Latest Research


This content is currently locked.

Your current Info-Tech Research Group subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative
Or Call Us:
+1-888-670-8889 (US/CAN) or
+1-703-340-1171 (International)

Investment Management Software

Investment Management

What is Investment Management Software?

Banking Investment Management software provides solutions such as portfolio management, investment accounting, trade and asset management, and banking risk management in the finance and banking sector.

Common Features

  • Contact Management
  • Portfolio Management
  • Banking Risk Management
  • Trade Management
  • Multi Currency
  • Mergers and Acquisitions
  • Investment Accounting
  • Fund Management
  • Compliance Management
  • Investor Relations Management
  • Asset Management

Write a Review to receive up to a $10 Gift Card*

*After you complete our short 5-6 minute survey, we will happily provide you with your choice of reward up to $10 based on available options for your region.

Write a Review

Top Investment Management Software 2026

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

Products below are ineligible for awards due to insufficient recent reviews

Eagle Investment Systems LLC

BNY Investment Management

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

BNY's investment management model brings to clients the best of both worlds: specialist expertise from eight world-class investment firms offering solutions across major asset classes, backed by the strength, scale and proven stewardship of BNY Mellon.

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

Backstop Solutions Group provides products for the institutional investment community to make business decisions with intelligence provided via the cloud.

Emphasys Software

SymPro

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

SymPro is a treasury management solution by Emphasys Software that specializes in servicing public sector entities in the fields of investment management, debt management and cash management.

Profile Systems & Software

IMSPlus

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

The IMSplus Investment Management platform (available on desktop, web and mobile) developed by Profile Software serves the BFSI industry with specialised solutions for each sector. These can each be deployed either as stand-alone systems or as a seamlessly integrated platform for any organisation's Investment Management IT ecosystem.

TPG Software, Inc.

Portfolio Genius

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

Portfolio Genius provides full coverage of the fixed income and liability instruments in your portfolio, including accuracy in accrual, accretion and amortization in conformity with the current, Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, premiums, discounts and accrued interest (calculated using various day count methods, and the International Financial Reporting Standards (IFRS), accuracy in the maintenance, tracking and projection of the financial terms of fixed-income securities as related to principal and interest payments, coupon rates, rate resets, call dates, MBS and CMO factors, CPRs and PSAs, and maturities.

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

Global Wealth Enterprise Solution – Global WealthES (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing.

Ion Group

Fidessa

Insufficient Data
This product does not have enough reviews to meet the minimum criteria to display results. Please check back shortly or write a review.

ION Fidessa Platform empowers your business with everything you need for equities and trading in one integrated solution. You can unify your operations, simplify your workflows, and boost your efficiency. Access all your buy sides and brokers. Execute orders on more than 100 markets. And do everything you need in one solution, from automated low-touch trading to complete order and risk management.

Visit our IT’s Moment: A Technology-First Solution for Uncertain Times Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171