set that can handle any operating challenges a pooled investor vehicle might throw at it. Open design and SaaS implementation reduce costs and complexity. Multiple systems can be combined in a modular structure that is easy to customize. Allows staff to answer questions across multiple accounts from one screen. Easy-to-use interfaces increase back-office productivity. Real-time data integration - no waiting for batch processing

Automate portfolio reporting, accounting and taxation with a turnkey solution that only requires minimal IT support. Wealth management is a relationship-based industry. There's no substitute for spending time with clients. Axys®, SS&C Advent's automated portfolio reporting and accounting software, allows firms to do more in a shorter time. It has a large library of pre-defined reports and easy customization. Axys is part of the powerful Advent Investment Suite. It will increase productivity, improve accuracy, provide a clear view of portfolios and their performance without disrupting your existing infrastructure. Automated reconciliation of trade data, settlement data, transactions, and positions. Portfolio management solutions from SS&C Advent are industry leaders and provide speed, accuracy, flexibility, and efficiency for all your accounting and portfolio management functions.

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.

Professional wealth managers can report, bill, rebalance, and publish client portals. Dashboards, reports and trading. All you need is one app. FinFolio makes wealth management simple. Simple, intuitive, and clean. Not all RIAs are the same. FinFolio is completely customizable. FinFolio embraces a broader definition of portfolio management. This includes reporting, rebalancing and trading, billing, and a mobile-ready client portal. All elements of your backoffice are integrated into one platform. FinFolio offers flexible hosting options that allow you to manage it yourself or let FinFolio handle it. White-labeled with your branding. You can automate the work and monitor data quality if you decide to run FinFolio by yourself. You can extend the software by using an open API, which allows you to customize and interface with external services.

The AJ HYIP Manager script has been a leading script in high-yield investment program business. AJ HYIP Manager script was developed by a team with extensive knowledge. This makes our software one of the best on the market. We offer the most flexible HYIP Manager script that supports different types of investment plans. Our script supports almost all popular payment gateways. You can also customize additional payment gateways if necessary. Our HYIP manager script is completely bug-free, unlike any other script. We offer HYIP Manager Script for the lowest price so that you can start high-yield investment websites on a tight budget.

PureFacts is the best at understanding financial services data. Since over 20 years, we have helped our clients grow revenue, manage expenses, and mitigate risk. Streamline processes, personalize the client experience, and increase revenue. Get more value from data by analyzing it. One of the most innovative AI Fintech or Wealthtech companies in the globe. It's easy to make onboarding, goals-based investment and decumulating smarter and easier. Technology that streamlines processes, personalizes the client experience, and generates more revenue. You can create revenue programs that capture every dollar of value you provide. It's easier to do it with less overhead, and more automated, precise, and repeatable workflows. Hosted, flexible, reliable, modular, and highly integrated platform that integrates with your existing tech stack to provide seamless upstream and downstream data flow.

Simply fill out our online form and let us take care of the rest. You can also call us to discuss the process. If you are with another manager, we will handle the difficult conversation to inform them that we will be taking over. We will arrange for them to provide all documents necessary to ensure a smooth transition. Talk to us if you feel you are locked in a contract you have with another manager. We'll work with them to find a solution. We don't lock you into a contract for a fixed term. We are confident that you will love KITT. However, if you aren't happy, we won't force you to leave. Your success as a landlord depends on finding the best tenants. Good tenants are reliable, pay their rent on time, stay longer, and take care of your property. We do things differently to find the best tenants. Open houses are held on weekends and evenings to allow working applicants to view the property.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

Data is the key to unlocking your true potential. Novus works with fund administrators and custodians as well as prime brokers and portfolio management systems to digitize, organize, and manage manager-provided data. You can also retain control by self upload. Any frequency, any transparency level. Novus uses advanced reconciliation technology to verify the timeliness and quality of critical portfolio information. Novus can identify and correct data errors and provide perfect portfolio information. Custom tags can be used to label, bucket and analyze data. Connect other data, such ESG. Compare public filings of thousands of managers. Leverage Novus' proprietary indexes allow you to track the most popular stocks of hedge funds (learn more).

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Get an instant overview of your portfolio, trends, values, and any warnings. Look for the causes of portfolio deviations. You can drill down from the top to individual holdings. Interactive and visual analysis of the portfolio, both historically and now. Examine the allocation, exposure, risk, attribution, and other factors. Follow and collect information about all assets (and liabilities), regardless of type: Equities, Bonds ETFs, PE loans, real estate, precious metals art, derivatives, etc. Define one or more portfolios with the desired structures (aggregates). Consolidate and aggregate all assets (and liabilities), from all sources, depots, trustees. Incorporate investment policy and rules into this tool. Define exposure limits and allocation. Define the benchmarks and goals that will be applied at different levels of the portfolio.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

Theorem is an online data management and post-trade processing solution that provides aggregated reporting, trade workflow, matching/affirmation and data movement. It doesn't require any local installation or technician to get started. Theorem allows you to connect data from brokers, trading systems, and exchanges. You can also manage it according to your needs. There is no need to install anything. You can either use the whole platform or just select what you need. Theorem performs post-trade processing from the moment a trade has been executed. This includes allocating trades, matching trades against counterparties, and clearing counterparties. Theorem combines data, analytics, as well as other insights from brokers, accounts, portfolios. This gives you access to actionable insight and provides your stakeholders with easy-to-understand risk reports and advanced analytics.