List of the Top Investment Management Software for Windows in 2025 - Page 2

ARGUS Taliance is a robust software solution tailored for the management of real estate funds and alternative investments, empowering companies in the industry to efficiently monitor the performance of their real estate portfolios and REITs. This adaptable platform enables users to create complex investment models, perform scenario analyses that assess the impacts of market shifts or ownership changes, calculate distribution waterfalls, and produce detailed reports for both stakeholders and investors. Given the complexities associated with international real estate investments and the diverse funding sources involved, constructing a multi-tiered investment framework with specific calculations and reporting can be quite challenging. Nevertheless, ARGUS Taliance streamlines this task by allowing users to model an entire portfolio of real estate funds through an easy-to-navigate interface, which supports rapid evaluations of investment structures over time. Furthermore, users have the ability to explore individual investment entities, make model adjustments with minimal effort, and tailor waterfall distributions and per-unit distribution calculations, which greatly enhances their forecasting abilities. Consequently, this software emerges as an indispensable resource for those navigating the intricacies of managing real estate investments effectively, ensuring that users can adapt to market changes swiftly and efficiently.

eB-IMS is a sophisticated investment management system developed by eBusiness Systems and offered to clients in a Software-as-a-Service format. This platform allows for online access to a variety of tools essential for building, overseeing, analyzing, and managing investment portfolios. With internet access, users can enjoy different levels of access, which come with tailored permissions and authorities determined by their user categories. All user interactions are conducted through standard web browsers, making the platform user-friendly. Each user category has specific capabilities and must authenticate through a username and password, with additional security protocols in place to safeguard the system's integrity. The essential functions of the platform are hosted on dedicated web servers managed by eBS, utilizing PHP and SQL technologies to ensure efficient service delivery. Moreover, ongoing updates and maintenance are performed regularly to keep the platform innovative and secure for its entire user base, thereby enhancing overall functionality and user experience. This commitment to regular improvements ensures that clients have access to the latest features and security measures available in the investment management landscape.

Chartsmart distinguishes itself among stock screening tools due to its outstanding adaptability and swift operation, enabling users to explore a vast array of more than 14,000 securities from both the Canadian and U.S. markets. This software installs directly onto your device, facilitating quick stock screening while safeguarding your customized settings. Investors gain access to daily updates on end-of-day data, typically available by 4:20 PM Pacific time, ensuring they receive relevant information promptly. The platform offers a range of preset screening options, or you can create your own by combining various fundamental and technical factors. For instance, you can filter for stocks with robust cash reserves and notable revenue growth, especially those nearing yearly lows and starting to show upward momentum. Once you've performed your search, navigating through the charts and saving your favorite choices to personalized watch lists is a straightforward process. Additionally, it allows for the identification of stocks that boast ample cash, book value, and working capital while also monitoring increases in revenue, earnings growth, and dividend yields. Beyond these features, users can create custom formulas that demonstrate relationships among different screening criteria, such as stipulating that a stock's cash per share must exceed its current market price, ultimately refining your investment approaches. This extensive level of customization not only enhances the user experience but also equips investors with the tools needed to make well-informed decisions tailored to their specific goals and insights into the market landscape.

For more than twenty years, FoxTrot has been at the forefront of providing outstanding software that streamlines the operations of commissions departments. Our objective is to improve every aspect of commission management, whether it’s through seamless one-click imports of statements or offering detailed daily blotters, payroll calculations, and real-time broker statements. We have a strong understanding of the unique requirements of small to mid-sized broker-dealers, which informs our customer-centric approach. By fostering a collaborative and friendly partnership, we create an environment conducive to growth. Our innovative software not only adapts to the scale of your business but also allows you to operate efficiently without the need for increasing your workforce. Through close collaboration with our clients, we maintain a proactive “Yes!” attitude when addressing challenges. As a result, we have developed a robust system that caters to nearly every conceivable commission scenario while ensuring a dependable framework for daily operations. Our commitment to enhancing our software continues as we respond to the evolving demands of our clients, ensuring they always have the tools necessary to succeed in a dynamic market. We believe that this dedication to improvement is what truly sets us apart in the industry.

Visible Alpha offers an integrated platform for engaging with research reports, analyst models, and corporate access events, allowing clients to efficiently track, budget, assess value, and compensate for research materials. This innovative company is transforming collaborative efforts on Wall Street by equipping firms with advanced tools for analysis, valuation, and content discovery. With a rapidly expanding client roster, it manages assets totaling $17 trillion and collaborates with over 600 research providers contributing valuable content. Additionally, the company employs more than 500 professionals globally and receives backing from major banking institutions, including Banco Santander and Bank of America Merrill Lynch, among others. The strategic partnerships and extensive network enhance its offerings and solidify its position in the financial services industry.

Over the last decade, the solution has established a strong portfolio of business line offerings and includes an extensive range of features. It integrates Front Office capabilities such as pre-deal evaluations, up-to-the-minute portfolio tracking, cash flow oversight, and profitability analysis, while also covering Back Office functions like deal settlements, corporate action entries, mark-to-market valuations, accounting tasks, and NAV creation, effectively catering to the complete range of investment management requirements. In addition, FundSense, the business intelligence tool, enhances the decision-making process, rendering it quicker, simpler, and more collaborative than ever before. Its intuitive drag-and-drop functionality allows for seamless data integration from multiple sources, which is a significant advantage for users. The platform enables the creation and access of tailored, interactive data visualizations and dashboards that elevate the decision-making experience. Moreover, FundSense offers swift analytics and an engaging interface directly on users' desktops, which dramatically boosts operational efficiency. With these features combined, users can expect a comprehensive and streamlined approach to investment management and analysis.

Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.

Uncover premier applications that provide an all-encompassing investment experience, catering to the operational needs of your entire organization. The Eze Investment Suite acts as a holistic tool for a complete investment journey, covering all asset classes comprehensively. Its flexible and intuitive design enables users to tailor their views, workspaces, and dashboards while adhering to standardized workflows that are readily adopted by the firm. Users are empowered to evaluate data at multiple levels, ensuring they obtain the exact information necessary for quick and well-informed decision-making processes. By employing fully integrated straight-through processing, you can develop a customized investment environment that aligns with your specific requirements. The Eze Investment Suite boasts an open, vendor-agnostic architecture that ensures smooth connectivity with nearly any external platform or internal system available. Bolstered by adaptable APIs and a wide range of on-demand interfaces, the suite streamlines the integration of various platforms and counterparties, fostering enhanced collaboration throughout your organization. This all-encompassing strategy guarantees that every aspect of investment operations is efficiently organized and managed, paving the way for improved operational excellence. Ultimately, the Eze Investment Suite not only simplifies processes but also significantly enhances the overall investment experience.

Our CRM system is uniquely designed to cater specifically to the workflows of hedge funds, ensuring that its features are precisely aligned with the demands of contemporary sales, marketing, and investor relations. We proudly serve a diverse clientele, ranging from newly established funds and family offices to large multi-billion dollar institutional hedge funds. Embracing cutting-edge technology, our CRM is tailored to meet the evolving needs of today's financial landscape, making it an indispensable tool for success.

Wealth Intelligence (WIN) provides an extensive array of fully integrated solutions designed for front, middle, and back office wealth management, specifically tailored for asset and wealth management firms. By utilizing this unified system, these firms can oversee all aspects of their operations from a single platform, which negates the necessity for multiple separate systems. A bank guarantee serves as a financial commitment from a lending institution, assuring that a debtor will fulfill their obligations. This financial assurance enables customers or debtors to purchase products, obtain equipment, or secure loans with greater confidence. The necessity for an advanced Guarantee Management System is critical, particularly one that prioritizes digital automation and ensures smooth integration among various parties, such as debtors, agents, and risk carriers, to boost operational effectiveness. Contemi's Bank Guarantee Management System stands out as a premier solution to meet this modern requirement, offering rapid and straightforward customization options for products that meet specific industry demands. With its intuitive interface, this platform proves to be an essential asset for organizations aiming to optimize their guarantee management workflows, ultimately leading to improved performance and satisfaction in their operations.

One provider, one unified platform: To obtain customized solutions, you can avoid the complications of dealing with several vendors. United Fintech serves as the platform that integrates all these components seamlessly. Faster onboarding and comprehensive digitization Say goodbye to outdated legacy systems and protracted onboarding processes. We combine innovative products while minimizing regulatory challenges and expediting onboarding durations, ensuring a smoother transition for users.

The Retirement Analysis Kit (TRAK) represents a state-of-the-art software platform tailored for retirement planning, boasting a proven track record in helping advisors enhance client engagement and preparedness for retirement. It effectively tackles the key issues that clients often face throughout their retirement planning process. By providing customized educational resources, TRAK encourages individuals to take initiative regarding their financial futures. The software enables personalized retirement planning consultations and calculates various pension benefits, including options for survivors and strategies for maximizing pensions. Additionally, it showcases savings techniques for 403(b) and 457 plans, ensuring a comprehensive methodology to retirement preparation. TRAK further computes extensive federal benefits, covering FERS, CSRS, and CSRS offset, while incorporating TSP, FEGLI, and long-term care considerations for federal workers. Through its delivery of clear and insightful evaluations of prevalent retirement strategies, TRAK empowers advisors to prioritize their clients' best interests. Ultimately, TRAK serves as a valuable tool for advisors, fostering inspiration and engagement among clients through streamlined retirement planning solutions that simplify the entire process. This groundbreaking software not only revolutionizes the approach to retirement planning but also enhances the overall experience for both advisors and their clients, making it more accessible and efficient. By bridging the gap between complex retirement concepts and practical application, TRAK paves the way for a brighter financial future for all involved.

The family manages multiple thriving businesses and typically owns commercial properties to support their operations, while also holding non-active interests in similar enterprises, overseeing inter-company loans and guarantees, and collecting valuable personal items like artwork and luxury vehicles. After the founder's death, the second generation has taken charge of the family's legacy assets, leveraging these resources to create their own enterprises and explore individual investment opportunities. A comprehensive estate plan is established to secure advantages for future generations, emphasizing a dedication to preserving wealth over the long term. The second generation now must dedicate more resources to the family foundation compared to the previous generation's involvement. Wealth accumulated from a major liquidity event is strategically allocated across various trusts that benefit both children and grandchildren, while the family chooses to invest surplus cash in a diversified portfolio that balances both direct and alternative investment avenues. As the family's journey progresses, their commitment to strategic growth and investment diversification remains a key factor in shaping their financial future, reflecting their adaptive approach to changing circumstances and opportunities. This ongoing evolution highlights the family's proactive stance in navigating the complexities of wealth management across generations.

Dealpath stands out as the most reliable cloud-based platform for real estate investment management in the industry, offering immediate access to secure, vetted, and current investment information to facilitate collaboration and enable strategic, predictive decision-making. Investment and development companies utilize Dealpath as their central hub for efficient pipeline tracking, robust deal analytics, and enhanced collaborative workflows, ensuring optimal performance from the management of pipelines to portfolios. Established in 2014, Dealpath has played a crucial role in facilitating over $10 trillion in transactions for prominent institutions globally. With the endorsement of six of the ten largest institutional investors, Dealpath empowers real estate deal teams throughout North America, allowing them to efficiently source, manage, execute, and report on their deals from a unified investment command center. This comprehensive approach not only streamlines processes but also enhances decision-making for real estate professionals.

Global Wealth Enterprise Solution, commonly known as Global WealthES™ and formerly called TrustPortal, provides a comprehensive Wealth Management platform tailored for both large and medium-sized financial organizations, enabling them to function with optimal efficiency. This solution boasts an extensive array of features that are intricately interconnected to ensure seamless processing, resulting in enhanced scalability and operational effectiveness. The application offers a diverse range of functionalities, which include Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and sophisticated data analytics aimed at improving business intelligence. Furthermore, it facilitates trading through an integrated FIX engine, linking to over 400 brokers for immediate trade execution and confirmations. With its extensive reporting capabilities, the platform provides both internal and client-facing reports and statements, along with integrated data mining tools, ensuring mobile accessibility across all devices, thus making it an adaptable solution for contemporary wealth management requirements. In summary, Global WealthES™ is an indispensable tool for financial institutions aspiring to enhance their wealth management offerings, and its comprehensive nature positions it as a leader in the industry.

Cutting-edge Wealth Management solutions are accessible to a variety of financial entities including Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We take diverse input formats and protocols from various sources and convert them into a cohesive, standardized output format. This unified method enables our data formats to be 'reused' for developing new interfaces as necessary, significantly reducing the time needed to introduce new features. Through m2Data, financial institutions can provide their clients with a secure and standardized data service while minimizing disruption to daily operations. Additionally, m2Wealth is distinguished as one of the select providers that offer comprehensive EBICS capabilities. M2 has built 'connectors' with numerous European Banks and Custodians that have adopted EBICS as their primary connection protocol, facilitating global daily distribution. As more Banks and Custodians choose EBICS, M2 is proactively working alongside these institutions to further improve their offerings. By enhancing data management processes and strengthening connections, M2 equips financial organizations to thrive in a dynamic marketplace. This strategic approach not only boosts operational efficiency but also positions these institutions to swiftly adapt to changing client demands and industry trends.

RiskValue® has been designed to cater to a diverse spectrum of trading portfolios, investment strategies, compliance requirements, and regional mandates, significantly improving your asset management while optimizing the value of your portfolios through its comprehensive risk measurement engine. Its flexible and scalable features render it suitable for financial institutions of any size, from small firms to large corporations. At the outset, you can deploy a core engine and enjoy the option to choose from a wide selection of additional modules, each crafted from a set of proven solutions. These standalone modules can be effortlessly integrated and activated as necessary, ensuring a nimble response to operational demands. This level of adaptability guarantees that your investment management system can progress in tandem with the evolving needs of your organization, allowing for continued growth and efficiency in your financial strategies. Thus, RiskValue® not only meets current requirements but also positions you for future success in a dynamic market environment.

MoneyWare serves as an all-encompassing Wealth Management platform that allows wealth managers to efficiently oversee their entire business operations, effectively merging front and back office functions and removing the necessity for multiple disconnected systems. This innovative platform is designed to address a wide variety of client demographics, encompassing ultra-high-net-worth individuals, affluent clients, and both individual and multi-family offices. The software suite is highly customizable and crafted to align with the specific requirements of its users, focusing on critical elements such as client management, financial advisory services, portfolio management, compliance, as well as detailed client reporting and accounting. Furthermore, solutions like MoneyWare provide a spectrum of services, including discretionary, non-discretionary, and advisory features, which enable wealth management firms to proficiently meet the varied financial demands of their clientele. By consolidating all these capabilities into a single platform, MoneyWare not only boosts operational efficiency but also simplifies workflows for professionals in the wealth management industry. This comprehensive approach ultimately leads to enhanced client satisfaction and stronger relationships built on trust and tailored service.

Agilis Wealth Management is fundamentally focused on enabling you to adeptly oversee your clients’ financial assets while simultaneously encouraging growth for both your clients and your own practice. Understanding the necessity of developing strong relationships with clients, Agilis WM presents a unique platform that delivers a holistic 360° view of your investors, allowing for precise management. Our offerings include Portfolio Rebalancing that helps guide you back on track with tactical Trade Recommendations. With our Trade Order Management system, you can benefit from a streamlined process that enhances productivity and helps you adapt to the constantly shifting market conditions. Moreover, our Risk Management tools are designed to uphold compliance with regulatory and internal standards. We also provide vital Analytics for sound technical assessments, and our Model Portfolio feature allows you to either benchmark against indices or customize it to fit your unique models, ultimately improving your investment strategies and client satisfaction. By utilizing these powerful resources, you can elevate the level of service you provide to your clients, ensuring that their needs are met with excellence. This comprehensive approach not only benefits your clients but also positions you for long-term success in the industry.

IMSplus stands out as a premier Investment Management platform, delivering a wide array of solutions tailored specifically for Banking and Investment Management institutions, equipped with advanced technology and robust features. It is capable of operating autonomously or seamlessly integrating into an organization's existing Investment Management IT infrastructure. Designed to be both adaptable and user-friendly, the platform meets the intricate and ever-evolving requirements of the global Investment Management landscape. It ensures comprehensive monitoring of all Investment Management activities while simultaneously enhancing risk management strategies. Moreover, IMSplus provides personalized services to cater to various client segments, significantly improving the overall customer experience. With its extensive range of functionalities and modern design, the platform ensures scalability to meet any changes in business requirements, positioning it as an indispensable tool for financial firms. Additionally, its provision of real-time insights empowers users to make more informed and timely investment decisions, ultimately fostering greater confidence in their strategies.

Why choose proprietary systems when the latest ERP from Microsoft boasts exceptional features in financial accounting, banking, security, and technology? Elysys leverages the powerful Microsoft Dynamics 365 Business Central platform, offering enhanced capabilities and scalability that particularly shine in specialized treasury management applications. Users can effortlessly create tailored dashboards and reports for a variety of financial or investment data, allowing for detailed exploration of individual transactions. This system not only aggregates financial and non-financial assets across multiple portfolios and asset classes but also supports financial consolidation for groups at different organizational levels. Over the last 15 years, we have launched a comprehensive array of modules covering a wide spectrum of investment forms, ranging from traditional paper investments and money markets to derivatives, structured products, and alternative investments such as private equity, public equities, funds, bonds, options, futures, forwards, and swaps. Our dedication to innovation and excellence empowers our clients with the latest tools and resources to effectively manage their financial operations, ensuring they stay ahead in a dynamic market. Ultimately, the combination of Microsoft’s robust platform and Elysys’s innovative solutions offers unmatched advantages for financial management.

Finlogik is transforming the investment landscape by providing innovative and cost-effective online resources and automated solutions that allow both conventional firms and self-directed investors to enhance their operations while staying attuned to the disruptive changes in the financial sector. In collaboration with a process-driven asset manager, Finlogik enables users to develop and manage effective investment strategies that are both economical and suitable for retail and institutional investors alike. Through the use of sophisticated analytical dashboards, clients can access benchmarking tools, detailed reporting features, and powerful data processing capabilities that facilitate the assessment of portfolio risk, exposure, and overall performance. Finlogik’s versatility extends to managing a diverse range of financial instruments, from simple publicly traded securities to complex over-the-counter products, thereby encompassing stocks, futures, options, fixed income, money market instruments, foreign exchange, and fund units. This extensive adaptability allows clients to confidently and efficiently navigate the intricate landscape of financial markets while making informed decisions. Ultimately, Finlogik stands out as a vital partner for investors seeking to thrive in an ever-evolving investment environment.

XENTIS stands as a versatile and all-inclusive investment management platform designed to manage the entire investment lifecycle. Currently, it is the go-to choice for leading investment firms, with thousands of professionals relying on it to handle assets surpassing one trillion EUR and to compute the pricing for more than 6,000 funds and 30,000 mandates each day. Its comprehensive suite of features allows XENTIS to automate every facet of the investment process, integrating front-, middle-, and back-office functions flawlessly. This deep integration significantly boosts operational efficiency while concurrently guaranteeing precision at every stage of investment management. As a result, firms using XENTIS can focus more on strategic decision-making rather than getting bogged down by administrative tasks.

MIMICS Portfolio Management software offers powerful and flexible solutions designed to fulfill your organization's portfolio management needs right from the start. The software's extensive range of customizable features allows for swift implementation, easily aligning with diverse global and accounting standards. Additionally, it includes a wide selection of standard interfaces that integrate smoothly with the software. The various modules are tailored to support proprietary trading, client trading, mutual funds, pension plans, hedge funds, and foreign-exchange reserves. With the MIMICS Customer Portfolio Management module, you can efficiently manage your clients' trading activities, all while ensuring scalability to match your unique business requirements. It allows for the creation of an unlimited number of portfolios for a vast array of clients across different investment types and currencies. This system adeptly handles a broad spectrum of investments, such as equities, fixed income, equity derivatives, fixed income derivatives, commodities, repos, and more, covering all facets of your investment strategy comprehensively. Such versatility empowers businesses to adjust to market fluctuations and evolving client demands without difficulty, enhancing overall operational efficiency and client satisfaction.

Enhance your portfolio management and accounting procedures with a holistic approach that reduces reliance on IT support. In wealth management, nurturing client relationships is vital, and the time dedicated to clients is irreplaceable. SS&C Advent’s Axys® provides a wide array of prebuilt reports along with user-friendly customization features, allowing firms to improve efficiency and minimize time spent on various tasks. As a key part of the powerful Advent Investment Suite, Axys is engineered to increase your productivity, enhance accuracy, and offer a clear view of your portfolios and their performance, all while allowing you to retain your existing operational processes. The platform seamlessly automates the reconciliation of trade details, settlement data, transactions, and positions. Ultimately, SS&C Advent’s leading portfolio management solution injects speed, precision, and flexibility into every facet of your portfolio management and accounting practices, empowering you to dedicate more time to client engagement rather than administrative duties. This transformation not only fosters stronger relationships but also drives better outcomes for both clients and the firm.