---
description: View GetApp's list to see the best-rated Windows Investment Management Software. We provide UK business users free, in-depth and specific guidance on the best software type for their business. Our user-friendly interactive tool allows you to filter by price, features, and reviews.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Investment Management Software for Windows - Prices & Reviews | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software for Windows](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software) > [Page 3](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software?page=3)

# Investment Management Software

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> Investment Management Software are digital solutions for managing and keeping track of an organisation’s investment portfolio and financial assets. They enable wealth owners, investors, portfolio managers, and other wealth management professionals to store and access investment data, and to manage client-investor relationships. These include savings accounts, retirement accounts, trade funds (ETFs), mutual funds, index funds, active funds, stocks, bonds, and shares. In addition to this, they typically include tools for budgeting, risk management, audit compliance, managing personal finances, transferring funds, carrying out market analysis, and setting goals. Portfolio management software can be used by corporate investors, portfolio managers, and other professionals who manage their wealth to streamline investment workflows, comply with regulatory norms, and increase the performance of their funding activities. They can help users manage all their investments in one place, even if they are distributed across the globe. Investment software usually comes with different brokerage charges, helping to group and classify them for easy reference. An investment tool can also track stock markets and free online security sources using watchlists. Cloud-based investment management software helps reduce reliance on manual data entry and spreadsheets, streamline data management, and improve transparency across the investment chain. Wealth management software also improves investor relations and foster trust by enabling managers to report to and communicate with shareholders or investors more effectively. In addition to this, they automate accounting functions and streamline the contribution and distribution of investment funds. Finally, investment tools can help ensure auditability and compliance by using a centralised data repository with automated processes in place for the capturing, storing, sharing, and disposing of data in accordance with the law. One of the most typical features of wealth management platforms includes the data import/export tool, which transfers reports and other files to and from the software. Another is the investment tracking feature, which enables users to monitor the allocation of capital and the fluctuation of asset prices over time. Fund management is also an essential feature, which organises the firm’s interactions with clients and their wealth. Wealth management software is related to Stock Portfolio Management Software, Equity Management Software, and Hedge Fund Software since they enable users to manage all these investment types, among others.

Check out GetApp's variety of different investment management software options, including wealth management software for UK businesses. 

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## Products

1. [Abbove](https://www.getapp.co.uk/software/2049918/paxfamilia) (0 reviews) — Wealth Planning Platform with centralized data management.
2. [Family Wealth Guru](https://www.getapp.co.uk/software/2052791/family-wealth-guru) (0 reviews) — Integrated wealth management solution for family portfolios
3. [daappa](https://www.getapp.co.uk/software/2055712/daappa) (0 reviews) — Data management \& administration platform for private assets
4. [Delio](https://www.getapp.co.uk/software/2056839/delio) (0 reviews) — Web-based private markets technology for the finance sector
5. [Athena Systems](https://www.getapp.co.uk/software/2058579/athena-systems) (0 reviews) — Financial risk management platform
6. [optionDash](https://www.getapp.co.uk/software/2063490/optiondash) (0 reviews) — Call screening tool for income investors
7. [Q4 IR Websites](https://www.getapp.co.uk/software/2066885/q4-ir-websites) (0 reviews) — Investor engagement and trend analytics software
8. [IPBS](https://www.getapp.co.uk/software/2067041/ipbs) (0 reviews) — International Financial Services with A.I.
9. [V3locity](https://www.getapp.co.uk/software/2067652/v3) (0 reviews) — Global provider of benefits and investment administration
10. [Capitally](https://www.getapp.co.uk/software/2069505/capitally) (0 reviews) — Find your way to Financial Independence
11. [AllInvestView](https://www.getapp.co.uk/software/2073607/allinvestview) (0 reviews) — Cloud-based investment and stock portfolio management tool
12. [DXmatch](https://www.getapp.co.uk/software/2076914/dxmatch) (0 reviews) — Modular system built for launching exchanges and dark pools
13. [Quartr](https://www.getapp.co.uk/software/2077422/quartr-pro) (0 reviews) — Go beyond numbers
14. [HYIP Script](https://www.getapp.co.uk/software/2081078/hyip-script) (0 reviews) — Script for building high-yield investment platforms
15. [Sydecar](https://www.getapp.co.uk/software/2081370/sydecar) (0 reviews) — Streamline venture operations
16. [Yardi Investment Accounting](https://www.getapp.co.uk/software/2082150/yardi-investment-accounting) (0 reviews) — Cloud-based real estate investment accounting
17. [Wavvest](https://www.getapp.co.uk/software/2082233/wavvest) (0 reviews) — Wealth management platform for investment advisors
18. [Moneytree Advise](https://www.getapp.co.uk/software/2078261/moneytree-advise) (0 reviews) — Planning solution for busy financial advisors
19. [CEPRES](https://www.getapp.co.uk/software/2080953/cepres) (0 reviews) — Cloud-based private equity data analytics platform
20. [My Property Organiser](https://www.getapp.co.uk/software/2084386/my-property-organiser) (0 reviews) — Property wealth management platform for investors

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## Related Categories

- [Financial Reporting Software](https://www.getapp.co.uk/directory/247/reporting/software)
- [Equity Management Software](https://www.getapp.co.uk/directory/1783/equity-management/software)
- [Financial CRM Software](https://www.getapp.co.uk/directory/1265/financial-crm/software)
- [Fund Accounting Software](https://www.getapp.co.uk/directory/168/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.getapp.co.uk/directory/1535/stock-portfolio-management/software)

## Links

- [View on GetApp](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)
- [All Categories](https://www.getapp.co.uk/directory)

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