Looking for Investment Management Software? You’re in the right place. In this post, we will show you the Best 10 Investment Management Software in 2022. We help you to choose the best Investment Management Software.


Table of Contents

1. FundPortal                                                                                      Visit website

FundPortal is a cloud-based file sharing, analytics, and marketing solution which helps hedge fund managers, placement agencies, and third party marketers manage investment campaigns and client engagement to facilitate lead conversions.
Learn more about FundPortal


2. Macroaxis                                                                                      Visit website

Macroaxis is an early based startup company based out of San Francisco Bay Area. The company specializes in providing software solutions for the financial services sector, facilitating the rapid distribution of financial analytics to large audiences.
Learn more about Macroaxis


3. TeamWox                                                                                      Visit website

TeamWox Groupware is an application designed for organizing group work in different companies. The system will even help the clients to optimize business processors, which makes them more speed and transparent decision making based on accurate and complete information.
Learn more about TeamWox


4. Prospero 365                                                                                      Visit website

Prospero 365 suite of solutions is fitted to the needs of the specific segments of the financial services industry: Asset Management, Wealth Management, Family offices. It covers all the financial, transactional, processing, and reporting needs from the front office to the middle and back-office areas.
Learn more about Prospero 365


5. TallyPrime                                                                                      Visit website

TallyPrime is India’s leading business management software for GST, accounting, inventory, banking, and payroll. TallyPrime is affordable and is one of the most popular business management software, used by nearly 20 lakh businesses worldwide.
Learn more about TallyPrime


6. Truequity                                                                                      Visit website

The Truequity software suite is SaaS software. Truequity is equity management software and includes features such as cap table management, document storage, financial modeling, options management, participant portal, private equity, valuation management, and vesting management. 
Learn more about Truequity


7. FinFolio                                                                                      Visit website

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, order management, portfolio rebalancing, billing & Client, contact management portals on a single platform. This tool can easily integrate with most of the products in the wealth management space.
Learn more about FinFolio


8. inStream                                                                                      Visit website

inStream is a relationship management platform, Customer Relation Management for the customer-focused companies. It supports all the small and medium-size business in collecting information about customers, managing communication, and in building strong business relations.
Learn more about inStream


9. FactSet                                                                                      Visit website

FactSet is a leading investment management software designed to serve startups and SME’s. It offers end to end solution designed for web applications. This online investment management system offers data import/export, for investment advisors, modeling & simulation, performance metrics, and risk management at one place.
Learn more about FactSet


10. PackHedge                                                                                      Visit website

PackHedge is an extensive investment management software designed to serve agencies, startups, and SME’s. It offers end to end solutions designed for web applications. This tool offers contact management, stocks, investor reporting, client management, benchmarking at one place.
Learn more about PackHedge

If you are using any other  Investment Management Software, Please let us know in the comment section.