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Import digital contract notes, trade-book files, stocks, futures, and options in formats such as Excel, HTML, and PDF. Generate valuation reports to track portfolio performance across clients, asset classes, geographies, and time periods. Track, allocate, and analyze client holdings such as futures, stocks, options, and complete portfolios through a centralized dashboard. Here are the common features of the software: Investment tracking Investment management software has a wide range of functionality such as investment tracking, portfolio performance, asset reporting, and benchmarking. Portfolio importing in StockMarketEye ( Source) The users of investment management software include traditional investment management firms, independent traders and investment advisers, and vendors of alternative investment (such as hedge funds). Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software helps manage investment portfolios, audit compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. To help you decide, we've created this Buyers Guide that gives an overview of investment management software, its common features, and key considerations.Ĭommon features of investment management software For instance, should you go with a cloud-based investment management solution, or is an on-premise one better for your business? However, picking the right investment management solution can be challenging: there's a diversity of solutions on the market and they differ in price, deployment options, and features. Investment management software can help deal with these challenges by automating key functions such as portfolio management, asset reporting, and accounting. Managing financial assets can be challenging for portfolio managers, independent traders, and private bankers due to the lack of timely access to data, changing market trends, complex risk analysis, and time-consuming calculations.