Investment Management Software

Investment Management

What is Investment Management Software?

Banking Investment Management software provides solutions such as portfolio management, investment accounting, trade and asset management, and banking risk management in the finance and banking sector.

Common Features

  • Contact Management
  • Portfolio Management
  • Banking Risk Management
  • Trade Management
  • Multi Currency
  • Mergers and Acquisitions
  • Investment Accounting
  • Fund Management
  • Compliance Management
  • Investor Relations Management
  • Asset Management

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Top Investment Management Software 2024

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

Composite Score
8.3 /10
CX Score
8.6 /10

Finacle solution's componentized structure and enterprise-class capabilities help banks boost the agility and efficiency of their operations, and significantly improve customer experience across channels.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Help your investors meet their financial goals with portfolios that outperform market indices by using investment solutions from SAP.

Scorecard

Pros

  • Continually Improving Product
  • Enables Productivity
  • Trustworthy
  • Unique Features

Products below are ineligible for awards due to insufficient recent reviews

BarclayHedge

BarclayHedge

Composite Score
7.7 /10
CX Score
8.2 /10

BarclayHedge is dedicated to serving institutional clients worldwide in the field of hedge fund and managed futures performance measurement and portfolio management.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Opes Software

Unibanx

Composite Score
7.7 /10
CX Score
7.9 /10

Unibanx is the central analysis and decision-making platform for asset managers, fund managers, and wealth managers. Designed to enhance your service offerings and mitigate operational risks, the Unibanx solution provides mission-critical modules, supports a wide range of asset classes and a seamless integration of your front, middle and back office workflows.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Composite Score
7.6 /10
CX Score
7.9 /10

Fusion Invest answers the pressing concern of portfolio and investment managers today: performing better in a market that’s becoming ever more complex and highly regulated. This leading solution for investment management ensures better transparency and collaboration throughout the investment process delivering a consistent analytics framework on top of a real-time Investment Book of Record IBOR. Business functions including the front office, risk department, and back office are optimally aligned.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Advent

Advent

Composite Score
7.4 /10
CX Score
7.7 /10

Advent software is focused on delivering solutions that help clients work more productively, serve more effectively, manage and minimize risks, and comply with complex regulations.

Scorecard

Pros

  • Enables Productivity
  • Trustworthy
  • Efficient Service
  • Effective Service
Composite Score
7.2 /10
CX Score
8.0 /10

The volume, frequency and complexity of change financial institutions have to deal with continues to increase with more regulation, new fund structures, more stringent due diligence and audit requirements plus downward pressure on margins. Meeting these requirements can prove costly, as well as distracting you from your core business. Our award winning technology offers rich functionality, automation, scalability and the ability to easily adapt to change to meet the challenges of third party administrators, asset managers and asset owners, enabling you to meet all your fund accounting and valuation requirements whilst simplifying a complex process.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Dynamo Software, Inc.

Clienteer

Insufficient Data
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Clienteer is an intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline their CRM, fund marketing, and investor relations workflows. It includes a comprehensive suite of features wrapped in an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of investor accounts and transactions.

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SigFig is an online investment advisor software comprised of various portfolio management tools and features.

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Eze Software Investment Suite is a comprehensive investment management solution designed to meet the needs of buy-side and sell-side asset managers. Eze Software offers an extensive range of capabilities for managing your portfolios through three fully integrated best-of-breed applications that can be chosen a-la-carte, combined together to create a powerful, tightly integrated front-to-back solution, or integrated with third-party systems.