# Best Investment Accounting Software *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Investment accounting software manages the accounting processes associated with investments. These solutions handle the multiple types of accounting required of investment income, which may include trading security, equity method, available for sale, and more. Investment professionals and fund managers use investment accounting software to handle all investment-related accounting tasks. These tasks include maintaining accurate investment records, tracking activity, and reporting on investment-related gains or losses. Investment accounting software often integrates with, or comes included in, [portfolio management software](https://www.g2.com/categories/investment-portfolio-management). These solutions also typically provide built-in integrations with [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Investment Accounting category, a product must: - Track investments - Handle various types of accounting methods - Integrate with investment portfolio management and/or accounting software ## How Many Investment Accounting Software Products Does G2 Track? **Total Products under this Category:** 39 ## How Does G2 Rank Investment Accounting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 200+ Authentic Reviews - 39+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Investment Accounting Software Is Best for Your Use Case? - **Easiest to Use:** [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) - **Best Free Software:** [Covercy](https://www.g2.com/products/covercy/reviews) --- **Sponsored** ### Intralinks FundCentre AI FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI brings together a fully integrated suite of tools that streamline every stage of the process. By centralizing core workflows, FundCentre AI helps your team work smarter and uncover deep insights into your fund performance and investor relationships, powered by Link, our proprietary AI assistant. Fundraising • Raise capital quickly and efficiently • Streamline distribution and track marketing materials and legal documents • Securely share due diligence information with prospects • Gauge investor interest levels through insightful reports • Complete DDQs faster and more accurately with, our dedicated AI tool Onboarding • Streamline the review, approval, and tracking of subscription packages and AML documentation with AI-driven features. • Track document status and monitor investor progress in real-time • Ensure a seamless investor onboarding experience that instills confidence Investor Reporting • Transform how you share fund data • Enhance investor communications and increase transparency • Strengthen your brand with custom branding and private label features • Manage reporting across funds, track investor activity and upload critical data effortlessly • Instantly locate critical fund and investor information using Link [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1765&secure%5Bdisplayable_resource_id%5D=1532&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1532&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1490833&secure%5Bresource_id%5D=1765&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-accounting&secure%5Btoken%5D=8ef3ad088d2fe62bb40cd95d02f098a61d67aa7a1bbf5c76016be102689bbf2e&secure%5Burl%5D=https%3A%2F%2Fad.doubleclick.net%2Fddm%2Ftrackclk%2FN2471432.4572687G2-HONEYBOOK%2FB35800701.446277948%3Bdc_trk_aid%3D639648661%3Bdc_trk_cid%3D254588942%3Bdc_lat%3D%3Bdc_rdid%3D%3Btag_for_child_directed_treatment%3D%3Btfua%3D%3Bgdpr%3D%24%257bGDPR%257d%3Bgdpr_consent%3D%24%257bGDPR_CONSENT_755%257d%3Bltd%3D%3Bdc_tdv%3D1&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Investment Accounting Software Products in 2026? ### 1. [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence. Our core strength lies in developing technology that serves as a definitive source of truth, empowering clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop is an investment management platform for consultants, OCIOs, pensions, funds of funds, family offices, endowments, foundations, hedge funds, private equity, venture capital, and real estate investment firms. **Average Rating:** 4.7/5.0 **Total Reviews:** 46 **Who Is the Company Behind Backstop Solutions Suite?** - **Seller:** [ION Analytics](https://www.g2.com/sellers/ion-analytics) - **Year Founded:** 2000 - **HQ Location:** New York, US - **LinkedIn® Page:** http://www.linkedin.com/company/acuris-global (157 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 76% Small-Business, 20% Mid-Market ### 2. [Altair](https://www.g2.com/products/altair/reviews) Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investment strategies around the globe. **Average Rating:** 4.1/5.0 **Total Reviews:** 21 **Who Is the Company Behind Altair?** - **Seller:** [SS&C Blue Prism](https://www.g2.com/sellers/ss-c-blue-prism) - **Year Founded:** 2001 - **HQ Location:** Windsor, CT - **Twitter:** @SSCTechnologies (4,803 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/blue-prism-limited/ (1,020 employees on LinkedIn®) - **Ownership:** NASDAQ: SSNC **Who Uses This Product?** - **Top Industries:** Automotive - **Company Size:** 48% Mid-Market, 29% Small-Business ### 3. [Altruist](https://www.g2.com/products/altruist/reviews) Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020. **Average Rating:** 5.0/5.0 **Total Reviews:** 16 **Who Is the Company Behind Altruist?** - **Seller:** [Altruist](https://www.g2.com/sellers/altruist) - **Year Founded:** 2018 - **HQ Location:** Culver City, US - **Twitter:** @altruist (5,019 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/altruistcorp/ (847 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business #### What Are Altruist's Pros and Cons? **Pros:** - Customer Support (3 reviews) - Ease of Use (3 reviews) - User Experience (3 reviews) - Easy Integrations (2 reviews) - Integrations (2 reviews) ### 4. [Covercy](https://www.g2.com/products/covercy/reviews) Covercy is the first banking-embedded investment management platform designed specifically for the CRE (Commercial Real Estate) space. This platform is at the intersection of investment management and financial services. Covercy is the first to launch artificial intelligence (AI) into its core product functions. Covercy helps CRE investment firms with HNW (High Net Worth) investors. The Covercy SaaS platform manages real estate investment assets from fundraising to distribution of payments so the investment management firm can do what they love: get their next deal. The Covercy secure platform is an all-in-one software tool that streamlines investment management operations, automates fund distribution and empowers HNW and family office investors through a high-end investor portal. Covercy combines mission critical financial services with investor administration. Managing payments can be a hassle for real estate GPs (General Partners). The Covercy Platform automates every step of the distribution process: Calculates the distribution amount Executes the payment (moves money securely) Auto-notifies the investors Auto-reconciles the distribution Becomes a system of record Covercy was founded as a foreign currency exchange business in 2015. The majority of the transactions were for commercial real estate. Upon further investigation, there was a gap in the marketplace for investment management with embedded financial services. The Investment Management platform with full-functional investor portal was born. **Average Rating:** 4.6/5.0 **Total Reviews:** 25 **Who Is the Company Behind Covercy?** - **Seller:** [Covercy](https://www.g2.com/sellers/covercy) - **Year Founded:** 2015 - **HQ Location:** New York, US - **Twitter:** @CovercyLtd (410 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/covercy/ (41 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate, Commercial Real Estate - **Company Size:** 83% Small-Business, 17% Mid-Market #### What Are Covercy's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Use (3 reviews) - Investment Management (2 reviews) - Setup Ease (2 reviews) - Design (1 reviews) **Cons:** - Improvement Needed (2 reviews) - Expensive (1 reviews) - Learning Difficulty (1 reviews) - Poor Customer Support (1 reviews) ### 5. [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE. **Average Rating:** 4.2/5.0 **Total Reviews:** 31 **Who Is the Company Behind Dynamo Software?** - **Seller:** [Dynamo Software](https://www.g2.com/sellers/dynamo-software) - **Company Website:** https://www.dynamosoftware.com/ - **Year Founded:** 1998 - **HQ Location:** Watertown, MA - **Twitter:** @dynamosoft (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dynamo-software/ (467 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Investment Management, Venture Capital & Private Equity - **Company Size:** 53% Small-Business, 38% Mid-Market #### What Are Dynamo Software's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (10 reviews) - Functionality (9 reviews) - Customization (7 reviews) - Document Management (7 reviews) **Cons:** - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Difficult Learning (4 reviews) - Not User-Friendly (4 reviews) - Steep Learning Curve (4 reviews) ### 6. [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews) Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal. A Batch reporting feature automatically generates PDF client reports for a single client or an entire practice. Morningstar Research and Investment Data Unique to Morningstar – advisors have access to industry leading investment data. Along with data for open-end mutual funds, stocks, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separate accounts, and 529 college-savings plans, Morningstar Office includes data for offshore funds, hedge funds, and bonds. Morningstar® Back Office Services Morningstar Office includes daily multi-custodial imports and reconciliation services. This allows advisors to log in to each morning and view up-to-date client data from their custodians, as well as held-away assets via Morningstar® ByAllAccounts®. Morningstar can also convert data from other systems, importing the entire transaction history for a practice including cost basis. Portfolio Monitoring and Rebalancing Morningstar® Total Rebalance Expert® provides comprehensive modeling, monitoring, and rebalancing at the household or account level. Advisors can also use the tax-aware tools to harvest tax losses opportunistically, manage cash, and minimize fees and capital gains distributions. Financial Planning and Risk Help your clients identify meaningful goals and then quickly connect those goals to an easy-to-understand plan with Morningstar Goal Bridge. Advisors can also measure a portfolio’s level of risk compared with Morningstar’s Target Allocation Indices and define a recommended asset allocation based on client’s psychometric risk tolerance and goal time horizon. Client Relationship Management Client management is fully included and integrated via Redtail CRM (Customer Relationship Management), or advisors can utilize other CRM integrations such as Salesforce. **Average Rating:** 3.9/5.0 **Total Reviews:** 18 **Who Is the Company Behind Morningstar Office?** - **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar) - **Year Founded:** 1984 - **HQ Location:** Chicago, IL - **Twitter:** @MorningstarInc (236,540 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/morningstar/ (12,024 employees on LinkedIn®) - **Ownership:** MORN **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 84% Small-Business, 16% Enterprise #### What Are Morningstar Office's Pros and Cons? **Cons:** - Software Instability (1 reviews) ### 7. [Axys](https://www.g2.com/products/axys/reviews) SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. Increase productivity, improve accuracy, and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps over a thousand firms get more done in less time. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Who Is the Company Behind Axys?** - **Seller:** [SS&C Advent](https://www.g2.com/sellers/ss-c-advent) - **Year Founded:** 1983 - **HQ Location:** San Francisco, CA - **Twitter:** @SSCAdvent (2,529 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4859 (1,572 employees on LinkedIn®) - **Ownership:** NASDAQ: SSNC **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 8. [CAMRA](https://www.g2.com/products/camra/reviews) CAMRA is a portfolio accounting solution tailored to the needs of insurance investment operations. Its multi-currency, multi-instrument portfolio accounting supports complex securities, sophisticated investment strategies, multi-currency investment management, multiple-bases accounting, and global tax and regulatory processing requirements such as GAAP and Schedule D. Regardless of your trading model or methods, CAMRA has the flexibility to accommodate your operational needs. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind CAMRA?** - **Seller:** [SS&C Blue Prism](https://www.g2.com/sellers/ss-c-blue-prism) - **Year Founded:** 2001 - **HQ Location:** Windsor, CT - **Twitter:** @SSCTechnologies (4,803 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/blue-prism-limited/ (1,020 employees on LinkedIn®) - **Ownership:** NASDAQ: SSNC **Who Uses This Product?** - **Company Size:** 100% Enterprise ### 9. [Carta Fund Management](https://www.g2.com/products/carta-fund-management/reviews) From transactions to distributions, harness a unified suite of tools and services to run your fund with complete control. Carta Fund Management is a comprehensive fund management platform designed to streamline and elevate the way firms manage their investments, from capital calls to investor reporting. Trusted by over 8,800 venture firms with over $200B in assets trust Carta to take care of their fund administration needs, Carta transforms the complexities of venture capital operations into an efficient, user-friendly experience. Private capital firms are increasingly tasked with navigating an ever-evolving landscape of investor demands, compliance, and data complexity. Carta addresses these challenges by offering a cloud-based platform that centralizes fund operations, offering full visibility, transparency, and control. Whether you're managing a single fund or multiple portfolios, Carta simplifies every step of the fund lifecycle— from initial capital raises to quarterly reporting. With Carta Fund Management, firms gain access to: - Real-Time Fund Data: Instant insights into capital calls, distributions, and performance metrics help firms make data-driven decisions and provide stakeholders with up-to-date information. - Investor Transparency: Carta’s robust investor portal enables clear communication with LPs (Limited Partners) and provides them with detailed reports, ensuring transparency and trust. - Seamless Compliance & Reporting: Carta automatically generates the reports required for compliance, helping fund managers stay ahead of regulatory requirements. Whether you need standard tax filings or specialized financial reports, Carta simplifies the process. - Integrated Cap Table Management: The platform allows seamless management of complex ownership structures, ensuring both fund managers and portfolio companies have clarity on equity positions and valuations. The platform’s user-centric interface ensures that all stakeholders— from venture capitalists to limited partners to private equity firms— have easy access to critical information, ultimately reducing the administrative burden and allowing teams to focus on growing their investments. **Average Rating:** 4.1/5.0 **Total Reviews:** 47 **Who Is the Company Behind Carta Fund Management?** - **Seller:** [Carta](https://www.g2.com/sellers/carta) - **Company Website:** https://www.carta.com - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @cartainc (28,835 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/carta--/ (2,040 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Financial Services - **Company Size:** 77% Small-Business, 21% Mid-Market #### What Are Carta Fund Management's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - User Interface (6 reviews) - Navigation Ease (5 reviews) - User Experience (4 reviews) - Customer Support (3 reviews) **Cons:** - Poor Customer Support (7 reviews) - Expensive (6 reviews) - Difficult Learning (4 reviews) - Not User-Friendly (3 reviews) - Poor Navigation (3 reviews) ### 10. [Clearwater Analytics](https://www.g2.com/products/clearwater-analytics/reviews) Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance and reporting. Each day, the Clearwater solution reports on more than $7.3 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **Who Is the Company Behind Clearwater Analytics?** - **Seller:** [Clearwater Analytics](https://www.g2.com/sellers/clearwater-analytics) - **HQ Location:** Boise, US - **LinkedIn® Page:** https://www.linkedin.com/company/clearwateranalytics/ (3,015 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Clearwater Analytics's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Efficiency (1 reviews) - Investment Management (1 reviews) - Research Support (1 reviews) ### 11. [MProfit for Accounting](https://www.g2.com/products/mprofit-for-accounting/reviews) Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets. **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **Who Is the Company Behind MProfit for Accounting?** - **Seller:** [MProfit Software](https://www.g2.com/sellers/mprofit-software) - **Year Founded:** 2007 - **HQ Location:** Mumbai, IN - **Twitter:** @MProfit (5,928 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/mprofit (96 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market ### 12. [AccuTrust Gold](https://www.g2.com/products/accutrust-gold/reviews) AccuTrust Gold is a trust and investment management accounting software with reporting and automatic fee calculations. **Who Is the Company Behind AccuTrust Gold?** - **Seller:** [Accutech](https://www.g2.com/sellers/accutech) - **Year Founded:** 1987 - **HQ Location:** Muncie, US - **LinkedIn® Page:** https://www.linkedin.com/company/accutech-systems-corporation (182 employees on LinkedIn®) ### 13. [Ajaib](https://www.g2.com/products/ajaib/reviews) Ajaib is a leading Indonesian investment platform that simplifies and democratizes investing for individuals, particularly millennials. Established in 2019, Ajaib offers a comprehensive suite of financial instruments, including stocks, mutual funds, bonds, U.S. stocks, and cryptocurrencies, all accessible through a user-friendly mobile application. With a mission to make investing accessible to everyone, Ajaib has become Indonesia's first fully online stock brokerage, eliminating the need for offline brokers or branches. Trusted by over 3 million customers, it stands as the fastest-growing investment startup in Southeast Asia. Key Features and Functionality: - Intuitive Mobile Application: Ajaib provides a sleek and user-friendly mobile app that enables users to trade stocks and manage their portfolios effortlessly. - Diverse Investment Options: Users have access to a wide range of financial instruments, including stocks, mutual funds, bonds, U.S. stocks, and cryptocurrencies, allowing for effective portfolio diversification. - Low Transaction Fees: Ajaib offers competitive trading fees, making investing more affordable for both novice and experienced investors. - Educational Resources: The platform provides a wealth of learning materials, including articles and tutorials, to help users understand investment strategies and market trends. - Real-Time Market Data: Users have access to up-to-date market information, enabling informed investment decisions. - Secure Transactions: Ajaib employs advanced security measures to protect user data and ensure safe transactions. Primary Value and User Solutions: Ajaib's primary value lies in its commitment to making investing accessible and straightforward for everyone, regardless of their financial background. By offering a mobile-first approach with low fees and a user-friendly interface, Ajaib empowers individuals, especially millennials, to take control of their financial futures. The platform addresses common barriers to investing by providing comprehensive educational resources, diverse investment options, and a seamless trading experience, thereby fostering financial literacy and inclusion among its users. **Who Is the Company Behind Ajaib?** - **Seller:** [Ajaib](https://www.g2.com/sellers/ajaib) - **Year Founded:** 2019 - **HQ Location:** Jakarta, ID - **LinkedIn® Page:** http://www.linkedin.com/company/ajaib-id (631 employees on LinkedIn®) ### 14. [Allvue](https://www.g2.com/products/allvue/reviews) Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **Who Is the Company Behind Allvue?** - **Seller:** [Allvue Systems](https://www.g2.com/sellers/allvue-systems) - **Year Founded:** 2019 - **HQ Location:** Miami, Florida, United States - **Twitter:** @allvuesystems (186 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/allvuesystems/ (581 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business ### 15. [Artiffex](https://www.g2.com/products/artiffex/reviews) We created the industry’s only automated solution for the reconciliation of investment portfolios. We help accountants save time by eliminating manual data entry and reducing errors. **Who Is the Company Behind Artiffex?** - **Seller:** [Artiffex](https://www.g2.com/sellers/artiffex) - **Year Founded:** 2016 - **HQ Location:** Montreal, CA - **LinkedIn® Page:** https://www.linkedin.com/company/artiffex (9 employees on LinkedIn®) ### 16. [Atominvest](https://www.g2.com/products/atominvest/reviews) Atominvest's next-generation software is revolutionizing asset management, allowing fund managers and their service providers to efficiently manage both their investments and investor base via a single, modular software solution. Atominvest’s modern software streamlines core processes including portfolio management & ESG monitoring. It also enhances investor experience across fundraising, onboarding/e-subdocs, compliance and client reporting. Atominvest currently powers 70k+ users, 15,000+ portfolio companies and over $5trn AUM globally and is used by many of the world’s leading investment firms. **Who Is the Company Behind Atominvest?** - **Seller:** [AtomInvest](https://www.g2.com/sellers/atominvest) - **HQ Location:** Greater London, GB - **LinkedIn® Page:** http://www.linkedin.com/company/atominvest (33 employees on LinkedIn®) ### 17. [Broadridge Investment Accounting](https://www.g2.com/products/broadridge-investment-accounting/reviews) Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry. **Who Is the Company Behind Broadridge Investment Accounting?** - **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions) - **HQ Location:** New York, NY - **Twitter:** @Broadridge (6,501 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,566 employees on LinkedIn®) - **Ownership:** NYSE:BR - **Total Revenue (USD mm):** $4,362,200 ### 18. [Cheetah Wealth Management](https://www.g2.com/products/cheetah-wealth-management/reviews) Cheetah, an Accutech company, provides digital solutions for trust accounting, investment management, and advanced portfolio management, enabling wealth managers to grow their business. Cheetah was built to address the specific challenges that inhibit wealth managers from growing their business. The solution is designed to create efficiency and reduce steps in trust accounting processes, to consolidate workflows that were previously siloed so wealth managers can manage trades, investments, and transactions from one source of truth, and to push institutions ahead of their competition by offering solutions like business intelligence to make better business decisions and client portals to build and retain relationships.  The company's flagship product, Cheetah, is a wealth management software program that enables wealth managers and financial institutions to oversee trust accounts, manage assets and investments, conduct trades and settlements, and schedule and collect fees, as well as provide a pricing and tax reporting service in one all-encompassing system. Cheetah's complementary solutions allow wealth managers to enhance their business strategy by offering BI and analytics solutions, portals for client access, a mobile app, and extensive API library. **Who Is the Company Behind Cheetah Wealth Management?** - **Seller:** [Accutech](https://www.g2.com/sellers/accutech) - **Year Founded:** 1987 - **HQ Location:** Muncie, US - **LinkedIn® Page:** https://www.linkedin.com/company/accutech-systems-corporation (182 employees on LinkedIn®) ### 19. [daappa](https://www.g2.com/products/daappa/reviews) daappa is the data, accounting, and administration platform for private assets. The daappa platform is a combination of software, cloud technology, data management and proactive client servicing designed to assist asset owners, general partners, asset managers and fund administrators to be data-driven, transparent and operationally efficient. daappa has been purpose-built to manage complex investment, structures and funds related to private equity, debt, loans and real assets with front to back-office functionality, inbuilt workflow, reporting and data management capabilities that are delivered via a secure, managed cloud service.  We are a socially responsible global fintech with a mission to advance the democratisation of private asset markets. We are trusted by our clients to help them stay ahead of regulatory and operational change. Our agile team cares deeply about what we produce and deliver to help our clients minimise their risks and maximise their opportunities. **Who Is the Company Behind daappa?** - **Seller:** [daappa Limited](https://www.g2.com/sellers/daappa-limited) - **Year Founded:** 2000 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/meetdaappa/ (33 employees on LinkedIn®) ### 20. [EAS Expense Allocation System](https://www.g2.com/products/eas-expense-allocation-system/reviews) IntegriDATA Expense Allocation System (EAS) is the leading expense allocation software for private equity and hedge fund managers. Used by alternative asset managers to help service over $963B AUM, EAS automates the expense allocation process improving accuracy, increasing efficiency, and ensuring compliance. \*\*\* The manual process for allocating expenses across funds is notoriously convoluted and opaque. Complicated Excel-based allocations often contain hidden mistakes due to a lack of controls. Allocation mistakes put asset managers at risk for reimbursement delays or misallocations. Millions in misallocation penalties have confirmed these issues industrywide, prompting the SEC to make expense allocation an investigative priority. IntegriDATA Expense Allocation System (EAS) brings control, consistency, and precision to expense allocation. Automatically allocate expenses with EAS to improve accuracy, increase efficiency, and ensure compliance. **Who Is the Company Behind EAS Expense Allocation System?** - **Seller:** [IntegriDATA](https://www.g2.com/sellers/integridata) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 21. [Finorb](https://www.g2.com/products/finorb/reviews) FINORB is an integrated and comprehensive Investment and Financial Management Software Solution for Comprehensive Accounting, Portfolio Management & Research Analysis, with a complete Wealth Management including Risk Analysis and Tax Planning. **Who Is the Company Behind Finorb?** - **Seller:** [FSL Software Technologies Ltd](https://www.g2.com/sellers/fsl-software-technologies-ltd) - **Year Founded:** 1983 - **HQ Location:** Noida, IN - **LinkedIn® Page:** https://www.linkedin.com/company/fsl-software-technologies-ltd (246 employees on LinkedIn®) ### 22. [Fundwave](https://www.g2.com/products/fundwave/reviews) Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact funds 6. Family offices 7. Real estate funds Key features of Fundwave include: 1. Fund Administration: Automates complex allocations, fund accounting, and investor reporting. This includes generating capital notices, NAV statements, and custom financial reports. 2. Portfolio Management: Tracks portfolio performance with real-time analytics, IRR and MOIC calculations, cap tables, and KPI collection. 3. Investor Relations: Offers secure investor portals for sharing reports, capital calls, and other key documents, enhancing transparency and communication with investors. 4. Deal Pipeline Management: Organizes and tracks deal flow, helping fund managers focus on high-potential investment opportunities. **Who Is the Company Behind Fundwave?** - **Seller:** [Fundwave](https://www.g2.com/sellers/fundwave) - **Year Founded:** 2013 - **HQ Location:** Singapore, SG - **Twitter:** @getfundwave (204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fundwave/ (21 employees on LinkedIn®) ### 23. [FYNXT](https://www.g2.com/products/fynxt/reviews) FYNXT is a leading provider of low code & modular digital front office for Multi-Asset Brokers & other FIs. As an ISO 27001:2013 | ISMS-certified organization, we strive to deliver cutting-edge solutions that meet the highest regulatory compliance and security standards. **Who Is the Company Behind FYNXT?** - **Seller:** [FYNXT](https://www.g2.com/sellers/fynxt) - **Year Founded:** 2015 - **HQ Location:** Singapore, SG - **LinkedIn® Page:** http://www.linkedin.com/company/fynxt (108 employees on LinkedIn®) ### 24. [GBST Composer](https://www.g2.com/products/gbst-composer/reviews) We provide financial services technology to the capital market and wealth management sectors globally. Our experts create vital back, middle and front office technology solutions for investment bankers, stockbrokers and fund managers to assist them with streamlining operations and engaging their customers. **Who Is the Company Behind GBST Composer?** - **Seller:** [GBST](https://www.g2.com/sellers/gbst) - **Year Founded:** 1983 - **HQ Location:** Millers Point, New South Wales, Australia - **LinkedIn® Page:** https://www.linkedin.com/company/gbst (463 employees on LinkedIn®) - **Ownership:** ASX: GBT ### 25. [IN-DIS](https://www.g2.com/products/in-dis/reviews) IN-DIS provides insurers in support of the automation requirements of business process. This integrated solution complies with management needs and reglementary directives by producing analyses and reports. **Who Is the Company Behind IN-DIS?** - **Seller:** [AMINDIS](https://www.g2.com/sellers/amindis) - **Year Founded:** 1999 - **HQ Location:** Louvain-la-Neuve, BE - **LinkedIn® Page:** http://www.linkedin.com/company/amindis (39 employees on LinkedIn®) ## What Is Investment Accounting Software? [Financial Services Software](https://www.g2.com/categories/financial-services) ## What Software Categories Are Similar to Investment Accounting Software? - [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)