investOrbit

Since 2011 WGC Systems has been creating software products that transform investment processes. That is the short version of investOrbit. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Financial Services, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

investOrbit is based in Stamford, Connecticut. Their site is investorbit.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with investOrbit, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.