Best Investment Management Software for Windows of 2024

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.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

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.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

Tracxn, one of the most popular market research and data platforms, tracks companies around the world. We scan data for our customers to help them perform market research, find deals that match their mandate. Tracxn has a clientele that includes Venture Capitalists (VC), Private Equity Funds, Merger & Acquisitions (M&A), Innovation teams from Fortune 500 companies, and Investment Banks. Tracxn is used by Governments, Accelerators, Incubators and Universities to track innovative companies and sectors. Tracxn, a Software as a Service (Saas) platform, is a subscription service that covers 2.5M+ companies through 2.6K+ feeds categorized across industries, sectors, and sub-sectors with a presence in over 100+ countries.

High yield investment program is one of the most effective marketing tools for investing. It is also known as HYIP. It is the best way to smartly invest. Our goal is to find a reliable, trusted, and the best HYIP online investing program that supports multiple online payment processors like PERFECT MONEY and EGO PAY. We promise to provide the best online investment program. PAM HYIP provides the encrypted unique HYIP script program by professionals who have extensive experience in designing the most current HYIP programs. Our PAM HYIP developers use the most recent technology to provide the best HYIP program to meet your needs. Online investment best hyip reduces costs and manages risks more effectively. Depending on how you trade or buy/sell bitcoins, the best bitcoins are the most profitable and safest investments you can make online.

Loomion is the most trusted provider of Board management software when reliable performance and security are required. Loomion's twelve Directors Portal is compliant with the highest banking security standards and is built on SharePoint technology. Loomion is the only reliable solution on the market for customers who need an installation on-premise. It is also available off-premise in our privately-owned data centres in Germany, Luxembourg, and Switzerland as SaaS.

Altreva Adaptive Modeler software is used to forecast stocks, ETFs and forex currency pairs. It also allows for the prediction of commodities, commodities, and other markets. It uses innovative technology to create market simulation models that allow thousands of virtual traders to use real-world market data to trade on virtual markets. Their collective behavior is used for one-step-ahead trading signals and forecasts. Models evolve in parallel to the real market, without being too dependent on historical data. This allows for better adaptation to market conditions and consistent performance.

Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Vestserve can help you increase productivity, growth, innovation, and accuracy in your business. Vertserve, a fully integrated investment management and accounting system, is powerful and reliable. It provides mission-critical services for leading financial institutions. VestServe combines the back, middle and front office operations into one unified solution. This helps to improve business efficiency and performance, as well as reduce total cost of ownership. Portfolio management features include performance measurement rule/compliance modeling, breakout allocations, returns, risk analytics and scenario tool.

Our software is built around the belief that your information is yours. We don't have access to or can download your information. Your information is securely and safely stored on your computer at home. IAM allows you to access a central portfilio platform that provides stock, mutual funds, options, stocks, bonds, and other financial information. IAM allows you to feel confident about your financial future. Our program will give financial security that you have always desired.

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

Bipsync combines your entire research process into one intuitive, powerful platform. The Bipsync Research Platform has been proven to increase productivity, improve collaboration, and simplify compliance. It was designed to assist professional investors in managing and accelerating their research.

ARGUS Taliance, a robust real-estate fund and alternative investment software, allows real estate companies to manage the performance and investments of real estate funds and real estate investment trusts. ARGUS Taliance allows you to model complex investment structures, run scenario tests to assess the impact on market or ownership changes, calculate distribution falls, and provide detailed reporting to investors and stakeholders. It can be difficult to create a multi-tiered investment scheme with unique calculations and reporting outputs due to the complexity of global real property investments and various funding sources. ARGUS Taliance allows you to model a portfolio of real estate funds using an interactive interface. You can also view your investment structure over time with an interactive interface. You can drill down into each investment entity to adjust models and create waterfall distributions or distribution per unit calculations. This allows you to forecast.

eB-IMS is a sophisticated investments management system developed by eBusiness Systems and offered to clients on a Software-as-a-Service basis. It allows web access to a variety of investment portfolio building and tracking, analysis, management tools. Different user groups have different powers, and different authorities. They can access the Internet at different levels. All communications are made via the Internet using standard browsers. Different user groups will have different powers. They will each have access to their usernames and passwords, and in some cases, additional security checks. This is done to protect the integrity and security of the system. The portal's main functionality is located on specialized Web servers that are run by eBS. They are based on PHP/SQL Technology.

Chartsmart stock screeners are rare in their flexibility and speed. You can screen from more than 14,000 Canadian and U.S securities. Chart smart installations are performed on your computer so stock screening is quick and easy. Your custom settings are also kept safe. At approximately 4:20 Pacific, daily end-of-day data updates will be available. You can use our preset screens or create your own screens by combining hundreds fundamental and technical screening criteria. At year lows, screen for cash-rich, high-revenue growth stocks and break into uptrends. Scroll through the charts and add the ones you like on your personal watch list. You want stocks that have sufficient cash, book value, working capital, and revenue growth. You can even create your own formulas that draw relationships between criteria. You could, for example, specify that the stock has more cash than its current trading price.

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.