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Investment Management Software

Investment Management : related categories

Our selection of 12 investment management software

Taïkoon

Dynamic Financial Management for Growing Enterprises

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Paid version from €30.00 /month

Streamline your investment management with this SaaS software. Automate routine tasks, access real-time data, and gain insights to make informed decisions.

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With Taïkoon, you can easily manage portfolios, analyze performance, and monitor risks. The software's intuitive interface allows for easy navigation and customization. You can also collaborate with team members and clients through secure communication channels.

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FrontInvest

Streamline Your Investment Management Processes Today

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Pricing on request

Streamline investment management with software that simplifies portfolio tracking, analysis and reporting.

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Manage investment portfolios with ease, take advantage of real-time data to make informed decisions, and generate comprehensive reports to keep stakeholders in the loop.

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iLevel

Optimise Financial Management with Advanced Analytics

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4.4
Based on 8 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
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Pricing on request

Streamline investment management with our SaaS software. Automate processes, monitor performance, and improve decision-making.

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With our investment management software, iLevel, you can automate tasks such as data entry and reporting, freeing up time for more strategic activities. Monitor portfolio performance in real-time and gain insights to make informed decisions. Improve collaboration with stakeholders and reduce risk with our secure platform.

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Capital Venture

Streamline Investment Management with Cutting-Edge Tools

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Pricing on request

Streamline your investment management with our software. Improve accuracy and efficiency with automated tracking and reporting.

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Capital Venture simplifies the investment management process. It offers automated tracking and reporting, reducing the risk of errors and freeing up time for other tasks. Its intuitive interface ensures easy navigation, allowing you to focus on managing your investments.

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Baxon

Efficient Portfolio Management Software for Professionals

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Pricing on request

Streamline your investment management process with powerful software, designed to simplify portfolio management and analysis.

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With our investment management software, you can easily track and analyse your portfolio's performance, make data-driven investment decisions and generate custom reports. Enjoy intuitive workflows, intelligent automation and seamless integration with other tools you use.

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Investran

Streamline Alternative Investments Management

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4.0
Based on 1 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
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Pricing on request

Investment management software for efficient portfolio tracking, reporting and analysis.

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Streamline your investment management process with this software. From portfolio tracking to reporting, it provides comprehensive data analysis tools to help you make informed decisions. Stay up-to-date with real-time data and customisable dashboards.

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VIZIAFI

Effortless Financial Visibility Dashboard Solutions

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Investment management software for tracking portfolios, generating reports, and monitoring performance.

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VIZIAFI provides a comprehensive suite of tools for investment management, including real-time portfolio tracking, customisable reporting, and performance monitoring. Its user-friendly interface allows for easy data input and analysis, making it an ideal solution for investment professionals looking to streamline their workflow.

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Collaboration Capital

Digital investment bank

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Pricing on request

Streamline your investment management with collaborative software.

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Collaboration Capital allows for easy communication and document sharing between team members, reducing errors and increasing efficiency. Its user-friendly interface and real-time data updates make managing investments a breeze.

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Finna

Your Complete Investor Relations Partner

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Finna transforms Investor Relations (IR) for small and mid-cap companies, offering a comprehensive IR solution that simplifies compliance, boosts investor engagement, and provides expert strategic...

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...guidance – all at a fraction of the cost of traditional setups. The Challenges Tight budgets make it hard to manage IR effectively. Fragmented and expensive IR tools complicate processes. Limited attention from large consulting firms. Growing compliance demands create additional headaches.

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Spydra

Tokenize Your Real-World Assets with Blockchain

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Unlock the full potential of your assets with Spydra, a blockchain platform designed for real-world asset tokenization.

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Empower your enterprise with transparency, security, and compliance while seamlessly managing asset tokenization processes. Whether you're digitizing supply chains, healthcare, real estate, or luxury goods, Spydra has the solutions to streamline operations and increase efficiency.

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WealthAgile

Smart Crypto Made Easy

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WealthAgile is your intuitive, automated crypto portfolio manager, designed to simplify the complexities of crypto investing.

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Whether you're new to the space or a seasoned investor, WealthAgile helps manage risk and optimize portfolios in all market conditions using advanced tools like Portfolio Protection and Smart Auto-rebalancing.

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Kaiku

Data-driven Startup Scouting

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Kaiku is a global platform designed to help you discover high-potential startups using verified data insights and machine learning-powered business matching.

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Our proprietary database allows you to reveal undiscovered deals with comprehensive SME data, verified founders, and optimized scouting campaigns. Why Choose Kaiku? Optimized Startup Discovery Kaiku delivers bespoke scouting campaigns tailored to your needs.

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Investment Management softwares: Q&A

How does investment management software work?

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Investment management software automates the process of managing investments. It can track investments, analyze data, and generate reports. Some software can even trade automatically based on pre-set criteria. It helps investors make informed decisions and saves time.

What features should I look for when looking for investment management software?

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When selecting investment management software, consider its ability to manage various investments, its reporting capabilities, and its user-friendliness. Additionally, look for software that can handle complex calculations, generate forecasts, and provide real-time data.

What are the benefits of investment management for my company?

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Investment management software can help you make informed decisions, save time, and increase efficiency. It can also provide better risk management, improve compliance, and streamline reporting. Additionally, it can help you make better use of your resources and increase your ROI.

What are the best investment management software options?

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The best investment management software options include eFront, SimCorp Dimension, and Advent Portfolio Exchange. eFront is known for its user-friendliness, SimCorp Dimension for its robustness, and Advent Portfolio Exchange for its comprehensive reporting.

What are the free investment management software alternatives I could try?

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Some free investment management software alternatives include GnuCash, Personal Capital, and Mint. GnuCash is an open-source software that provides basic accounting features. Personal Capital and Mint are personal finance management tools that offer investment tracking and financial planning capabilities.