List of the Top 11 On-Prem Investment Management Software in 2025

At AlternativeSoft, our Investment Management services are dedicated to expertly overseeing a diverse range of securities, such as equities, fixed income, and other financial instruments, to achieve defined investment objectives for both institutional and individual clients. Our clientele comprises insurance firms, pension schemes, corporations, charitable organizations, educational institutions, and private investors, who can choose to invest directly or via pooled investment vehicles like mutual funds or exchange-traded funds. Our approach to investment management at AlternativeSoft includes strategic asset allocation, detailed financial analysis, careful stock selection, and continuous evaluation of current investments. We deliver a holistic portfolio strategy and execution, emphasizing the alignment of investment decisions with each client's unique risk profile, financial aspirations, and investment timelines. Our main goal is to adeptly manage and enhance our clients' portfolios with efficiency and effectiveness.

PackHedge™, recognized as the premier solution in the investment industry, excels in managing Alternative/Hedge and Private Equity funds, while also accommodating traditional and mutual funds as well as a variety of other investment vehicles, including UCITS, ETFs, equities, real estate, forwards, and currencies. Its capabilities empower users to conduct thorough quantitative and qualitative research and analysis, encompassing risk assessment, stress testing, scenario planning, exposure evaluation, contribution and attribution analysis, and effective asset allocation, portfolio construction, and management. Additionally, it supports shadow accounting for portfolios, managed accounts, and funds of funds, along with crucial liquidity and cash flow forecasting, due diligence, document management, workflow optimization, client relationship management (CRM), compliance needs, KYC processes, and fostering financial innovation. The platform is composed of a suite of advanced modular software tools that are seamlessly integrated, providing exceptional data management models capable of handling multi-source, multiple-frequency, and multilingual qualitative and quantitative data, ensuring that users have access to comprehensive insights and analytics. This holistic approach not only streamlines processes but also enhances decision-making across various investment strategies.

Loomion stands out as the leading provider of board management software, particularly valued for its dependable performance and robust security features. The Directors Portal from Loomion meets the strictest banking security regulations and is developed using SharePoint technology. Additionally, Loomion is the exclusive solution for clients seeking on-premise installations. For those preferring off-premise options, Loomion offers its services through privately-owned data centers located in Germany, Luxembourg, and Switzerland, available as a SaaS solution. This flexibility ensures that clients can choose the deployment method that best suits their needs.

Leverage the power of sophisticated research, analysis, and monitoring to enhance your investment tactics. By incorporating institutional-grade stock analysis features, your decision-making process can benefit from premium tools designed for serious investors. For more than twenty years, Leading Market Technologies has worked alongside top investment firms to create innovative software tailored for the comprehensive research, analysis, and monitoring of various securities. This all-encompassing and dependable investment platform is now readily available to you, enabling you to track stocks, mutual funds, foreign exchange, and precious metals from the comfort of your own computer! You have the capacity to manage up to 100 live charts at once or delve deep into a single chart for thorough analysis. Improve your experience further with real-time technical analysis, customizable comparisons, watchlists, and other features. Your analytics and charts will update automatically and frequently, providing you with an immediate overview of your essential metrics! This software is recognized as the most powerful stock analysis tool outside of Wall Street, simplifying the application of standard analytical techniques to your charts while also allowing for personalized analytics. With such extensive capabilities at your disposal, you can approach the intricacies of the market with confidence and precision, making informed decisions that align with your financial goals.

The online platform you provide, featuring streamlined web forms and a user-friendly account management section, captures the core identity of your company, ensuring that customers feel both secure and appreciated through its thoughtful design and aesthetic appeal. It includes intuitive booking tools specifically designed for the moving sector, equipped with features like sales and lead management, email communication, chat support, SMS notifications, and invoicing functionalities. With engaging forms and a responsive chatbot, user interaction is enhanced, while a visually attractive landing page serves as a foundation for effective advertising tests. Keep your clientele up to date with prompt SMS alerts and increase your revenue with an automated booking system. If you aim to improve your conversion rates, consider delighting your customers with a seamless and integrated booking experience. Our meticulously crafted web forms are tailored to your moving business, ensuring they are mobile-friendly, visually appealing, and well-organized. Furthermore, our platform supports sales and client management, streamlining processes for invoices, emails, SMS, and automation. Through the integration of gamified and elegantly designed web forms, we strive to build trust and credibility with your users. Our goal is to help you enhance your conversion rates while offering innovative software solutions for crate rentals and supply deliveries. Seize the opportunity to revolutionize your business with our all-encompassing tools, and watch as your operational efficiency and customer satisfaction soar.

GP HYIP Script is a powerful and secure platform designed to help entrepreneurs create and manage high-yield investment programs. It offers robust features like automated deposit processing, withdrawal management, and reinvestment options, all while maintaining a high level of security with encrypted payments and fraud protection. The platform is highly customizable, allowing users to tailor investment plans, user roles, and design elements to suit their business needs. GP HYIP Script supports multiple payment gateways, including crypto and traditional options, making it adaptable to a wide range of investment preferences. The platform also includes real-time tracking, automated reporting, and a dedicated support team, ensuring a seamless experience for both administrators and users. With its scalability and advanced features, GP HYIP Script is the ideal solution for building a secure and profitable online investment platform.

Our all-encompassing platform serves leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds on a global scale. Developed on the same principles as Fusion Sophis, Fusion Invest covers the entire investment value chain by offering comprehensive portfolio analysis and efficient automated workflows through a collaborative, real-time investment book of records. What distinguishes Fusion Invest is its state-of-the-art analytics, wide-ranging asset class coverage, and adaptability with open technology. It can be deployed either in the cloud or on-premises, making it an ideal fit for your operational needs and service demands. This platform presents a variety of options for investors and portfolio managers who oversee asset allocation, direct investments, or intricate derivative hedging and overlay strategies. Its robust and scalable infrastructure guarantees reliability throughout the day as users generate and manage the authoritative version of data. With consistent insights and analytics, all stakeholders can work together to enhance the investment process, cultivating a collaborative environment that leads to improved decision-making. Moreover, this integrated solution equips teams with the tools needed to navigate the complexities of the market with confidence and speed, ultimately driving better outcomes for all involved. In addition, the platform's user-friendly interface ensures that even those new to investment management can effectively leverage its capabilities.

Wealth Elite represents an innovative, customizable SaaS platform driven by Artificial Intelligence, tailored for top financial advisors in India. This all-encompassing platform offers a variety of features, including digital management of the client lifecycle, detailed portfolio reporting and rebalancing functionalities, business intelligence tools, online transaction capabilities, goal tracking, video KYC, financial planning support, and extensive research materials, all focused on elevating the advisory experience. Moreover, it optimizes operational processes and enriches client interactions, establishing itself as an essential resource for financial experts. Ultimately, Wealth Elite empowers advisors to deliver superior service and cultivate stronger client relationships.

Manage investment portfolios across various custodians while maintaining data accessibility, ensuring compliance with regulatory standards, and aligning with client objectives. Assetmax distinguishes itself as the leading Swiss software tailored for independent asset managers, family offices, and banks, providing a comprehensive suite for multi-custody portfolio management, client relationship management, invoicing, and reporting. Many wealth managers and financial institutions prefer Assetmax, recognizing it as a dependable solution within the sector. This robust and sophisticated software can be accessed via the web, and it offers deployment options both on-premise and through cloud services, which enhances its adaptability and ease of use. By consolidating vital functionalities, it streamlines the intricacies of asset management while significantly increasing operational efficiency. Additionally, Assetmax continuously evolves, incorporating user feedback to ensure it meets the dynamic needs of the financial landscape.

FinX provides decision-makers with the critical insights necessary to succeed in dynamic market environments. By analyzing market dynamics, setting industry benchmarks, and uncovering potential opportunities, FinX supplies essential information that enriches understanding. Its platform for real-time financial data supports the creation of effective risk management strategies. This innovative methodology empowers organizations to navigate uncertainties with assurance, safeguarding their investments and improving overall performance. Additionally, FinX plays a vital role in fostering informed decision-making and promoting strategic growth, making it an invaluable ally for businesses aiming to excel.

SOLIAM serves as a holistic core system that provides real-time investment oversight tailored for asset owners and wealth management professionals. By streamlining processes between the front and middle office, it supports multiple custodians and accounts, enhancing operational efficiency. This platform allows asset owners to effectively manage their positions, make informed financial decisions, and adhere to essential regulatory frameworks like MIFID II and Solvency II. Additionally, SOLIAM features a powerful ALM Engine and automated risk reporting functionalities. Wealth managers benefit from its customizable solutions that accommodate both advisory and discretionary processes, fiscal allowances, and a diverse array of financial instruments. With both versions, users experience improved operational efficiency, minimized risk exposure, and heightened scalability, all while ensuring compliance with regulatory standards. Ultimately, SOLIAM stands out as an indispensable tool that addresses the evolving needs of the investment management landscape.