Best Investment Management Software in Canada

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Professionals know that small decisions over the long-term can make big performance gains. Kwanti allows you to see all the risks and holdings that can contribute to success as well as opportunities to reimagine your portfolio. Once you get the details right, the whole picture will fall into place. There are many types of risk, and you can prepare for them all. Stress test your portfolios with historical scenarios to help make better decisions about how you balance client's needs against what they can lose. Clients must be invested and keep track of the right benchmarks in order to achieve their client goals. You can simulate how different trading strategies might have affected returns in the past to make informed decisions about how you manage portfolios for the future.

Our years of machine learning research, in collaboration with finance and other related industries, has allowed us to push the boundaries in forecasting robustly and optimizing risk. Both in terms technology and data science. We caution against using "one-size fits all" forecasting technologies, despite the advances in AI. Instead, we create bespoke solutions that excel in the context for which they were designed. This is possible by utilizing proven principles from a variety of disciplines such as signal processing, information theory and evolutionary algorithms. All this is supported by rigorous traditional statistics, data science, and rigorous traditional statistics. Our methods produce probability distributions that describe every possible outcome, allowing holistic risk analysis and quantification of "black swan" or rare events.

Fusion advisor is designed for wealth management advisors. It helps them unlock the grates source to new assets from each client household.

Development teams can quickly and easily create powerful solutions and enhancements to existing solutions by using our toolkit's financial markets-specific database/functionalities and modern scalable environment with web/mobile ready reporting and integration tools. Our tool kit's ready financial markets database/functions and Microsoft® SQLServer®'s powerful reporting/-presentation and integration tools enable small-scale development teams to build true scalable financial applications with web-based user interfaces and more complex functionalities. Our toolkit allows users to become familiar with database queries and graphical desktop software in order to develop small-scale financial applications. Participants without IT experience can participate in the support and development of small-scale applications.

InStream makes planning easier by allowing you to show clients where they are going and how they might get there. InStream gives you the same level of clarity, confidence, and convenience as your clients. Better financial planning leads to better wealth management and stronger client relationships. InStream gives you tools to help you scale and provide consistent, relevant, and timely advice to all your clients. Your morning coffee can build client loyalty. Start your day by reviewing the financial planning needs of your clients and then quickly addressing their concerns. Keep your clients informed and build trust by proactive planning. We go beyond goals-based planning to incorporate academically sound logic and cash flow reporting so that clients can confidently assess their prospects of achieving their objectives.

Global Wealth Enterprise Solution – Global WealthES™, formerly known as TrustPortal, is a comprehensive and integrated Wealth Management Solution for large and medium-sized financial institutions that allows them to manage their business efficiently. The platform is tightly connected to provide straight-through processing. This creates tremendous scale and efficiency. The application offers extensive functionality, including financial planning, account enrollment, investment management, account administration, integrated portfolio accounting and securities processing, automated account review for compliance, reports & statements, client access portal, performance measurement, and data analytics for intelligence. Integrated FIX engine allows you to trade with over 400 brokers on the market for instant fills or confirmations. Access on any device, including extensive reporting, client and internal reports, and statements.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

VADAR®, is the industry leader in revenue recovery and tax lien servicing software. We have 20+ years of experience in tax lien management, both on the government's "sell" side and the investor "buy" sides. This allows us to revolutionize the way private investors manage their tax liability portfolios. VADAR®, tax lien applications have processed and managed more that $2 Billion in tax lien investments and redemptions. Our future-proof, enterprise-grade LienApp®, tax lien software, combined with our expertise and award-winning customer support will save you time, effort, and money. Our cloud platform provides secure 24/7 access to your portfolio from any internet device.

RiskValue®, with its embedded risk measurement engine, is designed to cover all types and investment strategies, compliance requirements, and geographical mandates. It improves investment management and helps you extract more value from your portfolios. It is flexible and customizable and can be scaled to suit both smaller and larger financial institutions. An initial core engine can be used, and then additional modules can be selected from a wide range of proven solutions. As an option, independent, but seamlessly integrated modules can be activated when the operational need arises.

This portal was created to help you keep abreast of the latest regulatory developments and to increase your knowledge and understanding about Global Fund Regulations. As regulatory compliance becomes more complex and more difficult, we are at the point where regulation and opportunities become intertwined. Funds-Axis is here. One, integrated solution that can be used to manage all aspects of your investment compliance, risk management, and regulatory reporting. We provide a unified approach. Global solution. One central hub for all your reporting obligations. Supported and guided by one talented team. We are multi-jurisdictional, multi-faceted. We are familiar with regulatory complexity and the changing requirements.

Indispensible data, analytics, insights, and information for alternative asset professionals around the world. Preqin has established direct relationships with professionals in alternative assets to ensure that our data will add context, clarity, conviction, and conviction to your decision making. Get the most comprehensive data and tools for hedge funds and private capital. It is used by alternative asset professionals to make data-driven investment decisions throughout the entire investment process. You will receive actionable market intelligence from thousands, which will help you pick the right time to make bold investments, identify new opportunities, and increase your returns. Access the largest private equity database in the world and get essential performance data, market intelligence, and research.

MoneyWare is an integrated Wealth Management platform that allows wealth managers to manage their entire business life cycle, from front office to backoffice, without the need to use multiple systems. It allows wealth management firms to serve all types of client segments, including high-net worth individuals, single and multi-family offices as well as highly affluent clients. The wealth management software suite can be customized to address client management, portfolio management, compliance, client reporting and accounting. MoneyWare is a wealth management system that provides advisory, discretionary, and non-discretionary services.

Fi360 empowers financial intermediaries with the ability to use Prudent Practices®, to profitably grow, protect and grow investors' assets using a fiduciary standard. Implementing a prudent process for all clients is made easier by our training, technology, and analytics. Our learning and development programs provide finance professionals with the knowledge and skills they need to serve all clients and grow their business. Investment professionals can strengthen client relationships and win more clients by using our software and technology solutions. Our software and technology solutions allow them to manage and document a consistent, prudent process that is easy to follow and maintain. Our fiduciary-focused data analytics solutions give clients a peek at what's going on. We also provide custom reports and analysis that can help with marketing materials and presentations.

FNZ's platform-as-a-service is a unique combination of market-leading technology, IT infrastructure, and investment operations. Digital delivery to the front office is seamlessly integrated with back-office operations, in-region hosting, and infrastructure. Security, resilience, and scalability are our top priorities. FNZ platforms are built on top-of-the line technology and protected with industry-leading cyber security standards. Our in-house migration engine gives us unparalleled experience in platform implementations and large scale migrations. The state-of-the art IT infrastructure ensures that all services are available at all times. It also guarantees continuous security, availability, and performance. FNZ's datacentres in-country and in-region provide digital-first solutions. FNZ offers industrial-strength, large asset-servicing through automated end-to–end straight-through processing. Control monitoring is also available.

FINTRX offers accurate and comprehensive private wealth intelligence - empowering your to book more meetings, increase efficiency, and expand your network. Global family office entity and contact information for decision makers. Our powerful algorithms and extensive research team enable industry leaders to better access the rapidly changing private wealth environment. FINTRX provides comprehensive private wealth data intelligence about Family Offices and Registered Investment Advisors. Our data will ensure that you have the most current and accurate information to drive more meetings, efficiency, and growth for your business. With powerful search filters and queries, you can quickly find the right decision-makers. Find the data you need, when and where you need it. Filter by investment interest, AUM and asset flows, intent signals, potential partners, and more.

Complex models can be implemented and asset allocations across portfolios monitored easily. Manage order flow across multiple custodians and asset classes. Simple Tax Alpha is possible with Tax Harvesting, Location Optimization and Tax Harvesting. Simple but powerful tools allow you to keep track of cash balances and monitor cash movements intra-day. Connect with a variety of portfolio accounting, reporting and execution systems. Features that ensure trading compliance and data accuracy.

The loan modification software and short-sale software platform include a complete library of industry forms for loss mitigation. These forms auto-populate in the software as well as HAMP RMA, 710 form, lender loan modifications packages, 4506 T, Hardship Affidavits and 3rd party authorizations. A software system that allows for the continuous updates of case statuses among all staff members is essential for many law firms that specialize on foreclosure defense. Our foreclosure defense software will automatically generate legal documents such as retainer agreements, motions, etc. that are specific to the industry. The built-in calendar stores all important court dates, filing dates and sale dates that the entire staff should be aware of. We have included the fields necessary to track and process bankruptcy files. These include the income, expense, liability, and filing dates.

Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention. TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.

Our portfolio management solution Croesus Advisor is user-friendly, innovative, and high-performance. It features advanced tools to secure and efficiently manage client assets for wealth managers. Croesus Central allows for seamless, customized, and straightforward portfolio rebalancing. It is reliable and flexible, allowing you to spend more time on client-facing activities and business development. It also ensures compliance with regulatory and client constraints. Croesus's application program interfaces (APIs) allow you to send financial data securely and easily. Since 1987, Croesus has been a leading provider in the wealth management sector. It's not surprising that banks and brokerages trust us to manage over 1 trillion dollars worth of client assets. Our products can be adapted to your needs without compromising performance and efficiency.

AdvisorWare®, a platform that integrates portfolio management, accounting, and partnership accounting, is specifically designed for hedge funds, private equity funds, and funds of funds. It can be used to support alternative investment funds with complex global investment, trading, and management issues, as well as complex financial and tax reporting requirements. You can maximize operational efficiency by using an intuitive system that allows for you to manage all kinds of instruments and corporate actions with complete integrity. Reduce operational risk by using proactive and automated exception handling, workflow management, and reconciliation tools. Completely automate tax allocation and tax reporting for partners.

Our software and services are designed for asset managers and meet business needs such as portfolio management, rebalancing and client portal. We also manage data, outsourcing, outsourcing and fund order management. Asset management software and services can help you to protect your business from the future. With streamlined communications, give your clients a complete picture and help them make informed investment decisions.

Many of the world's most powerful private wealth banks use PM1 to manage their assets globally across multiple booking centers. These reasons are based on PM1's most comprehensive capabilities in the front-/mid office category. It covers all aspects of private banking business lifecycle management. PM1 is the only software that can meet the demands of modern banks, which demand digital supremacy and a human touch. PM1 offers the best interfacing capabilities for integration with core banking systems, order execution system, and many other common applications. Hosting options include on-premise, in PM1 Cloud, or through our partnership with Finstar Open Banking.

IMSplus, an award-winning Investment Management platform, combines a range of solutions targeted at Investment Management firms with rich functionality and advanced technology. It can be used as a standalone platform or integrated seamlessly into any organization's Investment Management IT system. IMSplus was designed to be flexible and easy-to-use, and meet complex and changing business requirements in the global Investment Management space. All Investment Management operations are closely monitored and better managed. Tailored services per client segment ensuring improved customer experience. Rich functionality and state of the art architecture ensures that you can scale to any business change. All Investment Management operations are closely monitored and under strict control.

Floodlight and ESGAnanalytics.AI teamed up to offer more than 100 data sets designed with ESG and sustainability in mind. Our data enrichment process ensures that all corporate behavior is captured, and reported to the parent company. We provide a comprehensive review of corporate performance that is rooted in both qualitative and quantitative insights. An analytics and data platform that gives investors specialized insight into the company's behavior. Integrate unique data to improve insights and performance.