Find the best Investment Management Software companies for your business. Compare case studies, success stories, & testimonials from the top Investment Management Software vendors.
Limina's investment management software helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation. Front-to-NAV: All your investment workflows in …
Merchants and Manufacturers Bank (M&M Bank) started as a traditional, locally owned bank that valued its roles and responsibilities as a community bank. The Bank primarily operated as a local …
Kushim is a cloud-based software for investment management and performance tracking, built specifically for Venture Capital. Software to seamlessly manage your deal flow & track portfolio performance, Kushim is a …
Eze Software is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process. Eze Software provides the platform for …
Simple is a Scandinavian based consultancy & startup incubator focussed on family- & privately owned businesses. Their small, global team of bright people craft simple solutions for the complicated scenarios …
Mortech’s flagship product, Marksman, is the original mortgage product and pricing engine and lead management cloud-based software provider. Marksman has best execution pricing, rate notification, rich CRM tools, custom rate …
WealthForge is a financial technology company that uses regulatory expertise to develop technology solutions that streamline investments in alternative securities. Altigo, stheir straight through processing platform, reduces NIGO errors and …
Palico is the leading online marketplace for the private equity fund community, matching qualified investors with fund managers and secondary market participants worldwide. Palico's secure digital platform represents a quantum …
ClearGlass is a technology platform which allows pension funds to discover exactly how much their asset managers are charging them. With ClearGlass, pension funds can discover, analyse, and compare their …
Cash Flow Portal is a real estate syndication software platform that helps general partners raise capital and manage investor relations. The company says it has helped real estate syndicators raise …
HomeTown Bank was founded in 2005 with a different approach to community banking. By offering a full line of competitive banking products and services that rival the largest institutions combined …
Super charge your ROI with SoftLedger's full-featured cloud accounting software. It's fast to implement, easy to learn, & REST API-capable.
EquityMultiple provides an online marketplace for vetted, cash-flowing commercial real estate investments, allowing investors to diversify their portfolios with a minimum investment of $5,000 while ensuring transparency and data security.
Betterment is an online financial advisor that helps you grow your money with personalized advice, automated investing, and low fees.
Dorsum is a leading software company in the Central and Eastern European region that provides investment software and solutions for financial institutions. Their developments are aimed at mobile and online …
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