Investment Management for Medium Business

InvestNext

investnext.com

88%

InvestNext simplifies real estate investment management for syndicators, fund managers, and investor relations teams. Its end-to-end platform streamlines fundraising, investor onboarding, capital management, and waterfall distributions through a modern and secure investor portal. By automating processes and enhancing investor communication, it fosters trust and long-term partnerships. With flexibility, compliance features, and robust support, InvestNext scales with your business needs.

Summitry

summitry.com

74%

Summitry is a performance review and feedback platform offering 360-degree evaluations for teams and individuals. It simplifies the review process with AI-generated objectives, customizable templates, and insightful reporting to enhance productivity and decision-making. User-friendly and affordable, Summitry provides valuable tools for streamlining surveys, feedback collection, and team performance tracking.

AdvisorEngine

advisorengine.com

73%

AdvisorEngine is an all-in-one platform designed for wealth management professionals, offering CRM, client onboarding, portfolio management, workflow automation, and compliance tools. Its robust features, such as document management and reporting, streamline processes and enhance productivity. With seamless integrations and a focus on financial advisory needs, AdvisorEngine supports growth and efficient operations for investment advisors and firms.

Covercy

covercy.com

73%

Covercy is a banking-integrated investment management platform tailored for commercial real estate (CRE) firms. It streamlines operations for general partners by automating fundraising, payment distribution, and investor communication through a secure all-in-one portal. Designed for firms working with high-net-worth investors and family offices, Covercy saves time, enhances transparency, and fosters trust. Its comprehensive tools help CRE teams focus on growing their portfolios efficiently.

PackHedge

finlab.com

69%

PackHedge is a comprehensive investment and portfolio management software designed for all asset types, including hedge funds, mutual funds, private equity, and real estate. It offers advanced tools for research, analysis, portfolio construction, shadow accounting, and risk management. Highly customizable and flexible, it enables seamless data integration, robust reporting, and detailed client communication. Trusted for its efficiency and exceptional customer support, PackHedge meets the needs of both financial institutions and investment professionals.

Seeking Alpha

seekingalpha.com

68%

Seeking Alpha is a leading investment research platform offering independent analysis, market insights, and actionable data for investors. Catering to various experience levels, it provides fundamental analysis tools, portfolio tracking, and personalized alerts. With a vibrant investing community, it supports informed decision-making across stocks, funds, and other asset classes.

Bloomberg Terminal

bloomberg.com

68%

Bloomberg Terminal is a powerful financial tool offering real-time market data, news, analytics, and trading capabilities. Known for its extensive database and advanced analytical tools, it provides critical insights for financial professionals. Despite its high cost and steep learning curve, it remains a go-to solution for data-driven decision-making in the finance industry. Its robust capabilities make it invaluable for investment analysis and portfolio management.

AlternativeSoft

preqin.com

58%

AlternativeSoft is a powerful investment and risk management software designed for institutional investors. It simplifies fund selection, portfolio construction, and performance analysis through advanced quantitative tools, automated data imports, and customizable reporting. Trusted by leading pension funds, wealth managers, and endowments, it offers intuitive features like peer comparison, risk management, and portfolio optimization. With excellent customer support and ease of use, AlternativeSoft enables effective and informed investment decisions.

Rundit

rundit.com

56%

Rundit is an intuitive portfolio management and LP reporting platform designed for Venture Capital, Private Equity, Family Offices, and investors. It streamlines fund activities by automating essential tasks, aggregating portfolio data, and generating insightful reports. Users benefit from easy onboarding, customizable dashboards, and seamless integration to enhance efficiency and simplify investment management.

FinFolio

finfolio.com

48%

FinFolio is a comprehensive investment portfolio management software designed for wealth managers and financial advisors. It offers features like performance reporting, rebalancing, trading, billing, and a customizable client portal within a single platform. Flexible and highly customizable, it supports both cloud-based and on-premise deployment, integrating with most wealth management tools. Streamline portfolio operations and elevate client servicing with FinFolio.