20 Video Examples From Investment Management Software & Platforms

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Taking care of your investments is a crucial necessity and investment services help you do that with their offerings. Investment management is a generic term that most commonly refers to the buying and selling of investments within a portfolio. Investment management can also include banking and budgeting duties, as well as taxes. The term most often refers to portfolio management and the trading of securities to achieve a specific investment objective.

Video marketing is increasingly being used by Investment management providers to market their offering and reach new clientele.

In this article we look at 20 Video Examples From Investment Management Software & Platforms that are on the spot. Watch these videos to get ideas for marketing your own investment management solutions. Here we go :


Optimy Investment Management Software Video

Optimy Investment Management software helps organizations and foundations select the most effective action plans, manage all aspects of projects, track the impact of their strategies and report on the program results, therefore making community investment and grant management quicker and more meaningful. The investment management software video shows how with Optimy you can save your time, simplify your recurrent tasks, focus on your key mission and evaluate the impact of all your projects at a glance.

ANALEC ResearchWise Investment Management Video

ANALEC ResearchWise is a next generation investment research platform geared to address the challenges posed by the new realities in the research marketplace with the growing importance of social media. It is one integrated investment research platform right from managing analysts estimates and forecasts, feeding report authoring, workflow approval and compliance management, global database of valuation, estimates and industry metrics across coverage. The investment management software video shows how ResearchWise allows your investment research organization to deliver bespoke capabilities to your clients, leveraging interactive tools and capabilities and social media platforms to build greater mind-share in the market.

Addepar Investment Management Video

Addepar is an investment management platform that easily handles all of your assets, connecting your financial goals and objectives with real world actionable insights. By creating one system, one platform that manages all of the critical information for the entire investment community, Addepar has is the ultimate operating system for the financial world. The investment management video shows how Addepar platform is secure, scalable and fast, freeing you up to spend more time on what matters most- investment analysis, building trusted relationships and growing your business.

Smart Pension Investment Management Video

Smart Pension is a workplace pension that takes expertise in investment management, technology and regulation and blends them all together. Their regulated investment professionals have managed billions, while their tech team has helped grow some of the world’s biggest online companies. They use pioneering technology to make getting compliant, on any device, lighting quick. The investment management platform video shows how Smart Pension offers the best workplace pension.

Leonteq Investment Management Video

Leonteq is an independent technology and service provider for investment solutions that operates on three major business divisions-Structured Solutions, Pension Solutions, and Leonteq Partners & Platform Development. Leonteq is vertically integrated and is a leading B-2-B partner for digitisation solutions. They cover the entire value chain of structured investment products from structuring to pricing, documentation, issuance, listing, settlement, risk management, market-making, life-cycle management and distribution. The investment management video shows how Leonteq is a leading expert for structured investment products.

Assette Investment management Video

Assette enables institutional asset managers to easily communicate investment results to clients and consultants. It automatically integrate data from multiple sources and effortlessly create professional sales and client documents. Assette also reduces operational, regulatory and reputational risks. The investment management software video shows how Assette offers one stop solutions to improve your business and makes materials look professional and eliminate manual work through automation.

Personal Capital Investment Management Video

Personal Capital is a financial dashboard that helps you keep an eye on your net worth and investments. They offer a unique combination of both innovative tools and registered financial advisors to help you manage your financial life with confidence. You can link all of your external financial accounts and get a comprehensive view of your financial life. Once you have linked your accounts, you can also schedule a free consultation with a Personal Capital Advisor. The investment management video shows how their customizable investment management program is designed around your individual circumstances.

FundCount Investment Management Video

FundCount provides integrated accounting and investment analysis software that improves operational efficiency and provides immediate, actionable intelligence to clients around the globe. With all portfolio and partnership accounting activity integrated through a single general ledger and on one platform, investment information is consolidated, accurate and instantly available to share with your clients. The investment management software video shows how FundCount goes beyond the numbers to deliver a complete technology solution backed by the highest level of customer service and support.

Cylapso Investment Management Video

Calypso investment management solution integrates seamlessly with their multi-asset trading and collateral management platform. Calypso is recognized as the industry leader in front-to-back trade processing technology for both derivatives and cash instruments. With Cylapso, you can quickly respond to new regulatory requirements and the resulting market structure changes for listed and OTC derivatives. The investment management software video represents Cylapso as a robust platform that you can leverage in the future for more functionality.

Jemstep Investment Management Video

Jemstep Advisor Pro is an innovative advisor-directed investment management technology that enhances the way financial advisors run their businesses. Our platform allows advisors to prospect for and serve clients more efficiently and to use the latest digital technology to deliver their valued advice. The investment management video shows how Jemstep Advisor Pro integrates seamlessly within an existing business.

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MRI Investment Management Video

MRI’s suite of Investment Management solutions offers a complete platform of asset management and investor reporting solutions for real estate, owners, operators, investment managers, and investors. In one secure, consolidated database and assess your risk and exposure. It manages your investment structure and returns, and provide accurate, up-to-date reporting to your key stakeholders. The investment management video shows how MRI provides better investment performance by enhancing investment relations.

inStream Investment Management Video

inStream helps advisors deliver Efficient & Proactive communications with Timely & Relevant insights into their clients financial and investment planning goals and objectives. With an innovative suite of fully integrated financial calculators, inStream automatically updates account values and calculations. It offers collective investment management planning intelligence, and creates a participatory knowledge base. The investment management software video states how inStream is a proactively guide for your clients to better financial planning.

AIM Investment Management Software Video

The AIM Investment Management Software streamlines fundraising, due diligence, portfolio management and investor relations for Private Equity firms. AIM organizes investment opportunities spanning multiple asset classes like Facilitates due diligence interactions and retains audit trail and enables real time reporting of investment pipeline. AIM users are leaders in the Alternative Asset community and subsequently, AIM has been developed with a unique perspective on the Private Equity world from the viewpoint of both an LP and a GP. The investment management video shows how AIM is a continually-evolving and feature-rich product that is flexible enough to handle any investing scenario.

Rapper Investment Management Video

Rapper is a leading provider of a state of the art investment management software for independent asset managers, family offices, monitoring services and private banks. Rapper enables a very efficient workflow for the client resulting in portfolio management, compliance, CRM and order management. Rapper is in principle a cloud based solution using Microsoft Azure technology. The investment management software shows how Rapper is fully integrated with six financial information for pricing and security integration.

Baxon Investment Management Software Video

Baxon Portfolio Company Management Software is a 100% web-based investment management solution to streamline the collection of financial and monitoring information directly from portfolio companies, automating the portfolio monitoring analysis, reporting and valuation processes. Baxon platform concentrates the reporting information for many companies worldwide with clients exceeding billions in assets under management. The investment management video demonstrates how Baxon is a solution delivered as Software as a Service (SaaS), which automates the entire portfolio reporting process, improving efficiency, consistency and transparency and providing a powerful analytic tools to finance and deal teams, turning static data into dynamic information.

FrontPM Investment Management Video

With FrontPM, eFront’s portfolio monitoring and investment management software solution, direct investment managers including private equity general partners can analyze the performance of their portfolio companies in powerful and flexible ways. FrontPM couples the use of Microsoft Excel for gathering financial data from disparate sources and generating reports, with a centralized and auditable back-end for aggregating performance data and calculating key performance indicators more efficiently than ever. The investment management software video shows how FrontPM enhances financial analysis and ensures consistency.

Prospero 365 Investment Management Software Video

Prospero 365’s Investment Management software is renowned for its diversity in products and services. Maintaining its status among the world’s foremost banking industries requires highly dynamic systems that can support the wide range of operations it performs across the spectrum of asset classes, currencies and regulations. Prospero 365 allows each client to navigate this environment and become a reference in its space. The investment management video highlights the benefits of using the different solutions offered by Prospero.

NAVInvest Investment Management Software Video

In order to maximise the flexibility of the solution, Elsys has designed NAVInvest from the bottom upwards with the principle that users can define their own investment types. Elsys provides the underlying rules in the system that enable the treatment of these investments types, depending on market rules for each class of investment and it is the only part of the software that is hard coded. The investment management video shows how NAVInvest’s mission is to be driven by the requirements of their customers and their needs to diversify into new products.

Advent Portfolio Exchange Investment Management Video

Advent Portfolio Exchange is the integrated portfolio and investment management software that puts everyone in your firm, from executives to portfolio managers to operations on the same platform. Deployed in the cloud or on site, APX centralizes all your portfolio, investments, client and prospect marketing data on one platform. People can get the information they need quickly, with customizable dashboards, a vast report library and robust custom reporting capabilities. The investment management software video displays how Advent Portfolio Exchange (APX) has enabled many investment management firms around the world to transform their business by improving workflows, streamlining processes and providing easy access to information.

AlternativeSoft Investment Management Software Video

AlternativeSoft is a leading investment management software that provides Asset Selection, Portfolio Construction and Fund Reporting software. Their robust and proven software has enabled clients to thoroughly research and select alternative funds and the more traditional funds. They work with some of the largest allocators in the world to ensure they get the most out of the software, whether that be to conduct in-depth risk analysis and management or to track fund exposures and liquidity. The investment management video shows how AlternativeSoft has established themselves as the software of choice for portfolio construction and for enhancing and improving the efficiency of their quantitative investment processes.


An Investment Management software & platform can create the following videos :

  • Investment Software Overview Video
  • Investment Software Introduction Video
  • Investment Platform Animated Explainer Video
  • Investment Software Marketing Video
  • Investment Platform Promotional Video
  • Youtube Teaser Videos
  • Business Use Case Study Videos
  • Investment Software How To Videos

With the above investment management video examples it’s evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are in the similar domain these videos are good start to build a brief of what can be the tone and style for your videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids, understand investment management systems & software are continuously evolving and is an emerging segment, with a lot of transformations happening now and many more to follow in future. Lets use the power of videos to get your word out. We will be scanning the web to find more new and interesting stuff in investment management software video examples, if you have something to share do reach out to us.

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