FIS Investment Operations Suite Alternatives (September 2025)

FIS® Investment Operations Suite - Multi-asset Edition services the full liquidity spectrum across traditional and digital asset classes.

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1.
Commercial Lending Solution | Commercial Lending Suite| FIS
https://www.fisgloba
.com/products/fis-commercial-lending-suite/

FIS’ commercial lending solution suite is an integrated and modular front-to-back office platform featuring a flexible workflow options and analytics.

2.
Core Banking | FIS
https://www.fisgloba
.com/banking/core/

FIS®' core banking solutions gives the tools to streamline business processes. Easily upgrade your bank’s legacy core to the future of banking.

3.
CTRM Software – Commodity Risk Manager | FIS
https://www.fisgloba
.com/products/fis-commodity-risk-manager/

FIS® Commodity Risk Manager provides CTRM software for real-time trade capture, valuation, risk management and accounting for commodities trading.

4.
Fidelity Information Services - FIS - Fintech Company
https://www.fisgloba
.com/

FIS is fintech for bold ideas. FIS is behind the financial technology that transforms how we live, work and play.

5.
Private Equity & Alternative Investment Software | eFront
https://www.efron
.com/

eFront is the go-to solution suite for alternative investment professionals. Find an alternative investment solution here with eFront.

6.
Adenza | Platform to Opportunity
https://adenz
.com/

End-to-end trading, treasury, risk management and regulatory compliance solutions that consolidate and streamline operations, optimize investment, unlock value and drive growth. Adenza give financial institutions confidence by solving today’s challenges, whilst unlocking opportunities for their futures.

7.
AIRR | One SaaS solution for all investment management needs
https://theair
.com/

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

8.
FNZ - End-to-end wealth management platform | FNZ
https://www.fn
.com/

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

9.
Orion Advisor Solutions | WealthTech for Advisors
https://orio
.com/

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

10.
Personalized Wealth Management Solutions at Scale | Vestmark
https://www.vestmar
.com/

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

11.
Portfolio Management System | Middle-Office | Crypto PMS | HedgeGuard
https://www.hedgeguar
.com/

The best combination of Portfolio Management System and Middle Office outsourcing Service, designed for traditional, crypto or hybrid funds!

12.
Asset Finance Software | Odessa
https://www.odessain
.com/

Odessa's cross-platform workflow brings efficiency to your asset finance operations. Get started with your digital transformation journey today.

13.
Due Diligence Technology for the Asset Management Industry
https://www.diligencevaul
.com/

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

14.
Alternative Asset Management Software & CRM | Dynamo
https://www.dynamosoftwar
.com/

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

15.
16.
Portfolio Risk Management Software & Analysis Tool | AlternativeSoft
http://www.alternativesof
.com/

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

17.
Prologue Financials, financial accounting processes | Fiserv
https://www.fiser
.com/en/solutions/financial-performance-risk/prologue-financials.html/

Financial services institutions turn to Prologue Financials to move on from manual processes, manage disparate systems that arise out of acquisitions and improve operations.

18.
Home - InvestCloud
https://investclou
.com/

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

19.
Theorem Technologies
https://www.theore
.io/

Streamline your post-trade processing with Theorem's integrated solutions.

20.
Investment Analysis & Sales Enablement Software | Equisoft/analyze
https://www.equisof
.com/products/analyze/

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

22.
Financial Services Operations – FSO – ServiceNow
https://www.serviceno
.com/products/financial-services-operations.html/

Connect your entire financial institution with one platform. Provide efficient, resilient financial services operations for enhanced customer and employee experiences.

23.
Finacle Offerings For Digital - Only Propositions
https://www.edgeverv
.com/finacle/solutions/digital-only-business/

Finacle for digital-only banks is a comprehensive front to back digital banking solution suite built on advanced architecture to achieve path-breaking digital transformation.

24.
Built to Scale Real Estate Funds and Syndicates | InvestNext
https://www.investnex
.com/

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

25.
Sensr Portal: Open, Modern Investment Management Software
https://www.updatecapita
.com/

All-in-one innovative investment management software that works for every real estate investment firm. Sensr Portal is your daily hub to modernize the investor experience, fund deals faster, save time and reduce errors.

26.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

27.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

28.
Investor Management Services (IMS) | RealPage
https://www.realpag
.com/investment-management/investor-management-services/

Unlock the potential of your commercial and real estate investments with RealPage’s investor management services (IMS) to streamline operations, boost ROI, and much more.

29.
Front Office | Middle Office | Back Office Software | Akken Cloud
https://www.akkenclou
.com/

Experience the future of financial operations with our cutting-edge Front office, Middle office, and Back office software. Contact now!!

30.
RIA Practice and Portfolio Management Software | Morningstar
https://www.morningsta
.com/business/brands/wealth/products/morningstar-office/

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

31.
End-to-end solutions for private partnerships | Juniper Square
https://www.junipersquar
.com/

Partnership Enablement provides a unified solution across the investment lifecycle—from fundraising and investor operations to fund administration.

32.
Home Page | Fidelity Digital Assets
https://www.fidelitydigitalasset
.com/

Fidelity Digital Assets is dedicated to building enterprise-grade custody and trading services for institutional investors. Learn more about our digital asset platform here.

33.
Investment Portfolio Management Software for Advisors | FinFolio
http://www.finfoli
.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

34.
Intelligent Tech with a Human Touch - Amplify
https://amplifyplatfor
.com/

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

35.
Fidelity Private Shares | Equity Management Solutions
https://www.fidelityprivateshare
.com/

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

36.
Optimal Blue – Industry-Leading Secondary Marketing Automation
https://www2.optimalblu
.com/

We automate functions like pricing, hedging, trading, and social media for mortgage brokers. Actionable data bolsters operational and competitive strategies.

37.
Altruist – The modern custodian built for independent financial advisors
https://altruis
.com/

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

38.
EDDA - Invest To Create
https://kushi
.vc/

Software Suite for Venture Capital, Corporate Venture Private Equity, Family Offices & Investment Bank Manage your dealflow, support your portfolio companies, track your performances in real-time and raise your next fund with edda.

39.
Advisor Workstation | Financial Advisor Tool | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

40.
Shareworks | Morgan Stanley at Work
https://www.morganstanle
.com/atwork/shareworks/

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

41.
GTreasury | Treasury Management Software
https://gtreasur
.com/

A single source of truth and tools finance teams need to create connections, enabling growth and make informed business decisions.

42.
Alfa - Evolving asset finance software
https://www.alfasystem
.com/#/

Alfa is the premium provider of software to market-leading auto, equipment and wholesale finance businesses across the globe.

43.
TCS BaNCS™: Enabling Transformation in Banks and Financial Institutions
https://www.tc
.com/what-we-do/products-platforms/tcs-bancs/

Offering Software-as-a-Service across a stack of solutions and applications, TCS BaNCS facilitates smooth transformation in financial services and drives growth.

44.
Backbase - The Engagement Banking Platform
https://www.backbas
.com/

We are the pioneers of Engagement Banking. Our industry-leading platform helps banks and other financial institutions get closer to their customers like…

45.
TCS BaNCS Digital: Enhancing End Customer Banking Experience
https://www.tc
.com/what-we-do/products-platforms/tcs-bancs/solution/digital/

TCS BaNCS Digital helps financial institutions to redesign their digital banking strategy to deliver personalized and enhance user experience. Learn more.

46.
World-Class Treasury, Risk & Trade Finance Management Solution
https://ibsfintec
.com/

Globally recognized enterprise treasury management solution. Automation of Cashflow & Liquidity,Treasury, Trade Finance & Supply Chain Finance

47.
Award-winning banking solutions for BaaS, Payments, Treasury & FX - Finzly
https://finzl
.com/

Supercharge your bank with Finzly’s BankOS, a complete platform for all U.S. domestic rails, embedded banking, international banking, and accounts for seamless transformation and enhanced digital experiences.

48.
Kooltra - Modernize your FX business end-to-end
https://www.kooltr
.com/

Improve your margins, strengthen compliance, enhance your customer experience, and accelerate your growth. Consolidate your FX team, workflows, and customers into a single digital platform built by world class engineers with deep domain expertise.

49.
Oradian | Modern Core Banking Platform
https://www.oradia
.com/

Go further with core banking software designed to enable financial institutions to rapidly launch new products and scale securely with ease.

50.
Tokenization - Create, Sell, and Manage Digital Assets - Brickken - Token Suite
https://www.brickke
.com/

Explore Brickken's Token Suite: Tokenization of Real World Assets (RWA). Easily digitize real estate, startups, venture capital, equity, debt, and many more assets.

51.
Digital Lending for Every Financial Institution - MeridianLink
https://www.meridianlin
.com/

Explore MeridianLink's industry-leading suite of digital lending solutions for banks, credit unions, fintechs, and more.

52.
Firm58 :: IgniteTech
https://ignitetec
.ai/softwarelibrary/firm58/

Manage billing, payments, compensation, positions and client commission agreements across asset classes — including equities, futures, options, foreign exchanges and fixed income.

53.
IR Insight® | Investor Relations Software | Nasdaq
https://www.nasda
.com/solutions/ir-intelligence/nasdaq-ir-insight/

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

54.
FintechOS: Meet next generation financial product management
https://fintecho
.com/

FintechOS extends your core, letting you innovate banking and insurance products, digital journeys, and back-office workflows without the cost or risk.

55.
Agora | Real estate investment management software
https://agorarea
.com/

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

56.
The All-In-One Cloud Banking Platform
https://www.ncin
.com/

Transform your financial institution with the innovative nCino platform—built by bankers for bankers.

57.
Cloud-Based Payments & Cash Forecasting Solutions | TIS
https://tispayment
.com/

TIS provides an award-winning cloud platform for treasury and finance teams to manage global payments, cash forecasting, BAM, and more!

58.
Consumer Loan Origination System for Financial Institutions
https://www.meridianlin
.com/products/consumer/

See how credit unions, banks, and mortgage lenders can streamline the digital lending process with MeridianLink Consumer®'s complete loan origination system.

60.
Complete Loan Management Software
https://www.vergentlm
.com/

Complete Loan Management Software - Proven origination, servicing, and end-to-end solutions to power your success.

61.
Practifi | Performance Optimization Platform for Wealth Management
https://practif
.com/

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

62.
Nth Round | Comprehensive Equity Management
https://www.nthroun
.com/

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

63.
Symphony Communications - Secure, Compliant Collaboration & Analytics
https://symphon
.com/

Symphony is the most secure and compliant markets’ infrastructure and technology platform, where solutions are built or integrated to standardize, automate and innovate financial services workflows. It is a vibrant community of over half a million financial professionals with a trusted directory and serves over 1000 institutions. Symphony is powering over 2,000 community built applications and bots.

64.
Cascade Debt - Empowering Precision in Asset-Based Finance
https://cascadedeb
.com/

Say goodbye to cumbersome and lengthy lending processes. Cascade makes it easier to access institutional debt with our innovative platform. We’re passionate about simplifying the entire journey for both sides of the transaction.

65.
Envestnet | MoneyGuide - Financial Planning Software
https://www.moneyguidepr
.com/

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

66.
Equity Management Solution for ESOPs & Cap Table | Vega Equity
https://www.vega-equit
.com/

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

67.
CTRM Software | ETRM Software | IGNITE
https://www.ignite-etr
.com/

ETRM & CTRM SaaS software designed for performance! Boost your trading with speed & technology advantages. Ideal for start-ups & large firms!

68.
nCino's Mortgage Suite for Modern Lenders
https://www.ncin
.com/en-US/mortgage/

nCino offers a range of mortgage and home lending solutions based on where you are in the world. Discover our solutions today.

69.
Investment Management Solutions - Confluence Technologies
https://www.confluenc
.com/

We are are a global leader in data-driven investment management solutions delivering products and services to optimize efficiency and control.

70.
Risk Management Models, Analytics, Software & Services | Moody's RMS
https://www.rm
.com/

Industry leading risk management company for catastrophe risk models, software, SaaS, APIs, and services. SaaS technology risk management solutions used by insurers, reinsurers, financial organizations and more.

71.
Kyriba: Optimize Liquidity Performance & Transform Your Cash Flow
https://www.kyrib
.com/

The Kyriba platform enhances liquidity performance, empowering CFOs and treasurers to navigate hurdles with confidence.

72.
Dfns — The most powerful digital asset wallet infrastructure
https://www.dfn
.co/

Dfns is the WaaS (wallet-as-a-service) platform chosen by leading organizations to streamline digital asset operations and onboard users into crypto, safely.

73.
Leading Equity Management Solutions | Astrella by EQ
https://astrell
.com/

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

74.
Sapphire IMS - Your Digitalization Partner
https://www.sapphireim
.com/

Your digitalization partner for streamlined asset operations, service management, and enterprise workflows, powered by a low-code hyper-automation platform

75.
Benevity — Powering Purpose-Driven Business
http://www.benevit
.com/

Benevity's corporate purpose software offers the only integrated suite of community investment, employee, customer and nonprofit engagement solutions.

76.
Loan Processing & Management Solutions | LoanPro
https://www.loanpr
.io/

Building the future of finance. LoanPro is a modern loan management platform that specializes in the servicing of loans but acts as your core for every step in the loan lifecycle.

77.
Obtén el control absoluto de tu gestión del mantenimiento
https://www.fractta
.com/

¡Bienvenid@ a Fracttal! Obtén el control absoluto de tus operaciones de mantenimiento con nuestra solución integral para el Mantenimiento Inteligente.

78.
Q2 | Digital Banking Solutions
https://www.q
.com/

Q2 creates simple, smart, end-to-end banking and lending experiences that make you an indispensable partner on your customers’ financial journeys

79.
Board Management Software & Portal | Nasdaq Boardvantage
https://www.nasda
.com/solutions/governance/boardvantage/

Nasdaq Boardvantage is the next generation board management software and portal for board meeting efficiency & collaboration from Nasdaq Governance Solutions.

80.
YCharts - Financial Research and Proposal Platform
https://ychart
.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

81.
CRE Asset Management | Lobby CRE
https://www.lobbycr
.com/

Discover Lobby CRE – CRE asset management software to protect, manage, and optimize cashflow for faster returns.

82.
OnPlan Advantage: Streamlining Asset Maintenance & Inspection
https://onpla
.tech/

Maximize asset efficiency with OnPlan Advantage. Our software streamlines work orders, automates FMECA conversion, and ensures regulatory compliance. Take control of your asset management today.

83.
CMMS, EAM & IIoT Software by UpKeep Asset Operations Management | Try Free
https://upkee
.com/

UpKeep Asset Operations Management Platform is a mobile first CMMS, EAM & IIoT suite of solutions proven to streamline the work order process and take you from reactive to preventive maintenance.

84.
EquityRT | Comprehensive Stock Market Data for Investors
https://equityr
.com/

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

85.
Operations Management Software for Oilfield Services
https://www.rige
.ca/

Best oil and gas software, RigER is an oilfield software solution that helps companies with oilfield rentals, field tickets, oilfield invoicing, asset management and more

86.
IT Service Management Platform - Top ITSM Solution | TOPdesk
https://www.topdes
.com/

Discover TOPdesk's powerful IT service management platform. Streamline operations with our comprehensive ITSM and ESM solutions. Try a free trial today!

87.
Asset Inspection & Fleet Management Solutions – Driveroo
https://www.drivero
.com/

Streamline asset inspection and digitize any process. Driveroo Platform helps organizations seamlessly build digital workflows and operate at top efficiency

88.
Restaurant Management Software | Restroworks
https://www.restrowork
.com/

Restaurant management software trusted by 20,000+ restaurants globally to streamline their operations, reduce costs, and increase profits.

89.
Leading CTRM/ETRM Software Provider - CommodityPro
https://www.commoditypr
.net/

CommodityPro is an enterprise commodity trading and risk management (CTRM Software) platform developed by TechnoGen - An IT Infrastructure & software service provider company based in India, serving globally. We are emerging to be a leading provider of CTRM software, serving commodity businesses across various trading areas such as contracts, finance, inventory, distribution & trade documentation

90.
The #1 Operations Platform for Efficiency • Intelocate
https://www.intelocat
.com/

Intelocate™ is a deeply-customizable task management, issue reporting and resolution, and centralized communications platform that's built from the ground up to help multi-location businesses streamline their day-to-day operations.

91.
Drakewell: Digital from the Edge to the Cloud and Back
https://drakewel
.us/

Accelerate your digital strategy with Drakewell's proven edge-to-cloud-and-back data management solutions.

92.
Equity management & liquidity for startups | Trica
https://www.tricaequit
.com/

More than 800 private companies and startups use trica - the best in class ESOP & cap table management software. Manage buybacks and liquidity events with ease. Get started.

93.
Fireblocks - #1 Institutional Digital Asset Custody, Settlement & Issuance
https://www.fireblock
.com/

Fireblocks is a digital asset custody, transfer and settlement platform. MPC-CMP wallet technology. 24/7 access.

94.
SS&C Intralinks for M&A, alternative investments and banking | Intralinks
https://www.intralink
.com/

Learn how SS&C Intralinks’ secure document-sharing platform streamlines workflows for M&A, alternative investments and capital markets professionals.

96.
GuidingCare®: Leading Care Management Technologies
https://healthedg
.com/solutions/care-management-workflow/guidingcare/

Explore how GuidingCare®, HealthEdge's advanced care management solution suite, improves care coordination, evidence-based strategies, and population health.

97.
Financial Consolidation, Analytics Management Reporting Software
https://finalyze
.ai/

FinAlyzer automates all aspects of Financial Consolidation, Analytics, Management & Statutory Reporting and MIS Dashboards

98.
All Your Digital Workspace Needs in One Platform - SuiteFiles
https://www.suitefile
.com/

SuiteFiles is a digital workspace built to unlock new revenue streams, improve client experiences, and reduce overheads.

99.
Financial Planning Software for Advisors | Equisoft/plan
https://www.equisof
.com/products/wealth-planning-plan/

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.