---
description: See our list of the best rated Investment Management Software. We provide UK business users the most detailed information on software. Our free 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 - Prices & Reviews | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)

# 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. [Backstop](https://www.getapp.co.uk/software/114289/backstop1) — 4.3/5 (46 reviews) — Cloud-based investment management platform
2. [GaiaLens](https://www.getapp.co.uk/software/2076204/gaialens) (0 reviews) — Experts in Secure, Cost-Efficient AI Solutions
3. [Unity](https://www.getapp.co.uk/software/2062114/unity-2) — 5.0/5 (3 reviews) — Next-generation multi-asset trading platform
4. [VestServe](https://www.getapp.co.uk/software/128087/vestserve) (0 reviews) — Investment, funds, and accounting management solution
5. [First Rate Vantage](https://www.getapp.co.uk/software/2058077/vantage-software) — 4.9/5 (18 reviews) — Investor portal and accounting platform
6. [Macabacus](https://www.getapp.co.uk/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
7. [Morningstar Direct](https://www.getapp.co.uk/software/2080459/morningstar-direct) — 4.1/5 (251 reviews) — Data, insights, and tools to drive smarter investments.
8. [Agicap](https://www.getapp.co.uk/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
9. [Creatio CRM](https://www.getapp.co.uk/software/90504/bpm-online-crm) — 4.7/5 (149 reviews) — New era CRM to manage all customer and operational workflows
10. [Mint](https://www.getapp.co.uk/software/90509/mint) — 4.5/5 (140 reviews) — Your financial life, all in one place
11. [Foundersuite](https://www.getapp.co.uk/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
12. [Plaid](https://www.getapp.co.uk/software/113185/plaid) — 4.4/5 (105 reviews) — Platform that enables apps to connect with bank accounts
13. [MRI Property Management](https://www.getapp.co.uk/software/112823/mri-software) — 4.3/5 (104 reviews) — Cloud-based property management software
14. [Stessa](https://www.getapp.co.uk/software/115019/stessa) — 4.5/5 (104 reviews) — Property management software designed for landlords
15. [AppFolio Investment Manager](https://www.getapp.co.uk/software/117232/appfolio-investment-management) — 4.7/5 (100 reviews) — Real estate investment management solution
16. [WOWS Investment Portal](https://www.getapp.co.uk/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
17. [Vestd](https://www.getapp.co.uk/software/2069206/vestd) — 4.9/5 (97 reviews) — Vestd, the easiest way to manage and issue shares.
18. [Certent Equity Management](https://www.getapp.co.uk/software/107231/certent-equity-management) — 4.6/5 (85 reviews) — Enterprise Class Equity Management \& Reporting Software
19. [RealPage IMS](https://www.getapp.co.uk/software/113433/ims-platform) — 4.5/5 (79 reviews) — Investor management for commercial real estate
20. [Carta](https://www.getapp.co.uk/software/117139/carta-equity-management) — 4.2/5 (63 reviews) — Equity management solution for public \& private firms
21. [Juniper Square](https://www.getapp.co.uk/software/111957/juniper-square) — 4.9/5 (61 reviews) — A universal system for private investment partnerships.
22. [HiddenLevers](https://www.getapp.co.uk/software/457099/hiddenlevers) — 4.3/5 (58 reviews) — Portfolio stress testing software for advisory firms
23. [Bob Finance](https://www.getapp.co.uk/software/2048352/mosaic-1) — 4.8/5 (57 reviews) — Strategic financial planning platform for decision making
24. [Social Security Timing](https://www.getapp.co.uk/software/2059857/social-security-timing) — 4.7/5 (49 reviews) — Cloud-based social security strategy management tool
25. [ICONOMI](https://www.getapp.co.uk/software/2072152/iconomi) — 4.5/5 (44 reviews) — Crypto portfolio management platform

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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)
- [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)
- [Hedge Fund Software](https://www.getapp.co.uk/directory/1225/hedge-fund/software)

## Links

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

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/directory/17/investment-portfolio-management/software> |
| de-AT | <https://www.getapp.at/directory/17/investment-portfolio-management/software> |
| en | <https://www.getapp.com/finance-accounting-software/investment-portfolio-management/> |
| en-AE | <https://www.getapp.ae/directory/17/investment-portfolio-management/software> |
| en-AU | <https://www.getapp.com.au/directory/17/investment-portfolio-management/software> |
| en-CA | <https://www.getapp.ca/directory/17/investment-portfolio-management/software> |
| en-GB | <https://www.getapp.co.uk/directory/17/investment-portfolio-management/software> |
| en-IE | <https://www.getapp.ie/directory/17/investment-portfolio-management/software> |
| en-NZ | <https://www.getapp.co.nz/directory/17/investment-portfolio-management/software> |
| en-SG | <https://www.getapp.sg/directory/17/investment-portfolio-management/software> |
| en-ZA | <https://www.getapp.za.com/directory/17/investment-portfolio-management/software> |
| es | <https://www.getapp.es/directory/17/investment-portfolio-management/software> |
| es-CL | <https://www.getapp.cl/directory/17/investment-portfolio-management/software> |
| es-CO | <https://www.getapp.com.co/directory/17/investment-portfolio-management/software> |
| es-MX | <https://www.getapp.com.mx/directory/17/investment-portfolio-management/software> |
| fr | <https://www.getapp.fr/directory/17/investment-portfolio-management/software> |
| fr-BE | <https://fr.getapp.be/directory/17/investment-portfolio-management/software> |
| fr-CA | <https://fr.getapp.ca/directory/17/investment-portfolio-management/software> |
| nl | <https://www.getapp.nl/directory/17/investment-portfolio-management/software> |
| nl-BE | <https://www.getapp.be/directory/17/investment-portfolio-management/software> |
| pt | <https://www.getapp.com.br/directory/17/investment-portfolio-management/software> |
| pt-PT | <https://www.getapp.pt/directory/17/investment-portfolio-management/software> |

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