Aqui está nossa lista de aplicativos para Software de Gestão de Investimentos. Use os filtros para restringir os resultados e encontrar exatamente o que você está procurando.

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O FundCount é um software de gestão do investimento para escritórios familiares, fundo de hedge, capital privado, administradores de fundos com parceria integrada e G/L. Leia mais sobre o FundCount
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers. Leia mais sobre o VestServe
O EquityEffect é uma solução de gerenciamento de ações baseada na nuvem para instituições financeiras, investidores, escritórios de advocacia e empresas privadas de todos os tamanhos. A plataforma permite que os usuários monitorem, gerenciem e estruturem ações com tabelas de capitalização atualizadas e precisas, análises hipotéticas e documentos... Leia mais sobre o Diligent Equity
O U-Rite é um software de gestão de avaliação baseado no Excel que ajuda empresas de imóveis comerciais a gerenciar o fluxo de caixa de propriedades e as operações de subscrição de inquilinos em um modelo de propriedade exclusiva. Os profissionais podem fazer a triagem de perfis, fazer lances em ofertas e executar análises de sensibilidade para... Leia mais sobre o U-Rite
O Crowdsofts é uma plataforma de crowdfunding baseada na nuvem que ajuda as empresas a gerenciar e acompanhar os esforços de captação de recursos. A solução oferece recursos que incluem análise de investimentos, monitoramento de desempenho de crowdfunding, gestão de portfólio, supervisão de transações, gestão de pagamentos, entre outros. Leia mais sobre o Crowdsofts
O FolioSure é um software baseado na nuvem que permite que empresas de capital privado (PE na sigla em inglês) e capital de risco (VC na sigla em inglês) acompanhem, monitorem e analisem o desempenho de portfólios de investimento. Ele permite que as empresas calculem o valor líquido total para pagamento (TVPI) e as taxas internas de retorno (IRR). Leia mais sobre o FolioSure
Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs. Leia mais sobre o Bipsync
Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place. Leia mais sobre o Mint
Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform. Leia mais sobre o Foundersuite
StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes. Leia mais sobre o StockMarketEye
IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more. Leia mais sobre o RealPage IMS
MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more Leia mais sobre o MRI Software
AppFolio Investment Management is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. Leia mais sobre o AppFolio Investment Management
Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more. Leia mais sobre o Stessa
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Leia mais sobre o HiddenLevers
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. Leia mais sobre o Carta
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Leia mais sobre o Backstop
Simplifique a gestão de patrimônio e tabela de limites, reforce a conformidade, minimize riscos e melhore a produtividade. É a vida além das planilhas. Leia mais sobre o Certent Equity Management
Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history. Leia mais sobre o Exirio
Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Leia mais sobre o Plaid
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Leia mais sobre o DealCloud
O Ledgy é usado por analistas e gerentes em fundos de capital de risco para manter o controle de seus investimentos. O painel escalável monitora a taxa de liquidez, modelos de comparação, análise em cascata, entre outras coisas, com relatórios e análises personalizados. Fabricado na Suíça: sempre preciso, privado, seguro e em conformidade com as... Leia mais sobre o Ledgy
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more Leia mais sobre o Dynamo
Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals. Leia mais sobre o DealCheck
SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time. Leia mais sobre o SyndicationPro
Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support. Leia mais sobre o AlternativeSoft
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Leia mais sobre o AIM
SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects. Leia mais sobre o SourceScrub
Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform. Leia mais sobre o Orchestra
Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle. Leia mais sobre o Vantage Software
O HedgeGuard é um software de gestão de carteiras de investimento com ferramentas de gestão de ordens, riscos e conformidade e recursos de manutenção de posições e geração de relatórios. Leia mais sobre o HedgeGuard
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Leia mais sobre o TOGGLE
WealthBlock provides a white-label platform that helps businesses integrate essential capital raising tools (CRM, cap table management, data room, e-signature, fund admin, investor verification, etc.) in an all-in-one solution to 10x fundraising productivity. Leia mais sobre o WealthBlock
All-in-one tool to stay on top of your investments and portfolio performance. With Rundit, investors are able to get holistic insights, make decisions from a unified data source and focus on investment returns and portfolio performance analysis. Leia mais sobre o Rundit
Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and investor management platform. Leia mais sobre o Covercy
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Leia mais sobre o Riskalyze
ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR. Leia mais sobre o ARGUS Enterprise
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising. Leia mais sobre o Cash Flow Portal
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing... Leia mais sobre o Macroaxis
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume. Leia mais sobre o Active Trader Pro
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Leia mais sobre o Kushim
Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings... Leia mais sobre o Investor Deal Room
Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups. Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations. Leia mais sobre o Budget Insight
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics. Leia mais sobre o Pinnakl
Global relationship management software for capital markets, corporate & investment banking, and investment management. Leia mais sobre o Tier1
qashqade provides a cloud-based software for private markets, which helps businesses connect GPs, LPs and fund administrators on a centralized platform. Leia mais sobre o qashqade
eFront provides end-to-end private equity solutions that help firms streamline operations while reducing risk, improving communication, and delivering insights Leia mais sobre o eFront
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Leia mais sobre o Financial Services Cloud
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios Leia mais sobre o The CRE Suite

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