Find the best Investment Management Technology for your Unique Business Needs


Whether you are looking for Portfolio Management software, Investment Management Systems or any other Wealth Management Platform, finding the right solution for your needs can be daunting, especially when multiple stakeholders are involved. Your Investment management technology will impact your entire organization, which makes getting the decision right, very important. We've put together some resources to help you make the right decision.

What is Investment Management Software?

Investment management systems are technologies that help
traditional investment management firms, independent traders and investment advisers manage the processes, rules, capabilities, information and behaviours that work together to shape the way investments are managed throughout their life cycles.
Managing a diverse portfolio in spreadsheets is a risky, manual and tedious. These technologies automate processes such as portfolio management, asset reporting, audit compliance, and accounting.

Benefits of Choosing the Right Investment Management Software

Finding the right Investment Management Software for your needs can provide many benefits. Access to real time data via reports and centralized dashboards
can help identify gaps in investments, and track the performance of factors such as the debt-equity ratio to optimize investment plans. Investment management systems give users insights across all of their assets to help make better investment decisions for their organization. With one centralized system, Users can get frequent updates of mutual funds, bonds, and stocks. This helps increase risk management and streamline portfolio management.

Olive's Guide to
Buying Business Software

Our FREE white paper will guide you through the process of selecting the best Investment Management software vendor for your business or institution’s unique needs. Follow these steps to ensure you choose the best possible solution available.

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Find the Right
Investment Management Software

Companies underestimate the necessary process of evaluating Investment Management Systems. Organizations often settle for the less than perfect option, working around the system's shortcomings. When the perfect match is made, the right solution transform and streamline portfolio management. Here are some things to consider when selecting an Investment Management solution for your organization.

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Retire the RFI / RFP/ RFQ Process

There is an easier way to find the right Investment Management Platform

There's a systemic problem with how companies buy software, and it's costing more than you think.

Olive's productivity platform helps CIOs and technology buyers shorten the software selection process, without sacrificing any due diligence. This fully automated process gives visibility into company-wide needs and filters all vendors in the space by those requirements - reducing time, effort, risk, and cost of technology evaluations. See how our customers measure ROI.

Olive is software comparison software that is efficient and free of bias, revolutionizing the process of finding your best fit technology solution.

Chris Heard
co-founder of Olive

Start Your Software Evaluation Today

Get in touch to learn more about how Olive can help you find the right Investment Management Solution for your specific needs.

Browse top rated Investment Management software vendors

Compare all the leading Investment Management solutions , filtered by your business needs.

Gartner, G2 Crowd and Capterra can give you a good overview of the top rated Investment Management technology vendors on the market, but shortcutting the process and only reviewing a few solutions in the space is fraught with risk and bias. Choosing the wrong solution will cost you in the long run.

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Customer Success Stories

We love getting an inside look at our customers’ digital transformation journeys. Read how they've used Olive.

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Zamil Group Streamlines Digital Transformation With Olive

Read how Zamil used Olive to accelerate Strategic Digital Transformation, evaluating the best SaaS Solutions available for their unique needs with agile integration across a portfolio of 40 companies. Solutions found with Olive include a robust Investment Management System.

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A&W Saves 6000 Hours Using Olive

Read how A&W Canada used Olive to find the best-fit technology vendors to solve their business problems, automating business processes to save 6000 hours on the Operations team.

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Using Olive to run technology evaluations saves time and money
Individual stakeholders can log in to Olive to rank their individual requirements to anonymously to capture how important that spec is in their particular department. This saves hours interviewing, meeting with, capturing, and ranking stakeholder  needs in spreadsheets and meetings.
Fast and Accurate and Unbiased Collaboration
Other stakeholders that may not belong to your department can respond accordingly. Olive gets you to an average reading of requirements, removing any stakeholder or departmental bias.
Rich Requirements Libraries
Olive’s rich requirements library allows you and your stakeholders to view the top requirements listed on similar projects. These libraries help to start the requirements conversations, showing your stakeholders what to consider and what’s out there in the space.
Finds the Best option out there for the entire organization's needs
Olive allows you to view the problem of software selection from an organizational business perspective. Multiple departmental needs are easily captured and ranked accordingly. When apt -  one department can be weighted higher than another, so the solutions recommended are accurate and free of bias.

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