Best Investment Management Software for Small Business

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.

Financial discussions don't need to be complicated. The tech solutions that power them don't have to be difficult. eMoney is committed to providing innovative, planning-led solutions that will power your business. Our comprehensive financial planning platform was built to fit your business and can scale to meet your growing needs. Our integrated solutions are designed to meet the changing needs of your clients, whether you're an independent financial advisor or a large enterprise financial manager.

Our Asset management software will transform your business operations. Linedata's Asset Management Platform - AMP – is the perfect platform for wealth advisors and institutional managers. It combines all your business needs into one platform that can adapt to changing world. Cloud-enabled software, collaboration expertise with integrated data, analytics, and flexibility of modular design enable better decision-making, streamline processes, and empower scale and innovation. Features such as an intuitive trading interface and web-based model administration deliver value and drive growth. This allows you to reimagine your business, and respond to any challenge.

FoxTrot has been providing great software for the commissions and operations departments for over 23 years. Our mission is to simplify every aspect of the commissions team. This includes replacing Excel with simple statement imports, robust daily blotters, payroll calculations, and streaming broker statements. Because we understand your language, we love broker-dealers of all sizes. We are proud of our warm partnership approach. Our forward-thinking, growth-oriented software can be scaled easily to grow with your business without the need for additional employees. We have developed a "Yes!" approach to solving problems by working closely with our clients. We have a "Yes!" approach to finding solutions. The result is a robust system that can handle almost any type of commission while still providing a solid foundation for daily functions.

Set up asset allocation rules to ensure that your portfolio runs as planned. Adjust investment portfolios to reflect the total risk and individual asset risk levels. Optimize portfolio asset allocations based on risk and risk-adjusted returns metrics. Reduce your infrastructure costs to zero. Portfolio managers can quickly initiate and scale up immediately. All this while keeping overhead costs low. Maintenance and updates are automated. You can manage your portfolio management with less headaches and more power. Without warning, risks can occur. To keep your portfolios under control, you need to use a systematic risk management strategy. The risk engine provides automatic updates on the dollar amount at risk. Portfolio managers can monitor portfolio volatility, asset price risks and other factors on the dashboard instead of trying to approximate risks. Our capital management software is designed with your clients in view.

Visible Alpha provides a single experience for consumption and collaboration across research reports, analyst model and corporate access events. It enables clients to track, budget, value, and pay for research content. Visible Alpha is changing the way Wall Street firms collaborate in research, financial models, corporate access events and research by providing innovative tools for analysis, valuation, and discovery. Visible Alpha boasts a growing client base, $17 trillion in AUM and more than 600 research providers who contribute content. It also has over 500 employees worldwide. The company is backed worldwide by some of the most prominent banks, including Banco Santander and Bank of America Merrill Lynch. Citi, Exane BNP Parabas and Citi.

SharePad is a platform that provides all-in-one information for private investors and traders. It offers in-depth data about everything, including shares, funds, and ETFs, across the UK, US, and Europe. Your subscription includes live updates from UK Alliance News, RNS, as well as access to powerful stock screening tools and portfolio management tools. There are many investment opportunities available. We created the Single Page Summary to help you find the best investment opportunities. The Single page summary displays all key information about a stock or fund, investment trust, ETF, or other asset on one scrollable page. This gives you a quick overview of the stock, fund, investment trust or ETF before you dive into the more detailed analysis in SharePad. You can set the single page to a full-screen view or a split screen view to quickly browse through a portfolio or watch list. You can even create your own custom mode to display the information that you need.

The solution has been used by a large number of customers over the past decade. It is well-known for its extensive range of business lines and rich features. The solution covers all aspects of investment management operations, from front office features such as pre-deal analysis, real time portfolio position and cashflow tracking, profitability monitoring, deal settlements, corporate actions posting, MTM valuation, accounting, and NAV generation. FundSense - the business insight tool - makes it easier to make business decisions faster and more collaborative. Drag-and-drop makes it easy to integrate data from multiple sources. In order to make informed decisions, users can create and view interactive dashboards and data visualizations. Fund Sense provides rapid analytics and an associative user experience right from your desktop.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions. We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.

The best-in-class applications that provide a front-to-back investment experience that meets all your operational requirements across the enterprise. Eze Investment Suite is your one stop shop for a complete front-to-back investment experience in all asset classes. Eze Investment Suite's flexible and user-centered design allows your users to customize their views, workrooms and dashboards. It also standardizes easy-to-adopt workflows throughout your firm. Users can slice and dice data at any level, ensuring that they have the right information to make quick and accurate decisions. You can create your own investment ecosystem and achieve straight-through processing. Eze Investment Suite is open and vendor-neutral. It allows you to connect with any third-party platform, or internal system. Flexible APIs, paired with a large library of on-demand interfaces, allow you to integrate platforms or counterparties across your company.

First Rate, a leader in financial technology and services for the wealth management industry, recently purchased Vantage Software to expand its market and global impact. First Rate Vantage provides private equity, venture capital and real estate advisors a single source of truth for managing a fund's life cycle and reporting on private investments. This includes deal flow management, partnership accounting and investor reporting. Click the box below to find out how Vantage can assist you!

Integrated data rooms, lead management and online subscriptions allow you to raise more money and close more quickly. A CRM specifically designed for private fundraising allows you to do this. You can say goodbye to spreadsheets with these powerful but easy-to-use tools that calculate returns, manage waterfalls and automate investor workflows. The industry's most trusted investor portal gives you access to your clients' investments and best-in class reporting. Online subscriptions and customizable data rooms make it easier to streamline your fundraising efforts and help you close more deals faster. You can quickly and securely produce personalized notices, statements, reports, and industry-standard reports. All your partnership accounting and payments tracking can be managed from one central dashboard.

Stessa allows property investors to easily track, manage, and communicate their real estate portfolio's performance. Stessa is completely free. Stessa is used by over 10,000 investors to optimize their single-family rentals or multifamily buildings. Stessa offers visual performance dashboards, automated income and expense tracking, tax-ready financial reports, and tax-ready financial reports. Stessa can be set up in just minutes. You can add properties and link your financial accounts. Everything updates in real time.

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.

Uptrader is an app that improves your company's process for investing, hiring, demand management and supply chain management. Your business may have screened job candidates, but your recruiters might still need to make a difficult and complex decision about who to hire. With no guidance, they can only trust their gut feelings about a candidate. Uptrader helps recruiters find the right person by providing a proven process for hiring them. Choose a supply chain partner that aligns with your SCM strategy. There is a proven method for selecting suppliers, manufacturers, and carriers. With its supply chain management module, Uptrader helps businesses stop second guessing these decisions. Uptrader generates reports that give managers insight into the reasons and how they came to be made. This feature will allow your team to confirm their business decisions without bias or psychological traps.

After-Tax Portfolio Optimization, Asset Allocation. Multiple Period Investment Horizons with Per-Period Results: Asset Weight and Market Value, Cost Basis Cash Flows, Management Fee Turnover, Taxes, After-Tax Returns For Each Asset. Analyse of up to 100 assets over 120 periods. The period intervals can be from daily to annual. Sub Portfolios for Modelling Different Tax and Ownership Structures. International Asset Class Return Series to Forecast Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios are used to create and compare custom portfolios. International Currencies and Tax Rates to Model Around the World Economic Cycles and Shifts Modelling with time-varying asset returns and standard deviations. Extensive private brand client reporting.

Social Security Timing®, Software to optimize your clients' Social Security claim strategy and increase their retirement assets. Reduce the complexity of Social Security. Social Security Timing can optimize your client's Social Security claiming strategy. You can see the exact year and month that the client should claim and the month, year, and amount that they will receive after passing the earnings test. Your retirement value can be increased by as much as $100,000 Social Security Timing Key. Features What's at stake Feature. This feature makes it easy to know the difference between a good and a bad decision. Clients can see how much Social Security you can help access. Break-even Chart. Find out which strategy gives you the best overall life expectancy combinations. Common Alternatives Create the four most common options for married couples automatically

The world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency.

Better financial advice is possible, faster. You can manage your business smarter, open accounts quickly, and provide clients with a wonderful experience. In minutes, you can open an account online. Easy creation of custom portfolios. Trade fractional shares without commissions. Automatically rebalance (set it and forget it). Investing and reporting together. It's really affordable. Free first 100 accounts and only $1 per month thereafter. Altruist Corp ("Altruist") is a software engine that aids financial advisors in achieving better outcomes. Altruist LLC is an SEC-registered investment advisor. Brokerage related products are provided and managed by Altruist Financial LLC. Commission-free trading is $0 commission for trades made via web or mobile devices to brokerage accounts. Other fees may still be applicable.

Wealth Intelligence (WIN), a suite of integrated wealth management solutions that covers the front, middle, and back offices. The integrated Wealth Intelligence system allows asset and wealth management firms to manage their entire business life cycle from one platform.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

You can focus on your customer and grow your business. With a single, agile Swiss cloud platform, you can stay ahead of your customers. TLS and OWASP security recommendations are closely monitored as InvestGlass was originally designed for banking. An open API is a publicly accessible application programming interface that allows developers to programmatically access InvestGlass. We are cloud-native, and have a universal deployment plan. InvestGlass does not have a specific cloud provider. InvestGlass was built using agile principles. We add new features as soon as possible. Regularly, new features are added. Our team will provide exceptional service in French, English and Spanish. We also offer a variety of self-learning tools. You can learn new skills anywhere you are. All content is designed to help you grow. Our users have access to powerful tools that they can use right from their web browsers, making it easier than ever to create online forms.