Small Business Software Reviews, Services Insight and Resources

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Best Investment Portfolio Management Software For Small Business

Investment Portfolio Management Software has never been so easy to use, tracking investments and loan processes can be achieved within a single CRM.

Manage investors contact information and maintain a complete history of interactions to reveal patterns to best guide your future investment processes.

Best Investment Portfolio Management Software For Small Business:


The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets.




FundCount: Accounting and Investment Analysis Software. FundCount’s industry expertise and exceptional customer service combined with its powerful accounting and investment analysis software make it the provider of choice for more than 100 hedge funds, family offices, fund administrators and private equity firms around the world.




eFront » Software for Private Equity, Real Estate, and Risk Management.




Investment & Risk Management Software for Banks–IAM–Family Offices | SAGE Prospero. SAGE offers BlackSwan and the Prospero suite of financial software solutions for wealth, risk and portfolio management for the banks, IAM and Family Offices.




Investor Communications | Business Process Outsourcing | Broadridge. Broadridge is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally.




CRM Software for Investment Management Firms, Hedge Funds & Private Equity – ProTrak International. ProTrak Advantage: The CRM software trusted by investment managers, hedge funds, funds of hedge funds and private equity firms for over 25 years.




Portfolio optimization and digital investment analytics. Macroaxis provides web-based personalized portfolio management service including portfolio optimization and suggestion analytics for investors of all levels.




Asset Selection, Portfolio Construction & Risk Management Software for Investors. An award-winning software platform for Asset Selection, Portfolio Construction and Reporting.




Portfolio Tracking Software for Investors – StockMarketEye. Easy-to-use portfolio tracking software that helps you manage all of your investments in one place, stay on top of the stock market and grow your investments.




Argo SE is a provider of highly efficient software for financial markets. We strive to produce innovative solutions and offer expert professional services that meet ever evolving needs of our customers. Our flagship product, Argo Trading Platform, is built upon a set of quality software components such as order router/OMS, risk management server and front-end, matching engine, market data dissemination, trading front-end and C++/.NET/Restful API. These components are architected to work in concert to provide a fast and robust, yet flexible, asset-agnostic, multi-user trading environment.




CreditPoint Software. Our mission is to provide the most comprehensive commercial credit risk and collections solutions available. There’s a better way to manage your credit and collections processes. Let us show you.




FA Solutions | Efficiency in Investment Management. Portfolio management, investment analysis, reporting and sales always available in one software platform. Overcome the challenges of complex regulation with us.




Independent Investment Advisor Software. The health, the productivity, the success, and the duration of both business and personal relationships are determined by the quality, the integrity, and the consistency of knowledgeable and respectful discussions, equally beneficial conclusions, and honorable, skillful, and timely execution of mutual understandings and agreements.




Mutual fund software | Financial planning software | Redvisiontech. Redvision provides best wealth management Software & Financial planning software, it is most demanded Mutual Funds Software for Financial advisors in India.




Captools/net Investment Portfolio Software. Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets.




fi360 | Global Fiduciary Insights. Our solutions include fiduciary education; professional designations and support; and analytical, reporting, and client management technology, which are all built to support the Prudent Practices that define a Global Fiduciary Standard of Excellence.



Top Investment Software:

ACTFOREX.COM – ActTrader enterpriseFX platforms: Trade Forex, Future CFDs, Equity CFDs, Currency Options, ETFs, and Forwards with ActTrader™, ActBinary™, ActPhone™, ActPad™ and ActDroid™.

FINANCECUBE.INFO – FinanceCube. Wealth Management Software and Back Office Technology for IFAs, RIAs, and Financial Planners World-Wide.

ADVICEAMERICA.COM – Financial Advice Management. AdvisorVision provides powerful, comprehensive financial planning tools for enterprise financial institutions and independent advisors. The technology allows financial professionals to deliver higher quality advice and create customized plans for the various financial and lifestyle goals of each client.

AGILE-FT.COM – Agile Financial Technologies. We bring the energy and agility of a young enterprise, and the wisdom and rich experience that is given by a cumulative 45 operating years of the constituent enterprises that are now Agile Financial Technologies.

ASSETMAX.CH – ASSETMAX. ASSETMAX includes everything you need to simplify your work, from front to back. Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensationcalculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology that will help you.

BLAZEPORTFOLIO.COM – Portfolio Rebalancing Software | Blaze Portfolio. Portfolio rebalancing software and trading technology for investment professionals. Request a free demo today.

ATOMICINTELLIGENCE.COM – Atomic Intelligence. Atomic Intelligence provides search and text analysis solutions. We offer advanced components for parsing, classification, and analytics of unstructured content.

ARCHWAYTECHNOLOGY.NET – Archway | Integrated Wealth Management Software – Archway Technology Partners. Archway provides the single most comprehensive accounting, investment management and reporting solution for empowering wealth management firms to deploy, protect and grow client wealth.

ADVENT.COM – Portfolio Management and Accounting | Advent Software. Advent Software has been providing portfolio management and accounting systems, straight through processing, and research management software and services to the world’s leading asset and wealth management professionals.

BACKSTOPSOLUTIONS.COM – Backstop Solutions Group | CRM Software, Investor Relations, Portfolio Management – Backstop Solutions Group. Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.

BALANCEFINANCIAL.COM – Balance Financial. Software and services to make financial chores simple again. For families and small businesses, Balance can help you tackle financial chores faster. For Professionals, Balance provides a digital office suite to help grow revenue and collaborate with clients.

CRAFTSILICON.COM – Craft Silicon-Banking Software | Microfinance Software |Mobile Software | Switch Solutions. Craft Silicon is financial solution provider in Banking software ,Microfinance software, Mobile and Switch solution in the global market today.

BINARYSTREAM.COM – Leading ERP Software Solution Provider | Binary Stream. Binary Stream is a Microsoft gold certified ISV that provides powerful MS AX & GP solutions worldwide. Contact us to optimize your ERP efficiency today!

BIPSYNC.COM – Research Management Software for Modern Investors – Bipsync. Bipsync Research Management Software (RMS) enhances investor productivity and simplifies hedge fund compliance. Get more out of your research.

BLUELEAF.COM – Blueleaf. Blueleaf increases the revenue of financial advisors by helping them win more clients, growing existing clients and driving referrals.

BROADRIDGE.COM – Investor Communications | Business Process Outsourcing | Broadridge. Broadridge is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally.

COGENDI.COM – Cogendi – Investments and Portfolios Analytics at your fingertips. Our widgets are accessible from anywhere in the world making it easier that ever to manage your assets. Perfect for asset managers and investment managers.

FIDESSA.COM – Fidessa // Trade / Invest / Inform. Exceptional trading, investment and information solutions for the world’s financial community. Fidessa’s Investment Management Solution enables mid- to large-tier asset managers to meet sophisticated requirements across regions and asset classes with a comprehensive, functionally rich, high-performance, end-to-end platform. Delivering mission-critical products and services for the areas of investment decision, compliance, orders & trading and post-trade, Fidessa leverages its deep understanding and years of experience across the entire financial industry to help buy-sides address their most urgent concerns in today’s cost-conscious and heavily-regulated environment.

CRD.COM – Charles River Investment Management Solution – Charles River Development. Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution offers a simplified operating model that improves investment professional productivity, controls risk and lowers technology costs.

COGENCYSOFT.COM – Fund of Funds Software, Fund of Hedge Funds Software, Endowment Software, Family Office Software. Cogency Software is the leading portfolio software solution for Fund of Hedge Funds, Fund of Private Equity Funds, Endowments, Family Offices and other multi-manager investors. Our software provides complete portfolio management, fund accounting, performance attribution, powerful look-through and manager due-diligence for Fund of Hedge Funds, Wealth Managers, Family Offices, and Institutional Investors.

CROESUS.COM – Croesus | Wealth Management Solutions. Portfolio Management and CRM Solutions. Developed in Canada Since 1987.

EBIZMALTA.COM – E Business System. Our latest version provides you with easier access to the information you need. We look forward to your comments and feedback.

BLACKMOUNTAINSYSTEMS.COM – Black Mountain Black Mountain develops innovative software solutions for asset managers in the areas of data aggregation, workflow management and business intelligence. 

FINGPS.COM – FIN | Financial Information Network, Inc. Since 1969, Financial Information Network’s portfolio management and accounting systems have provided a strong foundation on which wealth managers and SMA sponsors rely upon to run their businesses. Over the years, working with—and learning from—investment firms of all sizes, FIN has developed financial systems incorporating a wide range of features to streamline business processes.

ECOFIN.CH – ECOFIN Group offers consulting services, data models and software solutions for financial intermediaries, in particular for banks, strategic investment consulting and investment controlling for institutional and private investors as well as pension solutions for small and medium-sized businesses. ECOFIN combines solid expertise in banking, finance and information technology with an in-depth knowledge of the institutional environment.

FOCUS-SOLUTIONS.CO.UK – Focus Solutions. Focus Solutions provides software and consultancy to the global financial services industry.

FOXTROTSW.COM – For the past 22 years, FoxTrot has continued to provide great software to make the operations and commissions departments lives easier. Our mission is to streamline every aspect of the commissions department. From replacing Excel with one-click statement imports, to robust daily blotters, to payroll calculations and streaming broker statements.

BASEVENTURE.COM – BaseVenture | Digital Fund Management for Alternative Investments. Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

FUNDS-AXIS.COM – Funds-Axis | Leading the RegTECH revolution. Integrated monitoring for UCITS Compliance, AIFMD Annex IV Reporting, Shareholder Disclosures and VAR.

FXATRADE.COM – Forex Systems With Accuracy And Best Performance | FXA Trade. The most accurate and trusted forex systems for Metatrader 4. Audio alerts with MTF dashboard FX-Agency Advisor and Dream Signals. Download Now.

FXCMPRO.COM – The Institutional Arm of FXCM – FXCM Pro. FXCM Pro is the institutional arm of FXCM, a global leader and pioneer in retail foreign exchange and CFD trading.

FI-TEK.COM – Wealth Management Software | Hedge Fund Software.

TALIANCE.COM – Taliance, Software for Alternative Investments. Taliance provides visionary business solutions for alternative investment firms including real estate for real-time/dynamic forecasting, modelling scenarios and other front/middle office analytics.

GOLDENGEM.CO.UK – Neural Network Stock Prediction. 

IBSOFTWARE.CH – IBS Innovative Banking Software AG. IBS is an IT company based in Switzerland with international customers ranging from hedge fund, large banks to small high efficient family offices.

PCM.IPREO.COM – Ipreo Private Capital Markets | Control the Data. Realize the Results. Take portfolio data collection, analysis and communication to a whole new level— and have both fund managers and investors take control of their data.

PROFILESW.COM – Profile Software: Banking, Portfolio & Wealth Management Software. Manage Costs, Risk & Critical Data More Efficiently with Profile’s Award-Winning Banking & Investment Management Solutions. Ask for a Brochure & Demo Today.

QUANTIXSOFTWARE.COM – QUANT IX SOFTWARE Portfolio Record Keeper – investment record keeping software – Investment Account Manager – account mananging software.

LEDGEX.COM – Ledgex Systems: Portfolio Management, Research Management, CRM Software. Ledgex delivers new illiquid alternative asset forecasting and performance attribution models, expanded peer analysis capabilities and enriched research management features.

VADARSYSTEMS.COM – VADAR Systems – Financial Software and Services. VADAR Systems, financial software and services vendor. Enterprise systems for property tax collection and tax lien investments. Superior tax lien investing and property tax collecting software.

THELOANPOST.COM – Industry standard, Professional Loan Modification Software, Loss Mitigation Software, Short Sale Software, CRM software. The # 1 industry standard, loss mitigation CRM since 2009 for back end processing, law offices, & Investors. The Loan Post’s Professional HAMP loan modification software and HAFA short sale software can help any loss mitigation pro manage and process client’s files.

LINEDATA.COM – LINEDATA GLOBAL SOLUTIONS PROVIDER – Alternative & Institutional Investment – Employee Savings – Insurance & Savings – Leasing & Credit. Linedata is a global solutions provider dedicated to the Investment Management and the Credit community. With 700 clients operating in 50 countries, Linedata helps turning challenges into opportunities by delivering comprehensive front-to-back solutions for the asset management and credit industries.

M2WEALTH.COM – m2Wealth investment portfolio software for Wealth Managers, Advisors and Investors. m2Wealth investment portfolio software for Wealth Managers, Advisors and Investors delivered over the web and mobile devices with account aggregation.

DOLPHINENT.COM – Dolphin Enterprises Ltd. Mortgage Investment Management Software for MICs (Mortgage Investment Corporations) and Syndicated Mortgages.

MICROGEN.COM – Microgen – Business Critical Software. Aptitude Software has served Chief Financial Officers at many of the world’s largest companies for over 20 years.

ELYSYS.COM – Family Office Wealth Management & Finance Software | Elysys. Elysys cloud-based & on-premise wealth management and finance software empower family offices & fund managers to streamline operations & improve results.

ADVICENTSOLUTIONS.COM – Advicent | Financial planning software solutions. SaaS technology solutions for the financial services industry.

PARILUXTECH.COM – Investment Technology Software | Parilux Parilux. All of your investments in one, comprehensive solution. Parilux Features & Benefits Manager Research, Analysis & Contact Management central database of information.

PERTRAC.COM – Investment tools for hedge funds and institutional investors. Actionable insights leveraging the most powerful investment database available. Featuring thousands of traditional and alternative strategies, book a demo today.

EXPERSOFT.COM – Expersoft | Intelligent solution for the financial industry. The Swiss way. 

KWANTI.COM – Kwanti | Portfolio Analytics. Kwanti allows financial advisors to easily construct, analyze and present portfolios.

PORTFOLIOWORKSTATION.COM – Portfolio Workstation by Alpha Level. It’s challenging to know where to begin when you want to explore an idea like the impact that interest rates had on the bullion markets during the ’70s and ’80s. When we first tried to model this, all we could easily find were fragments of the data we needed; a long term chart of gold at one website and bond futures prices at another website. Lining up the dates on these pictures involved a lot of guesswork.

GALEO.CH – Galeo | You Manage. We Consolidate. Galeo est votre partenaire pour toutes les questions touchant à la consolidation de patrimoine, financier ou non. Galeo is a preferred partner for portfolio consolidation, including financial or non-financial assets.

PORTFOLIOPATHWAY.COM – Portfolio Pathway. Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, Portfolio Pathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.

RAISEPARTNER.COM – Raise Partner. Raise Partner started as a provider of risk management toolbox and services to alternative asset managers, in 2001. Since that period, the investment risk management industry has transformed due to changes in technology, investor’s expectations and regulatory landscape. Today, we provide investment risk management solutions to institutional investors, private banks and online investment platforms based on our unique quantitative expertise in cross asset class risk modelling and robust portfolio optimization..

PROMOTER.COM – Promoter – Project Finance Software. Software for generating project finance and PPP models in a large variety of industries.

QUANTHOUSE.COM – QuantHouse, low latency data and algo trading solutions! QuantHouse is an end to end systematic trading solutions provider including: ultra low latency market data technologies, algo trading development framework, infrastructure and professional services to help hedge funds, proprietary desks trade ahead.

RAPPERSOFTWARE.COM – Asset Management Software – Rapper Software | Themasoft. Rapper Asset Management Software is an Financial Software solution for Asset Management and Banks. It’s webbased and integrated with new technologies.

SYSTEMIC-RM.COM – Systemic | Investment & Risk Management software. Systemic’s systems and services help you improve day-to-day management of your business, whilst meeting all performance-related goals. Systemic is here to help you determine how to integrate highly efficient and adaptable business models with non-flexible legacy IT systems, without having to sacrifice visibility or ease-of-use.

SDK.FINANCE – SDK.Finance | Powerful FinTech Engine that simply works. Spur innovations with a first multiproduct FinTech platform Fastest and cheapest way to launch any financial product.

CLEARSTRUCTURE.COM – Sentry PM Portfolio Management Software – ClearStructure. ClearStructure Financial Technology understand how technology can help finance professionals – Sentry PM Portfolio Management Software meets these demands.

SOLOVIS.COM – A bold promise but we back it up. Solovis allows you to manage, view, and analyze your entire investment universe. You can explore at a high-level but also analyze performance by client, pool, fund, or holdings. With just a few clicks, you can follow any channel of your investment eco-system and generate reports and critical answers instantly.

STATPRO.COM – StatPro Revolution cloud-based portfolio analysis software. StatPro Revolution helps asset managers generate more sales, improve their client service, meet tough regulations and reduce costs. Contact us today.

TECHRULES.COM – Wealth Management Software | Techrules. Comprehensive Wealth Management Software Solutions. Our flexibility creating multilingual and multi-asset class portfolios is our main advantage.

THIRDFIN.COM – Third Financial. Founded in 2008 and exclusively focussed on the Wealth and Investment Management sector, Third Financial is one of the fastest growing and most innovative software and platform service providers in the market today.

THEWEALTHWORKS.COM – Wealth Management Software • thewealthworks • Troika. Troika is the wealth management software solution. Perfect for UK or offshore trust companies, private client practitioners and family offices.

VITECHINC.COM – Vitech – Administration Software. Vitech is a leading provider of administration software for insurance, retirement and investments.

PRICEMETRIX.COM – PriceMetrix | Investments data and practice management analytics software solutions for wealth management firms and financial advisors.

VERMILIONSOFTWARE.COM – Client Reporting and Communication Software Provider – Vermilion. Vermilion Software is a leading global provider of client reporting and communications software and services to the financial asset management industry.

IDS.COM.LB – Integrated Digital Systems (IDS) | Software Solutions, ERP Solutions, Archiving Solutions, Website Designs, Mobile Applications, Outsourcing. 

COMPUTERDESIGN.CO.UK – Financial Portfolio Management System ( FPM ). The Financial Portfolio Management System ( FPM ) : software for investment management, private banking, family offices, hedge funds.

WEALTHARC.COM – WealthArc. Multiple Needs. One solution. WealthArc is the venue where you can fully customize your portfolio analytics and hence efficiently address your most demanding clients’ needs.

PROFIDATAGROUP.COM – Investment Management Solutions.

FOREXWARE.COM – Forexware Insitutional Forex Software For FX Brokers Hedge Funds Firms. Forexware provides FX trading software solutions to institutional traders, hedge funds, commercial and brokerage firms.

Update: Investment Portfolio Management Software:

MPROFIT.IN – MProfit — Portfolio Management & Accounting Software for Indian Financial Advisors and Investors to manage stocks, mutual funds, fixed deposits and more…Personal Finance Software.

INVESTMENTACCOUNTMANAGER.COM – Investment Account Manager. Welcome to Investment Account Manager. Since 1985, Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Start a free trial today!

SHARESIGHT.COM – Share Portfolio Tracker | Sharesight. The leading online share portfolio tracker & reporting tool for investors. Track share prices, trades, dividends, performance and tax!

EASYLIFE.IN – Personal Finance and Portfolio Management Software India. Easy Life is the best personal finance and portfolio management software which will help Indian investors to manage all investments in just a click.

ASSETVANTAGE.COM – Portfolio Management & Accounting Software, Investment Portfolio Management | Asset Vantage. Asset Vantage is a SaaS based investment portfolio management & accounting software for individuals and family offices. Request a demo and try for free now!

PREQINSOLUTIONS.COM – Private Capital Software – Preqin Solutions, formerly Baxon Solutions. Preqin Solutions provides cloud computing solutions for Portfolio Management and Performance Analysis.

STATOR-AFM.COM – Portfolio management software which is easy to use and trusted | Stator. Affordable portfolio management software for shares, CFD’s, FX, futures, options and more. Traders and investors from all around the world trust in Stator.

PERSONALCAPITAL.COM – Financial Software and Wealth Management | Personal Capital. Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all at PersonalCapital.

INSA-SOFTWARE.COM – Insa Software AG: company is engaged in developing and applying Portfolio Management System.

STEX.COM.AU – STEX Investor Software. STEX Portfolio and STEX Charting. Portfolio management and technical analysis-charting software and stock market data.

TRADERSEDGE.CA – Trader’s Edge Investment Portfolio Management Canada. Online investment portfolio management software for accountants & financial advisors in Canada. Full-featured, easy to use investment portfolio management.

VENTURE360.CO – Take control of your portfolio with simple, powerful tools | Venture360. Venture360 is a private equity portfolio management tool for individuals, Angel groups and Venture Capital organizations.

SUPERTECH.COM.AU – Supertech – Award winning shares portfolio management software StockMaster and property analysis and management software POSH. Australia’s Portfolio Management Software for share investors. Property Analysis and Management Software for real estate investors.

SIGFIG.COM – SigFig – The easiest way to manage & improve your investments | Free online personal finance investment software.

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