Software Category

Banking Investment Management

Software Reviews covers 34 products in the Banking Investment Management market. Fast track your research by exploring our Data Quadrant, sorting the software, purchasing our Banking Investment Management Category Report, or diving deeper into an individual product. Arm yourself with real data so you can make better decisions with more confidence.

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

Data Quadrant

The software experience is shaped by both the software and the relationship with the vendor. By comparing vendors across both we provide a comprehensive understanding of the product and help identify vendors that can deliver on both.

Sample Report

Category Report

A thorough evaluation and ranking of all software in an individual category to compare software across every dimension.

  • User Satisfaction Rankings
  • Business Value Scores
  • Vendor Capability Comparisons
  • Individual Feature Evaluations
  • Emotional Connection to Products
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Sample Report

Customer Experience Report

A detailed and unique report across 5 emotional dimensions that capture a powerful indicator of overall user feeling toward the vendor and product.

  • Service Experience
  • Conflict Resolution
  • Negotiation and Contract
  • Strategy and Innovation
  • Product Impact
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App-X

AIM

AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors.

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Composite Score

Composite
Score

+100

Emotional Footprint

Emotional
Footprint

100%

Likeliness to Recommend

Likeliness
to Recommend

1Reviews

Netage Solutions

Dynamo

Netage Solutions has built the Dynamo product suite through an ongoing, intensive partnership with our clients. The insight provided by this partnership throughout the past seventeen years has resulted in a complete front and middle-office solution that optimizes productivity, and delivers compelling reporting and collateral for investors.

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Composite Score

Composite
Score

+92

Emotional Footprint

Emotional
Footprint

100%

Likeliness to Recommend

Likeliness
to Recommend

1Reviews

StatPro

StatPro Revolution

A complete, interactive and cost-effective online solution for portfolio analysis. With a wealth of easy-to-use analytical tools and the ability to share portfolios with colleagues and clients.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Backstop Solutions Group

BackStop Investment Management Solutions

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

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Composite Score

Composite
Score

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Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

FinSer

FinSer Investment Management

FinSer provides tools and information in the form of consulting, service-bureau functions, and software packages. It is dedicated to helping financial institutions succeed.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Cogency

Cogency

Cogency is an accounting solution for investors with mixed portfolios of hedge funds, private equity funds, and daily traded instruments.

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Composite Score

Composite
Score

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Emotional Footprint

Emotional
Footprint

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Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Risk-AI

Risk-AI

Risk-AI® is a multiple award-winning, Hedge Fund Risk Analysis and Research firm and the mobile technology leader for the Hedge Fund industry.

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Composite Score

Composite
Score

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Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Opes Software

Opes Software

OPES Software is a global provider of investment management solutions for the financial services industry.

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Composite Score

Composite
Score

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Emotional Footprint

Emotional
Footprint

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Likeliness to Recommend

Likeliness
to Recommend

0Reviews