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Found our list of Investment Management Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!
Buyers Guide Content
Investment management software, also known as wealth management software, helps investors in executing various tasks such as portfolio management and financial asset tracking. Some of its other features include professional asset reporting (such as real estate), audit compliance, and investment tracking.
Features of Investment Management Software
Investment Tracking: With investment management software, one can monitor the allocation of their capital and assets across all their investment accounts over time.
Benchmarking: Investment management software helps in benchmarking, through which you can evaluate various aspects of your business processes and devise the best practices. It also provides comparative metrics of the company against the parameters of its competitors in the industry.
Data Import/Export: Investment management software assists investors and organizations to import and export essential data and reports in various formats such as PDF and Excel.
Client Management: With the help of an investment management system, businesses can systematically organize their client interactions. This communication can be further categorized into potential customers, new customers, and existing customers.
Compliance Reporting: Investment management software also enables the auditing, tracking, and reporting of standard regulations of a business’s internal and external stakeholders.
Portfolio Management: With the help of investment management software, businesses can buy and keep track of stocks and bonds from the portfolio of their customer base.
Account Balance Monitoring: With the help of investment management apps, investors and businesses can monitor their customer’s account balance along with assets and liabilities on the go.
Budget and Expense Tracking: Most investment management apps also provide budget tracking of individual accounts. This helps investors set a limit on the accounts of their customers.
Updates and Alerts: Investment management apps provide periodic updates and alerts to the investors via push notifications, emails, and SMS.
Receipt Storage: Investment management apps for mobile devices help investors in the capturing and storage of snapshots and screenshots of receipts in a centralized database.
Accounting Software: Accounting software module helps in managing and processing transactions with specific functions such as ledgers, accounts receivable and payable and journal entry maintenance. It allows investors to keep track of all the transactions between the business and its customers.
Audit Management Software: Audit management software helps in the efficient analysis and resolution of audit-related tasks. With the help of audit management software, auditors (internal as well as external agencies) can check that the organization is adhering to governmental regulations.
Compliance & Risk Management Software: Compliance & risk management software helps businesses manage risks and centralize, automate, and organize business processes. In investment management, it is used to ensure that organizations adhere to specific industrial standards.
CRM Software: Customer relationship management helps businesses oversee and execute various tasks, including interactions, communication, and networking with potential, new, and existing customers.
Payroll/Commission Management Software: Payroll/Commission management software helps a firm calculate the payroll or commission of investors depending upon the profits and customers gained. It also helps in the tax calculation of every staff and performs other tasks such as generating automated payslips and reports.
Stock Market Software: Stock Market Software assists investment firms and independent investors perform various tasks such as market research, screening of stocks, market prediction, and much more.
Author: Kalpana Arya
(Showing 1 - 18 of 18 products)
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By Fundexpert
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FundExpert is a feature-rich investment management software deployed for managing financial assets and investment portf... Read More About FundExpert
By Mprofit
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MProfit is an investment management software that helps in managing financial portfolios. MProfit is explicitly develo... Read More About MProfit
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iRecord is a stock market and portfolio management software for Indian investors. It is one of the most trusted stock m... Read More About iRecord - Portfolio Accounting
By e-Eighteen
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Moneycontrol Portfolio Manager is an investment management software to supervise all your investments in one place. You... Read More About Moneycontrol Portfolio Manager
There are several portfolio management software solutions available in the market. However, the ideal management software for a particular business depends on the organisational requirements. Tradegecko inFlow Inventory Software Primaseller Inventory Software Meshink Inventory Management System Unicommerce Inventory Management Therefore, it is crucial to check for various points before choosing a portfolio management system for your business. For instance, an entry-level firm or investor aiming to grow their portfolio would require a different solution than a seasoned trader who knows the nuances of Indian stocks, options, and futures.
There are numerous open source investment portfolio management software solutions available in the market, such as Macroaxis. TA-Lib : Technical Analysis Library QuickFIX jGnash Qt Bitcoin Trader QuickFIX open source FIX protocol engine Rufus
Financial advisors are professionals who provide personalised finance and investment-related suggestions to individuals in exchange for a commission. They work independently or as a part of a company. A wealth manager, however, is a specific kind of financial advisor who works for high net worth people such as illustrious business.
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InvestPlus is a portfolio management software which complies with Indian finance laws. The software allows investors, n... Read More About Invest Plus
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Easy Life is web based Personal Finance and portfolio management Software to manage family finances for Indian investors... Read More About Easy Life
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By InterSoft
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finPOWER Connect is designed for the Hire Purchase, Finance and Lending and Investment industries. It is currently New Z... Read More About finPOWER Connect
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ET Portfolio is a portfolio management software for daily investors. Investment management software offers investors a... Read More About Et Portfolio
By EDP Soft
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Midas is an Investment / Wealth Management Software Solution, developed by EDP Soft. The product has been brewed by indu... Read More About Eventus Midas
By EDP Soft
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Midas is a complete Investment Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Investment... Read More About Midas
By Appfolio
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Appfolio Invest Managementis a complete Investment Management Software designed to serve Startups, SMBs, SMEs and Agenci... Read More About Appfolio Invest Management
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Factset is an all-in-one Investment Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Invest... Read More About Factset
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Allvue Systems - Investment Software is a complete Investment Management Software designed to serve Startups, SMBs, SMEs... Read More About Allvue Systems
By MRI Software
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MRI Real Estate Investment Software is a complete Investment Management Software designed to serve Startups, SMBs, SMEs... Read More About MRI Real Estate Investment Software
By Carta
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Carta is an all-in-one Compensation Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Web-Ba... Read More About Carta
By Trade Ideas
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Manage your investments and related risks by scanning the stock market in a visual perspective.... Read More About Trade Ideas
Last Updated on : 21 Jun, 2023
Investment management software, also known as wealth management software, helps investors in executing various tasks such as portfolio management and financial asset tracking. Some of its other features include professional asset reporting, audit compliance, and investment tracking.
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