17.6
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWeb
Alternatives to FinFolio
FinFolio brings portfolio accounting, reporting, rebalancing, trading and billing together for investment advisors and professional wealth managers. Its multi-currency accounting calculates cost and performance, while tax-sensitive rebalancing accounts for account type, holding country and unrealized gains or losses. Firms can create branded reports, use a mobile-ready client portal, and choose hosted or self-hosted deployment. A REST API covers data access and business…
27.3
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets.
AndroidiOSWeb
36.8
Enfusion is a front-to-back investment management platform for hedge funds and asset managers.
iOSWebLinux
- 4
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms.
AndroidiOSWebAPI6.8From $13,000 a year - 5
Juniper Square
Juniper Square combines software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
AndroidiOSWebAPI6.6 - 6
Asset Vantage
AndroidiOSWeb6.5 - 7
Black Diamond Wealth Solutions
AndroidiOSWebAPI6.3 - 8
CrossVal
CrossVal is a web-based cash flow management and financial operations platform for businesses in the UAE and wider region.
Web6.3From 550 AED a month - 9
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI6.3 - 10
Hatcher+ FAAST
Hatcher+ FAAST is a web-based operating platform for family offices, venture and private equity firms, accelerators, angel networks, and university research groups.
Web6.2 - 11
Allvue Investment Management
Allvue Investment Management is a cloud-based portfolio management platform for credit asset managers.
WebExtension6.1 - 12
AtlasFive
AtlasFive is a cloud-native wealth-management platform that brings entity and portfolio management together with general-ledger and fund accounting,…
Web6.0 - 13
SS&C Advent Geneva
WebAPISelf-hosted6.0 - 14
Tracker
Web6.0From $40 a month - 15
Abrigo TPG Software
Abrigo TPG Software handles investment accounting, portfolio management, reporting, and compliance for financial institutions.
WebSelf-hosted5.8 - 16
Aladdin Accounting
Aladdin Accounting brings investment, accounting, and performance records together for institutional clients.
5.8 - 17
SS&C Advent Axys
SS&C Advent Axys automates portfolio reporting and accounting for investment firms.
Windows5.8 - 18
Broadridge Investment Accounting
Broadridge Investment Accounting is a web platform for public-sector treasuries and institutional investment organizations managing funds.
Web5.7 - 19
Charles River IMS
Charles River IMS is a cloud-based, multi-asset investment management platform that brings portfolio management, risk analytics, trading, post-trade…
WebAPI5.7 - 20
Clearwater Analytics
Clearwater Analytics is a cloud-based investment management platform for institutional investors.
WebAPI5.7 - 21
AnyVault
AnyVault is a private, single-tenant platform for family offices and investment holding companies, combining investments, entities, cash, documents, and accounting.
Web5.6 - 22
Archway Platform
Archway Platform is web-based software for investment aggregation, accounting, and reporting, organized around a single general ledger.
Web5.5 - 23
Bloomberg AIM
Bloomberg AIM is an investment management system for buy-side firms coordinating portfolio management, trading, compliance and operations.
Self-hosted5.5 - 24
daappa Core
daappa Core is an investment accounting, transaction-management and administration platform for fund administrators and in-house managers.
Web5.4 - 25
RedBlack Portfolio Accounting
RedBlack Portfolio Accounting is web software for wealth managers handling portfolio accounting and reporting.
Web5.2 - 264.9
- 27
Advent APX
Web4.7 - 284.7
- 294.7