Alternatives to Front Office Solutions
Compare Front Office Solutions alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Front Office Solutions in 2026. Compare features, ratings, user reviews, pricing, and more from Front Office Solutions competitors and alternatives in order to make an informed decision for your business.
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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. -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
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Basil
Basil Finance
Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.Starting Price: $5.99/month/user -
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Fusion Invest
Finastra
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. -
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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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Pepper
Pepper
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes. -
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DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
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eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
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Clearwater Analytics (CWAN)
Clearwater Analytics (CWAN)
CWAN (Clearwater Analytics) delivers a unified, front-to-back investment management platform designed to streamline the entire investment lifecycle. It integrates portfolio management, order execution, accounting, risk management, and analytics into a single cloud-native solution. Built for institutional investors, CWAN enables firms to manage public and private assets with real-time visibility, automation, and accuracy. The platform enhances decision-making with GenAI-powered insights, simplifying compliance, reconciliation, and reporting across asset classes. By replacing fragmented legacy systems, CWAN empowers financial institutions to scale efficiently while maintaining operational clarity. Trusted by over 2,400 global clients managing $10 trillion in assets, CWAN provides unmatched transparency, performance, and control for modern investment operations. -
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Vidrio
Vidrio
Vidrio is an all-in-one alternative investment platform for institutional allocators, including endowments, pension funds, family offices, funds of funds, OCIOs, and asset managers, that combines data aggregation, software tools, and managed services. It enables manager research and due diligence, portfolio construction and simulation with pre-/post-trade rules, compliance monitoring, operational control, account-level valuation and reconciliation, performance and exposure analytics, risk aggregation and stress testing, and customizable reporting and investor portals. With over $100 billion in alternative assets managed across more than 1,000 external managers, the system supports hedge funds, private equity, private credit, real estate, liquid alts, and SMAs. Its AI-enhanced data extraction and enrichment, powered by a blend of automation and expert oversight, ensures high transparency and accuracy, while automated workflows, trade management, and cash-flow forecasting. -
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Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
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BlazePortfolio
BlazePortfolio
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease. -
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Rundit
Rundit
Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Here's the list of Rundit features that help investors stay on top of your investments and portfolio performance: Investment analytics and portfolio overview dashboards LP reports Automated calculations of investment returns and related metrics Aggregate portfolio and investment data as a single source of truth Customize metrics, KPIs and report templates for portfolio companies Activity log to keep track of changes made by VC team or portfolio companies Comment on portfolio reports internally or LP reports Capital Allocation to monitor investment diversifications.Starting Price: $299 per month -
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Charles River IMS
Charles River
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. A strategic commitment to empowering our customers by enhancing the experience with one platform, one view of your portfolios across public and private markets. Investment, wealth and alternative managers, asset owners, and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance. -
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Aumni
Aumni
Master the private capital markets with the most intelligent investment data available. Aumni gives you instant access to the most reliable financial and legal insights across your portfolio, sourced directly from your executed legal agreements, triple checked by venture experts, and analyzed by AI. Aumni has analyzed an unprecedented breadth and depth of private capital investment data. Most investment firms have hundreds of co-investors in their network at any given time. With Aumni, you can instantly access this powerful network of past and current investors, allowing you to guide your investment strategy. In just a few clicks you can develop powerful fund-level performance analytics, and automatically generate equity financing summaries for each investment in your portfolio. Aumni gives you access to deep portfolio analytics in just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes. -
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Total Return
SS&C Technologies
SS&C GlobeOp’s Total Return is a portfolio management, investment accounting, partnership accounting, and general ledger system designed specifically for alternative investment funds and family offices. It’s a multi-currency system that supports complex securities, sophisticated investment strategies, multi-tiered ownership structures, and unique tax requirements that characterize family office investments and private wealth funds. In addition to its advanced portfolio management capabilities and general ledger functionality, it encompasses complete partnership accounting, with automated processing of capital-based or share-based fund valuation, income and expense allocations to partners, management and fee calculations, and the production of robust partnership reports. Save time and reduce operational risk with fund accounting, partnership accounting, and tax processing integrated into one platform. -
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Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation. -
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MarketRisk
Dacris Software
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.Starting Price: $39 CAD -
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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. -
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i3DIY
Ownla
How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges. -
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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 -
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EquBot
EquBot
EquBot AI with Watson helps asset managers navigate the exponential growth of data through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. EquBot AI with Watson transforms data into better investment outcomes for insurance companies and other asset owners through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. Leverage EquBot’s custom AI portfolios as a service (PaaS), indexes, and signals with Watson to not only keep up with, but to thrive in an increasingly complex world of data. Harness the power of EquBot AI with Watson through custom AI powered portfolios as a service (PaaS), indexes, and signals to construct, monitor and adjust your clients portfolios to help them achieve their goals. Personal Investors can harness the power of EquBot AI with Watson to transform data into better investment outcomes through AI Powered ETFs. -
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AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
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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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Valere
Retransform
Valere is designed to help asset managers, investors, lenders and brokers make informed decisions about their assets. Whether you need to determine value for acquisitions or dispositions, prepare detailed cash flow analysis or understand overall financial performance, Valere has your answer. Into the performance of your assets throughout the investment lifecycle. Save time on budgeting. With an outlook to transform your data into optimal investment decisions. Manage multiple property valuations, investments, budgets and portfolios. -
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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. -
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AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
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Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
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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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Landytech Sesame
Landytech
Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity. -
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Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
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Nasdaq eVestment
Nasdaq
eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives. -
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Macroaxis
Macroaxis
Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis. -
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Nutmeg
Nutmeg
We believe investing should be a clear and straightforward experience. We build and manage diversified portfolios, using technology to keep charges low and clearly show where you’re invested. Tell us a little about yourself, how much you want to put in, and what risk level works for you. If you let us know what your goals are, we aim to help you to achieve them. Our in-house investment team have built a range of portfolios and will invest to match your chosen investment style. We’ll let you know what you are invested in and how your investments are performing. Nutmeg's experienced investment team aims to provide transparent, honest investing to everyone. We may use clever technology to do what we do, but it would be nothing without the people behind the scenes. Their experience stretches macro-economics, market analysis, and risk and security selection across a range of investments. -
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PFaroe Portfolio Management
Moody's Analytics
Access fast, clear attributions results within a portfolio and across your organization at the click of a button, saving you time and creating operational efficiencies. Access a consistent, customizable view to ensure a meaningful reflection of the investment strategy without having to reconcile. Run what-if analysis, collaboration, and on-the-fly adjustments to yield better performance and eliminate the need for uncontrolled spreadsheets. Enjoy better data quality and attribution results for the asset owner and deeper insights across asset managers’ strategies. Quantify and qualify your investment process using multiple factors with our intelligent yield curve-based model. Communicate your portfolio’s strategy and performance with your clients and demonstrate new investment opportunities. Translate analysis into terms the asset owner can more easily understand with user-friendly outputs and a display of straight-through attribution results. -
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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 -
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Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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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 -
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Clockwork
Clockwork
Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration. -
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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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Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
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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 -
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Seraf
Seraf
Gain powerful insights to improve decision-making and make smarter investments. Track capital commitments, calls and fees. Update valuations quickly. Manage holdings from one web dashboard from introduction to exit. Seraf guides you through a few easy steps to get your portfolio up and running quickly. Get an overview, develop insights and generate reports in no time. Designed by active, early stage investors with over 25 years experience in fund creation and management, Seraf efficiently handles the complexities of today's early stage investment landscape. Developed specifically to meet the needs of early stage investors, Seraf provides the precise tools you need to manage your portfolio efficiently. -
48
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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Diligent Equity
Diligent
Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs. -
50
Stockle
Stockle
Stockle is a next-generation investment management platform designed to simplify the process of managing, tracking, and optimizing investments. It offers features such as multi-account aggregation, allowing users to view all accounts collectively or create custom views. It supports tracking of stocks, ETFs, funds, indices, and cryptocurrencies globally. Stockle provides detailed analytics, including dividend yield, yield on cost, and success rates of open and closed positions. Users can benchmark portfolios against any asset, utilize an improved command menu for efficient navigation, and access comprehensive transaction logs with historical data. Stockle's intuitive user interface and flexible data model cater to various investment strategies, enabling users to structure portfolios based on strategy, account, goal, or any other idea.Starting Price: $5.67 per month
