Best Investment Accounting Software

Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef

Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Bene

Covercy is the first banking-embedded investment management platform designed specifically for the CRE (Commercial Real Estate) space. This platform is at the intersection of investment management and

Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cu

Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and

SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. Increase productivity, improve

CAMRA is a portfolio accounting solution tailored to the needs of insurance investment operations. Its multi-currency, multi-instrument portfolio accounting supports complex securities, sophisticated

Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance and reporting. Each day, the Clearw

Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.

AccuTrust Gold is a trust and investment management accounting software with reporting and automatic fee calculations.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable inve

We created the industry’s only automated solution for the reconciliation of investment portfolios. We help accountants save time by eliminating manual data entry and reducing errors.

Atominvest's next-generation software is revolutionizing asset management, allowing fund managers and their service providers to efficiently manage both their investments and investor base via a singl

BasisPoint is an integrated global investment accounting solution and fund administration system that services the financial verticals providing a solution for aggregated position record keeping.