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Best Investment Accounting Software - Page 2

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Investment accounting software manages the accounting processes associated with investments. These solutions handle the multiple types of accounting required of investment income, which may include trading security, equity method, available for sale, and more.

Investment professionals and fund managers use investment accounting software to handle all investment-related accounting tasks. These tasks include maintaining accurate investment records, tracking activity, and reporting on investment-related gains or losses.

Investment accounting software often integrates with, or comes included in, portfolio management software. These solutions also typically provide built-in integrations with accounting software.

To qualify for inclusion in the Investment Accounting category, a product must:

Track investments
Handle various types of accounting methods
Integrate with investment portfolio management and/or accounting software

Best Investment Accounting Software At A Glance

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37 Listings in Investment Accounting Available
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.

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  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @Broadridge
    5,964 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15,765 employees on LinkedIn®
    Ownership
    NYSE:BR
    Total Revenue (USD mm)
    $4,362,200
Product Description
How are these determined?Information
This description is provided by the seller.

Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
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Market Segment
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Seller Details
HQ Location
New York, NY
Twitter
@Broadridge
5,964 Twitter followers
LinkedIn® Page
www.linkedin.com
15,765 employees on LinkedIn®
Ownership
NYSE:BR
Total Revenue (USD mm)
$4,362,200
  • Overview
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  • Product Description
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    This description is provided by the seller.

    Cheetah, an Accutech company, provides digital solutions for trust accounting, investment management, and advanced portfolio management, enabling wealth managers to grow their business. Cheetah was

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    Seller
    Accutech
Product Description
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Cheetah, an Accutech company, provides digital solutions for trust accounting, investment management, and advanced portfolio management, enabling wealth managers to grow their business. Cheetah was

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Seller
Accutech

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  • Product Description
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    daappa is the data, accounting, and administration platform for private assets. The daappa platform is a combination of software, cloud technology, data management and proactive client servicing de

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daappa is the data, accounting, and administration platform for private assets. The daappa platform is a combination of software, cloud technology, data management and proactive client servicing de

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  • Product Description
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    Dynamo Software is a complete investment management platform that is highly configurable, cloud-based, automated, and versatile. It is designed to meet the front-to-back office needs of GPs, LPs, and

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    Market Segment
    • 55% Small-Business
    • 27% Enterprise
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  • Seller Details
    Year Founded
    1998
    HQ Location
    Watertown, MA
    Twitter
    @dynamosoft
    338 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    437 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dynamo Software is a complete investment management platform that is highly configurable, cloud-based, automated, and versatile. It is designed to meet the front-to-back office needs of GPs, LPs, and

Users
No information available
Industries
No information available
Market Segment
  • 55% Small-Business
  • 27% Enterprise
Seller Details
Year Founded
1998
HQ Location
Watertown, MA
Twitter
@dynamosoft
338 Twitter followers
LinkedIn® Page
www.linkedin.com
437 employees on LinkedIn®
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  • Product Description
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    IntegriDATA Expense Allocation System (EAS) is the leading expense allocation software for private equity and hedge fund managers. Used by alternative asset managers to help service over $963B AUM, EA

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Product Description
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IntegriDATA Expense Allocation System (EAS) is the leading expense allocation software for private equity and hedge fund managers. Used by alternative asset managers to help service over $963B AUM, EA

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  • Product Description
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    FINORB is an integrated and comprehensive Investment and Financial Management Software Solution for Comprehensive Accounting, Portfolio Management & Research Analysis, with a complete Wealth Manag

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    HQ Location
    Noida, India
Product Description
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FINORB is an integrated and comprehensive Investment and Financial Management Software Solution for Comprehensive Accounting, Portfolio Management & Research Analysis, with a complete Wealth Manag

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HQ Location
Noida, India
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Entry Level Price:Free
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  • Product Description
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    Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

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    Seller
    Fundwave
    Year Founded
    2013
    HQ Location
    Singapore, Malaysia
    Twitter
    @getfundwave
    210 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Seller Details
Seller
Fundwave
Year Founded
2013
HQ Location
Singapore, Malaysia
Twitter
@getfundwave
210 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
0 ratings
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  • Overview
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  • Product Description
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    FYNXT is a leading provider of low code & modular digital front office for Multi-Asset Brokers & other FIs. As an ISO 27001:2013 | ISMS-certified organization, we strive to deliver cutting-edg

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    Seller
    FYNXT
    Year Founded
    2015
    LinkedIn® Page
    www.linkedin.com
    95 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FYNXT is a leading provider of low code & modular digital front office for Multi-Asset Brokers & other FIs. As an ISO 27001:2013 | ISMS-certified organization, we strive to deliver cutting-edg

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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Seller Details
Seller
FYNXT
Year Founded
2015
LinkedIn® Page
www.linkedin.com
95 employees on LinkedIn®
By GBST
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  • Product Description
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    We provide financial services technology to the capital market and wealth management sectors globally. Our experts create vital back, middle and front office technology solutions for investment banker

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    Seller
    GBST
    Ownership
    ASX: GBT
Product Description
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We provide financial services technology to the capital market and wealth management sectors globally. Our experts create vital back, middle and front office technology solutions for investment banker

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GBST
Ownership
ASX: GBT
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    IN-DIS provides insurers in support of the automation requirements of business process. This integrated solution complies with management needs and reglementary directives by producing analyses and re

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    Seller
    AMINDIS
Product Description
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IN-DIS provides insurers in support of the automation requirements of business process. This integrated solution complies with management needs and reglementary directives by producing analyses and re

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AMINDIS
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  • Product Description
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    Investera is a multi asset class investment management platform that was built with the aim to simplify the process of investment management and to equip investment professionals with the means to ded

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    Seller
    Investera
Product Description
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This description is provided by the seller.

Investera is a multi asset class investment management platform that was built with the aim to simplify the process of investment management and to equip investment professionals with the means to ded

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
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Seller Details
Seller
Investera
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  • Product Description
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    ReconAdvantage is an investment management software that is a comprehensive portfolio accounting, client reporting, performance measurement solution offered as a subscription.

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    No information available
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    No information available
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  • Seller Details
Product Description
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ReconAdvantage is an investment management software that is a comprehensive portfolio accounting, client reporting, performance measurement solution offered as a subscription.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
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  • Product Description
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    SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio.

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    No information available
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  • Seller Details
    Year Founded
    1986
    Twitter
    @INDUSFLOW
    14 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1986
Twitter
@INDUSFLOW
14 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
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  • Product Description
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    This description is provided by the seller.

    With PAM for Investments, youll have a flexible investment accounting platform that grows with your business.

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    No information available
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    HQ Location
    Boston, US
    LinkedIn® Page
    www.linkedin.com
    41,134 employees on LinkedIn®
    Ownership
    NYSE: STT
Product Description
How are these determined?Information
This description is provided by the seller.

With PAM for Investments, youll have a flexible investment accounting platform that grows with your business.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
Boston, US
LinkedIn® Page
www.linkedin.com
41,134 employees on LinkedIn®
Ownership
NYSE: STT
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  • Product Description
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    Pacific Fund Systems ("PFS"​) is a company supporting investment fund accounting and administration. PFS software has completely re-engineered the work processes of fund administrators by replacing mu

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    No information available
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    No information available
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  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pacific Fund Systems ("PFS"​) is a company supporting investment fund accounting and administration. PFS software has completely re-engineered the work processes of fund administrators by replacing mu

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®