AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and transpar…
Investment Portfolio Management Software
Investment Portfolio Management Software Overview
What is Investment Portfolio Management Software?Investment Portfolio Management Software provides fund administration and accounting, reporting compliance, and automates tasks related to managing investments. Also called Stock Portfolio Management Software, Wealth Management Software, or Fund Administration Software, investment portfolio management software is used by financial advisors and portfolio managers.
Features of Investment Portfolio Management SoftwareInvestment Portfolio Management Software presents the following capabilities
- Client communication and management
- Client / board portal, securely share capital statements
- Fund accounting, cash management
- Approval workflow
- Customizable dashboards for financial reporting, summary data
- Financial analytics module, investment portfolio optimization
- Regulatory compliance management, compliance reporting
Investment Portfolio Management Products
Listings (1-17 of 17)
Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.
MSCI, headquartered in New York, offers Barra Portfolio Manager, a cloud-based equity investment and portfolio management application, supporting attribution and what-if analysis, strategy research, reporting, and other features.
Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.
Salient CRGT headquartered in Fairfax offers Appix Mortgage to help manage mortgage-backed securities backed investments, and maximize portfolio gain.
SS&C company Advent Software offers Tamale RMS, a research management system providing investment managers a tool to track and share research data, emails and communications, and maintain documentation and compliance for investment activities.
Fiserv offers their Unified Wealth Management technology solution, providing a multi-vehicle and multi-asset class portfolio accounting system with related trading, tax management and rebalancing tools for all fee-based advisory programs, goals-based financial and investment advisory tools, as well …
CGI headquartered in Montreal offers SwixMortgage, a mortgage portfolio management platform.
MSCI headquartered in New York offers the Barra Aegis Suite, a financial risk and portfolio management solution designed to isolate risk source in investments, reduce unintentional bets, and perform portfolio optimization analysis.
SS&C offers Salentica, a client relationship management (CRM) platform designed to support wealth and financial management companies in communication with and reporting to their clients. With Salentica Elements, Salentica provides a total wealth management solution.
SS&C offers Advent Portfolio Exchange (APX), a portfolio management and investment performance tracking system supporting compliant reporting and investment analytics, and multi-asset and multi-currency reporting.
AngelList Venture is a venture fund and investment management platform, from startup focused company AngelList in San Francisco.
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.
Geneva from Advent Software, an SS&C company, is a financial asset and global portfolio management solution for hedge funds, asset managers, and wealth management entities.
The CGI Wealth360 Portfolio Management platform is an investment portfolio management suite and application toolkit.
eMoney Advisor headquartered in Radnor offers emX Pro, an investment portfolio management application for financial advisors.
Intercontinental Exchange (ICE) company ICE Data Services offers Market-Q, an investment portfolio analytics platform providing portfolio managers quick access to needed financial performance data and comparisons.