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Investment Portfolio Management Software

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Loansifter
Subscription

A loan pricing and product eligibility engine that enables lenders to optimize lending strategies and compare pricing across multiple loan products.

Plaid
Subscription Free

A financial data connectivity platform that links applications to users' bank accounts for authentication, real-time balance checks, identity and income verification, and asset validation.

Nitrogen
Subscription

Nitrogen is an all-in-one client engagement software platform for financial advisors and wealth management firms. It streamlines client outreach, risk management, investment research, and financial planning with features like firm-wide risk monitori…

Carta
Subscription Free

A cloud-based equity management platform for investors, law firms, and companies, streamlining valuations and equity plans. It simplifies stock plan administration and tracks equity for employees and stakeholders.

Company Watch
Subscription Free Trial

Company Watch provides comprehensive financial risk management solutions, including company credit checks, AML due diligence, supply chain management, director searches, and portfolio management. It offers intelligent, actionable insights for identi…

Morningstar Advisor Workstation
Subscription Free Trial

A cloud-based investment management tool enabling businesses to generate hypothetical illustrations, analyze investment performance, and optimize client communications efficiently.

Irwin
Free Trial Subscription

Modern investor relations software designed for proactive IR teams. Identify, engage, and connect with the investors, streamlining relationship-building to drive business growth.

ezyCollect
Subscription Free Trial

Accelerate revenue collection with ezyCollect. Streamline AR processes through automated management of debtors, credit risks, and cash conversion cycles.

A world beyond banking - a secure, mobile-based current account that allows you to hold, exchange...

WealthBox Investments
Subscription Free Trial

WealthBox simplifies achieving your financial goals with mutual funds, SIPs, and investments. Set and track goals, easily onboard with video KYC, invest in various financial instruments, and manage your personal finance effortlessly.

TradingView is a web-based platform for real-time market data, charting, and technical analysis. It supports multiple asset classes and offers social networking for traders. TradingView simplifies market research and decision-making with customizabl…

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