Best Investment Management Software for 2026 - Krowdbase

Morningstar Direct is everything that makes Morningstar special data, research, ratings, analytics, and a mission to empower investor success. This comprehensive application helps asset and wealth managers build their assets and manage their...load more

eMoney Advisor, LLC ( eMoney ) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney s solutions strengthen client relationships, streamline business operations, enhance...load more

Addepar is a software platform that helps manage investment portfolios with data-driven insights and financial account aggregation.

Investment solution that helps businesses build portfolios, automate models, compare securities, visualize performances, and more.

Quicken is a practical choice for SMBs managing finances without enterprise-level complexity. Its flat-rate pricing and single-user model offer predictability, but limited scalability and a dated interface may be drawbacks. For teams prioritizing...load more

InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. Unique Hosted...load more

FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the...load more

Financial reporting solution that helps businesses with trade, order, execution & content management processes on a unified interface.

SS&C Eze's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless...load more

Used by many of the world s largest institutional investors, AlternativeSoft is a multi-award-winning hedge fund investment and risk management solution. User-friendly, highly intuitive and fast, making it easy to perform quantitative screens and...load more

Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions in North America. Today, more than 15,000 investment professionals use Croesus solutions to manage over $1.7 trillion in financial assets....load more

SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise....load more

Front to back, cloud-based, cross-asset solutions for financial markets.

Eze Eclipse is a born-in-the-cloud solution that meets the needs of global investment managers looking to expand their business capabilities, optimize operational efficiencies, and minimize total cost of ownership. Eclipse consolidates the entire...load more

Betterment is an automated investing software that provides individuals and businesses with tax-optimized investing portfolios, high-yield savings accounts, and checking accounts with debit cards. The software handles the ongoing management of...load more

Diversiview is a unique portfolio analysis and optimisation software that helps investors and investment professionals analyse cross-market and cross-asset type portfolios and optimise their asset allocation to a specific risk-return goal. It covers...load more

Risk Shell is one of the most sophisticated risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization,...load more

Delta Data Asset Management Solutions offer transparency and simplify the relationship between asset managers and fund distributors. Our solutions enable asset managers to efficiently manage fees, effectively monitor compliance, and easily maintain...load more

User-friendly and intuitive CRE valuation software for property professionals. To talk to us about our product, please book a demo.

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth...load more

Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.

INDATA is an investment management software solution that integrates front, middle, and back office functions to streamline portfolio management, trading, compliance, accounting, and operations for institutional investment managers. The modular...load more

Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios...load more

Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to...load more

Digital wealth platforms can increase customer lifetime value with Plaid. Fund accounts instantly and securely while unlocking tailored financial advice that helps customers manage cash flow and understand investments.