Investment Management Platforms

Software that helps investors and financial advisors manage investment portfolios, analyze assets, and execute trades.

18 products

Addepar favicon

Addepar

addepar.com

BlackRock Aladdin favicon

BlackRock Aladdin

aladdin.blackrock.com

Bloomberg Terminal favicon

Bloomberg Terminal

bloomberg.com/professional/solution/bloomberg-terminal

Bloomberg Wealth Management Solutions favicon

Bloomberg Wealth Management Solutions

bloomberg.com/professional/solution/wealth-management

Charles River Investment Management Solution favicon

Charles River Investment Management Solution

crd.com

eMoney Advisor favicon

eMoney Advisor

emoneyadvisor.com

Envestnet | Tamarac favicon

Envestnet | Tamarac

tamarac.com

Eze Investment Suite favicon

Eze Investment Suite

eze.com

FactSet favicon

FactSet

factset.com

Fidelity Wealthscape favicon

Fidelity Wealthscape

fidelity.com/wealthscape

MoneyGuidePro favicon

MoneyGuidePro

moneyguidepro.com

Morningstar Direct favicon

Morningstar Direct

morningstar.com/products/direct

Morningstar Office favicon

Morningstar Office

morningstar.com/products/office

Orion Advisor Platform favicon

Orion Advisor Platform

orion.com

Planner360 favicon

Planner360

planner360.com

RightCapital favicon

RightCapital

rightcapital.com

Riskalyze favicon

Riskalyze

riskalyze.com

SimCorp Dimension favicon

SimCorp Dimension

simcorp.com

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