The Top 6 Investor Reporting Software

Check out this list of the top Investor Reporting Software products based on user satisfaction. A product's satisfaction score is calculated by a proprietary algorithm that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers.

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Orion Advisor Technology

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

89%

Investment Management

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.1

8.2

Meets Requirements

Average: 7.6

0.0

Ease of Doing Business With

Average: 6.5

0.0

Ease of Setup

Average: 8.8

8.3

Quality of Support

Average: 8.0

0.0

Ease of Admin

Average: 6.2

0.0

VESTBERRY

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

75%

Investment Management

20%

Financial Services

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.1

9.1

Meets Requirements

Average: 7.6

9.2

Ease of Doing Business With

Average: 6.5

9.6

Ease of Setup

Average: 8.8

8.6

Quality of Support

Average: 8.0

9.7

Ease of Admin

Average: 6.2

10.0

Visible

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

38%

Marketing and Advertising

25%

Accounting

25%

Construction

13%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.1

9.9

Meets Requirements

Average: 7.6

9.6

Ease of Doing Business With

Average: 6.5

0.0

Ease of Setup

Average: 8.8

9.9

Quality of Support

Average: 8.0

9.7

Ease of Admin

Average: 6.2

0.0

Irwin

Overall Satisfaction Score

Top Industries of Reviewers:

Mining & Metals

52%

Financial Services

24%

Capital Markets

14%

Chemicals

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.1

9.4

Meets Requirements

Average: 7.6

9.4

Ease of Doing Business With

Average: 6.5

10.0

Ease of Setup

Average: 8.8

10.0

Quality of Support

Average: 8.0

9.9

Ease of Admin

Average: 6.2

10.0

Backstop Solutions Suite

Overall Satisfaction Score

Top Industries of Reviewers:

Investment Management

41%

Financial Services

38%

Venture Capital & Private Equity

14%

Capital Markets

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.1

9.8

Meets Requirements

Average: 7.6

8.8

Ease of Doing Business With

Average: 6.5

9.9

Ease of Setup

Average: 8.8

8.6

Quality of Support

Average: 8.0

9.7

Ease of Admin

Average: 6.2

8.8

Dynamo Software

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

56%

Investment Management

22%

Commercial Real Estate

11%

Financial Services

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.1

8.2

Meets Requirements

Average: 7.6

8.6

Ease of Doing Business With

Average: 6.5

9.6

Ease of Setup

Average: 8.8

7.2

Quality of Support

Average: 8.0

9.2

Ease of Admin

Average: 6.2

8.3