Best Investment Management Software

BASED ON CLIENT REVIEWS

Unbiased. Community Driven. Transparent.
Rank Product Name CROWD
SCORE
REVIEW
STATUS
VERIFIED IDEAL FOR Starting Price Performance Tracking Investment Fund Management Client Database Management Emissions Risk Management Equities Database MORE
INFO
1

WEALTH MANAGEMENT PLATFORM

Unverified.
 
54.4

1 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Wealth Management Platform

71 Stevenson Street, Suite 400,
San Francisco, California
Wealth Management Platform Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Wealth Management Platform. To learn more about us and manage and complete your brand description, please click here.

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2

AXYS

Unverified.
No Client Reviews.
44.4

1 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Axys

600 Townsend St,
San Francisco, California
Axys Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Axys. To learn more about us and manage and complete your brand description, please click here.

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3

STATPRO REVOLUTION

Unverified.
No Client Reviews.
42.2

1 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

StatPro Revolution

100 High Street Suite 1550,
Boston, Massachusetts
StatPro Revolution Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of StatPro Revolution. To learn more about us and manage and complete your brand description, please click here.

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4

EFRONT

Unverified.
No Client Reviews.
29.3

1 Reviews

CrowdReviews.com Unverified Small and Mid-Sized
Business
Low

eFront

230 Congress Street,
Boston, Massachusetts
eFront Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of eFront. To learn more about us and manage and complete your brand description, please click here.

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5

BLUELEAF

Unverified.
No Client Reviews.
26.7

1 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Blueleaf


Boston, Massachusetts
Blueleaf Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Blueleaf. To learn more about us and manage and complete your brand description, please click here.

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6

360 PRO

Unverified.
No Reviews.
7.0

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

360 Pro

1001 E Hector Street Suite 401,
Conshohocken, Pennsylvania
360 Pro Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of 360 Pro. To learn more about us and manage and complete your brand description, please click here.

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7

VAIT

Unverified.
No Reviews.
6.7

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

VAIT


VAIT Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of VAIT. To learn more about us and manage and complete your brand description, please click here.

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8

TEAMWOX GROUPWARE

Unverified.
No Reviews.
5.8

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

TeamWox GroupWare

3165 Millrock Dr Ste 200,
Salt Lake City, Utah
TeamWox GroupWare Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of TeamWox GroupWare. To learn more about us and manage and complete your brand description, please click here.

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9

MISYS FUSIONINVEST

Unverified.
No Reviews.
5.1

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Misys FusionInvest

227 SW Pine Street, Suite 320,
Portland, Oregon
Misys FusionInvest Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Misys FusionInvest. To learn more about us and manage and complete your brand description, please click here.

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10

DIGITAL BACK OFFICE

Unverified.
No Reviews.
4.9

0 Reviews

CrowdReviews.com Unverified Small, Mid-Sized
Business, & Enterprises
Medium

Digital Back Office

One Market Plaza, Spear Tower,
San Francisco, California
Crowd Valley provides the full cloud-based infrastructure needed for online finance platforms and portals accessible through a single online interface layer (API).

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11

BROADRIDGE REVENUE AND EXPENSE MANAGEMENT

Unverified.
No Reviews.
4.0

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Broadridge Revenue and Expense Management

320 Congress Street 7th Floor,
Boston, Massachusetts
Broadridge Revenue and Expense Management Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Broadridge Revenue and Expense Management. To learn more about us and manage and complete your brand description, please click here.

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12

ALTEXSOFT

Unverified.
No Reviews.
2.8

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

AltexSoft

701 Palomar Airport Rd Suite #300,
Carlsbad, CA
Being a Technology & Solution Consulting company, we co-build technology products to help companies accelerate growth. We achieve this by leveraging our technical, process and domain expertise and access to the best price-for-value Eastern European engineers. Over 100 US-based and..

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13

ALTERNATIVESOFT

Unverified.
No Reviews.
2.3

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

AlternativeSoft

New Providence Wharf 1 Fairmont Avenue,
London, N/A
AlternativeSoft Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of AlternativeSoft. To learn more about us and manage and complete your brand description, please click here.

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14

SIMCORP DIMENSION

Unverified.
No Reviews.
2.2

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

SimCorp Dimension


Copenhagen, Hovedstaden
SimCorp Dimension Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of SimCorp Dimension. To learn more about us and manage and complete your brand description, please click here.

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15

POSIT

Unverified.
No Reviews.
1.9

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

POSIT


New York, New York
POSIT Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of POSIT. To learn more about us and manage and complete your brand description, please click here.

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16

FI360 TOOLKIT

Unverified.
No Reviews.
1.6

0 Reviews

CrowdReviews.com Unverified Small and Mid-Sized
Business
Low

fi360 Toolkit

10 Emerson Lane Suite 801,
Bridgeville, Pennsylvania
fi360 Toolkit Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of fi360 Toolkit. To learn more about us and manage and complete your brand description, please click here.

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17

TROIKA

Unverified.
No Reviews.
0.6

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Troika

The Flour Mill,
Handcross, HAYWARDS HEATH, West Sussex
Troika is the essential software solution for wealth management and private client professionals. Built on a robust accounting engine, Troika is capable of managing complex wealth structures to streamline and simplify asset management. Troika provides functionality for managing tru..

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18

QED FINANCIAL SYSTES

Unverified.
No Reviews.
0.0

0 Reviews

CrowdReviews.com Unverified Small and Mid-Sized
Business
Low

QED Financial Systes

10000 Sagemore Drive, Suite 10201,
Marlton, New Jersey
QED Financial Systes Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of QED Financial Systes. To learn more about us and manage and complete your brand description, please click here.

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19

PAM HYIP

Unverified.
No Reviews.
-0.2

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

PAM HYIP

340 Main Street Venice,
Los Angeles, California
The PAM HYIP manager script has an effective and powerful admin and user panel features. Our team of members has done all the hard work to bring best ever software for your HYIP business. And we assure that you c..

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20

IBALANCE

Unverified.
No Reviews.
-1.0

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

iBalance

139 Av Dresden,
Montreal, N/A
iBalance Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of iBalance. To learn more about us and manage and complete your brand description, please click here.

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21

LONGVIEW TRADING

Unverified.
No Reviews.
-1.1

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

LongView Trading

260 Franklin St Fl 13,
Boston, Massachusetts
LongView Trading Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of LongView Trading. To learn more about us and manage and complete your brand description, please click here.

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22

CHARLES RIVER IMS

Unverified.
No Reviews.
-1.2

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Charles River IMS

7 New England Executive Park,
Burlington, Massachusetts
Charles River IMS Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Charles River IMS. To learn more about us and manage and complete your brand description, please click here.

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23

PROTRAK INTERNATIONAL, INC.

Unverified.
No Reviews.
-1.5

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

ProTrak International, Inc.

237 West 35th Street,
New York, New York
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to institutional asset managers, alternative investment firms and wealth managers. Designed from the ground up to serve the relationship needs of the institutional investment community. Tailored to y..

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24

QUANTFACTORY AND QUANTFEED

Unverified.
No Reviews.
-1.7

0 Reviews

CrowdReviews.com Unverified Small and Mid-Sized
Business
Medium

QuantFACTORY and QuantFEED

55 Water Street, 44th Floor,
New York, New York
QuantFACTORY and QuantFEED Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of QuantFACTORY and QuantFEED. To learn more about us and manage and complete your brand description, please click here.

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25

ADDEPAR

Unverified.
No Reviews.
-1.8

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Addepar

1215 Terra Bella Ave,
Mountain View, California
Addepar Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Addepar. To learn more about us and manage and complete your brand description, please click here.

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26

DYNAMO

Unverified.
No Reviews.
-2.0

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Dynamo

480 Pleasant Street, Suite B200,
Watertown, Massachusetts
Dynamo Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Dynamo. To learn more about us and manage and complete your brand description, please click here.

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27

NAVIPLAN

Unverified.
No Reviews.
-2.1

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

NaviPlan

10700 W. Research Drive Suite One,
Milwaukee, Wisconsin
NaviPlan Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of NaviPlan. To learn more about us and manage and complete your brand description, please click here.

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28

PERTRAC

Unverified.
No Reviews.
-2.2

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

PerTrac

5000 Olde Towne Parkway Suite 100,
Marietta, Georgia
PerTrac Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of PerTrac. To learn more about us and manage and complete your brand description, please click here.

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29

MICROGEN G3

Unverified.
No Reviews.
-2.3

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Microgen G3

470 Atlantic Avenue,
Boston, Massachusetts
Microgen G3 Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Microgen G3. To learn more about us and manage and complete your brand description, please click here.

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30

TECHRULES TOWER

Unverified.
No Reviews.
-2.5

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

TechRules Tower

Calle Caceres, 2-A,
Madrid, Madrid
TechRules Tower Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of TechRules Tower. To learn more about us and manage and complete your brand description, please click here.

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31

SENTRY PM

Unverified.
No Reviews.
-2.6

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Sentry PM

83 Wooster Hts Ste 303,
Danbury, Connecticut
Sentry PM Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Sentry PM. To learn more about us and manage and complete your brand description, please click here.

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32

SS&C INVESTMENT MANAGEMENT

Unverified.
No Reviews.
-2.6

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

SS&C Investment Management

83 Wooster Hts Ste 303,
Danbury, Connecticut
SS&C Investment Management Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of SS&C Investment Management. To learn more about us and manage and complete your brand description, please click here.

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33

BINARY STREAM SOFTWARE

Unverified.
No Reviews.
-2.6

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Binary Stream Software

5151 Canada Way Ste 300,
Burnaby, British Columbia
Binary Stream Software Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Binary Stream Software. To learn more about us and manage and complete your brand description, please click here.

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34

EVEREST

Unverified.
No Reviews.
-2.7

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Everest

12526 High Bluff Drive, Suite 160,
San Diego, California
Everest Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Everest. To learn more about us and manage and complete your brand description, please click here.

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35

PM1E

Unverified.
No Reviews.
-2.8

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

PM1e

5825 Oberlin Dr Ste 300,
San Diego, California
PM1e Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of PM1e. To learn more about us and manage and complete your brand description, please click here.

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36

MARKET MAKER

Unverified.
No Reviews.
-2.8

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Market Maker

30 Wall Street, 12th Floor,
New York, New York
Market Maker Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Market Maker. To learn more about us and manage and complete your brand description, please click here.

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37

STYLEADVISOR

Unverified.
No Reviews.
-2.9

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

StyleADVISOR


StyleADVISOR Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of StyleADVISOR. To learn more about us and manage and complete your brand description, please click here.

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38

ILEVEL

Unverified.
No Reviews.
-3.0

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

iLevel

2 Penn Plaza,
New York, New York
iLevel Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of iLevel. To learn more about us and manage and complete your brand description, please click here.

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39

ARBOR FINANCIAL SYSTEMS

Unverified.
No Reviews.
-3.0

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Arbor Financial Systems

103 East Blithedale Avenue #2,
Mill Valley, CA
We provide a suite of applications and services for both the buy and sell side industry (brokerage and hedge fund software), such as portfolio management system, order management system, broker transaction attribution system and broker transaction manager. With our ..

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40

STREETMETRICS

Unverified.
No Reviews.
-3.1

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

StreetMetrics


StreetMetrics Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of StreetMetrics. To learn more about us and manage and complete your brand description, please click here.

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41

GLOBALASSET

Unverified.
No Reviews.
-3.1

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

GlobalAsset

375 Park Avenue,
New York, New York
GlobalAsset Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of GlobalAsset. To learn more about us and manage and complete your brand description, please click here.

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42

MIMICS PORTFOLIO MANAGEMENT

Unverified.
No Reviews.
-3.1

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

MIMICS Portfolio Management

227 SW Pine Street, Suite 320,
Portland, Oregon
MIMICS provides financial software to the financial services industry in the U.S. and overseas. For 40 years, we have been offering high quality products that are cost-effective and flexible, and our clients represent banks, corporations, brokerage firms, fund managers..

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43

B-ONE

Unverified.
No Reviews.
-3.3

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

B-One

295, Madison Avenue 11th Floor,
New York, New York
B-One Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of B-One. To learn more about us and manage and complete your brand description, please click here.

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44

FXCM PRO

Unverified.
No Client Reviews.
-3.4

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

FXCM Pro

55 Water Street, 50th Floor,
New York, New York
FXCM Pro Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of FXCM Pro. To learn more about us and manage and complete your brand description, please click here.

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45

CROESUS

Unverified.
No Reviews.
-3.4

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Croesus

550 West Vista Way, Suite 301,
Vista, California
Croesus Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Croesus. To learn more about us and manage and complete your brand description, please click here.

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46

CU SHARE

Unverified.
No Reviews.
-3.5

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

CU SHARE

550 West Vista Way, Suite 301,
Vista, California
CU SHARE Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of CU SHARE. To learn more about us and manage and complete your brand description, please click here.

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47

VERMILION REPORTING SUITE

Unverified.
No Reviews.
-3.5

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Medium

Vermilion Reporting Suite

100 Franklin Street Suite 302,
Boston, Massachusetts
Vermilion Reporting Suite Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Vermilion Reporting Suite. To learn more about us and manage and complete your brand description, please click here.

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48

INVESTMENT REPORTING & ANALYTICS

Unverified.
No Reviews.
-3.7

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

Investment Reporting & Analytics

950 W Bannock St Ste 1050,
Boise, Idaho
Investment Reporting & Analytics Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Investment Reporting & Analytics. To learn more about us and manage and complete your brand description, please click here.

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49

AIM FUND MANAGEMENT

Unverified.
No Reviews.
-3.7

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

AIM Fund Management

590 Burbank Street Suite 220,
Broomfield, Colorado
AIM Fund Management Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of AIM Fund Management. To learn more about us and manage and complete your brand description, please click here.

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50

FIGARO

Unverified.
No Reviews.
-3.7

0 Reviews

CrowdReviews.com Unverified Mid-Sized
Business
Low

FIGARO

1 Temple Row,
Birmingham
FIGARO Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of FIGARO. To learn more about us and manage and complete your brand description, please click here.

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