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
Novable's mission is to connect companies with the most relevant startups for their innovation, growth, transformation or corporate development strategies. Leia mais sobre o Novable
UNTAP Portfolio Management helps you consolidate your financial results, value creation planning and ESG metrics. By combining ESG metrics with your VCP & portfolio monitoring you can measure, benchmark & improve your sustainability goals & clearly demonstrate to your stakeholders the positive Leia mais sobre o UNTAP by EXM
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
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
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors. Leia mais sobre o AppFolio Investment Management
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
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
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
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
AlternativeSoft is an investment management software designed to help allocators, consultants, fund managers, and third-party fund marketers manage fund selection, portfolio construction, and reporting. The platform enables administrators to track investments across private market funds, hedge funds, and mutual funds. Leia mais sobre o AlternativeSoft
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
Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform. Leia mais sobre o Orchestra
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
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
Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and investor management platform. Leia mais sobre o Covercy
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
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
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
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
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
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
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
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
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
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
Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations. Leia mais sobre o Fi360 Toolkit
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the... Leia mais sobre o TeamWox
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more Leia mais sobre o Obsidian Suite
Gerentes de ativos externos e consultores independentes de patrimônio geralmente lutam para gerenciar várias contas de clientes privados. Não há um método centralizado para enviar pedidos eletronicamente para bancos e corretoras. O QUO facilita isso com um sistema centralizado de execução e gestão de pedidos. Leia mais sobre o QUO
In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs. Leia mais sobre o Allvue
Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting. Leia mais sobre o Enverus MineralSoft
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding. Leia mais sobre o AdvisorEngine
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising. Leia mais sobre o Cash Flow Portal
BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income. Leia mais sobre o BetterCapital.US
Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers. Leia mais sobre o Forbury
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
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements Leia mais sobre o RiskValue

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