Managing the investments of your clients can give you a pretty hard time. Running an investment company means you hold the trust of your clients and the responsibility to help your clients meet their investment goals. For this reason, experts developed investment management software to help you lessen manual processes and acquire accurate data analysis.
11+ Investment Management Software
3. Carta for Investors
4. Juniper Square
What is Investment Management Software?
As we all know, a manual process can take too much time and is a lot of work. Filing too much paperwork and searching documents can be dragging and annoying. That is why acquiring investment management software is a wise move for your business. Investment management software is a technological tool that provides innovative features and functionalities that can accelerate your operational efficiency. With such software on hand, you can ensure quality assurance with confidence to your clients, leading them to trust your company more as the perfect entity for their investments. Record, process, check and manage investments with just simple taps and swipes.
As you are already aware, manually performing your investment tasks is time-consuming, costly, and slow, making your clients wait more in line. Investment management software demonstrates a dashboard containing all the records of your stock markets and other critical aspects of your investment management. Quick search and understandable data are a few beneficial factors it provides.
Different technology companies that developed investment management software provide various features and functionalities. Some platforms may provide a free version with premium advanced features you can access if your purchase membership and some platforms may offer no free version but with a free trial over a certain period. Their price ranges differ and also their reliability. That is why it is advisable to check them first before buying them. You can read reviews or try their free trials to experience them firsthand. Below are a few recommended features most users find valuable:
- Bonds / Stocks
- Client Management
- Client Portal
- Commodity Futures
- Compliance Tracking
- Fund Management
- Compliance Management
Top Investment Management Software
Factset developed by Factset Research Systems includes accounting, client portal, modeling & simulation, portfolio rebalancing, and many more valuable features. Factset has annual revenue of $1,376.9 million and 9,496 employees.
SimCorp includes benchmarking, risk management, portfolio accounting, fund management, tax management, and many more innovative features. SimCorp has annual revenue of $293.3 million and 2023 employees.
Iress includes comprehensive portfolio management, robust risk, and compliance management, seamless order execution and allocations, and more valuable features. Iress has annual revenue of $283.8 million and 1,957 employees.
4. Carta for Investors
Carta includes approval process control, cap table management, deal management, audit trail, and more valuable features. Carta has annual revenue of $173 million and 1,331 employees.
Betterment helps you with your investment with their features, including data import/export, performance metrics, cash management, tax-loss harvesting, and more. Betterment has annual revenue of $51.1 million and 393 employees.
6. Juniper Square
Juniper Square includes task management, file sharing, compliance reporting, customer relationship management (CRM), and more helpful features. Juniper Square has annual revenue of $43.8 million and 337 employees.
Corporater includes ad hoc analysis, archiving & retention, compliance management, control audit, budgeting/forecasting, and more innovative features. Corporater has annual revenue of $23.3 million and 160 employees.
Profile includes wealth management solutions, asset management, fund management, robo advisory, custody, insurance investment management, and many more features. Profile has annual revenue of $20.3 million and 140 employees.
Morningstar includes client management, financial analysis, stock management, portfolio rebalancing, and more valuable features. Morningstar has annual revenue of $0.6 million and three employees.
Emx is a cryptocurrency platform that includes a user-friendly interface and an account summary section. Subaccounts are another small feature that EMX provides that almost no one else does.
Is investment management software helpful?
Investment management contains numerous critical aspects that need accurate methods and management. Small mistakes can lead to a negative chain reaction, which can also lead to disappointed clients. Investment management software can reduce the challenges produced by manual processes and enables faster and reliable operations. As a result, your clients will trust you more and might even recommend your firm to potential investors.
What exactly is investment management?
Investment management is the process where the manager handles the investments of the investors. Developing a short- or long-term strategy for acquiring and disposing of portfolio holdings is part of management. Money management, portfolio management, and wealth management are all terms used to describe investment management. Investors have investment goals, a goal your management should reach.
What is the role of an investment manager?
The investment manager, also called an asset manager or fund manager, as the name indicates, manages the money, assets, or investments of the company or clients. Investment advisers or brokers can assist investors in making informed decisions about which assets or funds to invest in. Investment managers play a critical role as they are the one who announces methods and techniques to ensure your investment meets your objectives.
Investments will always need high-quality management. Investments are what people tried to continuously invest in for their future purposes. To ensure their goals, using investment management software is the best choice. Improve operations and project management are ensured if you chose to include investment management software in your investment management. Choose your software wisely.
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