To grow wealth through investment, you must optimize your investment portfolio. Choosing an investment scheme and investing money isn’t enough to make profits. You must have investment objectives, decide on the money to invest, and finally, find the perfect asset allocation to fulfill your goals.
It can be tough to find the right asset and position your allocation. You can make this job easier by finding an efficient portfolio management software. Several options from free, simple-to-use apps to in-depth, fully-featured tools are available. In most cases, portfolio management is just one of the features offered by these platforms. You can also find apps solely dedicated to portfolio management. Below are some of the best investment management software.
Octopus is a web-based, user-friendly system that covers the complete workflow of front, middle, as well as, back office. The software offers fund accounting/management and supports complex fee structures and funds. The software also helps in automated reporting.
- AppFolio Investment Management
This is a commercial real-estate software tool that improves investor experiences and eases investment functions. The software can be used to stay ahead according to the changes in the investment market and personalizes investor experience according to the expectations of the investor.
Mint has the potential to keep all the financial accounts in a single place. This software is used by more than 7 million people around the world. TRUSTe and VeriSign validate and protect all data. Mint will automatically drive all your financial data in a single place.
Foundersuite is considered to be a financial CRM tool that is created to help startups connect with investors, handle the relations with the investor, and to monitor the progress of the company’s funding. Foundersuite has the power to integrate various fundraising tools and investor relations.
Stessa uses AI in its accounting solution and is specially designed for real estate investors to offer them rental properties. Landlords can use this tool to increase their profits using personalized performance standards, automated income and expense tracking, tax-ready financials, storage of documents, etc.
StockMarketEye is a portfolio management software that is easy to use. It is ideal for asset managers and individual investors. You can keep a track of all your investors in a single place and handle your investment outcomes.
- RealPage IMS
This is a fully integrated, cloud-based investor management tool ideal for commercial real estate investment companies. They offer tools for advanced analytics, investor mobile apps for both iOS and Android, in-built CRM, document management, investor dashboards, distribution waterfalls, etc.
- Social Security Timing
Social Security Timing helps businesses by providing solutions to optimize the social security-related claims and strategies of their clients. The software offers report generation in PDF format and evaluates data to improve benefits.
- MRI Software
MRI Software provides a compliant cloud-based platform for real estate companies and owners. It helps to span commercial and residential property management, financial and accounting reports, visitor management, sales, lease accounting, investment lifecycle, etc.