Best On-Premises Investment Management Software

Compare the Top On-Premises Investment Management Software as of April 2026

What is On-Premises Investment Management Software?

Investment management software is a type of technology that assists with the day-to-day operations of businesses and individuals who are involved in financial investments. It helps to track returns, set alerts, calculate risks and analyze portfolio performance. This software can also be used to create investment plans and track cash flows over time. Ultimately, it makes tracking investments easier by providing users with real-time data and insights. Compare and read user reviews of the best On-Premises Investment Management software currently available using the table below. This list is updated regularly.

  • 1
    AlternativeSoft

    AlternativeSoft

    AlternativeSoft

    AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds.
  • 2
    PackHedge™

    PackHedge™

    FinLab Solutions SA

    PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
    Starting Price: $5,000 per year
  • 3
    GP HYIP Script

    GP HYIP Script

    GP HYIP Script

    GP HYIP Script is a high-performance HYIP script designed to simplify investment platform management. With its secure infrastructure, automated processes, and crypto-friendly features, it empowers businesses to create a profitable HYIP system effortlessly. Key Features: 🔹 Highly Secure – SSL encryption, DDoS protection, and 2FA for maximum security. 🔹 Crypto & Fiat Support – Accepts Bitcoin, Ethereum, and various payment gateways. 🔹 Custom Investment Plans – Flexible ROI settings and automated calculations. 🔹 User-Friendly Interface – Intuitive design for seamless investor and admin experience. 🔹 24/7 Support – Reliable technical assistance to ensure smooth operations. Whether you're starting a new HYIP venture or upgrading your existing platform, GP HYIP Script delivers efficiency, security, and scalability to take your business to the next level!
    Starting Price: $121
  • 4
    twelve Directors Portal
    Loomion is the preferred Board management software provider when utmost security and reliable performance is required. Loomion's twelve Directors Portal complies with highest banking security standards is based on SharePoint technology. Loomion offers the only reliable solution in the market if the customer wants to have an on-premise installation. Furthermore, it is also offered off-premise as SaaS in our privately-owned data centers in Switzerland, Luxembourg and Germany.
    Starting Price: $50/month/user
  • 5
    Edda

    Edda

    Edda

    Edda is the only end-to-end solution for venture capital and private equity. Discover specialized intelligence for your investments through integrated Dealflow, Portfolio Management, CRM, AI, and Investor Portal apps.
  • 6
    MarketBrowser

    MarketBrowser

    Leading Market Technologies

    Research, analyze, and monitor with advanced power. Bring institutional stock analysis power into your investment strategy. When you make your own decisions, you need the best tools. For 20 years, Leading Market Technologies has worked with the world's top investment firms to create best-of-breed software for researching, analyzing, & monitoring securities. Now this powerful, guaranteed investment solution is available to you. Watch stocks, mutual funds, FX, & precious metals from your desktop! Monitor up to 100 live charts at a time or zoom in to a single chart for a detailed look. Add live technical analysis, comparisons, watchlists, and more. Your charts & analytics update automatically & frequently, so you can see your important numbers at a glance! It's the most powerful stock analysis software available outside of a Wall Street firm! Easily apply off-the-shelf analysis to your charts, or get intense with build-your-own analytics.
    Starting Price: $29.95 per month
  • 7
    Octopus Moving

    Octopus Moving

    Octopus Moving CRM

    Your website, web forms, and account page represent the company and under the well-organized software and beautiful design customers will feel that they are in the right hands and the right place. Simple, clean, and powerful booking tools for moving business. Sales, leads management, emails, chat, SMS, invoices. Beautiful engagement forms and chatbot. Beautiful landing page for your experiments with ads. Notify customers with SMS. Increase your sales with the auto booking feature. Do you want to have a better conversion rate? Impress your customers with a seamless booking experience. Best possible web forms for your moving business. Mobile-friendly, beautiful, and organized client portal. Sales & client management. Invoice, emails, SMS, automation. Gamified, polished web forms that increase trust and credibility. We want to help you increase your conversion rate. Software for crate rental and supplies delivery.
  • 8
    Assetmax

    Assetmax

    Fimax AMS

    Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud.
  • 9
    Fusion Invest
    Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.
  • 10
    Wealth Elite

    Wealth Elite

    REDVision Tech

    Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.
  • 11
    Neovest

    Neovest

    JPMorgan

    Neovest is a premier, broker-neutral Order and Execution Management System (OEMS) designed to handle the complex, multi-asset trading needs of hedge funds and proprietary trading firms. As an independently operated subsidiary of JPMorgan Chase, it provides a single, unified platform for global liquidity access and end-to-end investment lifecycle management. Neovest’s primary strength lies in its high-speed execution capabilities and vast connectivity network. Global Connectivity: Provides a single source of access to over 340 brokers and 130+ global exchanges, ECNs, and dark pools. Multi-Asset Support: Seamlessly trades equities, futures, options, and FX. Advanced Order Types: Supports complex strategies, including synthetic baskets, pairs trading, and multi-leg spreading in futures markets. Following its 2024 acquisition of LayerOne Financial, Neovest introduced PortfolioOne, a modular platform that expands its reach beyond execution into full portfolio management.
  • 12
    FinX

    FinX

    Mobius Knowledge Services

    FinX empowers decision-makers with actionable intelligence to stay ahead in dynamic markets. Whether analyzing market trends, assessing industry benchmarks, or evaluating potential opportunities, FinX provides the critical data to maximize insights. Through its real-time financial data platform, FinX empowers effective risk management strategies. This proactive approach ensures businesses can navigate uncertainties confidently, safeguarding investments and optimizing performance.
  • 13
    SOLIAM

    SOLIAM

    VERMEG

    SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance.
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