10+ Best Investment Management Software 2023

SimCorp provides complete investment management solutions that are industry-leading. With the help of our platform and ecosystem, which consists of partners, services, and third-party connections, we can give 40% of the top 100 financial organizations in the world the efficiency and adaptability they require to be successful. We are a genuinely global, collaborative company that seamlessly links every region and sector, with over 25 offices and 2,000 workers worldwide. The company's revenue reaches $400 M.

FactSet offers best-in-class trading and portfolio management solutions with action-oriented and high-touch data monitoring that enables investment professionals to confidently assess and share portfolio analytics. The platform facilitates greater execution management through a novel company and portfolio insight that transforms the way asset management teams discover, decide, and execute investments.

Robinhood offers a commission-free investing and stock trading app with powerful tools that put money in motion. The platform enables users to buy and sell cryptocurrencies including Bitcoin, Dogecoin, and Ethereum using the Robinhood Crypto with no account limitation. It comes with an intuitive design that makes investing a breeze.

Corporater brings in a powerful business management platform that empowers businesses across all sizes with seamless management of governance, performance, risk, and compliance designed with superior flexibility and configurability with the unique business model of an organization. The software offers a 360-degree view of the whole business operations with an en suite Microsoft Power BI that gives users the power to translate data insights into business impact.

Profile Investment is a pioneer in dedicated and regulated funding approaches to inflexible financing of disputes with strict adherence to the anti-money laundering regulations decreed by the EU. With Profile Investment, investors as well as the parties it funds can have maximum peace of mind knowing that their investments are safely accorded with a comprehensive assessment not only of legal merits but also of enforcement and quantum risks.

Iress is a platform that is used by companies to connect multiple markets, monitor and manage risk, access end-to-end multi-asset trading support, and deliver better performance. Since its establishment in 1993 in Australia, Iress has been helping more than 10 thousand businesses, from startups, challengers, and digital disruptors, from around the world.

Morningstar is one of the leading providers of independent investment research that offers various products and services for individual investors, financial advisors, asset managers, retirement plan providers, sponsors, and more. Since its founding in 1984, Morningstar has been empowering investor success and now extends its services to 29 countries around the world which helped them gain an annual revenue of $1.4 billion as of 2021.

Juniper Square is one of the leading providers of investment management solutions for commercial real estate that provides real-time information and workflow. Since its establishment in 2014, Juniper Square has been trusted by over 1,200 GPs to manage more than 200 thousand investors which helped them gain an estimated revenue of $43.8 million a year.

Carta is a software that helps companies, investors, law firms, and employees change how they manage their equity by building a global ownership management platform. Since its founding in 2012, Carta has been trusted by over 500 firms around the world which helped them gain an estimated revenue of $173 million a year.

Since 2017, EMX has provided exemplary investment management solutions to numerous individual investors, financial advisors, and organizations. It was built to help its users to implement sound financial management plans, identify profitable investment opportunities, and monitor investment performance in one place. EMX was co-developed by financial advisors to ensure the best results.