Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.
Read more about Juniper Square
Investment Management Software
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Here's our list of apps for Investment Management Software. Filters help you narrow down the results to find exactly what you’re looking for.
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214 Software options
Introducing GaiaLens OD, the cutting-edge self-serve ESG reporting tool! Generate automated reports across major sustainability frameworks in seconds. Enjoy real-time data, ironclad security, and flexible month-to-month subscriptions for free! Sign up today and transform your ESG reporting!
Read more about GaiaLens
Yardi Investment Manager is an all-in-one real estate solution for managing investor relations, automating the subscription agreement process and increasing visibility into investment and property metrics through a branded portal.
Read more about Yardi Investment Manager
Aladdin is a cloud-based tech platform that unifies the investment management process across public and private markets to enable better decision making.
Read more about Aladdin
Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.
Read more about Agicap
Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.
Read more about Mint
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform, CRM applications, industry workflows for various verticals and marketplace add-ons.
Read more about Creatio CRM
Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform.
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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.
Read more about AppFolio Investment Manager
The WOWS Investment Portal connects startups, SMEs, and investors for capital raises, investor matching, and equity management.
Read more about WOWS Investment Portal
Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control.
See real-time data, pulled directly from Companies House, check your shareholdings for accuracy and simulate future scenarios to estimate potential payouts - Vestd does it all.
Read more about Vestd
Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today!
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MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more
Read more about MRI Property Management
Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.
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The UK's number 1 for funding rounds, cap table and EMI option schemes.
Read more about SeedLegals
IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.
Read more about RealPage IMS
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.
Read more about Certent Equity Management
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.
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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets
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Mosaic is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.
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Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.
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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.
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ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios.
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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades...
Read more about Seeking Alpha
