Best Investment Management Software for Windows
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Compare the Top Investment Management Software for Windows as of November 2025
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What is Investment Management Software for Windows?
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 Investment Management software for Windows currently available using the table below. This list is updated regularly.
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1
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™
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 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
JUMP Front-to-Back
JUMP Technology
To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes. -
5
TurnKey Lender
TurnKey Lender
TurnKey Lender is a one-stop lending infrastructure used by creditors in 50+ countries to automate all elements of their operations. The platform enables lenders to profitably grow their business while cutting operational costs and risks. It's a powerful AI-driven SaaS that automates over 90% of all lending processes and gives both B2C and B2B lenders a competitive edge. TurnKey Lender Platform has several pre-configured solutions packages including Commercial, Consumer, Pay Later, Auto, Mortgage, Leasing, Factoring. Built in constant collaboration with lenders worldwide, TurnKey Lender is the ultimate solution that answers real-life digital lending challenges in a sophisticated manner. -
6
PitchBook
PitchBook
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution -
7
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
8
StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
9
Prospero Suite
FINARTIS
Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.Starting Price: $1760/month/user -
10
FA Solutions
FA Solutions
Efficiency, reliability, and flexibility - this is what customers appreciate most about FA Solutions. The company was founded in 1999, and since then we have successfully expanded our offices in 4 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East. We're a leading provider of software solutions to Asset Managers, Fund Managers, Private Banks, and Family Offices worldwide. We are more than an IT-service provider. We are committed to understanding and keeping pace with the investment and financial services industry. We combine our knowledge with high-level technical skills and an eagerness to innovate and develop new software. We make solutions to support your company's goals. Our solutions cover the areas of Portfolio Management, Risk Management, Web Reporting to Clients, and Sales & Regulatory tools.Starting Price: Inquire to learn more -
11
Adaptive Modeler
Altreva
Altreva Adaptive Modeler is a software application for forecasting stocks, ETFs, forex currency pairs, cryptocurrencies, commodities or other markets. Based on unique and innovative technology, it creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models coevolve in parallel with the real market without overfitting to historical data. This results in better adaptation to changing market conditions and more consistent performance.Starting Price: $495.00/one-time/user -
12
ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
13
Tracxn
Tracxn Technologies Ltd
Tracxn is one of the leading market research and data platforms that tracks companies across the globe. We scan data to help our customers perform market research on the startup ecosystem, find deals matching their mandate, perform company due diligence, In-depth tracking of funding rounds, company news, and tracking of emerging themes across industries & markets. Tracxn's clientele includes Venture capitalists (VC), Private Equity Funds (PE), Merger & Acquisition (M&A), and Innovation teams of Fortune 500 companies and Investment Banks. The Tracxn platform is also used by various Governments, Accelerators & Incubators, and Universities for tracking innovative companies and sectors. Tracxn is a subscription-based Software as a Service ("Saas") platform that covers 2.5M+ companies through 2.6K+ feeds categorized across industries, sectors, and sub-sectors with a presence in over 100+ countries.Starting Price: $550/user/month -
14
PAM HYIP
PAM HYIP
One of the best investing marketing tools is High yield investment program. It’s also called as HYIP. It is the most profitable way for smart investing. Our goal is to find reliable, trusted and the best HYIP online investment program which supports various online payment processors such as PERFECT MONEY, SOLID TRUST PAY, EGO PAY, BITCOIN, PAYZA and others. We promisingly provide the best online investment program. Moreover, PAM HYIP gives the fully encrypted unique HYIP script software by professional experts and experience in designing the latest HYIP program. Our PAM HYIP Developers are using the latest technology to offer the best HYIP software program to satisfy your needs. Online investment best hyip program reduces costs and manages risk more effectively. Depending on which way you're exchanging or buying /selling the best bitcoins the safest and most profitable investments you can make on the Internet.Starting Price: $149 one-time payment -
15
Bipsync
Bipsync
Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research. -
16
twelve Directors Portal
Loomion
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 -
17
Captools/net
Captools
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets. Captools/net investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can reduce capital gains taxes. Specific, average, FIFO, LIFO tax lots are supported. The specific lot method provides an automated tax lot assignment function allowing the manager to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. Tax rate tables are customizable for each portfolio to allow for differing tax rates and changes in tax laws. Allowance has been made for Canadian and other non-U.S. users, including support for Canadian average cost basis and optional cost basis indexing.Starting Price: $600 per year -
18
PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month -
19
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
20
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 -
21
VestServe
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.Starting Price: $27500.00/year -
22
FundCount
FundCount Americas
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.Starting Price: $500 -
23
Investment Account Manager
QUANT IX SOFTWARE
Our software is based around the idea that your information is your own. We don't have access or download it. Your information is stored safely and securely on your home computer. IAM enables a centralized portfilio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash and more. IAM gives you the comfort of securing your financial future. Using our program will give you the financial peace of mind you've always wanted.Starting Price: $89 one-time payment -
24
ARGUS Taliance
Altus Group
ARGUS Taliance is a robust real estate fund and alternative investment management software that enables real estate companies to manage the performance of a real estate fund and real estate investment trusts (REITs). With ARGUS Taliance, you can model complex investment structures, run scenario testing to assess the impact of market or ownership changes, calculate distribution waterfalls and create detailed reporting to stakeholders and investors. With the complexity of global real estate investments and different funding sources, creating a multi-tiered investment structure with unique calculations and reporting outputs can be challenging. With ARGUS Taliance, you can model an entire portfolio of real estate funds through an interactive interface and quickly view your investment structure over time. You can also drill down into each investment entity and even adjust models to configure waterfall distributions and distribution per unit calculations that allow you to forecast. -
25
eB-IMS
eBusiness Systems
eB-IMS is a sophisticated investments management system developed by eBusiness Systems and offered to clients on a Software-as-a-Service basis. It provides web based access to a range of investment portfolio building, tracking, analysis and management tools. With diverse levels of controlled user access through the Internet, different user groups have different powers and authorities. All communications are made through Internet using standard browsers. Different powers will be granted to the different user groups who will have both username and password access and, in some instances, further security checks. This is done to further protect the integrity of the system and help to strengthen its overall security. The main functional part of the portal is placed on specialized Web servers run by eBS and is based on the PHP/SQL Technology. -
26
Chartsmart
Chartsmart Software
Few stock screeners can match the flexibility and speed of Chartsmart. Screen from over 14,000 Canadian and U.S. securities. Chart smart installs on your PC so stock screening is fast, and your custom settings are kept secure. Daily end-of-day data updates are available at about 4:20 Pacific. Use our preset screens, or create custom screens, by combining hundreds of fundamental and technical screening criteria. Screen out cash-rich, high revenue growth stocks, at year lows, and break into uptrends. Then scroll through the charts and save the ones you like to your personal watch lists. Find stocks with adequate cash, book value, and working capital, while at the same time ensuring revenues, earnings growth, and dividends. You can even create your own formulas to draw relationships between criteria. For example, you could specify that the stock has more cash per share than it's current trading price.Starting Price: $600 per year -
27
FoxTrot Software
FoxTrot Software
For the past 23 years, FoxTrot has continued to provide great software to make the operations and commissions departments' lives easier. Our mission is to streamline every aspect of the commissions department: from replacing Excel with one-click statement imports, to robust daily blotters, to payroll calculations and streaming broker statements. We love small to mid-size broker-dealers because we speak your language. We pride ourselves on a warm partnership style. Our growth-oriented, forward-thinking software is scaled well to grow with you, without adding more employees. Working closely with our clients, we have developed a "Yes!" approach to finding solutions. The result is a robust system developed to handle virtually every possible commission scenario while supplying a solid foundation of daily functions.Starting Price: $7500 one-time payment -
28
Visible Alpha
Visible Alpha
Visible Alpha creates a unified consumption and collaboration experience across research reports, analyst models and corporate access events and enables clients to discover, track, budget, value and pay for research content. Visible Alpha is transforming the way Wall Street firms collaborate on research, financial models and corporate access events by providing breakthrough tools for discovery, analysis and valuation. Visible Alpha has a growing client base with $17 trillion in AUM, more than 600 research providers contributing content and over 500 employees globally. The company is backed by some of the largest banks in the world, including Banco Santander, Bank of America Merrill Lynch, Citi, Exane BNP Parabas, Goldman Sachs, HSBC, Jefferies, Macquarie Group, Morgan Stanley, Royal Bank of Canada, UBS and Wells Fargo. -
29
iDEAL Wealth & Funds
Credence Analytics
Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis,real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations. With FundSense - the business intelligence tool, making business decisions is faster, easier, and more collaborative. The drag-and-drop feature makes integrating data from multiple sources easy. Users can create and view personalized, interactive data visualizations and dashboards inorder to make meaningful decisions. Fund Sense puts rapid analytics and an associative experience right on your desktop. -
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Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year