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9 Best Investment Management Software in 2020
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Supported Platforms :Deployment :
Moneycontrol Portfolio Manager What is Moneycontrol Portfolio Manager? Moneycontrol Portfolio Manager is an investment managemen...
by e-Eighteen
Starting Price₹99.00Features :Supported Platforms :Deployment :
InvestPlus InvestPlus helps you in managing all your accounting, investments and Income tax related requirement...
Starting Price₹3,600.00/licenseFeatures :Supported Platforms :Deployment :
Et Portfolio What is ET Portfolio? ET Portfolio is a portfolio management software for daily investors. ...
PRICE ON REQUESTFeatures :Supported Platforms :Deployment :
Easy Life Easy Life is web based Personal Finance and portfolio management Software to manage family fina...
PRICE ON REQUESTFeatures :Supported Platforms :Deployment :
Eventus Midas Midas is an Investment / Wealth Management Software Solution, developed by EDP Soft. The p...
by EDP Soft
PRICE ON REQUESTFeatures :Supported Platforms :Deployment :
finPOWER Connect finPOWER Connect is designed for the Hire Purchase, Finance and Lending and Investment industries. I...
by InterSoft
PRICE ON REQUESTFeatures :Supported Platforms :Deployment :
Binary Investment management Binary Investment management, a fully integrated solution for portfolio and funds management within ...
PRICE ON REQUESTFeatures :Supported Platforms :Deployment :Related Categories
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Last Updated on : 01 Jun, 2020
Buyer's Guide for Top Investment Management Software
Found our list of Investment Management Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!
What is Investment Management Software?
Investment management software, also known as wealth management software, helps investors in executing various tasks such as portfolio management and financial asset tracking. Some of its other features include professional asset reporting (such as real estate), audit compliance, and investment tracking.
Features of Investment Management Software
Investment Tracking
With investment management software, one can monitor the allocation of their capitals and assets across all their investment accounts over time.
Benchmarking
Investment management software helps in benchmarking, through which you can evaluate various aspects of your business processes and devise the best practices. It also provides comparative metrics of the company against the parameters of its competitors in the industry.
Data Import/Export
Investment management software assists investors and organisations to import and export essential data and reports in various formats such as PDF and Excel.
Client Management
With the help of an investment management system, businesses can systematically organise their client interactions. This communication can be further categorised into potential customers, new customers, and existing customers.
Compliance Reporting
Investment management software also enables the auditing, tracking, and reporting of standard regulations of a business’s internal and external stakeholders.
Portfolio Management
With the help of investment management software, businesses can buy and keep track of stocks and bonds from the portfolio of their customer base.
Key Features of Investment Software App for Mobile Devices
Account Balance Monitoring
With the help of investment management apps, investors and businesses can monitor their customer’s account balance along with assets and liabilities on the go.
Budget and Expense Tracking
Most investment management apps also provide budget tracking of individual accounts. This helps investors set a limit on the accounts of their customers.
Updates and Alerts
Investment management apps provide periodic updates and alerts to the investors via push notifications, emails, and SMS.
Receipt Storage
Investment management apps for mobile devices help investors in the capturing and storage of snapshots and screenshots of receipts in a centralised database.
Investment Management Software Modules
Accounting Software
Accounting software module helps in managing and processing transactions with specific functions such as ledgers, accounts receivable and payable and journal entry maintenance. It allows investors keep track of all the transactions between the business and its customers.
Audit Management Software
Audit management software helps in the efficient analysis and resolution of audit-related tasks. With the help of audit management software, auditors (internal as well as external agencies) can check that the organisation is adhering to governmental regulations.
Compliance & Risk Management Software
Compliance & risk management software helps businesses manage risks and centralise, automate, and organise business processes. In investment management, it is used to ensure that organisations adhere to specific industrial standards.
CRM Software
Customer relationship management helps businesses oversee and execute various tasks, including interactions, communication, and networking with potential, new, and existing customers.
Payroll/Commission Management Software
Payroll/Commission management software helps a firm calculate the payroll or commission of investors depending upon the profits and customers gained. It also helps in the tax calculation of every staff and performs other tasks such as generating automated pay slips and reports.
Stock Market Software
Stock Market Software assists investment firms and independent investors perform various tasks such as market research, screening of stocks, market prediction, and much more.
Investment Management Software FAQsA. There are several portfolio management software solutions available in the market. However, the ideal management software for a particular business depends on the organisational requirements.
- Tradegecko - Starting Price ?32,760.00/Yearr
- inFlow Inventory Software - Starting Price ?57,960.00/month
- Primaseller Inventory Software - Starting Price ?5,530.00
- Meshink Inventory Management System - Starting Price ?11,000.00/year
- Unicommerce Inventory Management - Starting Price ?2,000.00/667 transactions
Therefore, it is crucial to check for various points before choosing a portfolio management system for your business. For instance, an entry-level firm or investor aiming to grow their portfolio would require a different solution than a seasoned trader who knows the nuances of Indian stocks, options, and futures.
A. There are numerous open source investment portfolio management software solutions available in the market, such as Macroaxis.
- TA-Lib : Technical Analysis Library
- QuickFIX
- jGnash
- Qt Bitcoin Trader
- QuickFIX open source FIX protocol engine
- Rufus
A. Financial advisors are professionals who provide personalised finance and investment-related suggestions to individuals in exchange for a commission. They work independently or as a part of a company. A wealth manager, however, is a specific kind of financial advisor who works for high net worth people such as illustrious business.
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