Here's our list of apps for Investment Management Software. Filters help you narrow down the results to find exactly what you’re looking for.

Clear all filters

Filter by

Pricing model
Devices supported
Product Rating
Business size
Geographies served
Features

83 Software options

Sort by
Sponsored Highest Rated About sorting methods

Certent Equity Management

4.4 (27)
Equity Management & Reporting
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Read more about Certent Equity Management
Visit Website
Alternatives

AlternativeSoft

4.6 (14)
Investment management platform for fund managers
AlternativeSoft is an investment management software designed to help allocators, consultants, fund managers, and third-party fund marketers manage fund selection, portfolio construction, and reporting. The platform enables administrators to track investments across private market funds, hedge funds, and mutual funds. Read more about AlternativeSoft
Visit Website
Alternatives

Diligent Equity

3.6 (11)
Cloud-based equity management solution
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. Read more about Diligent Equity
Visit Website
Alternatives

FundCount

4.5 (6)
Integrated accounting and investment management solution
FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Read more about FundCount
Visit Website
Alternatives

U-Rite

5 (3)
Underwriting & valuation management tool for the real estate
U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments. Read more about U-Rite
Visit Website
Alternatives

Tier1

5 (3)
CRM software for capital markets & investment banking.
Global relationship management software for capital markets, corporate & investment banking, and investment management. Read more about Tier1
Visit Website
Alternatives

eFront

3 (2)
Private equity software for direct & indirect investments
eFront provides end-to-end private equity solutions that help firms streamline operations while reducing risk, improving communication, and delivering insights Read more about eFront
Visit Website
Alternatives

Crowdsofts

4.5 (2)
Crowdfunding and investment management
Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more. Read more about Crowdsofts
Visit Website
Alternatives

Allvue

5 (1)
Investment management software for private equity firms
In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs. Read more about Allvue
Visit Website
Alternatives

VestServe

(0)
Investment, funds, and accounting management solution
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers. Read more about VestServe
Visit Website
Alternatives

Novable

(0)
An AI-powered innovation scouting technology
Novable's mission is to connect companies with the most relevant startups for their innovation, growth, transformation or corporate development strategies. Read more about Novable
Visit Website
Alternatives

StockMarketEye

4.5 (81)
Keep Your Eye On Your Investments
StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes. Read more about StockMarketEye
Learn More
Alternatives

RealPage IMS

4.6 (76)
Investor management for commercial real estate
IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more. Read more about RealPage IMS
Learn More
Alternatives

MRI Software

4.4 (68)
Cloud-based real estate and investment management software
MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more Read more about MRI Software
Learn More
Alternatives

Juniper Square

4.9 (59)
Modern investment management for the real estate industry
All-in-one investment management software designed specifically for real estate Read more about Juniper Square
Learn More
Alternatives

Stessa

4.8 (58)
Smart accounting software for landlords.
Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more. Read more about Stessa
Learn More
Alternatives

HiddenLevers

4.3 (58)
Portfolio stress testing software for advisory firms
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Read more about HiddenLevers
Learn More
Alternatives

AppFolio Investment Management

4.8 (48)
Real estate investment management
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors. Read more about AppFolio Investment Management
Learn More
Alternatives

Carta

4.4 (45)
Equity management solution for public & private firms
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. Read more about Carta
Learn More
Alternatives

Backstop

4.3 (37)
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Read more about Backstop
Learn More
Alternatives

DealCloud

4.5 (19)
Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
Learn More
Alternatives

Plaid

4.5 (16)
Platform that enables apps to connect with bank accounts
Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Read more about Plaid
Learn More
Alternatives

Ledgy

4.9 (15)
The Equity Management Platform for High-Growth Companies
Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant. Read more about Ledgy
Learn More
Alternatives

Dynamo

4.6 (11)
Investment management software
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more Read more about Dynamo
Learn More
Alternatives

Orchestra

4.8 (11)
Build better stakeholder relationships
Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform. Read more about Orchestra
Learn More
Alternatives

HedgeGuard

4.6 (8)
Investment portfolio management system
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities Read more about HedgeGuard
Learn More
Alternatives

AIM

4.8 (8)
Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Read more about AIM
Learn More
Alternatives

Covercy

4.3 (7)
CRE Investor Management with integrated banking services.
Commercial real estate (CRE) investment firms grow AUM with Covercy Banking Core and investor management platform. Read more about Covercy
Learn More
Alternatives

SourceScrub

4.8 (6)
Research and investment management software
SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects. Read more about SourceScrub
Learn More
Alternatives

Riskalyze

4.8 (6)
The world's number 1 Risk Alignment Platform.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Read more about Riskalyze
Learn More
Alternatives

Macroaxis

4.3 (4)
Wealth management and optimization platform
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing... Read more about Macroaxis
Learn More
Alternatives

TOGGLE

4.8 (4)
AI-based investment insights and financial analysis tool
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Read more about TOGGLE
Learn More
Alternatives

Kushim

4.8 (4)
An all-in-one investment tracking suite built for VCs
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Read more about Kushim
Learn More
Alternatives

Investor Deal Room

4.5 (4)
Investment management software
Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings... Read more about Investor Deal Room
Learn More
Alternatives

WealthBlock

4.8 (4)
Professional Capital Raise Made Easy
WealthBlock provides a white-label platform that helps businesses integrate essential capital raising tools (CRM, cap table management, data room, e-signature, fund admin, investor verification, etc.) in an all-in-one solution to 10x fundraising productivity. Read more about WealthBlock
Learn More
Alternatives

Pinnakl

5 (3)
Trading and portfolio management solution for hedge funds
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics. Read more about Pinnakl
Learn More
Alternatives

The CRE Suite

5 (2)
Commercial real estate property & investment management
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios Read more about The CRE Suite
Learn More
Alternatives

Active Trader Pro

3 (2)
Stock portfolio management for active investors
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume. Read more about Active Trader Pro
Learn More
Alternatives

Fi360 Toolkit

3.5 (2)
Cloud-based investment management software
Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations. Read more about Fi360 Toolkit
Learn More
Alternatives

TeamWox

5 (1)
Online groupware and collaboration software
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the... Read more about TeamWox
Learn More
Alternatives

Obsidian Suite

5 (1)
All-in-one investor management for financial firms
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more Read more about Obsidian Suite
Learn More
Alternatives

QUO

5 (1)
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system Read more about QUO
Learn More
Alternatives

Enverus MineralSoft

5 (1)
Oil and Gas portfolio management for investment funds
Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting. Read more about Enverus MineralSoft
Learn More
Alternatives

AdvisorEngine

5 (1)
Wealth management platform for investment companies
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding. Read more about AdvisorEngine
Learn More
Alternatives

Cash Flow Portal

4 (1)
Real-estate syndication software to raise money faster
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising. Read more about Cash Flow Portal
Learn More
Alternatives

BetterCapital.US

5 (1)
BetterCapital.us is a real estate investment management tool
BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income. Read more about BetterCapital.US
Learn More
Alternatives

Forbury

5 (1)
Commercial Real Estate Valuation Software
Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers. Read more about Forbury
Learn More
Alternatives

Financial Services Cloud

(0)
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Read more about Financial Services Cloud
Learn More
Alternatives

RiskValue

(0)
Investment & risk management software systems
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements Read more about RiskValue
Learn More
Alternatives

Perfona

(0)
Web-based investment and portfolio management system
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting Read more about Perfona
Learn More
Alternatives

Related categories