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15 Best Investment Management Software in 2021

What is Investment Software?

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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MProfit

MProfit

By Mprofit

(5 reviews)

Starting Price

₹6,903/Year

Inclusive of all taxes

MProfit is an investment management software that helps in managing financial portfolios. MProfit is explicitly develo... Read More About MProfit
Advanced Reports Historic Information Manages Your Stocks +9 More
iRecord - Portfolio Accounting
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
Save Time Tax saving Manual Entry +5 More
Fundexpert

Fundexpert

By Fundexpert

PRICE ON REQUEST

We equip Financial Entities (IFA, Brokers, Wealth Managers) with the RIGHT Technology to help them DIGITIZE & SCALE... Read More About Fundexpert
Mutual Fund Investment Go Paperless Portfolio Monitoring +7 More
Moneycontrol Portfolio Manager
Moneycontrol Portfolio Manager is an investment management software to supervise all your investments in one place. You... Read More About Moneycontrol Portfolio Manager
Newsfeed HASSLE-FREE Portfolio Management +9 More

Top Products

Invest Plus

Invest Plus

By Ideas Infosoft

(4 reviews)

PRICE ON REQUEST

InvestPlus is a portfolio management software which complies with Indian finance laws. The software allows investors, n... Read More About Invest Plus
Portfolio Management Bank Reconciliation Full Cycle Book Keeping +11 More
Easy Life

Easy Life

By Adit MicroSys

(2 reviews)

PRICE ON REQUEST

Easy Life is web based Personal Finance and portfolio management Software to manage family finances for Indian investors... Read More About Easy Life
Stock Management Mutual Fund Investment Post Saving Scheme +13 More
finPOWER Connect

finPOWER Connect

By InterSoft

(1 reviews)

PRICE ON REQUEST

finPOWER Connect is designed for the Hire Purchase, Finance and Lending and Investment industries. It is currently New Z... Read More About finPOWER Connect
Client Management Flexibility Advanced Credit Control +16 More
Et Portfolio
ET Portfolio is a portfolio management software for daily investors. Investment management software offers investors a... Read More About Et Portfolio
Portfolio Management Alerting Financial Management +2 More

Related Categories

Eventus Midas

Eventus Midas

By EDP Soft

(1 reviews)

PRICE ON REQUEST

Midas is an Investment / Wealth Management Software Solution, developed by EDP Soft. The product has been brewed by indu... Read More About Eventus Midas
Analytics & Reporting Integration Asset Management +14 More
Midas

Midas

By EDP Soft

PRICE ON REQUEST

Midas is a complete Investment Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Investment... Read More About Midas
Single Platform Online Transaction Recording & Reporting Integration +10 More
Appfolio Invest Management
Appfolio Invest Managementis a complete Investment Management Software designed to serve Startups, SMBs, SMEs and Agenci... Read More About Appfolio Invest Management
Financial Management Document Management Investment +3 More
Factset

Factset

By FactSet Research Systems

PRICE ON REQUEST

Carta

Carta

By Carta

PRICE ON REQUEST

Accounting Audit Trail Deal Management +3 More
Allvue Systems - Investment Software
Allvue Systems - Investment Software is a complete Investment Management Software designed to serve Startups, SMBs, SMEs... Read More About Allvue Systems - Investment Software
Portfolio Management Compliance Pipeline Management +2 More
MRI Real Estate Investment Software
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
Investment Modeling Database Management Idea Management +9 More

Last Updated on : 19 Sep, 2021

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Buyer's Guide for Top Investment Management Software

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!

What is Investment Management Software?

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.

Common Features of Investment Management Software

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.

Modules of Investment Management Software

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.

FAQ iconInvestment Management Software FAQs

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. 

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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. 

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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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