Investment Management Software Features

Accounting

Built-in accounting or integration with a third party accounting system

Benchmarking

Compare key metrics for the business against prominent players in the industry

Bonds / Stocks

Purchase and track both bonds and stocks in the portfolio

Client Management

Manage company interactions with current customers

Client Portal

A website and login for stakeholders to access information

Commodity Futures

Track and trade contracts to transact in tengible goods at a certain price in the future

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Data Import/Export

Import and export information and reports to and from the program

For Investment Advisors

Used by financial advisors and money managers

For Investors & Traders

Used by retail investors and active traders/day traders

Fund Management

Manage allocation and performance of assets kept in different funds (often put into separate bucket for a specific purpose)

Modeling & Simulation

Graphing and outlining possibilities of different scenarios and performance, 'what if' anaysis, yield analysis, cash flow projections

Performance Metrics

A set of indicators that tracks how well an organization, a division, or a particular project are performing

Portfolio Rebalancing

Reallocation of assets to reflect changing investment goals or market conditions

Real Estate

For tracking investment in real estate assets

Risk Management

Identify, evaluate, mitigate, and report on risk

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