Best Investment Accounting Software
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. These solutions also typically provide built-in integrations with accounting software.
To qualify for inclusion in the Investment Accounting category, a product must:
Best Investment Accounting Software At A Glance
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- Overview
- Seller Details
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 redef
- Financial Services
- Investment Management
- 76% Small-Business
- 20% Mid-Market
- Overview
- Seller Details
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 Bene
- Automotive
- 48% Mid-Market
- 29% Small-Business
4,811 Twitter followers
- Overview
- Pros and Cons
- Seller Details
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 cu
- Financial Services
- 100% Small-Business
4,954 Twitter followers
- Overview
- Pros and Cons
- Seller Details
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
- Real Estate
- Commercial Real Estate
- 83% Small-Business
- 17% Mid-Market
461 Twitter followers
- Overview
- Pros and Cons
- Seller Details
Dynamo Software is a leading provider of alternative investment management software platform that enables asset allocators, private equity (PE) firms, venture capital (VC) firms, and institutional inv
- Investment Management
- Venture Capital & Private Equity
- 55% Small-Business
- 35% Mid-Market
344 Twitter followers
- Overview
- Pros and Cons
- Seller Details
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
- Financial Services
- 84% Small-Business
- 16% Enterprise
235,179 Twitter followers
- Overview
- Seller Details
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
- 100% Mid-Market
2,536 Twitter followers
- Overview
- Seller Details
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
- 100% Enterprise
4,811 Twitter followers
- Overview
- Pros and Cons
- Seller Details
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
- Computer Software
- Financial Services
- 77% Small-Business
- 21% Mid-Market
28,674 Twitter followers
- Overview
- Pros and Cons
- Seller Details
Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance and reporting. Each day, the Clearw
- 100% Small-Business
- Overview
- Seller Details
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.
- 33% Enterprise
- 33% Mid-Market
5,636 Twitter followers
- Overview
- Seller Details
AccuTrust Gold is a trust and investment management accounting software with reporting and automatic fee calculations.
- Overview
- Seller Details
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 finan
- Overview
- Seller Details
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 inve
- 67% Small-Business
187 Twitter followers
- Overview
- Seller Details
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.
