Alternatives to InvestWell
Compare InvestWell alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to InvestWell in 2026. Compare features, ratings, user reviews, pricing, and more from InvestWell competitors and alternatives in order to make an informed decision for your business.
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FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
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AppFolio Investment Management
AppFolio
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.Starting Price: $600 per month -
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FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
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Folio.ink
Folio.ink
Folio.ink was created to be a fast, efficient way to share a collection of images in a polished presentation. It was designed with this one job to do, and it is completely free. Folio.ink lets you very quickly and easily upload images to share with anyone else. It does not require an email or registration, folios can be made anonymously. Although we do monitor for anything illegal and will promptly remove any folios violating the terms or agreement. Images uploaded to folio.ink are stored in the original format on our server for download. Images within the folio slide show and interface are compressed for faster delivery. PDFs show a preview image of the first page. Clicking on any file will bring you to the original full resolution file or complete PDF. -
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FolioHD
FolioHD
FolioHD is used by hundreds of thousands of people all over the world - from photographers and models to makeup artists and stylists, architects and interior designers to artists and graphic designers. Customers often tell me that FolioHD helped connect them with their dream job - and that’s what it’s all about! I’m confident you’ll find FolioHD to be the absolute easiest and yet most powerful online portfolio solution out there. If you ever have any feedback, I’d love to hear from you! Lightning fast uploading or skip the uploading and import from Dropbox or Instagram. Our designs automatically adapt to your content while you choose your color scheme and fonts. Password protection, image protection, & analytics, all with your own .com name.Starting Price: $6 per month -
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FolioMetrics
FolioMetrics
FolioMetrics is a leading provider of innovative solutions for investor relations and research management, trusted by over 200 of the world's leading hedge funds, private capital managers, and traditional funds. Their product suite includes a modern, easy-to-use CRM built specifically for investor relations and fund marketing teams, a scalable and secure client portal for sharing information with investors and prospects, and tools for automating the production of factsheets and other client reports to enhance communication quality. Additionally, FolioMetrics offers compliance features such as investor classification, approval workflows, and advanced reporting, as well as integration with common fund administrators to automate client holdings and transactions. Their research management solution extends capabilities to investment teams, consolidating research notes and documentation. -
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Folio
Folio
Folio is a procure‑to‑pay platform built for hospitality teams that requires no training and delivers ordering, invoice processing, and supplier payments in one seamless interface. With Folio Buy, users shop from approved vendors in just a few clicks, placing orders instantly through an intuitive, modern dashboard. Folio Bills uses AI‑powered invoice processing to auto‑capture data, match invoices to purchase orders, route approvals, and surface exceptions, saving teams up to 40 hours weekly. Folio Pay then syncs invoices, orders, and payments to enable fast, secure bill settlement, complete with integrated rebates, directly within the platform. There’s no need for external portals or self‑hosted infrastructure: suppliers and product catalogs auto‑populate upon import, and a guided onboarding sequence, connecting suppliers, configuring approval flows, importing budgets, and inviting team members, takes days, not months. -
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Folio
Folio
Leave the identity cards, membership and bank cards at home. Your free Folio digital wallet securely digitizes all your plastic in seconds, accessible only by you, anywhere you take your phone. You might have done this before, but this time it creates a biometric key to access your digital wallet and unlock services. Folio matches your selfie to your photo ID, verifies it’s yours, and digitizes your plastic. It then encrypts everything into a secure, private vault on your smartphone. A quick biometric check and retrieve all of your data, all of your cards and documents. Wherever you are, whatever you are doing. Share with people and organizations you trust and get access to services and content you love. Unless you explicitly consent, no other party can see your data other than you. Not Folio, Not your bank, Not Facebook. Folio can't see inside your wallet. Nobody can, except you. Your data is safely stored in an encrypted vault on your phone. -
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Folio by Amitree
Amitree
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!Starting Price: $29/user -
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Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
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Neofolio
Neofolio
Cryptocurrency portfolio manager Neofolio. NeoFolio offers complete cryptocurrency management, with easy to use tools to keep track of all your crypto investments. NeoFolio offers the easiest and most convenient way to monitor your cryptocurrency assets wherever they are safely stored. Now available for FREE on the App Store! The easiest way to keep accurate track of your cryptocurrency portfolio. NeoFolio analyzes all your deposits and trades to show the value of your coins, balances, and gains. View all your cryptocurrency investments at once and find detailed information on each coin. View real time valuations for all your cryptocurrency investments at once wherever they are stored (hardware wallets, multi-coin wallet or cryptocurrency exchanges). NeoFolio uses no public keys just address information typically used when receiving transactions. Your funds are completely safe. -
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Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
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ClassFolios
ClassFolios
Supercharge your tutoring with ClassFolios. Our platform makes it easy to run your tutoring business. Focus on the tutoring and we'll take care of the rest of the tutoring workflow. ClassFolios makes it easy to communicate with your students, track each session, and send invoices so you can spend less time trying to get paid and more time building relationships. ClassFolios comes with features to make your life easy. Most of the scheduling, payment cycle and student management is automated! Grow your business with a stunning profile page and attract students, keep them engaged with intuitive in-class communication with ClassFolios. ClassFolios provides an all-in-one tool for the tutor to schedule sessions, enroll students and communicate upcoming payments and track payments. ClassFolios is an online portal where tutors list their courses and students can enroll and learn. It offers features such as managing courses, schedules, and invoices. -
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Folio
Kwela Solutions
Managing contracts, risks, compliance, incidents and audits can be complex and time-consuming. If you are looking for a solution that is truly easy to use and quick to implement, then take a look at Folio. Folio provides configurable templates, workflows, notifications and reports that ensure that absolutely nothing is missed. Too many risk management systems are simply tick-the-box solutions. Folio moves Risk Management from an occasional exercise to an embedded business process. By managing Risk, Compliance, Incidents & Audit, Folio delivers real business value for Boards, Management and Operational Teams. Folio is the go-to source for contract information and manages the contract lifecycle from request and performance management through to contract renewal. Folio takes Contract Management well beyond simply storing contract documents and tracking contract expiry dates. -
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Fundment
Fundment
We've built Fundment to transform your investment and at-retirement capabilities, helping you help clients achieve what they want with their money. Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace, for however you run portfolios. Our modern technology includes automated account opening, digital drawdown, and straight-through processing, helping you work efficiently and productively. We have a history of anticipating advisers' needs; listening to what you want and responding to it. Faster migrations with bulk client data uploads and illustrations, plus digital document processing. Integrations with your preferred back-office and cashflow model providers. Agile and nimble technology is driven by your needs, not by the competing demands of providers using the same third-party technology. Get faster migrations with bulk client data uploads and digital documents and processing as standard. -
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Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
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Pepper Folio
Vodori
With Pepper Folio, commercial and medical teams get easy, tailored access to on-brand, approved content. Empower sales reps and medical science liaisons (MSLs) to seamlessly view and retrieve the appropriate content they need to engage key stakeholders. Once the content is approved in Pepper Flow, you can automatically push it to Pepper Folio so your teams can easily access on-brand content for both global and local markets. Pepper Folio’s features ensure that your content’s journey from review to approval to dissemination is fully automated. As content is approved for use, modified, or expired in Pepper Flow, it is automatically updated or removed from Pepper Folio to ensure compliant content usage. As a result, your team has one central repository for the latest and greatest content to support effective and engaging meetings. The marketing and operations team can access content usage analytics to identify which pieces of content are resonating the most with your key audiences. -
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M2Advisor
M2Wealth
Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions. -
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iCapital Network
iCapital Network
Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform. -
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Ethic
Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars. -
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Fundamental Portal
Fundamental Portal
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a streamlined approach to capital raising, providing users with professional, secure, and simple interfaces in order to facilitate efficient investor interactions. Fundamental Portal ensures a seamless experience for both investors and capital raisers: 🚀 Facilitates quick soft commitments 📈 Enables funds to be raised in minutes 🔄 Streamlines distribution workflows 📄 Allows real-time document sharing But that's not all. As an add-on, Fundamental Admin complements Fundamental Portal with comprehensive back-office support. Say goodbye to administrative burdens as Fundamental Admin was created to allow fund managers to focus on capital raising and growth.Starting Price: $1500/yr -
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CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
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Tribevest
Tribevest
Start tribe-vesting with friends and family today. It's simple, when your family and friends become your business partners who invest together, you're tribevesting. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments. While we love all these tools, you don't need them all to start managing your investor group and investments. Tribevest brings it all together. Tribevest's mission is to build and maintain a marketplace that unifies, supports, and celebrates tribes, their members, and each milestone along their journey. We aim to bring people with shared dreams together to unify and leverage their collective resources. At its core, Tribevest is a people alignment company that is dedicated to providing innovative tools & proven pathways to each group's unique goals.Starting Price: $3 per month -
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Folio AI
Folio AI
Folio AI is an AI agent built for decks where every slide counts, tailored for consulting and strategy teams that work directly in PowerPoint and Google Slides. It works with users on their slides instead of acting like a separate app they have to export from, generating new presentations from a prompt and editing existing decks while preserving templates, fonts, colors, layouts, and brand rules. Users can describe the deck they need, start with a draft, then refine it through follow-up prompts as Folio applies the existing PowerPoint template automatically. Existing presentations can also be opened and edited by asking Folio to restructure, rewrite, reformat, extend, or restyle the content, while manual adjustments remain possible at any point. Folio works directly with real PowerPoint and Google Slides shapes and objects, not images masquerading as slides, so every element stays fully editable.Starting Price: $10 per month -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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Kloudhotels
Jinisys Software
Take your Business to the Next Level with Folio Plus - Jinisys’ Hotel Management System Software. Automate Hotel Management Operations such as guest reservation, room transfers, guest check in/check out, group bookings and other front desk operations. Provides the tools to help you run your operation at a greater level of productivity. It includes an extensive guest management facility and comprehensive reporting features for in-depth operational analysis. Provides native data integration facility to SAP Financials for direct posting of charges to guest's account ledger. Folio Plus enables users to be up-and-running and productive in no time with its familiar Windows look-and-feel and graphical data manipulation approach. Jinisys delivers innovation from Small to Big Businesses in Hotel, Restaurant and Retail Sectors.Starting Price: $70 per month -
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WOWS Investment Portal
WOWS Global
The WOWS Investment Portal connects startups and SMEs with global investors, facilitating primary and secondary equity raises. It offers a user-friendly interface for showcasing companies, tools for capital raising, equity management, and investor matchmaking. Key features include: - Showcasing Companies: Present businesses and upload pitch decks. - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.Starting Price: $249/month -
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Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
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Tonic
Tonic
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services. Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs. Tonic KYC: All your KYC (Know Your Customer) needs on one platform -
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GeoWealth
GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Our integrated, purpose-built technology platform provides a holistic solution available in one place. Leverage our trading team and expertise to manage your clients’ portfolios more effectively. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale. For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. -
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Folio Box Office Software
Martech Systems
Affordable box office software doesn't have to be limited. Folio Box Office delivers feature-rich capabilities found in the high-end ticketing software packages, without breaking your budget. If you are looking for a sophisticated, cost-effective solution for online and in-house ticket sales, or want to break free of the spiraling costs of maintaining your existing software, please give us a call at (715) 845-2794 or email us for a free demo. Computer systems have changed a lot since MarTech Systems began in 1986. One thing, though, hasn't changed; our commitment to quality software applications. The Blue Ribbon and Folio product lines are a group of products and services that provide a total information system solution for your fair, exposition or venue. MarTech Systems was founded on the commitment of providing superior support for a quality product. Our 25 year history is evidence to this commitment.Starting Price: $1500.00/one-time/user -
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Asora
Asora Technologies
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. By offering a single point of view for the entire team, Asora fosters seamless collaboration. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting. -
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VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
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AppFolio Property Manager
AppFolio
AppFolio Property Manager is a complete web-based Property Management system designed to give private owners or realty managing organizations and tenants an all-in-one platform that takes care of Billing & Invoicing, Credit Checks, Rent Tracking, and more. Tenants can access the tenant portal, users can send messages, request receipts, pay rent, and submit maintenance requests. AppFolio's Owner portal provides an in-depth look of Expense, Insurance, and Vacancy Tracking, as well as management for Leases, Tax, Tenant Database, and Website updates. AppFolio's easy to use software gives property owners more time to market, manage, and grow their business.Starting Price: $250.00/month -
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Envision Investor Management Suite
Envision Financial Systems
Built atop the core record-keeping system that powers most everything we do, the Envision Investor Management Suite is a flexible, modular set of tools to handle just about any operating challenges a pooled investment vehicle can throw at it. Reduces cost & complexity with an open design and SaaS implementation. Consolidates multiple systems in a modular structure that’s easy to customize. Enables staff to answer questions across accounts from a single screen. Increases back-office productivity with user-friendly interfaces. Provides real-time data integration—no waiting for batch processing. -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Folio3
Folio3 Software
Folio3 machine learning company has a team of dedicated Data Scientists and Consultants that have delivered end-to-end projects related to machine learning, natural language processing, computer vision and predictive analysis. Artificial Intelligence and Machine Learning algorithms have enabled companies to utilize highly-customized solutions equipped with advanced Machine Learning capabilities. Computer vision technology has scaled up visual data analysis, introduced new image- based functionalities and transformed the way companies from various verticals utilize visual content. Predictive analytics solutions offered by Folio3 produce effective and fast results, enabling you to identify opportunities and anomalies in your business processes and strategy. -
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Folio3 Agtech
Folio3 Agtech
Folio3 AgTech, based in California, is a tech-savvy partner for both companies that have just entered the Ag industry and even those which are established Fortune 500. Our mission is to empower agricultural businesses through digital transformation, and help them optimize and manage every aspect of their operations. Whether you're looking to expand your Ag business through custom software solution, ensure animal welfare with advanced data management tools, leverage AI for soil analysis and crop tracking, or even build a farmer-to-farmer e-commerce platform, Folio3 Agtech has got you covered. -
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SPV Hub
SPV Hub
SPV Hub is a modern platform for angel groups, syndicates, venture funds, family offices, and emerging fund managers to create institutional-grade SPVs, manage investors and funds, and streamline portfolio reporting and performance tracking. Whether you're launching your first SPV or managing a portfolio of investment vehicles, SPV Hub provides the technology and operational support needed to run professional, scalable investment operations.Starting Price: $6,000 -
40
ETNA Trader
ETNA Software
Grow business by offering traders innovative software and reducing operating costs at the same time. Deliver convenient trading experience and increase trading volumes. Pay-per-use white label trading platform. Launch a digital advisor within days and focus on your unique value proposition while we take care of all the technology needs of a modern robo-advisor. Client Dashboards, Portfolio Rebalancing, OMS and Back Office. White Label online trading simulator is a perfect educational tool to educate the next generation of online investors. Customize trading rules, control student access and progress with back office portal. ETNA Trader is an all-in-one solution for brokerages focused on self-directed investors and commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure. -
41
Proteus
Proteus
Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation. -
42
FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
43
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 -
44
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
45
ASI PMS
Anand Systems
ASI PMS is a cloud-native hotel property management system that centralizes and automates day-to-day hospitality operations so hoteliers can manage reservations, check-ins/check-outs, group and multi-room bookings, folio and billing, housekeeping assignments, and real-time room status with intuitive drag-and-drop calendars and customizable dashboards; it synchronizes rate and inventory across OTAs and direct channels, supports dynamic pricing and multi-property oversight, and provides advanced reporting and night-audit tools that deliver occupancy, revenue, and operational insights. It also helps enhance guest experiences with detailed profiles, automated email/SMS confirmations and reminders, and review management, all accessible from any internet-enabled device, while offering integrations with payment gateways, channel managers, smart locks, accounting tools, and more to reduce manual work, prevent overbookings, and improve efficiency and growth. -
46
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
47
Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
48
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
49
Fund-Studio
Fund-Studio
For hedge fund managers, CTAs, asset managers and family offices, FundStudio’s real-time operations and reporting platform and outsourced managed services provides complete knowledge of fund or managed account conditions -- and the tools to manage them. Capture orders and trades via realtime FIX, uploads, programmatic API or on-screen manual data entry. Allocate orders to accounts, strategies and more. Apply compliance rules such as position limits or mandated asset-class restrictions, or complex programmatic rules such as leverage bias. Run real-time intra-day P&L. Define multiple views of aggregate or sliced-and-diced data in real-time "pivot tables". Manage all cash movements including trade settlements, margin, coupons and principal. Run cash projections and more. Meet investor DDQ requirements by shadowing your fund administrator to produce NAV at the master-fund level as well as associated feeder funds or investor subscriptions. -
50
bunch
bunch
bunch enables top funds, investors and founders to seamlessly transact and securely operate through an all-in-one platform. Leverage our partners or integrate your preferred law firm to set up your entity digitally. Let your investors subscribe to your fund digitally with integrated KYC & AML checks and electronic signatures. Leverage our AIFM to reduce the regulatory complexity in your own processes. Use our partners to access domiciliation in specific preferred jurisdictions. Say goodbye to manual bookkeeping. Have automated fund accounting for your funds & SPVs. Send individualized performance reports and capital accounts to your investors. Stay engaged and up-to-date with your investments and make informed decisions. Keep your LPs happy by providing a structured and seamless process and a digital experience. Perform any governance voting on the platform and track the results in a secure platform with audit logs.