Top Advent Software, Inc. Alternatives, Competitors & Similar Software

Investment Portfolio Management Software

Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of tools for portfolio management, performance reporting, data aggregation, and client communication.

Investment Portfolio Management Software

Ridgeline® is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building an AI-powered platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno, and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”

Investment Portfolio Management Software

Developer of an advanced financial software created to liberate the world's largest financial institutions from the limitations of their data systems and equip them to build a simple, connected and more informed future. The company's advanced investment management platform, LUSID, is an open, scalable and utility-based which offers investment data storage and secures a full history of every transaction and adjustment your company makes, as well as providing powerful interrogation capabilities. It is creating data systems to enhance utility and information, simplify user access and reduce operating and capital costs.

Investment Portfolio Management Software

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and trade clients' retirement accounts securely and compliantly.

Investment Portfolio Management Software

Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.

Investment Portfolio Management Software

Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks—to streamline operations, enhance data accuracy, and drive superior investment decisions. With a global presence spanning North America, Europe, and India. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle.

Investment Portfolio Management Software

Vestmark is a leading provider of portfolio management/trading solutions and outsourced services, offering a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts.

Investment Portfolio Management Software

Kanastra is the technological backoffice for alternative investments, using proprietary technology for structured fund trust services and securitization services.

Investment Portfolio Management Software

ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions, focused on creating sustainable value for global asset and wealth management firms.

Investment Portfolio Management Software

R A I N M A K E R™ provides a comprehensive transaction management tool designed specifically for capital markets. Our platform streamlines deal processes, enhances collaboration, and offers insightful analytics to help you close deals faster and more efficiently. With features like custom workflows, secure data sharing, and automated reporting, we empower private capital market professionals to manage their transactions seamlessly.

Investment Portfolio Management Software

Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.

Investment Portfolio Management Software

Fundcraft is Europe's premier provider of end-to-end digital fund operations for the alternative asset management industry, offering a unified digital fund operations platform.

Investment Portfolio Management Software

Provider of a wealth management platform intended to automate data analysis and operational processes associated with managing investment data. The company's enterprise SaaS platform MPro, integrates and analyzes data from all sources and provides highly customizable compliance management tools to streamline the entire investment process with data-driven methods, enabling wealth managers, family offices and private banks to serve their clients by eliminating manual errors occurring while handling bulk investment related data.

Investment Portfolio Management Software

Range is an AI wealthtech platform that provides wealth management and financial advisory services, empowering high earners to manage their money more effectively.

Investment Portfolio Management Software

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Investment Portfolio Management Software

Alphastream is the leading AI platform transforming private credit workflows. We leverage advanced natural language processing to turn complex credit agreements, loan documents, and financial reports into actionable insights – in a matter of minutes. Private credit investors and analysts use Alphastream to accelerate deal due diligence, monitor portfolio performance, and unlock data-driven insights that were once buried in paperwork. Our AI models are purpose-built and trained by veteran credit professionals, delivering over 800 key data points from each document with industry-leading accuracy. From automatically summarizing covenants in a $500M loan agreement to updating financial metrics as soon as a borrower’s report is out, Alphastream empowers you to make faster, smarter decisions in the private credit market. Alphastream seamlessly integrates with your existing tools (including DealCloud) and adheres to enterprise security standards (single-tenant cloud deployment, SSO, full audit trails). We’re proud to be trusted by the world's largest credit investors to drive efficiency and innovation in credit investing. Founded in 2019, Alphastream is backed by Motive Ventures and led by a team with deep experience in credit markets and AI technology. Join us in revolutionizing private credit analysis with AI-driven intelligence.

Investment Portfolio Management Software

InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and investor relations solution suite powers fundraising and deal cycles through investor and fund reporting for the leaders in private equity, venture capital and real estate investment. Built on Salesforce, InvestorFlow is the only solution provider to integrate fundraising, deal sourcing, pipeline management, reporting and investor services in one cloud-native suite. InvestorFlow helps private market firms find opportunities, create and manage relationships, and turn insights into action. InvestorFlow's client base includes 25 of the top 50 alternative asset managers, with more than $6 trillion in assets, 750 funds and 90,000 limited partners. InvestorFlow is headquartered in Menlo Park, California, and has offices throughout North America, in the Dominican Republic, and London.

Investment Portfolio Management Software

Developer of data management software designed to streamline investment document management and data extraction. The company's software leverages artificial intelligence (AI) and machine learning technology to identify, categorize and store investment data, thereby eliminating latency and providing a better way to manage the documents and data associated with alternative investments, enabling users to minimize manual data entry into reporting and accounting systems.

Investment Portfolio Management Software

Company that helps a variety of of firms in the wealth management industry with consolidated financial reporting and technology solutionsProfile

Investment Portfolio Management Software

A trust-accounting and wealth-management software provider, serving the wealth-management industry with forward-thinking solutions since 1987