Investment Portfolio Management Software

TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectat...

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

Investera is a multi asset class investment management platform that was built with the aim to simplify the process of investment management and to equip investment professionals with the means to ded...

ReconAdvantage is an investment management software that is a comprehensive portfolio accounting, client reporting, performance measurement solution offered as a subscription.

Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless ...

Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze inves...

Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our web...

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide...

SS&C GlobeOp's Total Return is a portfolio management, investment accounting, partnership accounting and general ledger system designed specifically for alternative investment funds and family offices...