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Check out our list of best Investment Management Software for Startups. Products featured on this list are the ones that are best suited for Startups. If you’d like to see more products and to evaluate additional feature options, compare all Investment Management Software to ensure you get the right product.
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(Showing 1 - 15 of 15 products)
Brand: Mprofit
4.4
MProfit is an investment management software that helps in managing financial portfolios. MProfit is explicitly developed for the Indian investment commu... Read More About MProfit 
₹18,000 /Year
Brand: EDP Soft
4.1
(0 user reviews)
Midas is a complete Investment Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Investment Management Software for Web-Based h... Read More About Midas
Price On Request
Brand: FactSet Research Systems
4.1
FactSet is a financial data and analytics platform designed to provide insights for investment professionals. It offers tools and resources for investment... Read More About Factset
Price On Request
Brand: Allvue Systems
4.4
Allvue Systems is a leading provider of cloud-based investment management software tailored for the alternative investment industry.... Read More About Allvue Systems
Price On Request
Brand: Forex Tester Software
4.0
(0 user reviews)
Forex Tester is an innovative investment management software designed for traders of all levels.... Read More About Forex Tester
$149
35% OFF
Brand: Ampsys Consulting Pvt Ltd
4.2
(0 user reviews)
WealthERP enables financial professionals to plan, track, transact, and analyze investments across multiple asset classes from a single interface.... Read More About WealthERP
₹15,000 /Year
Brand: Wealthy
Be the first to review Wealthy helps traders, investors, and finance professionals build and manage a financial product distribution business. With digital tools, investment rese... Read More About Wealthy
FREE
Price On Request
Brand: Sharesight
4.0
(0 user reviews)
Sharesight is an investment portfolio management tool that helps individuals and businesses track investments effortlessly. It offers features like portfol... Read More About Sharesight
$9 /Month
Brand: KIR Chain Labs
4.7
KIR HYIP is a cryptocurrency exchange software that enables investors to expand their platform's global reach.... Read More About KIRHYIP
$149 /Quantity
Price On Request
Brand: Pocketful
4.9
Pocketful is a digital trading and investment software that enables users to invest in stocks, ETFs, mutual funds, IPOs, bonds, commodities, and derivative... Read More About Pocketful
Price On Request
Brand: IIFL Securities
4.0
Offering trading platforms for stocks, commodities, and derivatives. It provides tools for online trading, investment management, and wealth advisory servi... Read More About IIFL Securities
Price On Request
Last Updated on : 07 Sep, 2026
Investment Management Software Comparison
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AI enhances portfolio and investment management software by providing tools for Advanced Data Analysis that identify patterns and trends that may not be immediately apparent to human analysts. AI also aids in identifying and mitigating potential risks within investment portfolios. One can make informed decisions regarding market entry and exit to maximize profits and minimize losses using AI.
“Very efficient at getting required reports, in an easy-to-use format. Communicating with clients because this is easy to understand.”
- Aditya Singh
See all MProfit reviews
“Clean and user-friendly trading app with quick account opening, smooth order execution, and competitive brokerage charges.”
- Ankit
See all Pocketful reviews “Zero brokerage on delivery trades, zero AMC, competitive MTF charges, and useful AI-powered assistance through Pocketful GPT.”
- Manisha
See all Pocketful reviews “Easy-to-use trading app with useful features like Pocketful Scalper, low-cost MTF, and Pocketful AI tools that enhance the overall trading experience.”
- Himanshu Pandey
See all Pocketful reviews “Simple and easy-to-use app with fast account opening, smooth navigation, and low brokerage charges.”
- Akanksha
See all Pocketful reviews “Lowest pricing - 0 brokerage, NIL account opening, NIL AMC and 5.99% MTF”
- Prateek
See all Pocketful reviews “?0 account opening and AMC, along with a clean, easy-to-use interface. The account setup is quick, and the trading experience is smooth and hassle-free.”
- Hari
See all Pocketful reviews | Investment Management Software Cost | ||
|---|---|---|
| Top Investment Management Software | Starting Price | Rating |
| MProfit | ₹18000.00 /Year | 4.4 |
| Forex Tester | $230.00 | 4.0 |
| WealthERP | ₹15000.00 /Year | 4.2 |
| Portseido | $10.00 | 4.3 |
| Sharesight | $9.33 /Month | 4.0 |
| KIRHYIP | $149.00 /Quantity | 4.7 |
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